Mad Money: 2021年10月29日(金)の放送の要点

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    • #11636
      暮眞★潤 (Jun Kurema)

      2021年10月29日(金)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’s week ahead: Semiconductor shortage to be in focus yet again (

      • CNBC’s Jim Cramer on Friday looked ahead to next week’s of earnings reports, detailing for investors his key market events to keep an eye on.
      • A number of companies from T-Mobile to Zillow to Uber are set to release quarterly numbers.


      (2) [No Video Clip] Am I diversified? ‘Mad Money’ host Jim Cramer’s call (

      On Friday’s episode of “Mad Money,” host Jim Cramer reviewed callers’ top five stock holdings and offered his take on whether their portfolios are approprietly diversified.

      • GOOGL, NVDA, MSFT, COST, UNH –> 3 techs, but keep all (MSFT = software, GOOGL = conglomerate, NVDA = semiconductor) –> bless the portfolio
      • PNC, MSFT, TGT, LOWS, UPS –> 2 retails (TGT & LOWS) –> take out TGT, put UNH

      (3) Jim Cramer says chipmaker GlobalFoundries is a buy after its IPO this week (

      • CNBC’s Jim Cramer on Friday recommended investors snatch up shares of GlobalFoundries.
      • The chipmaker went public a day earlier to relatively little fanfare, the “Mad Money” host said.
      • “I think the semiconductor shortage will persist for far longer than we’d like, which is bad news for the global economy but fantastic news for GlobalFoundries,” he said.

      Ticker: GFS – first day of trading [the stock is a buy]


      (4) Executive Interview: Dow CEO explains how the company plans to shift its Alberta plant to net-zero emissions (

      Jim Fitterling, chairman and CEO of Dow Inc., appeared on Friday’s episode of “Mad Money,” discussing the chemical company’s efforts to transform a plant in Alberta, Canada, to net-zero emissions.

      Ticker: DOW


      (5) Cramer’s lightning round: Evelo Biosciences is worth a speculative bet (

      • Omega Healthcare: “This is hard for me to fathom because it’s diverged so much from Ventas … which has 3% yield. I’ve got to see what’s going on. Usually, that’s a red flag to have a yield [as high as Omega].”
      • Evelo Biosciences: “Total spec on different illnesses. When I see a spec on cancer because my mom died from cancer, I say, ‘Listen, let’s give this one a shot.’ Someone might have something against these dreaded diseases.”
      • Zscaler: “I like [CEO Jay Chaudhry]. Here’s the problem: This stock has never had a down day, it seems. But yeah, Jay does great. Zscaler is really good and please, let’s not forget Okta.”
      • Dycom Industries: “Why the heck isn’t that stock higher? Don’t we have huge problems with the wires all over the utilities?”

      Ticker: OHI, EVLO, ZS, DY


      (6) [No Video Clip] Cramer expects strong demand in 2022, helping stocks like Apple, Nucor and Stanley Black & Decker (

      “Mad Money” host Jim Cramer said Friday it’s a mistake to trade in and out of companies such as Apple and Stanley Black & Decker after the companies were negatively impacted by supply chain issues.


      Other Stocks Discussed (Calls with Audiences): Visa (V) [oversold], Micron (MU) [hold off]


      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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