Mad Money: 2021年12月16日(木)の放送の要点

2021年12月16日(木)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) Jim Cramer says the ‘universe of potential winners’ has shrunk and investors need to be picky (https://www.cnbc.com/2021/12/16/cramer-universe-of-potential-winners-has-shrunk-investors-be-picky.html)

• CNBC’s Jim Cramer said investors now need to be more picky in their stock selections.
• The Federal Reserve’s plan to expedite the tightening of its monetary policy means “the universe of potential winners has gotten smaller,” he said.
• However, the “Mad Money” host argued “there are still tons of groups that work.”

(2) [No Video Clip] Jim Cramer examines the bull and bear case for online furniture retailer Wayfair (https://www.cnbc.com/video/2021/12/16/jim-cramer-examines-the-bull-and-bear-case-for-online-furniture-retailer-wayfair.html)

After Wayfair received two contrasting pieces of equity research from analysts, “Mad Money” host Jim Cramer on Thursday examined both the bear and bull cases for the online furniture retailer.

Ticker: W [Bottom Line – When a stock gets it with a downgrade and drops 8.5%, you have to expect more pain ahead]

(3) Jim Cramer rips SPACs, urges investors to avoid the blank-check companies right now (https://www.cnbc.com/2021/12/16/cramer-rips-spacs-urges-investors-to-avoid-the-blank-check-companies.html)

• Retail investors should avoid SPACs entirely, CNBC’s Jim Cramer advised Thursday.
• “The SPAC deals keep coming because they’re a great way for institutional money managers to get a guaranteed return,” he said.
• However, the “Mad Money” host warned that “everybody else in the process gets the short end of the stick.”

ticker: BZFD

(4) Executive Interview: Adobe CEO blames timing and foreign exchange for low guidance after shares tank (https://www.cnbc.com/2021/12/16/adobe-ceo-blames-timing-for-low-guidance-after-shares-tank.html)

• Adobe Chairman and CEO Shantanu Narayen on Thursday expressed confidence about the company’s future.
• Adobe shares tanked 10% Thursday as investors responded negatively to the company’s financial projections.
• “The underlying business is still as healthy as it’s been” despite the software maker’s weaker-than-expected guidance, Narayen told CNBC’s Jim Cramer.

Ticker: ADBE

(5) Cramer’s lightning round: I’m done hating on AT&T at these levels (https://www.cnbc.com/2021/12/16/cramers-lightning-round-im-done-hating-on-att-at-these-levels.html)

• Fiverr: “No. Remember the criteria: We need to have companies that are profitable that sell at a price-to-earnings ratio, not a price-to-sales ratio. They have to be profitable.”
• State Street Corporation: “I like State Street very much, but I’ve got to tell you, let me do you even better. I think Morgan Stanley, the charitable trust has been buying Morgan Stanley. … I think it’s cheaper, better, with better growth and really fabulous management.”
• Virgin Galactic: “Virgin Galactic Holdings is a classic example of a stock that you want to buy when the Fed is easing or got rates low. When the Fed is tightening, there really is no kind of value that you’re going to get.”
• AT&T: “Today it got upgraded. … I said today at $22, the hate is over. I’m no longer putting the hate on AT&T. Enough is enough. It’s gotten low enough, and I said it on “Squawk on the Street” when the stock was up 10 cents, and I’m going to stick by that position even though the stock was up very big today because enough is enough. No matter how much I don’t like those guys — and I don’t — at this price? Enough.”

Ticker: FVRR, STT, SPCE, T, CAMT

(6) [No Video Clip] Jim Cramer praises Fed chief Jerome Powell for taking a ‘measured’ approach to policy tightening (https://www.cnbc.com/video/2021/12/16/jim-cramer-praises-fed-chief-jerome-powell-for-taking-a-measured-approach-to-policy-tightening.html)

“Mad Money” host Jim Cramer explained Thursday why he’s been so supportive of Federal Reserve Chairman Jerome Powell in recent months, praising the top U.S. central banker for taking a measured, data-driven approach.

Other Stocks Discussed (calls with audience): Macy’s (M) [buyer], Draftking (DKNG), LCID

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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