Mad Money: 2021年12月22(水)の放送の要点

2021年12月22(水)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 U.S. won’t need lockdowns to manage the omicron surge, and that’s good for stocks (https://www.cnbc.com/2021/12/22/jim-cramer-on-omicron-us-wont-need-lockdowns-and-thats-good-for-stocks.html)

• “I think we can probably take the prospect of a lockdown off the table,” Cramer said.
• The stock market rallied for the second straight day on Wednesday as investors appear to have grown more comfortable with the health risk.
• Cramer pointed to the dramatic decline in cases in South Africa with fewer deaths than previous waves as one reason for optimism.

(2) Interview: An ER doctor wants to use ‘circuit breakers’ to slow the spread of Covid. Here’s how that would work (https://www.cnbc.com/2021/12/22/er-doctor-sees-circuit-breakers-slowing-the-spread-of-covid.html)

• Dr. Jeremy Faust said local governments should use real-time data to identify “circuit breakers” that trigger targeted restrictions to keep hospitals from being overrun.
• Many states and local governments implemented harsh restrictions on activities like indoor dining during the initial wave of Covid 19 in March 2020 but have held off making such moves again this time.
• “It’s narrow, it’s nimble, and it does an achievable thing that we all can get behind,” Faust said.

(3) [No Video Clip] Cramer sees Eli Lilly’s recent stock drop as just a minor setback (https://www.cnbc.com/video/2021/12/22/cramer-sees-eli-lillys-recent-stock-drop-as-just-a-minor-setback.html)

CNBC’s Jim Cramer said Wednesday that Lilly’s pullback gives investors a chance to buy the stock or add to their positions.

Ticker: LLY [Charitable trust owns LLY since Oct 2021]

(4) [No Video Clip] Executive Interview: Watch the full interview with Paychex CEO, talking about workplace Covid trends (https://www.cnbc.com/video/2021/12/22/watch-the-full-interview-with-paychex-ceo-talking-about-workplace-covid-trends.html)

Paychex CEO Marty Mucci spoke to CNBC’s Jim Cramer on Wednesday’s edition of “Mad Money.”

Ticker: PAYX

(5) Cramer’s lightning round: We don’t recommend these stocks that don’t make money (https://www.cnbc.com/2021/12/22/cramers-lightning-round-we-dont-recommend-these-stocks-that-dont-make-money.html)

• Exelon: “I think it’s terrific. I could tell you it’s a couple of bucks ahead of itself, but I think you’ve got a winner there.”
• Clean Energy: “We are in favor of companies that are actually making money now. There was a period where you could in to something and the company not make money and you’d do OK. That company’s got to deliver on the earnings. It just has to.”
• CareTrust REIT: “If I’m going to own assisted living, I’m going to always go — even here, with the yield appreciably lower than yours— I’m going to go to Ventas. But I actually don’t want to go to the group in general. It’s too hard right now. Too many things can go wrong because of omicron.”
• Charles Schwab: “I like Schwab very much. I’ve been a client of Schwab. … Morgan Stanley sells at a [price-to-earnings] multiple that is half of Schwab. I think that’s why I like Morgan Stanley more, but I’m not debating Schwab as being not a great company. It is indeed a great company.”
• C3.AI: “We’ve got to understand, it’s got to make money. That’s the whole point. If they’re not making money, we’re not recommending it. We’ve got enough problems with the ones that are making money. We don’t need the ones that aren’t making money. The only one that’s not making money that I really like is Snowflake.”
• Trade Desk: ”[CEO] Jeff Green is real. That company is real. I wouldn’t mind you buying more of that stock. I think it is a terrific company.”
• Roblox: “I like [CEO David] Baszucki. I think Baszucki is good. Now that is one of my couple metaverse names. I don’t have a lot of metaverse names. That remains a solid metaverse name, and my favorite of course that we have not mentioned in like 36 hours, as I like Nvidia.”
• Luminar Technologies: “No, no, look, I saw there was an article in some publication saying Ford was ready for a fall. As soon as I see that I say go buy some Ford. That one yields 2%, it’s making money. That’s what we’re looking for — companies that are making money in the EV-ICE space. And one of them is Ford.”

Ticker: EXC, CLNE, CTRE, SCHW, C3.AI, TTD, RBLX, LAZR

(6) Here’s a list of what stocks work as workers stay home (https://www.cnbc.com/video/2021/12/22/heres-a-list-of-what-stocks-work-as-workers-stay-home.html)

CNBC’s Jim Cramer on Wednesday looks at Williams Sonoma, Restoration Hardware and Tesla.

Ticker: WSW, RH, TSLA, Palo alto network

Other Stocks Discussed (calls with audience): Canada Goose (GOOS) [time to move on], Nordstrom (JWN) [rather own Generac], Alibaba (BABA),  Canopy Growth (CGC)

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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