Mad Money: 2022年1月24日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年1月24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 buying Monday’s dip was the right call even if stocks retest their lows (https://www.cnbc.com/2022/01/24/jim-cramer-buying-mondays-dip-was-right-even-if-stocks-retest-lows.html)

• CNBC’s Jim Cramer believes investors who bought during Monday’s early declines should be content with that choice even if the stock market later retests its lows.
• The “Mad Money” host’s comments ultimately rest on what he called the concept of investment discipline.
• “Sometimes, it feels like nothing works. … When you get that feeling … you have to buy stocks, not sell them, because it’s almost never as bad as it seems,” Cramer said.

Crescendo is a terrific buy signal

[Charitable Trust sold Dupont]

 

(2) [No Video Clip] These are Jim Cramer’s favorite 10 stocks in the CNBC Next Generation 50 index right now (https://www.cnbc.com/video/2022/01/24/these-are-jim-cramers-favorite-10-stocks-in-the-cnbc-next-generation-50-index-right-now.html)

“Mad Money” host Jim Cramer on Monday detailed his favorite stocks right now among the CNBC Next Generation 50 index.

 CNBC’s Next Gen. 50 – Cramer’s Stocks to Watch: Palo Alto Network (PANW), Airbnb (ABNB), DoorDash (DASH), Etsy (ETSY), PayPal (PYPL), Cross (CROX), Upstart (UPST), Enphase (ENPH), Moderna (MRNA), DutchBros (BROS)

[Charitable Trust owns PYPL]

 

(3) Off-the-Chart: Charts suggest the selling in bitcoin and ether may be over soon, says Jim Cramer (https://www.cnbc.com/2022/01/24/jim-cramer-charts-suggest-bitcoin-and-ether-selling-may-be-over-soon.html)

• Charts suggest that the selling in the world’s two largest cryptocurrencies may run its course soon, CNBC’s Jim Cramer said Monday.
• “To me, that says it might be too late to sell and you need to consider buying. I know I am, especially if we get a final leg down,” Cramer said.
• The “Mad Money” host rooted his comments in analysis from veteran technician Tom DeMark.

BTC. ETC

 

(4) Executive Interview: Flexport CEO discusses U.S. port congestion and whether there’s been progress on relieving it (https://www.cnbc.com/video/2022/01/24/flexport-ceo-discusses-us-port-congestion-and-whether-theres-been-progress-on-relieving-it.html)

Ryan Petersen, CEO of freight forwarder Flexport, appeared on Monday’s episode of “Mad Money” to discuss congestion at West Coast ports.

 

(5) Cramer’s lightning round: Occidental Petroleum is ‘the only oil stock that I don’t like here’ (https://www.cnbc.com/2022/01/24/cramers-lightning-round-occidental-petroleum-is-the-only-oil-stock-that-i-dont-like-here.html)

• EQRx Inc.: “What certain companies have to do is, they have to buy biotech companies. This is the kind of company that needs to be bought. It shouldn’t be independent.”
• DigitalOcean Holdings: “It sells at 190 times earnings. I’m not recommending anything that’s north of 50 times earnings. That’s just my new rule discipline to get me through this tough time.”
• Occidental Petroleum: “It’s the only oil stock that I don’t like here.”
• Cue Health: “We have too many tests, what can I say? Even the best that have tests are crumbling here, so that one has to crumble right along with it.”
• ADT Inc.: “Nah. There’s nothing there in ADT. That should never have come public. That was another one of those where they just got you.”

Ticker: EQRX, DOCN, OXY, HLTH, ADT

 

(6) [No Video Clip] Jim Cramer explains how the Russia-Ukraine situation is factoring into his market thinking (https://www.cnbc.com/video/2022/01/24/jim-cramer-explains-how-the-russia-ukraine-situation-is-factoring-into-his-market-thinking.html)

On Monday’s episode of “Mad Money,” host Jim Cramer discussed the Russia-Ukraine tensions and shared how they’re impacting his outlook on the stock market.

Sector/Ticker to invest now: OIL, Consumer Staples (eg. PG,JNJ), Defense (eg. RTX, LMT)

 

Other Stocks Discussed (calls with audience): Victoria Secret (VSCO) [terrific buy], Cloudflare (NET), Coinbase (COIN)

 

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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