Mad Money: 2022年2月28日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年2月28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 Russia’s invasion of Ukraine could put more pressure on Fed to raise interest rates (https://www.cnbc.com/2022/02/28/jim-cramer-says-russias-invasion-of-ukraine-could-put-more-pressure-on-fed-to-raise-interest-rates.html)

• The Federal Reserve faces more pressure to increase interest rates as Russia’s invasion of Ukraine hinders a market already hit hard by inflation, CNBC’s Jim Cramer said Monday.
  “In the end I think that we have to choose, not between Russia or
• Ukraine or a hardline Fed versus softline Fed, but whether stocks have gone down enough to be able to handle what either Powell or Putin throws at us,” he said.

 

(2) Executive Interview: HP Inc. CEO defends stock buyback program, says it will continue because shares are undervalued (https://www.cnbc.com/2022/02/28/hp-inc-ceo-enrique-lores-defends-stock-buyback-program.html)

• HP Inc. is keeping its buyback program in place, CEO Enrique Lores told CNBC’s Jim Cramer on Monday.
• “We continue to believe the value of our shares is undervalued,” Lores said on “Mad Money.”
• HP Inc. on Monday also delivered a top and bottom line beat for its fiscal 2022 first quarter.

Ticker: HPQ {stock is still cheap and the company has a lot of buying power]

 

(3) Off-the-Chart: Charts suggest it’s not time to go all-in on stocks yet, ‘there will be more pain,’ Jim Cramer says (https://www.cnbc.com/2022/02/28/jim-cramer-charts-suggest-its-not-time-to-go-all-in-on-stocks-yet.html)

• Investors should be a little more patient before going all-in on the unsettled stock market, CNBC’s Jim Cramer said Monday.
• The “Mad Money” host leaned on technical analysis of the VIX from OptionPit.com’s Mark Sebastian.

 

(4) Executive Interview: Workday CEO on plans to become a ‘full platform solution’ and subscription revenue forecast (https://www.cnbc.com/video/2022/02/28/workday-ceo-on-plans-to-become-a-full-platform-solution-and-subscription-revenue-forecast.html)

Aneel Bhusri, CEO of Workday, appeared on Monday’s edition of “Mad Money.”

Ticker: WDAY

 

(5) Cramer’s lightning round: I like Lazard here (https://www.cnbc.com/2022/02/28/cramers-lightning-round-i-like-lazard-here.html)

• Oceaneering International Inc.: “It’s right here. There are a lot of times when I look at these stocks and I think, ‘Well, they have contracts, the contracts could go bad.’ I think these guys are very good.”
• Tellurian Inc: “Here’s what matters with Tellurian: their balance sheet. It’s not great. They have to raise a lot more debt. But when they are finished, there will be ready customers.”
• Equitrans Midstream Corp: “It was down for multiple days, it yields [9%]. I’m worried about a 9% yielder. It makes me feel like it’s not sustainable.”
• AT&T Inc: “Maybe for the long-term, there’s something there. Short-term, no. Short-term, [“Mad Money”] is a family show, so I can’t really go into it. It’s just not right.”
• Lazard Ltd: “Jimmy Chill likes Lazard. I think that this is an opportunity, not a negative. I like it, I think it can do well.”
• Doximity Inc: “Doximity, I think is very inexpensive. … Doximity’s a high-growth stock, people don’t like them. But one day they will.”

Ticker: OII, TELL [buy, buy, buy], ETRN, T, LAZ, DOCS

 

(6) Jim Cramer’s 3 keys to investing during moments of uncertainty (https://www.cnbc.com/2022/02/28/jim-cramers-3-keys-to-investing-during-moments-of-uncertainty.html)

• CNBC’s Jim Cramer on Monday offered tips to investors for how to make smart trading decisions as skyrocketing inflation and Russia’s invasion of Ukraine roil the stock market.
• The “Mad Money” host has a three-pronged approach for investors to cut through the confusion.

 

Other Stocks Discussed (calls with audience): Restoration Hardware (RH) [I am a buyer], PayPal (PYPL) [Trust stumble wit PYPL, No], Dave & Buster’s Entertainment (PLAY) [Interesting stock], Rocket Company (RKT) [go to toll brothers that is much better investment], Sofi Technology (SOFI) [just go buy and put away]

 

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）
• The Street – Mad Money Recap

Disclaimer

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