Mad Money: 2021年5月18(火)の放送の要点

2021年5月18(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) Travel and leisure stocks take spotlight as stay-at-home names stall, Jim Cramer says (https://www.cnbc.com/2021/05/18/cramer-travel-and-leisure-stocks-in-spotlight-as-stay-at-home-names-falter.html)

• “The baton is now being passed from the stay-at-home names to the travel and leisure plays,” CNBC’s Jim Cramer said.
• “I think it’s not too late to bet on the transition, especially since Wall Street’s been so behind-the-curve when it comes to the real story,” the “Mad Money” host said.
• Cramer expects shares of Walmart, Norwegian Cruise Line, Wynn Resorts, Disney and more stocks will gain momentum with the travel and leisure thesis.

Stocks & Tickers: Walmart (WMT), Home Depot (HD), Macy’s (M), Norwegian Cruise (NCLH), Las Vegas, Disney (DIS), AMC, Ulta Beauty (ULTA), Estee Lauder (EL), Airbnb (ABNB) [buy some now]

(2) Executive Interview: Raytheon plans to cut office space by 25% as it embraces a hybrid work (https://www.cnbc.com/2021/05/18/raytheon-to-cut-office-space-by-25percent-as-it-embraces-hybrid-work-.html)

• Raytheon Technologies plans to reduce its 32 million square feet of office space substantially as the company standardizes remote work options.
• “What this pandemic has shown us in all honestly is that, you know, you can be productive in varying work environments,” CEO Greg Hayes told CNBC’s Jim Cramer.
• “As I think about the goals that we have around diversity and trying to keep young women in the workforce, this type of flexibility is absolutely essential,” he said

Ticker: RTX

(3) Off-the-Chart: The VIX is flashing signs of more market downside, Jim Cramer says (https://www.cnbc.com/2021/05/18/jim-cramer-the-vix-is-flashing-signs-of-more-downside-in-stocks.html)

• The VIX, known as the fear gauge, is showing signs of market turbulence over the coming weeks, CNBC’s Jim Cramer said.
• “A flat market with a rising VIX is exactly what you see at the beginning of what’s known as a volatility swell,” Cramer said.
• “The charts, as interpreted by Mark Sebastian, suggest that the next month-and-a-half could be a pretty rough time for the stock market,” Cramer said.

(4) Signet Jewelers CEO on talks company’s ‘Path to Brilliance’ online strategy　(https://www.cnbc.com/video/2021/05/18/signet-jewelers-ceo-on-talks-path-to-brilliance-online-strategy.html)

Signet Jewelers CEO Gina Drosos gave insight into the retailer’s investments into an omnichannel digital program.

Ticker: SIG

(5) Cramer’s lightning round: Riot Blockchain is a proxy for bitcoin (https://www.cnbc.com/2021/05/18/cramers-lightning-round-riot-blockchain-is-a-proxy-for-bitcoin.html)

• Harvard Bioscience: “They had a good quarter and it was better than expected … I think it’s a decent spec, let’s put it that way.”
• Oneok: “I happen to like Oneok … They are a very conservative company. They’ve done a very good job … I think you’ve got a good one there, if not a great one.”
• Ammo Munitions: “I’ve got to study this one.”
• Riot Blockchain: “Riot Blockchain is just a proxy, frankly, for bitcoin … If you think bitcoin’s going up, you buy Riot Blockchain. If you don’t, then you sell Riot Blockchain.”
• ViacomCBS: “You need another Archegos. We need another darned stupid fund manager, who’s considered to be brilliant by really rich people because he’s rich, who can fool a lot of people to take the stock up to $90 and then got clobbered.”
• Montrose Environmental: “The landfill business has gotten to be a great business again … This is a little speculative name, but I have to say I like the waste business. So I think you’re going to do OK.”
• Turtle Beach: “I am so convinced that Logitech is going to do better than Turtle Beach.”

Ticker: HBIO, OKE, POWN, RIOT, VIAC, MEG, HEAR, LOGI

(6) [No Video Clip] Executive Interview (Cramer’s eyeing a red hot sector to see if its still worth considering) — Ticker: PLUG

Other Stocks Discussed (calls with audiences): AppHarvest, Inc (APPH), Boeing (BA), Unity Software (U)

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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