Mad Money: 2021年8月23日(月)の放送の要点

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    • #10769
      暮眞★潤 (Jun Kurema)
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      2021年8月23日(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) Cramer says people were ‘desperate’ to buy stocks after FDA’s Pfizer vaccine approval (https://www.cnbc.com/2021/08/23/cramer-people-desperate-to-buy-stocks-after-pfizer-vaccine-approval.html)

      • “You rarely see a market that’s this straightforward, but anything with any cyclicality roared today on the Pfizer story,” CNBC’s Jim Cramer said Monday.
      • The “Mad Money” host said Wall Street’s reaction to the FDA decision tells him investors are “desperate to buy stocks even if they have to pay up.”

      Buy the new?: Travel & leisure (LYFT, ABNB); “Go Out” Stocks (EL, CMG): Cross Border Plays (MA, V); Airlines & Cruise Ships (LUV); Cyclists (HON, CAT, NUE, CLF); FAANG & Friedens

       

      (2) Lyft president ‘extremely confident’ company will win legal battle to classify gig workers as contractors (https://www.cnbc.com/2021/08/23/lyft-president-extremely-confident-company-will-win-legal-battle-to-classify-gig-workers-as-contractors.html)

      • Lyft President John Zimmer told CNBC he’s “extremely confident” Proposition 22 will be upheld on appeals.
      • A California judge on Friday ruled that ballot measure, which allows Lyft and Uber to classify its drivers as contractors, is unconstitutional.

      Ticker: LYFT

       

      (3) Jim Cramer says these 4 stocks that recently completed spin-offs are worth buying (https://www.cnbc.com/2021/08/23/jim-cramer-says-these-4-stocks-that-recently-completed-spin-offs-are-buys.html)

      • Two recent company breakups have created four stocks worthy of buying, CNBC’s Jim Cramer said Monday.
      • The “Mad Money” host said he recommends both XPO Logistics and the newly spun-out firm GXO Logistics.
      • Likewise, Cramer said the two components of the company formerly known as L Brands, Victoria’s Secret and Bath & Body Works, can be added to portfolios.

      XPO Logistics (XPO) –> GXO and XPO logistics [I like both]
      Lbrands –> Victoria’s Secret (VSCO) [ give blessing for turn around and speculation), and Bath & Body Works (BBWI)

       

      (4) Executive Interview: Palo Alto Networks CEO on the strategy to fight off ransomware attacks (https://www.cnbc.com/video/2021/08/23/palo-alto-networks-ceo-on-the-strategy-to-fight-off-ransomware-attacks.html)

      Nikesh Arora, the CEO and chairman of Palo Alto Networks, appeared on “Mad Money” with Jim Cramer shortly after the cybersecurity firm reported quarterly earnings Monday.

      Ticker: PANW

       

      (5) Cramer’s lightning round: I like International Flavors & Fragrances over Amyris (https://www.cnbc.com/video/2021/08/23/cramers-lightning-round-i-like-international-flavors-fragrances-over-amyris.html)

      Ticker: BODY [No], FUTU [Chinese stock, hold on to 2 week, then sell] , AMRS [IFF is a better buy], CFG [one of the better regional], POWW [No], LRCX [Terrific]

       

      (6) [No Video Clip] Jim Cramer says he still expects Fed chief Powell to be proven right on inflation (https://www.cnbc.com/video/2021/08/23/jim-cramer-says-he-still-expects-fed-chief-powell-to-be-proven-right-on-inflation.html)

      “Mad Money” host Jim Cramer explained Monday why he continues to believe Fed Chief Jerome Powell’s inflation outlook will be proven correct over time.

      A note to the inflationistas: Here’s what you’ re missing: increased productivity through digitization – lowers costs by “doing more with less”; Delta-induced delay in getting back to the office – potential collapse in office rent, auto & home prices; Covid contained, bonus benefits end, more people rejoin workforce – excess labor puts downward pressure on wages

       

      Other Stocks Discussed (calls with audiences): Goldman Sachs (GS), [stick with the stock], VMWAre (VMW) buy Dell, Five9 FIVN (take money and run)

       

      参考: この日の放送に関するその他のサイトへのリンク

      Disclaimer

      ****************************

      前回のエピソード 次回のエピソード

       

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