Mad Money: 2021年8月19日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年8月19日(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) Jim Cramer says buy Amazon and the stocks of other companies with strong pricing power (https://www.cnbc.com/2021/08/19/jim-cramer-says-buy-amazon-other-companies-with-strong-pricing-power.html)

• CNBC’s Jim Cramer said Thursday he believes investors should buy shares of Amazon and other corporate giants that have pricing power of their consumers.
• “The companies that can raise price without infuriating you? Go buy their stocks,” the “Mad Money” host said.
• Other companies Cramer put on that list include Microsoft, Apple and Costco.

Who can put through price increase … and get away with it?: MSFT, AAPL, COST, NFLX, AMZN,

 

(2) Executive Interview: Lithia & Driveway CEO says he’s hopeful vehicle supply will improve later this year (https://www.cnbc.com/video/2021/08/19/lithia-driveway-ceo-says-hes-hopeful-vehicle-supply-will-improve-later-this-year.html)

The CEO of Lithia & Driveway, Bryan DeBoer, appeared on Thursday’s episode of “Mad Money,” telling host Jim Cramer he’s hopeful the supply of used and new vehicles will improve later this year.

Ticker: LAD

 

(3) Jim Cramer sees promise in the stocks of grill makers Traeger and Weber (https://www.cnbc.com/2021/08/19/jim-cramer-sees-promise-in-stocks-of-grill-makers-traeger-and-weber-.html)

• CNBC’s Jim Cramer said both of the newly public grill makers, Traeger and Weber, offer promise for potential investors.
  “If you want a fast-growing grill play, Traeger’s the way to go,” the “Mad Money” host said.
  “If you want a more mature, steady-eddie grill stock that I think is going to deal well over time, go with Weber,” he said.

Ticker: Traeger (COOK) [fast growing, Weber Inc (WEBR) [matured, steady growth]

 

(4) Executive Interview: Fiserv CEO addresses ValueAct buying 5.3 million shares of the fintech firm in Q2 (https://www.cnbc.com/video/2021/08/19/fiserv-ceo-addresses-valueact-buying-5point3-million-shares-of-the-fintech-firm-in-q2.html)

“Mad Money” host Jim Cramer interviewed Fiserv President and CEO Frank Bisignano on Thursday’s episode of the show.

Ticker: FISV

 

(5) Cramer’s lightning round: I am a buyer of Academy Sports and Outdoors (https://www.cnbc.com/2021/08/19/cramers-lightning-round-i-am-a-buyer-of-academy-sports-and-outdoors-.html)

• Academy Sports and Outdoors: “Even after the big run, I think it’s still inexpensive. I would be a buyer of this stock.”
• Poshmark: “I do like Poshmark. I do like what they’re doing with trying to recycle clothing. I think it’s a great idea. I guess people just, it’s gone totally out of style. I think [CEO Manish Chandra] does a good job. I would hold onto it.”
• C3ai: ”[CEO] Tom Siebel is such a money maker. I totally understand why you would feel like you just have to own the stock. There are so many companies in that area and they are so cutthroat, but I can’t tell you to sell this thing down 68%. At this point I think you have to hold onto it.”
• Sea Ltd: “You bet [I still love it]. That company is on fire. That is basically the Amazon meets PayPal, everything, of Southeast Asia. We have liked it from the beginning. I could not believe that last quarter. It was incredible.”
• ContextLogic: “I’m not throwing any love to you that way. When you wish upon a bad stock. That one is just no. We’re not going to go there.”

Ticker: ASO [buyer], POSH [hold],AI [hold], SE [incredible, Amazon meets with Paypal in east Asia], WISH [No]

 

(6) Off-the-Chart: Jim Cramer says Chevron looks attractive thanks to its dividend, but oil could fall further (https://www.cnbc.com/2021/08/19/cramer-chevron-dividend-looks-attractive-but-oil-could-fall-further.html)

• CNBC’s Jim Cramer said Chevron looks attractive right now for investors who want to buy an oil stock.
• However, the “Mad Money” host cautioned that more weakness for crude could be in store.
• Oil prices hit their lowest levels since May on Thursday due, in part, to demand concerns.

Oil stock to watch: DVN, CVX, PXD, XOM

 

Other Stocks Discussed (calls with audiences): Petco (WOOF), Whirlpool Corporation (WHR)

 

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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