Mad Money: 2021年11月23日(火)の放送の要点

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    • #12042
      暮眞★潤 (Jun Kurema)
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      2021年11月23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 buy these best-of-breed tech stocks first as Nasdaq gets hit (https://www.cnbc.com/2021/11/23/cramer-buy-these-best-of-breed-tech-stocks-first-as-nasdaq-gets-hit-.html)

      • CNBC’s Jim Cramer on Tuesday laid out a strategy for equity investors who are trying to navigate this week’s Nasdaq Composite slide.
      • The “Mad Money” host said the first group of tech stocks to look to buy consists of Microsoft, Alphabet and Nvidia, among others.
      • “These best-of-breed stocks tend to bottom before all the others,” he said.

      Making Sense of the Selling: (i)”The red-hots”: GOOGL, MSFT, NET, PANW, RBLX, AMD, NVDA; (ii) “Done well but facing competition”: V, PYPL, SQ, MA [wait 3-4 days for bottom]; (iii) guided for deceleration: BBY, DKS, WMT [slow down ahead]; (iv) the Problematics: DIS, TWLO, ZM [too late to sell]

       

      (2) Executive Interview: HP Inc. CEO says return to the office is driving PC demand from commercial clients (https://www.cnbc.com/video/2021/11/23/hp-inc-ceo-says-return-to-the-office-is-driving-pc-demand-from-commercial-clients.html)

      Enrique Lores, president and CEO of HP Inc., appeared on Tuesday’s episode of “Mad Money” after the company’s better-than-expected quarterly results.

      Ticker: HPQ

       

      (3) [No video clip] The rising price is right? 

       

      (4) Executive Interview: Ex-Unilever CEO says doing nothing to stop climate change is more costly than prevention efforts (https://www.cnbc.com/video/2021/11/23/ex-unilever-ceo-says-doing-nothing-to-stop-climate-change-is-more-costly-than-prevention-efforts.html)

      Paul Polman, the former CEO of Unilever and co-author of the new book “Net Positive,” appeared on Tuesday’s episode of “Mad Money.”

      Ticker: UL

       

      (5) Cramer’s lightning round: Only autonomous vehicle play I think about is Nvidia (https://www.cnbc.com/2021/11/23/cramers-lightning-round-only-autonomous-vehicle-play-i-think-about-is-nvidia.html)

      • Verizon: “Yeah, you get the good dividend. It’s doing fine. It is absolutely not going to create huge wealth for you, but it’s going to create a nice stream of income. Sometimes, that’s worth it.”
      • Pfizer: “Pfizer is doing so well, and I think it’s going to be doing better. Let me tell you: It is a terrific company that deserves all of the good things happening to it, because they’ve done a great job on the [Covid] vaccine.”
      • Alteryx: “I cannot believe how low this stock has gotten. This has a really great product, but these are the stocks that are out of favor that I’m warning people to hold onto because they will bounce, and then we’ll make a decision.”
      • Aurora Innovation: “This is self-driving. When we do self-driving we only think about one company and … its name is Nvidia. OK? That’s it.”
      • Arbor Realty Trust: “I won’t buy mezzanine loan companies because I don’t know what’s really inside them. I’m going to have to take a pass.”
      • Logitech: “They’ve eviscerated it, and it’s now down to $80. I cannot counsel selling this company. Its stock is just way too low, and it’s got a lot of great things in the pipe. I’m not going to tell you to sell Logitech.”
      • Keysight Technologies: “This thing has just been a rocket ship. … I would take a little bit off the table, and then you can let the rest run.”

      Ticker: VZ, PFE, AYX, AUR, ABR, LOGI, KEYS

       

      (6) Executive interview: Gap CEO defends air freight investments despite margin hit, says it’s about competing for holidays (https://www.cnbc.com/2021/11/24/gap-ceo-sonia-syngal-defends-air-freight-spend-to-compete-for-holidays.html)

      • In a CNBC interview Tuesday, Gap CEO Sonia Syngal on Tuesday defended the apparel retailer’s air freight investment.
      • “We believe the right thing to do is compete in the holiday season to have the right stock across all four of our brands,” Syngal told “Mad Money” host Jim Cramer.
      • Gap shares tumbled in extended trading after the company’s weaker-than-expected Q3 results and changes to full-year guidance.

      Ticker: GPS

       

      Other Stocks Discussed (calls with audiences): Caterpillar (CAT) [I like CAT very much], Paycome Software (PAYC) [wait. Be patient] , Global Payment (GPN) [need to be patient], Restaurant Brands (QSR), Monster Beverage (MNST) [very good company, I like the stock]

       

      参考: この日の放送に関するその他のサイトへのリンク

      Disclaimer

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