Mad Money: 2021年8月23日(月)の放送の要点

2021年8月23日(月)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 people were ‘desperate’ to buy stocks after FDA’s Pfizer vaccine approval (https://www.cnbc.com/2021/08/23/cramer-people-desperate-to-buy-stocks-after-pfizer-vaccine-approval.html)

• “You rarely see a market that’s this straightforward, but anything with any cyclicality roared today on the Pfizer story,” CNBC’s Jim Cramer said Monday.
• The “Mad Money” host said Wall Street’s reaction to the FDA decision tells him investors are “desperate to buy stocks even if they have to pay up.”

Buy the new?: Travel & leisure (LYFT, ABNB); “Go Out” Stocks (EL, CMG): Cross Border Plays (MA, V); Airlines & Cruise Ships (LUV); Cyclists (HON, CAT, NUE, CLF); FAANG & Friedens

(2) Lyft president ‘extremely confident’ company will win legal battle to classify gig workers as contractors (https://www.cnbc.com/2021/08/23/lyft-president-extremely-confident-company-will-win-legal-battle-to-classify-gig-workers-as-contractors.html)

• Lyft President John Zimmer told CNBC he’s “extremely confident” Proposition 22 will be upheld on appeals.
• A California judge on Friday ruled that ballot measure, which allows Lyft and Uber to classify its drivers as contractors, is unconstitutional.

Ticker: LYFT

(3) Jim Cramer says these 4 stocks that recently completed spin-offs are worth buying (https://www.cnbc.com/2021/08/23/jim-cramer-says-these-4-stocks-that-recently-completed-spin-offs-are-buys.html)

• Two recent company breakups have created four stocks worthy of buying, CNBC’s Jim Cramer said Monday.
• The “Mad Money” host said he recommends both XPO Logistics and the newly spun-out firm GXO Logistics.
• Likewise, Cramer said the two components of the company formerly known as L Brands, Victoria’s Secret and Bath & Body Works, can be added to portfolios.

XPO Logistics (XPO) –> GXO and XPO logistics [I like both]
Lbrands –> Victoria’s Secret (VSCO) [ give blessing for turn around and speculation), and Bath & Body Works (BBWI)

(4) Executive Interview: Palo Alto Networks CEO on the strategy to fight off ransomware attacks (https://www.cnbc.com/video/2021/08/23/palo-alto-networks-ceo-on-the-strategy-to-fight-off-ransomware-attacks.html)

Nikesh Arora, the CEO and chairman of Palo Alto Networks, appeared on “Mad Money” with Jim Cramer shortly after the cybersecurity firm reported quarterly earnings Monday.

Ticker: PANW

(5) Cramer’s lightning round: I like International Flavors & Fragrances over Amyris (https://www.cnbc.com/video/2021/08/23/cramers-lightning-round-i-like-international-flavors-fragrances-over-amyris.html)

Ticker: BODY [No], FUTU [Chinese stock, hold on to 2 week, then sell] , AMRS [IFF is a better buy], CFG [one of the better regional], POWW [No], LRCX [Terrific]

(6) [No Video Clip] Jim Cramer says he still expects Fed chief Powell to be proven right on inflation (https://www.cnbc.com/video/2021/08/23/jim-cramer-says-he-still-expects-fed-chief-powell-to-be-proven-right-on-inflation.html)

“Mad Money” host Jim Cramer explained Monday why he continues to believe Fed Chief Jerome Powell’s inflation outlook will be proven correct over time.

A note to the inflationistas: Here’s what you’ re missing: increased productivity through digitization – lowers costs by “doing more with less”; Delta-induced delay in getting back to the office – potential collapse in office rent, auto & home prices; Covid contained, bonus benefits end, more people rejoin workforce – excess labor puts downward pressure on wages

Other Stocks Discussed (calls with audiences): Goldman Sachs (GS), [stick with the stock], VMWAre (VMW) buy Dell, Five9 FIVN (take money and run)

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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