Mad Money: 2021年8月9(月)の放送の要点

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      暮眞★潤 (Jun Kurema)

      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 (

      • “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 (

      “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’ (

      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 (

      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 (

      • 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 (

      • 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



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