Mad Money: 2021年8月9(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年8月9(月)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 urges investors to fight ‘lazy thinking’ when deciding to sell a stock (https://www.cnbc.com/2021/08/09/jim-cramer-urges-investors-to-fight-lazy-thinking-when-deciding-to-sell-a-stock.html)

• “Deciding when to sell is just as important as deciding when to buy,” CNBC’s Jim Cramer said Monday.
• That’s why investors need to avoid emotional responses when approaching those decisions, the “Mad Money” host said.
• “We can’t ban lazy thinking, but we can identify it and stamp it out one stupid idea at a time,” he said.

Ticker: NUE, COST, LIN [charitable trust owns those three stocks]

 

(2) Executive Interview: RBN Energy’s Rusty Braziel says the U.S. needs hydrogen to achieve Paris climate accord goals (https://www.cnbc.com/video/2021/08/09/rbn-energys-rusty-braziel-says-the-us-needs-hydrogen-to-achieve-paris-climate-accord-goals.html)

“Mad Money” host Jim Cramer sits down with RBN Energy CEO Rusty Braziel to examine the promise of hydrogen energy in the United States.

 

(3) Executive Interview: New Stitch Fix CEO Elizabeth Spaulding discusses the company’s push into ‘personalized shopping’ (https://www.cnbc.com/video/2021/08/09/new-stitch-fix-ceo-elizabeth-spaulding-discusses-the-companys-push-into-personalized-shopping.html)

Stitch Fix CEO Elizabeth Spaulding joined CNBC’s Jim Cramer on Monday’s episode of “Mad Money.” Spaulding recently took over as CEO of the online style service.

Ticker: SFIX

 

(4) Executive Interview: Ventas CEO on improving occupancy and Covid vaccinations in its senior housing communities (https://www.cnbc.com/video/2021/08/09/ventas-ceo-on-improving-occupancy-and-covid-vaccinations-in-its-senior-housing-communities.html)

Ventas CEO and Chairman Debra Cafaro appeared on “Mad Money” with CNBC’s Jim Cramer on Monday, discussing improving occupancy levels and vaccination rates in its senior housing communities.

Ticker: VTR

 

(5) Cramer’s lightning round: I would buy Lyft over Uber in ‘speculative’ ride-hailing segment (https://www.cnbc.com/2021/08/09/cramers-lightning-round-i-would-buy-lyft-over-uber-in-speculative-ride-hailing-segment.html)

• Lyft: “I actually think that Lyft had a better quarter than Uber, so I would go with Lyft, but that is a very speculative segment, just so you know. Speculative segment.”
• Golden Nugget Online Gaming: “You’re really just buying DraftKings [now after Monday’s acquisition announcement]. That’s a very smart acquisition for Golden Nugget people, but you’re not an arbitrager. I would ring the register. You just had a very big day today.”
• Global Payments Inc: “I think it’s a good discount to buy the stock. I think these guys are very, very smart guys, and I saw a giant insider buy by the CEO, whom we’ve had on the show and is very smart. I think this is a good level. I would pick some up.”
• Stem: Buy.
• Mettler-Toledo International: “I’ll tell you why you never hear about it in the news. One is they’re a quiet company, and two, it’s my job to find stories like this and I have not talked about them at all. You’re absolutely right. They make great instruments. Now, the stock is expensive, but it always is expensive because it’s really good.”
• Teradyne: ”[Agilent Technologies] is a better buy than Teradyne. I think you should be the letter ‘A.’”

Ticker: LYFT, UBER, GNOG, GPN, STEM [buy], MTD, TER

 

(6) Jim Cramer’s 6 potential catalysts that could push stocks higher (https://www.cnbc.com/2021/08/09/jim-cramers-6-potential-catalysts-that-could-push-stocks-higher.html)

• CNBC’s Jim Cramer broke down six “upside risks” that concern bearish stock market investors.
• The “Mad Money” host said they include continued earnings strength, policy decisions in Washington and cash on the sidelines.
• “Sure, there’s a lot to worry about if you’re bullish, but there’s a lot more to worry about if you’re bearish,” Cramer said.

Upside risk: continuously strong earnings, FED keeping rate low, lot of $ on the sidelines, lot of $ in private equity firms, Meme stock rallies, packages from Washington, hedge funds buying to keep up

 

Other Stocks Discussed (calls with audiences): Marvel Technology (MRVL) [buy buy buy], Container Store (TCS) ) [someone should buy them, you own], Scotts Miracle-Gro (SMG) [stay with it, if not, buy more]

 

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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