Mad Money: 2021年8月11日(水)の放送の要点

2021年8月11日(火)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

(1) Cramer says to give Fed Chair Powell ‘the benefit of the doubt’ on inflation (https://www.cnbc.com/2021/08/11/cramer-says-to-give-powell-the-benefit-of-the-doubt-on-inflation.html)

• CNBC’s Jim Cramer voiced support for Federal Reserve Chair Jerome Powell’s patient approach to monetary policy.
• Critics think Powell should act to control inflation, but Cramer said the central bank chief is right to keep policy easy for now as the delta variant spreads.

Monitoring Information: Key areas of the economy to watch: Delta variant’s impact on travel & leisure sector; Cooling off in the used car market; Labor market changes as federal benefits end; Loss of momentum, leveling off in consumer spending; Raw material prices appear neat to a peak; Oil prices topping out.

(2) Interview: Wendy’s CEO explains why the fast-food chain plans to open 700 ghost kitchens by 2025 (https://www.cnbc.com/video/2021/08/11/wendys-ceo-explains-the-fast-food-chains-ghost-kitchens-plans.html)

In a “Mad Money” interview, Todd Penegor, CEO of fast-food chain Wendy’s, explained why the company plans to launch up to 700 ghost kitchens by 2025.

Ticker: WEN

(3) Interview: Norwegian Cruise Line CEO says he’s ‘disappointed’ by lack of government Covid vaccine mandates (https://www.cnbc.com/2021/08/11/norwegian-cruise-line-ceo-says-hes-disappointed-by-lack-of-government-covid-vaccine-mandates.html)

• “I’m so disappointed in government at the local level, state level, federal that we don’t have mandates,” Norwegian Cruise Line CEO Frank Del Rio told CNBC on Wednesday.
• Del Rio’s company is currently engaged in a legal battle with the state of Florida over its desire to require passengers to be vaccinated against Covid.

Ticker: NCLH

(4) Interview: Poshmark CEO address the impact of Apple iOS privacy update and marketing expenses (https://www.cnbc.com/video/2021/08/11/poshmark-ceo-address-the-impact-of-apple-ios-privacy-update-and-marketing-expenses.html)

“Mad Money” host Jim Cramer interviewed Poshmark CEO and founder Manish Chandra on Wednesday’s edition of the show.

Ticker: POSH

(5) Cramer’s lightning round: You can buy Zillow here (https://www.cnbc.com/2021/08/11/cramers-lightning-round-you-can-buy-zillow-here.html)

• Zillow: “I don’t know. Zillow is down like 25% for the year. It’s doing quite well. I actually think it’s a decent level to buy with mortgage rates so low.”
• Biohaven Pharmaceuticals: “I think you buy it. I know somebody downgraded it yesterday. They never had a migraine.”
• Lightning eMotors: “I think you had it. That was the gain yesterday. That was one you had to be in yesterday or not be in at all.”
• Sumo Logic: “Our viewers are smart. That is the most crowded space in the world. I’m tired of cloud-based management and analytics. Finally, finally, finally Splunk went up. Enough. Anyway, I like Snowflake in that area.”
• Atlas Technical Consultants: “It’s good but it just had a gigantic gain. We want to be in things before the gain, not after the gain. I think we missed that stock.”
• SoFi Technologies: “Long term, I like it. It’s Anthony Noto. They’re about to report. I think he’s doing a terrific job, and I think that’s a great stock for the long term and there’s no reason why you shouldn’t buy it.”
• GameStop: GameStop is a little controversial. You’ve got these people that are … nematodes and they like it a lot and good for them.”

Ticker: Z, BHVN, ZEV, SUMO, SPLK, SNOW, ATCX, SOFI, GME

(6) Cramer thinks these stocks are bargains with the market at record highs (https://www.cnbc.com/2021/08/11/cramer-these-stocks-are-bargains-with-the-market-at-record-highs.html)

• Mad Money” host Jim Cramer offered investors a group of stocks he believes are still bargains despite high overall market valuations.
• Ford, PayPal and Boeing are among the companies Cramer highlighted.

Opportunists for a bargain: Ford (F), PayPal (PAPL) [just bought for charitable trust], NortonLife Lock (NLOK), American Eagle Outfitters (AEO), Boeing (BA), Pioneer Natural Resources (PXD), Devon Energy (DVN)

Other Stocks Discussed (calls with audiences): Fisker (FSR) [Cramer likes FSR, survivor], Levi Strauss (LEVI) [still good],

参考: この日の放送に関するその他のサイトへのリンク

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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