Mad Money: 2021年11月29日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年11月29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 on Covid omicron variant: Panic is not an investment strategy at all (https://www.cnbc.com/2021/11/29/cramer-on-covid-omicron-variant-panic-is-not-an-investment-strategy-at-all.html)

• investors need to remain calm and trust in drug companies to develop any additional solutions needed to beat back the Covid omicron variant, CNBC’s Jim Cramer said Monday.
  “When I say trust the science, that doesn’t necessarily mean … buy the stock market. But it most certainly means do not panic,” the “Mad Money” host said.

Why Panic isn’t a Strategy?: (i) drug companies can develop vaccines quickly, (ii) no sign of a US lockdown, (iii) today’s rebound, (iv) no system risk

 

(2)(3)　Jim Cramer’s investment playbook for the Covid omicron variant (https://www.cnbc.com/2021/11/29/jim-cramers-investment-playbook-for-the-covid-omicron-variant.html)

• Investors should prepare for two economic scenarios as a result of the Covid omicron variant, CNBC’s Jim Cramer said Monday.
• The “Mad Money” host laid out his playbook for an economic slowdown and bounceback

What to watch amid a potential slowdown: AMZN, MSFT, NFLX, GOOGL, AEP, UNH, CNC

What to watch amid a potential slowdown (Higher Risk): LEN, TOL, PANW, HD, LOW, TSCO, WSM

What to watch amid a market snap-back: NCLH, AXP, MAR, M, AEO, F, DIS, WYNN

 

(4) Executive Interview: Shopify president says its merchants’ Cyber Monday sales have already topped 2020 figures (https://www.cnbc.com/2021/11/29/shopify-merchants-cyber-monday-sales-have-already-topped-2020-figures-president.html)

• Shopify has seen strong Cyber Monday sales across its worldwide network of merchants, according to the company’s president, Harley Finkelstein.
• “We don’t have final numbers, but Shopify merchants have now surpassed last year’s sales of $5.1 billion globally,” he told CNBC’s Jim Cramer.

Ticker: SHOP

 

(5) Cramer’s lightning round: I think Chegg is a buy here (https://www.cnbc.com/2021/11/29/cramers-lightning-round-i-think-chegg-is-a-buy-here.html)

• Matterport: “3D camera, everybody loves 3D. I’ve never made any money on 3D. I’m going to have to take a big pass since that’s stock already moved too much.”
• Oscar Health: “Oh geez. No. Sometimes you need what I call a raison d’être … and I see no raison d’être for this health insurance company. We’ve got enough health insurance companies. We’ve got all we need. I know that sounds callous, but we don’t need these guys. Sorry.”
• Lemonade: “You know, it’s a good company. I should say this about Oscar too. These are good companies. Oscar’s got great data. Lemonade has got some terrific pricing, but that doesn’t make for a great stock, and that’s the problem. Oscar is a great company, not a great stock. Lemonade is a great company, not a great stock. I teach in this [CNBC Investing Club] that there’s a difference, and most people don’t seem to know the difference, so we have to teach.”
• BioNano Genomics: “There’s not much there, and you know what, it’s a good spec. I actually like [CRISPR Therapeutics]. I do. I’m not against the genomics. I like CRISPR.”
• Bristol Myers Squibb: “My charitable trust sold it about 10 points ago, and the reason we did was we just didn’t say, I don’t want to say excitement. That’s wrong. But we just didn’t see enough to merit that investment over others we felt in the drug group. I felt it when it was at 2.8% [dividend yield]. At 3.59%, I’m with you, sir. … You don’t want to sell Bristol at 3.59% yield.”
• Chegg: “I’m going to go out on a limb … I think Chegg is actually a buy here, OK? I think it’s come down enough.”

Ticker: MTTR, OSCR, LMND, BNGO, BMY, CHGG

 

(6) [No Video Clip] The war against Covid – Omicron Covid Variant

 

Other Stocks Discussed (calls with audiences): General Electric (GE) [hold on to GE], FedEX (FDX) [UPS and FDX will do well], RH (RH)

 

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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