Mad Money: 2021年10月4日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年10月4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 still sees ‘plenty of risk’ for stocks but says it’s time to look for buying opportunities (https://www.cnbc.com/2021/10/04/cramer-still-plenty-of-risk-for-stocks-but-time-to-find-buying-opportunities.html)

• CNBC’s Jim Cramer said Monday that there are a number of risks contributing to a “tough” stock market.
• However, the “Mad Money” host said investors “can start looking for buying opportunities on the way down.”
• “But we have to buy stocks gradually on the way down, because if you just jump in on every dip, well, then you’re going to get slaughtered,” he added.

Ticker: FB [time to let it go]

 

(2) Executive Interview: IBM CEO discusses Red Hat growth and its role in the company’s hybrid cloud strategy (https://www.cnbc.com/video/2021/10/04/ibm-ceo-discusses-red-hat-growth-and-its-role-in-the-companys-hybrid-cloud-strategy.html)

Arvind Krishna, chairman and CEO of IBM, sat down with CNBC’s Jim Cramer on Monday’s episode of “Mad Money.”

Ticker: IBM

 

(3) Executive Interview: McCormick CEO says supply chain issues are limiting the spice maker as it sees demand surge (https://www.cnbc.com/2021/10/04/mccormick-ceo-says-supply-chain-issues-are-limiting-the-spice-maker.html)

• “Across our business right now, the supply chain is really our limiting factor,” McCormick & Company CEO Lawrence Kurzius told CNBC on Monday.
• “It’s not demand. Demand is incredible,” he said on “Mad Money.”
• The spice maker also is grappling with “unprecedented” inflation, Kurzius told Jim Cramer.

Ticker: MKC

 

(4) Executive Interview: Paychex CEO expects more sidelined Americans to rejoin workforce in coming months (https://www.cnbc.com/video/2021/10/04/paychex-ceo-expects-more-sidelined-americans-to-rejoin-workforce-in-coming-months.html)

In a “Mad Money” interview, Paychex President and CEO Martin Mucci explained why he expects more Americans to rejoin the workforce in the coming months.

Ticker: PAYX

 

(5) Cramer’s lightning round: I am a seller of Ocugen (https://www.cnbc.com/2021/10/04/cramers-lightning-round-i-am-a-seller-of-ocugen.html)

• GrowGeneration: “We recommended it in the teens. When it got to the $40s, we decided that was good enough, no more to it, and we have not looked back.”
• Vale SA: “Iron ore, this is a company that is a tortured company that I do not want you to touch. It has too many environmental issues, and I think that the Chinese economy, which provides a lot of the buying, has cooled.”
• Bionano Genomics: “That’s as speculative as you can get. Understand that that one could be cut in half and no one would care. That’s really the problem.”
• Plug Power: “I love hydrogen. … I am a huge believer in green hydrogen. PLUG is the most visible way to play it, a lot of positive news about it. I prefer one thing, and one thing only: I prefer Linde. Why Linde? Because … they are the largest market of hydrogen, and boy do you need a lot of hydrogen to have green hydrogen.”
• Ocugen: “No thank you. I’m a seller.”

Ticker: GRWG, VALE, BNGO, PLUG, OCGN

 

(6) [No Video Clip] Cramer’s take on Jamie Dimon’ view on Bitcoin (Bitcoin has no intrinsic value)

 

Other Stocks Discussed (Calls with Audiences): General Electric (GE), Oracle (ORCL) [doing quite well]

 

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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