Mad Money: 2021年4月29(木)の放送の要点

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      暮眞★潤 (Jun Kurema)

      2021年4月29(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) Cramer recommends owning food stocks and names hurt by the chip shortage (

      • “I think today was a powerful lesson you need a diversified portfolio with both smokestack [stocks] that use semiconductors … and also defensive food stocks with big dividends,” the “Mad Money” host said.
      • Cramer said Apple, Caterpillar and Ford Motor — whose shares fell in Thursday’s session — are worth buying on any declines connected to the low supply of semiconductors.
        Food stocks like PepsiCo, Mondelez and Hershey are also buys.

      Ticker: AAPL, CAT, F, PEP, MDLZ, HSY


      (2) Executive Interview: Caterpillar CEO on infrastructure bill (

      Caterpillar CEO Jim Umpleby said he expects that infrastructure legislation being discussed on Capitol Hill will have a positive impact on the heavy machinery company.

      Ticker: CAT


      (3) Executive Interview: Domino’s Pizza CEO says phone ordering is near obsolete as digital sales continue to climb (

      • More than 75% of orders are now being placed through digital channels, up from 70% prior to Covid-19, Domino’s Pizza CEO Ritch Allison told CNBC’s Jim Cramer.
      • “As we look forward, those are the kinds of movements that happened during Covid that we don’t believe are going back,” he said in a “Mad Money” interview.
      • “We feel really well-positioned from a technology standpoint, and with the market still so very fragmented, there’s a lot of share to be gained broadly across the market as we see it,” Allison said.

      Ticker: DPZ


      (4) Executive Interview: Align Technology CEO reports having 10 million orthodontics patients (

      Digital orthodontics has created a revolution with people wanting to change their smiles, Align Technology CEO Joe Hogan said.

      Ticker: ALGN


      (5) Cramer’s lightning round: Southwest Air is a buy (

      • Northern Genesis Acquisition: “I happen to be very partial right now to Tesla.”
      • JetBlue Airways: “You don’t want to buy JetBlue. You’re buying Southwest Air, symbol LUV. [CEO] Gary Kelly, best operator.”
      • Genworth Financial: “It’s a risky stock. I have a life insurance policy with them. That’s about as close as I want to get to them.”
      • Viatris: “Nothing to see. Keep moving on. … That’s a cats-and-dogs stock, and I’d rather see you in Petco.”
      • General Electric: “Once people start flying again, which they’re starting to do, this is going to be one. You know I like Honeywell very much. I think they’re both great stocks.”
      • J2 Global: “You own the one that Vivek Shah is staying with. He’s one of the greatest business people I have ever met, honest as the day is long and terrific.”
      • Avient Corp: “I have not looked at that specific plastic company. I do like all the plastic companies. I like Dow as my favorite.”



      (6) Cramer backs Ford, undrafted in the CNBC Stock Draft, to outperform recovery favorites (

      • CNBC’s Jim Cramer made a full-throated endorsement of Ford, expecting the stock to make a big comeback within the next 10 months.
      • As athletes and celebrities in CNBC’s annual Stock Draft picked recovery favorites earlier Tuesday, Cramer, who is not a participant, said he backs the traditional automaker to make significant gains.
      • “When the expectations were highest – both yesterday and then 10 years ago – Ford got pulverized. Now they’re incredibly low, and that makes it easy for management to surprise to the upside,” the “Mad Money” host said.
        In this article

      Ticker: F


      Other Stocks Discussed (calls with audiences): Starwood Property Trust (STWD), CrowdStrike (CRWD)


      参考: この日の放送に関するその他のサイトへのリンク




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