Learn from Jim Cramer: Mad Money Recap of First Week of August 2021 (August 2-5, 2021)

From this week, I start giving a recap of Mad Money w/ Jim Cramer on a weekly basis. All the episode in the week are categorized as Featured stocks of this week, Interviews, Lightning Rounds, Stocks Discussed during Calls with Listeners, etc. As as start, this page deals with the first week of August 2021, but since there was no show on Friday, August 6, 2021, this page covers 4 days from August 2, 2021 to August 5, 2021.

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1. Featured stocks of this week

1.1 Social media related stocks

On Monday, August 2, 2021, the following stocks were explained as social media-related stocks. There are no articles or video links related to this episode.

Featured stocks:Snapchat (SNAP) [stock got more room to run, good buy here, since its pulled back from its post-earnings high],  Twitter (TWTR), Facebook (FB) [cheapest of the social media plays], Pinterest (PINS) [losing audience, best revenue growth, wary of recommending PINS ]

1.2 Pseudo Lockdown Stocks

On Tuesday, August 3, 2021, the following stocks were recommended that could perform well amid concerns about pseudo-lockdown due to the spread of Corona Delta stocks.

Featured stocks: Target (TGT), Home Deport (HD), Costco (COST), Walmart (WMT) [charitable trust owns WMT], Amazon (AMZN), UPS (UPS), FedEx (FDX), Nike (NKE), Lululemon (LULU), Ralph Lauren (RL), Domino’s (DPZ), Apple (AAPL), Robinhood (HOOD)

Cramer says bet on these ‘pseudo-lockdown stocks’ as Wall Street worries about Covid delta variant (https://www.cnbc.com/2021/08/03/delta-variant-cramer-expects-these-pseudo-lockdown-stocks-to-benefit.html)

<Notes concerning Robinhood (HOOD)>

Regarding Robinhood Stock, although it was recommended to buy right after the IPO (it is also included in the above pseudo lockdown stock), since the stock became the Meme Stock soon after, it is recommended to take profit without chasing further.

1.3 A Stock that Ark Investment Keep Purchasing

On Monday, August 2, 2021, the following stock was introduced as a stock that Ark Investments purchases on a daily basis since their IPO on April 1, 2021. There are no articles or video links related to this episode.

Featured stocks: UiPath (PATH) [Robotic process automation company. ARK buy almost daily. Giving blessing for buying for speculation. Buy now small small position, and buy at the lock up expiration. ]

1.4 Recommendation on Shopping-related REITs

The following stocks were introduced as Shopping-related REIT stocks on Wednesday, August 4, 2021’s episode.

Featured stocks: Kimco (KIM), Tanger (SKT), Simon Property (SPG), Federal Realty (FRT)

Jim Cramer says he remains confident in U.S. economy despite Covid delta surge (https://www.cnbc.com/2021/08/04/jim-cramer-says-he-remains-confident-in-us-economy-despite-covid-delta-surge.html)

1.5 Value Stocks at This Point

On Thursday, August 5, 2021, the following stocks were recommended as value stocks despite the stock market hits new highs.

Featured stocks:Walmart (WMT) [upgraded today, relatively cheap], Uber (UBER) [undervalued],  Iyondellbasell (LYB), Trinseo (TSE), Cleveland-Cliffs Inc.(CLF) [still cheap], Nucor (NUE) [still cheap], Toll Brothers (TOL), Lennar (LEN), DR Horton (DHI), KB Home (KBH) Ford (F), GM (GM)

Cramer’s list of cheap stocks to buy in a market trading at record highs (https://www.cnbc.com/2021/08/05/heres-cramers-list-of-cheap-stocks-to-buy-in-a-market-trading-at-record-highs.html)

2. Off-the-Chart

Mr. Cramer explains the opinions of chart experts. Broadcasted irregularly.

August 2, 2021: Charts suggest S&P 500 may struggle in August while gold looks set to rally, Cramer says (https://www.cnbc.com/2021/08/02/cramer-charts-show-sp-500-may-toil-in-august-gold-looks-to-rally.html)

August 3, 2021 [No Video Clip] Jim Cramer breaks down technical analysis on the S&P 500, Nasdaq 100 and bitcoin (https://www.cnbc.com/video/2021/08/03/jim-cramer-breaks-down-technical-analysis-on-the-sp-500-nasdaq-100-and-bitcoin.html)

3. Interview

Interviews with CEP of various companies. Usually 1 to 3 interviews were broadcasted in each show.

August 2, 2021 — Newell Brands (NWL)

August 3, 2021 — Clorox (CLX)

August 4, 2021 — DuPont (DD), Devon Energy (DVN)

August 5, 2021 — Take-Two Interactive (TTWO), Etsy (ETSY), ON Semiconductor Corporation (ON), Weber (WEBR)

3. Lightning Round

This episode is broadcasted almost every show. There are 6 episodes in each show, and it seems this episode always show up as the 5th one.

August 2, 2021New York Community Bancorp (NYCB) [no growth], Coupang (CPNG) [I really like the company], Spirit Airlines (SAVE) [no international reopening yet], Energy Transfer (ET) [don’t like the company], Plug Power (PLUG) [wait to see the earnings]

August 3. 2021MKS Instruments (MKSI) [buy], Aurinia Pharmaceuticals (AUPH) [be careful], Sorrento Therapeutics (SRNE) [overvalued; sell], Palantir Technologies (PLTR) [cult stock], Gritstone Brio (GRTS) [Novocure (NVCR) is the way to go], SoFi Technologies (SOFI) [cheap; buy], Sprint AeroSystems (SPR) [own GE (GE), Raytheon (RTX) or Boeing (BA) instead]

August 4, 2021Electronic Art (EA) [need homework before opining], Monster Beverage Corporation (MNST) [terrific], Fastly (FSLY) [I don’t like it], ViacomCBS (VIAC) [inexepensive stock], Archer-Daniels-Midland Company (ADM) [fine, not my favorite], Sonic Automoitive (SAH) [I like AutoZone (ZAO)], Microvast (MVST) [need to study before opining], Desktop Metal (DM) [I am not going to 3D printing], AT&T (T) [I don’t like it]

August 5, 2021FMC Corporation (FMC) [No. Research firm downgraded it.], The Blacksotne Group (BX) [Terrific], Welltower Inc. (WELL) [I like WELL], Golden Nugget Online Gaming (GNOG) [I like it], Modine Manufacturing Company (MOD) [No], Loadstown Motors Corp. (RIDE) [No], Oramed Pharmaceuticals Inc. (ORMP) [You should go for it.]

4. Stocks Discussed during Calls with Listeners (between Episodes)

August 2, 2021– GAP (GPS) [you should buy], Skywarlk Solution (SWKS) [the quarter was good and I’m not backing away from] , Cleveland Cliff (CLF) [I like CLF, Charitable trust owns Nucor (NUE) which is a better company], Material (MP) [if you like raw materials and rare earth, its still the play], Cumming (CMI) [it’s going to be like Caterpillar (CAT), people threw it out, and then went in and buy it wait to see the quarter, people probably don’t like to quarter, the stock gets hit..]

August 3, 2021– Six Flags (SIX) [No], Coinbase (COIN) [I want to steer clear of crypto right now in any form], Tesla (TSLA) [I like TSLA stock]

August 4, 2021– Rocket Companies (RKT) [Difficult to recommend this stock], XPO Logistics (XPO) [terrific company], Boeing (BA) [Order from China would take the stock up 25 points. So, hold on]

August 5, 2021– Southwest (LUV) [buy buy buy]

5. Other Episodes

August 2, 2021: Cramer says it is the ‘height of irresponsibility’ to invest in Chinese stocks right now (https://www.cnbc.com/2021/08/02/cramer-says-it-is-height-of-irresponsibility-to-invest-in-chinese-stocks-right-now.html)

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アメリカ(ニューヨーク)に住み始めて17年目です。株式投資、インターネット活動を通して自宅で安定収入を得ることを目指しています。 ▶ 詳しいプロフィールはこちらから。
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I am a Japanese, residing in the US. I am trying to find a way to earn stable income at home through investments in stocks or other products as well as some sort of internet business. ▶ More detailed profile can be viewed from here.
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