Mad Money: 2021年12月6日(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年12月6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) Jim Cramer says Monday’s market bounce may not be finished, stocks can go higher this week (https://www.cnbc.com/2021/12/06/jim-cramer-says-mondays-market-bounce-may-not-be-finished-stocks-can-go-higher-this-week.html)

• The rally Monday on Wall Street may have more room to run in the very near term, CNBC’s Jim Cramer said.
• “I don’t see much on the calendar that could derail the bull until Friday, when we get the consumer price index number, which I expect to be red hot,” the “Mad Money” host said.

 

(2) Cloud stocks have been crushed. Here’s how Jim Cramer would invest in a potential rebound (https://www.cnbc.com/2021/12/06/heres-how-jim-cramer-would-invest-in-a-potential-cloud-stock-rebound.html)

• CNBC’s Jim Cramer on Monday detailed an investment strategy for a group of hard-hit cloud software stocks.
• The “Mad Money” host said investors who want to try capitalizing on the decline should focus their attention, for now, on those with “reasonable valuations.”
• “That includes Cramer-fave Salesforce.com … and fellow cloud king VMWare,” he said.

Cloud Damage by the Numbers (as of 12/3/2021): (i) 40 of 50 were down more than 10% from highs, (ii) 72% of 50 were in official bear market territory, (iii) 10 of 50 have been cut in half, (iv) biggest losers: WIX, FASTLY

 

(3) [No Video Clip] 

Trad King at 10-15x sales: qualtrics, DigitalOcean, ServiceNow, coupa, okta, Adobe

Trading at 15-20x Sales: UiPath, Hubspot, Crowdstrike

Trading at 20-30x Sales: MongoDB, Atlassian, Unity, Zscaler

Trading at > 30x Sales: bill.com, setinelOne, snowflake, cloudflare

Bottom Line: If this meltdown is like 2008, there’s not much downside left, but I don’t see that happening without the Fed…. More likely, this sell-off isn’t over — Pick your favorites and wait for them to sink more before buying

 

(4) 10 of Jim Cramer’s favorite growth stocks, including Tesla and Affirm (https://www.cnbc.com/2021/12/06/10-of-jim-cramers-favorite-growth-stocks-including-tesla-and-affirm.html)

• “Mad Money” host Jim Cramer highlighted 10 of his favorite stocks included in the new CNBC Next Generation 50 index.
• Amazon and Alphabet were two of his favorite mature growth stocks in the index.
• Roblox and Affirm are two stocks that offer “higher risk, higher reward,” he said.

Senor Growth: Amazon, Alphabet, Tesla, Palo Alto, Networks, Apple

Junior growth: Roblox, Etsy, Airbnb, Enphase Energy, Affirm Holdings

 

(5) Cramer’s lightning round: Doximity is a buy here (https://www.cnbc.com/2021/12/06/cramers-lightning-round-doximity-is-a-buy-here.html)

• Penn National Gaming: “That stock has been crushed. it’s down more than 40%. I have to tell you, we’re in the height of the gambling season coming up. Penn Nat and DraftKings, they may go down later, but right now I think to sell them is a mistake. Whoa, they’re bad, but to sell them here is a mistake.”
• GlaxoSmithKline: “GSK has got a 5% yield, is trying to bring out value. I think it’s doing OK. Not great. Not bad. I think it’s OK to own. Income is important.”
• Asana: “I actually think that people are saying, ‘You know what, I think it’s too expensive versus Salesforce, and Salesforce just did OK. Let’s own Salesforce and not that one.’ That’s kind of been the way this market is working.”
• Doximity: “I like Doximity. … Doctors love it. They communicate with it, and it does not stop going down. But again, this fits this pattern I’ve been talking about the whole show. We’re trying to find footing for these [kinds of stocks]. They’re very expensive stocks. We’re closer to a bottom than we were a week ago. I think Doximity is a buy here.”
• TG Therapeutics: ”[CEO] Mike Weiss has not been on since the stock was at like $4. … Biotech has found very little bottom here, but TG Therapeutics, actually nothing is really wrong. They’ve actually done OK. But they got some price target cuts. They made a couple of mistakes. Let’s get Mike on … and we’ll find out what’s going on.”
• Plug Power: “It’s part of our [CNBC Next Generation 50 index]. Plug Power needs a better rate environment. It actually needs interest rates to go down for it to go higher, and we don’t have that right now. But I’m not going to tell you to sell Plug Power in the $30s. I think you can sell it in the $40s for a trade.”

Ticker: PENN, GSK, ASAN, DOCS, TGTX, PLUG

 

(6) [No Video Clip] Covid-19 and Norwegian Cruise

 

Other Stocks Discussed (calls with audience): Walmart (WMT)

 

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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