2022年2月2日 9:00 PM #12720暮眞★潤 (Jun Kurema)キーマスター
2022年2月2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 cheers Alphabet’s stock split, expects more retail investors to buy shares (https://www.cnbc.com/2022/02/02/cramer-cheers-alphabet-stock-split-expects-retail-investors-to-buy-in.html)
- Alphabet shares may get more attractive to retail investors because of the company’s planned 20-for-1 stock split, CNBC’s Jim Cramer said Wednesday.
- The “Mad Money” host stressed that stock splits are purely cosmetic and do not impact a company’s underlying business.
- Smaller investors, in particular, may welcome seeing a lower price per share in real U.S. dollar terms, Cramer said.
Significance of Alphabet’s stock split: (i) Splits create no value but they signal to the retail investor that the company is doing well, (ii) individals who don’t want fractional shares thrive when they can buy 10 shares of a stock like Alphabet; (iii) Draws into question institutional bias
(2) Executive Interview: Waste Management CEO touts ‘pretty darned robust’ 2022 outlook and dividend increase (https://www.cnbc.com/2022/02/02/waste-management-ceo-jim-fish-touts-pretty-darned-robust-2022-outlook.html)
- Waste Management CEO and President Jim Fish on Wednesday expressed confidence in the company’s 2022 prospects.
- “Our guidance that we just gave for 2022 is pretty darned robust,” Fish said in an interview on “Mad Money.”
- Fish said the company is both investing in technology and new facilities, while rewarding shareholders with a dividend increase and stock buyback program.
(3) Jim Cramer sees promise in natural gas firm Coterra Energy (https://www.cnbc.com/2022/02/02/jim-cramer-sees-promise-in-natural-gas-firm-coterra-energy-.html)
- CNBC’s Jim Cramer said Wednesday he sees promise in Coterra Energy, a natural gas-focused firm formerly called Cabot Oil & Gas Corporation.
- “When you’re picking among oil and gas exploration and production companies, I think this Coterra Energy absolutely now belongs on the menu,” Cramer said.
- However, the “Mad Money” host noted he prefers Devon Energy and Pioneer Natural Resources at the moment.
Bottom Line: prefers oil (eg. DVN and PXD) over natural gas, but if you are keen to natural gas CTRA is the way to go
[Charitable trust owns CVS, Recently bought DVN for the trust]
(4) Executive Interview: Thermo Fisher CEO discusses international growth trajectory and increased R&D spending (https://www.cnbc.com/video/2022/02/02/thermo-fisher-ceo-discusses-international-growth-trajectory-and-increased-rd-spending.html)
Thermo Fisher CEO Marc Casper appeared on Wednesday’s episode of “Mad Money” with CNBC’s Jim Cramer.
(5) Cramer’s lightning round: We’re being harsh on companies that went public via SPAC (https://www.cnbc.com/2022/02/02/cramers-lightning-round-were-being-harsh-on-companies-that-went-public-via-spac.html)
- Boxed: “We are being very harsh on companies that came public via SPAC, even ones we like, so I’m just going to have to say I’m withholding.”
- Graphic Packaging: “I happen to like the packaging business. It’s where I’m from, and they make noncyclical packaging, which is really pretty good.”
Ticker: BOXD, GPK
(6) [No Video Clip] Deciphering tough earnings reports — Ticker: SBUX [problem in the past], PYPL [problem in the future – Charitable trust owns PYPL – do not sell]
Other Stocks Discussed (calls with audience): Humana (HUM) [good but Centene and UnitedHealth is great], Enphase Energy (ENPH) [best solar play, but be careful], Con Ed (ED) [like American Tower better]
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