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2021年11月17日(水)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 investors right now appear to prefer purpose-driven companies like Affirm and Square (https://www.cnbc.com/video/2021/11/17/jim-cramer-says-investors-right-now-appear-to-prefer-purpose-driven-companies-like-affirm-and-square.html)
“Mad Money” host Jim Cramer on Wednesday explained why he believes the stocks of purpose-driven companies like Affirm and Square appear to be favored by investors.
Inflation Killer: AFRM, WMT, SQ, ABNB, DASH, LCID
(1)’ Jim Cramer says he’s looking to buy Walmart shares to take advantage of retailer’s post-earnings dip (https://www.cnbc.com/2021/11/17/jim-cramer-looking-to-buy-walmart-after-retailers-post-earnings-dip-.html)
- Institutional investors are likely unhappy with Walmart’s declining margins and selling the stock as a result, CNBC’s Jim Cramer said Wednesday.
- However, the “Mad Money” host said he’s viewing it as an opportunity to add to his charitable trust’s position in Walmart.
- “We sold some at higher levels. We’re actually itching to buy some of that stock back,” Cramer said.
(2) Executive Interview: Skyworks Solutions CEO sees supply chain improvements, says chipmaker will ‘rip and roar’ in 2022 (https://www.cnbc.com/video/2021/11/17/skyworks-solutions-ceo-sees-supply-chain-improvements-says-chipmaker-will-rip-and-roar-in-2022.html)
Skyworks Solutions CEO Liam Griffin appeared on Wednesday’s episode of “Mad Money.”
Ticker: SWKS
(3) Executive Interview: Here’s why identity software firm Okta plans to open a retail location in New York City (https://www.cnbc.com/2021/11/17/heres-why-identity-software-firm-okta-plans-to-open-a-retail-location-in-new-york-city.html)
- Okta recently signed lease for retail space in New York City, a move that may seem unusual for a company that makes identity management software.
- Co-founder and CEO Todd McKinnon told CNBC’s Jim Cramer that doing so will help Okta showcase its software to executives.
- “One of the challenges with identity technology and talking about this vision is sometimes it’s hard to imagine,” McKinnon said.
Ticker: OKTA
(4) Executive Interview: Cisco has its largest order backlog in company history due to supply chain snags, says CEO (https://www.cnbc.com/video/2021/11/17/cisco-has-its-largest-order-backlog-in-company-history-due-to-supply-chain-snags-says-ceo.html)
Chuck Robbins, the chief executive officer of Cisco Systems, appeared on Wednesday’s episode of “Mad Money.”
Ticker: CSCO
(5) Cramer’s lightning round: I prefer Union Pacific over CSX (https://www.cnbc.com/2021/11/17/cramers-lightning-round-i-prefer-union-pacific-over-csx.html)
- CSX: “CSX is good. I will tell you that my charitable trust owns Union Pacific. … Union Pacific, I think, is a better company to own at this stage in the cycle.”
- Canopy Growth: “It likes to go down. I think that’s the ticket. It likes to go down. I like stocks that go higher. It seems to want to go lower. Why is that? Because the core business isn’t that good. I say it’s too late to sell, but do not buy anymore.”
- Amyris: “They just did a big convert. People like that. No, I don’t want to run from it. I think you’ve got to own it. Don’t buy more, though. I think you own it. That’s it, though.”
- Rio Tinto: “I would say don’t own it. It’s just not worth it.”
Ticker: CSX, CGC, AMRS, RIO,
(6) Cramer’s advice on Lucid and Rivian: Heed lessons from the dot-com bubble and take profits (https://www.cnbc.com/2021/11/17/cramers-advice-on-lucid-and-rivian-ev-momentum-trades-take-profits.html)
- CNBC’s Jim Cramer on Wednesday urged investors in high-flying electric vehicle stocks like Rivian and Lucid to remain disciplined.
- “I can’t blame anyone who wants to find the next Tesla … but I need you to remember the lessons of 1999,” the “Mad Money” host said.
- “You’re playing momentum, not car companies and not technology, and in that case it’s better to ring the register early and often,” Cramer said.
Ticker: RIVN, LCID
Other Stocks Discussed (calls with audiences): (XLINX)[recommend AMD], Sea Ltd (SE) [go much higher. winner]
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）
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