Mad Money: 2021年9月28日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年9月28日(火)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 he’s keeping new money ‘on the sidelines’ until the stock sell-off ends (https://www.cnbc.com/2021/09/28/jim-cramer-says-hes-keeping-new-money-on-the-sidelines-until-the-stock-sell-off-ends.html)

• “At this point, it’s only safe to buy the stuff that’s been completely mauled or could be coiled springs,” CNBC’s Jim Cramer said Monday.
• The “Mad Money” host said he believes eventually the stock market sell-off will “right itself.”
• “I just think it’s worth waiting on the sidelines with new money until we figure out how things can turn around

What’s behind the downturn?: (i) Accelerating inflation, (ii) Natural gas prices soaring, (iii) Supply chain nightmare, (iv) Covid-induced labor shortage, (v) Impact of infrastructure bill, (vi) Chip shortage

 

(2) Executive Interview: Sonos CEO says this is the most challenging time he’s ever seen for tech companies (https://www.cnbc.com/video/2021/09/28/sonos-ceo-says-this-is-the-most-challenging-time-hes-ever-seen-for-tech-companies.html)

Patrick Spence, the chief executive officer of Sonos, told “Mad Money” host Jim Cramer on Tuesday the tech industry in the most challenging period he’s ever seen.

Ticker: SONO

 

(3) Off-the-Chart: Charts suggest these four growth stocks are worth buying into weakness, says Jim Cramer (https://www.cnbc.com/2021/09/28/cramer-charts-suggest-these-4-stocks-are-worth-buying-into-weakness.html)

• “The charts — as interpreted by Bob Lang — suggest that Affirm, Asana, Upstart and InMode are worth buying into weakness,” CNBC’s Jim Cramer said Tuesday.
• “I’ve seen Lang make these calls before after monster sell-offs, and he’s been spot on,” the “Mad Money” host said.

Ticker: AFRM, ASAN, UPST, INMO

 

(4) Cramer says ‘steer clear’ of Warby Parker on public debut unless the stock trades at obvious discount (https://www.cnbc.com/2021/09/28/jim-cramer-says-to-steer-clear-of-warby-parker-on-public-debut.html)

• CNBC’s Jim Cramer advised investors to be careful about buying shares of Warby Parker ahead of the eyeglass retailer’s scheduled direct listing Wednesday.
• “I think you should steer clear of Warby Parker unless it falls below that [$40] reference price and you can get it in the $30s,” the “Mad Money” host said.

Ticker: WRBY [The company will direct listing tomorrow]

 

(5) Cramer’s lightning round: Cytokinetics is a very good speculative play (https://www.cnbc.com/2021/09/28/cramers-lightning-round-cytokinetics-is-a-very-good-speculative-play.html)

• Cytokinetics: “This is early stage, and here’s what’s interesting about this company: Once again we find these companies that big pharma needs. This is a very good spec. Small molecule therapeutics. The big companies, the Pfizers, love these guys.”
• LegalZoom.com: “I’ve been watching LZ. It’s going nowhere fast. It’s going nowhere fast. You can’t touch it. It has no backing on Wall Street, none whatsoever.”
• Matterport: “3D cameras are very, very hot, but they’re too hot for me. I’m going to have to take a pass.”

Ticker: CYTK, LZ, MTTR

 

(6) [No Video Clip] Cramer’s take on labor shortage 

 

Other Stocks Discussed (Calls with Audiences): GAP (GPS), Pfizer (PFE),  Snap (SNAP) [good shape]

 

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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