Mad Money: 2022年1月19日(水)の放送の要点

2022年1月19日(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 not all stocks are struggling to start 2022: ‘You just need to know where to look’ (https://www.cnbc.com/2022/01/19/jim-cramer-says-not-all-stocks-are-struggling-to-start-2022.html)

• CNBC’s Jim Cramer said Wednesday he believes it’s possible for investors to build a successful portfolio despite Wall Street’s tough start to 2022.
• “Real companies doing real things with tremendous brand loyalty are what will triumph in this environment—you just need to know where to look,” the “Mad Money” host said.

Ticker: MS, PG, HUM, UNH, BAC

(2) SoFi CEO explains how securing a bank charter will improve the fintech firm’s consumer offerings (https://www.cnbc.com/video/2022/01/19/sofi-ceo-explains-how-securing-a-bank-charter-will-improve-the-fintech-firms-consumer-offerings.html)

SoFi Technologies CEO Anthony Noto appeared on Wednesday’s episode of “Mad Money,” one day after the fintech firm received regulatory approval on a U.S. bank charter.

Ticker: SOFI

(3) SEC’s Gensler says brokerage apps want users to trade frequently, which can be bad for small investors (https://www.cnbc.com/2022/01/19/secs-gensler-warns-investors-about-frequent-trades-on-brokerage-apps.html)

• SEC Chair Gary Gensler on Wednesday issued a warning to retail investors who use commission-free brokerage applications to buy and sell stocks.
• “I would say to you all, the public, as you’re investing: Beware that they’re trying to get you to trade more often. That’s their motivation,” he told CNBC’s Jim Cramer.
• “Statistics usually show that investing is good, but trading often is not,” Gensler added.

(4) Cramer’s lightning round: You’re in good shape with Commercial Vehicle Group (https://www.cnbc.com/2022/01/19/cramers-lightning-round-youre-in-good-shape-with-commercial-vehicle-group-.html)

• DuPont de Nemours: “Sold it for the [charitable trust] yesterday. Why? Because it had moved up. We wanted to be able to take a good gain.”
• Commercial Vehicle Group: “I like stocks that are inexpensive and have to do with autos, and there you’ve got one. I think you’re in good shape.”
• Southwest Airlines and American Airlines: “I’m not a big fan these days of Southwest. You can keep the other. That’s the way I look at it.”
• FREYR Battery: “No, no, no, no. no. We’re not doing battery stocks whether it be [QuantumScape], whether it’s FREYR. We don’t like EV. EV is not working.”
• Vector Group: “That gives you cigarettes [exposure through Vector Group’s discount tobacco brand Liggett Group], and I don’t recommend cigarettes.”

Ticker: DD, CVGI, LUV, AAL, FREY, VGR

(5) Jim Cramer, who once saw oil stocks as uninvestable, explains why he changed his mind (https://www.cnbc.com/2022/01/19/jim-cramer-who-once-saw-oil-stocks-as-uninvestable-explains-new-view.html)

• CNBC’s Jim Cramer on Wednesday offered a defense of his newfound optimism about investing in oil stocks.
  “Call me crazy, but when the facts change, I change my mind,” the “Mad Money” host said.
• In January 2020, Cramer said he was “done with fossil fuels,” contending investors would struggle to make money in those stocks.

Other Stocks Discussed (calls with audience): Thermo Fisher’s (TMO)

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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