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This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Friday, December 10, 2021. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Cramer’s week ahead: Focus is on the Fed, which should speed up timeline of rate hikes (https://www.cnbc.com/2021/12/10/jim-cramers-week-ahead-focus-is-on-the-fed-and-timeline-of-rate-hikes.html)
- The Federal Reserve’s policy update Wednesday is the most important market event next week, CNBC’s Jim Cramer said Friday.
- It’s clear the Fed’s emergency policy stance is “untenable” after Friday’s consumer price index report, Cramer contended.
- “The only question is the pace of the rate hikes and the tone of the Fed’s language,” he said.
(2) Executive Interview: Azek CEO expects raw material costs will ‘come back down,’ helping fuel profit growth (https://www.cnbc.com/2021/12/10/azek-ceo-expects-raw-material-costs-will-come-back-down-helping-fuel-profit-growth-.html)
- Azek CEO Jesse Singh told CNBC the company believes it will be able to boost its profitability in the future.
- “As we exit our fiscal second quarter, I think you’ll start to see margin expansion again,” he told “Mad Money” host Jim Cramer.
- “Some of those variables, in particular raw materials over a period of time, will come back down,” Singh added.
Ticker: AZEK
(3) [No Video Clip] Question from Investment Club Members
- Time to buy into high flyer – when high flyer down for no reason
- navigate declines and losses (eg. BA) paypal, nuecore, ba -battle for loser
- have both GNRC and ENVD, how to diversify? — GNRC is brupen, no problem at all
- AMD and ENVD
- What other sectors should investors consider for their portfolio, in light of the infrastructure bill? — ACOM (contractor) [Charitable Trust should have bought before the bill], NUE [Charitable trust is investing to NUE]
(4) Cramer says stay invested whenever the Fed hikes rates, history shows stocks can still rally (https://www.cnbc.com/2021/12/10/jim-cramer-stay-invested-whenever-fed-hikes-rates-stocks-can-still-rally.html)
- CNBC’s Jim Cramer on Friday urged investors to remain in the market despite concerns about a potential hawkish policy shift from the Federal Reserve.
- “The Fed may no longer be your friend, but it hasn’t turned into your enemy either,” the “Mad Money” host said.
- “If the last tightening cycle is any guide, it won’t do that for a very long time,” he added.
(5) Cramer’s lightning round: Stick with Ford over Lightning eMotors (https://www.cnbc.com/2021/12/10/cramers-lightning-round-stick-with-ford-over-lightning-emotors.html)
- Sunrun: “I’m not a Sunrun fan. I’m an Enphase fan. I like best of breed even when it comes to solar, and that’s Enphase.”
- Apartment Investment and Management: “I remember it as a dividend play. They’ve recreated that company. I can’t opine on it. It’s very different from the company I remember. Let me do some work on that.”
- Lightning eMotors: “We opined on that at one point, and I’m just … it may be the best of a lot, but you know what, the lot’s not good. Let’s just stick with Ford.”
- Atlas Air Worldwide Holdings: “That’s a good situation. … Here’s one you’ve got no pain at all. I think you’ve got horse’s sense.”
- Flex: “It’s a good company. It’s never gotten a high multiple. I happen like Jabil. They report [next week]. I prefer Jabil over Flex.”
Ticker: RUN, AIV, ZEV, AAWW, FLEX
(6) [No Video Clip] Cramer: Investors should try to profit from the companies ‘making fortunes’ despite inflation (https://www.cnbc.com/video/2021/12/10/cramer-investors-should-try-to-profit-from-the-companies-making-fortunes-despite-inflation.html)
“Mad Money” host Jim Cramer said Friday investors should not get too caught up in the latest inflation data and instead try to position their portfolios to profit from the companies that are doing well.
Ticker: COST ORCL
Other Stocks Discussed (calls with audience): Caterpillar (CAT [good story, I like NUE better, though], Ralph Lauren (RL) [buy buy buy]
Ref: Links to other sites that relate to episode of December 10, 2021
- Google Podcast (Sound)
- Internet Archive (Video & Texts per minute）
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