Mad Money: 2021年11月9日(火)の放送の要点

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    • #11828
      暮眞★潤 (Jun Kurema)

      2021年11月9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 recommends selling some stock to raise cash until the market is less confusing (

      • Investors should raise some cash that can be deployed back into the market once there’s more certainty, CNBC’s Jim Cramer advised Tuesday.
      • “Sooner or later the market will make up its mind, and then you can make up yours,” the “Mad Money” host said.

      Inflation explanation – behind the market’s response

      • US has most competitive bond markets that attract global money
      • Overseas inflation is raging at a higher rate
      • Bonds could be wrongly indicating an economic slowdown
      • Bonds could be indicating that inflation is transitory
      • Problem with CPI estimates

      Charitable Trust position: PayPal [Cannot recommend now – wait for going lower], Nvidia- [not buying opportunity], AMD [Cannot recommend here, another wait to see situation]


      (2) Executive Interview: DoorDash CEO says planned acquisition of Finland-based Wolt will help accelerate overseas growth (

      DoorDash CEO Tony Xu appeared on Tuesday’s episode of “Mad Money” and explained how its plans to acquire Finland’s Wolt will help accelerate international growth.

      Ticker: DASH


      (3) Executive Interview: Roblox founder and CEO: Our business plan 17 years ago predicted the rise of metaverse (

      • Roblox’s business plan from nearly two decades ago foresaw the rise of the metaverse, founder and CEO David Baszucki told CNBC’s Jim Cramer on Tuesday.
      • The increasingly buzzy term has garnered more attention in recent weeks after Facebook-parent Meta renamed itself.
      • “Our whole company is really focused on the innovation to drive and shepherd this vision of what some people call the metaverse — or human co-experience — forward,” Baszucki added.

      Ticker: RBLX

      (4) Executive Interview:CEO of electronic parts distributor Avnet explains what’s caused supply chains to break down (

      Phil Gallagher, CEO of electronic parts distributor Avnet, appeared on Tuesday’s episode of “Mad Money,” explaining what he believes has caused major break downs in global supply chains.

      Ticker: AVT


      (5) Cramer’s lightning round: The best cannabis play is Innovative Industrial Properties (

      • Poshmark: “They missed the quarter bad tonight, and it’s interesting because everybody else in that industry seems to be doing quite well, so that is what I call disappointing.”
      • Tandem Diabetes Care: “They are doing very well, and I’m going to give you a twofer: I like Tandem Diabetes Care, and I continue to support Dexcom. I think that they are doing amazingly well.”
      • Innovative Industrial Properties: “Everybody, when they try to get me to recommend Tilray or Canopy Growth or anyone, I always come back and say the same thing. It’s Innovative Industrial Properties. Ben Stoto, who’s my research director, and I are constantly talking about how this is the only one to buy. The only one. Let’s stop thinking about it.”
      • Big 5 Sporting: “They hit the ball out of the park, and I’m going to give you a twofer, too. … [Dick’s Sporting Goods] is doing well, too. Both of them are doing well. Sporting goods didn’t stop as something to do when the pandemic wound down. We discovered the outdoors, and we like them.”
      • Nokia: “I like Nokia. They’re making a comeback. Cheer up man, Nokia is doing well. I think you might have a winner there.”
      • Vale SA: “No. We’re not buying iron ore. We think it’s late in the cycle. I’m going to take a pass on that.”



      (6) Digging in to the Split: Jim Cramer says General Electric breaking up into 3 companies is the right move (

      • CNBC’s Jim Cramer on Tuesday cheered General Electric’s plan to break itself up into three standalone companies focused on energy, power, aviation and health care.
      • The eventual separation of the American industrial conglomerate may be symbolically somber, the “Mad Money” host acknowledged.
      • But financially, he said it is the correct and necessary move.

      Ticker: GE


      Other Stocks Discussed (calls with audiences): Toast (TOST), IBM (IBM) [bullpen, better fish to fly]


      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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