Mad Money: 2022年3月14日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年3月14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 says stocks may bottom sooner than expected because Wall Street is so negative (https://www.cnbc.com/2022/03/14/cramer-says-stocks-may-bottom-sooner-than-expected-because-wall-street-is-so-negative.html)

• “Because sentiment is already so negative, that bottom could come sooner than you’d think,” Cramer said.
• This week, investors are also watching for the Federal Reserve’s expected announcement of a quarter-percentage-point rate hike after its two-day meeting concluding Wednesday.

 

(2)Dutch Bros. Coffee CEO discusses opening new locations, financing growth (https://www.cnbc.com/video/2022/03/14/dutch-bros-coffee-ceo-discusses-opening-new-locations-financing-growth.html)

The “Mad Money” host spoke with Dutch Bros. Coffee CEO Joth Ricci on Monday’s edition of the show.

Ticker: BROS

 

(3) Executive Interview: Honeywell CEO says suspending business in Russia won’t be a major headwind (https://www.cnbc.com/2022/03/14/honeywell-ceo-says-suspending-business-in-russia-wont-be-a-major-headwind.html)

• Honeywell’s decision to halt business activities in Russia following the country’s invasion of Ukraine is unlikely to cause problems for the company’s balance sheet, CEO Darius Adamczyk told CNBC on Monday.
• “It has some implications, but it’s the right thing to do, it’s a little bit north of 1% of our overall shares, and our manufacturing presence there is relatively small,” Adamczyk said in an interview on “Mad Money.”
• As for the company’s other possible headwinds, Adamczyk said that Honeywell’s supply chain and raw material costs have been manageable.

Ticker: HON

 

(4) Executive Interview: China’s Covid outbreak will cause ‘some disruption’ to tech supply chains, says Marvell CEO (https://www.cnbc.com/2022/03/14/chinas-covid-outbreak-to-disrupt-tech-supply-chains-says-marvell-ceo.html)

• Covid restrictions in Chinese tech hub Shenzhen will cause “some disruption” to supply chains, Marvell Technology CEO Matt Murphy told CNBC.
• The city of more than 17 million people is sometimes referred to as China’s “Silicon Valley.”
• China is grappling with its worst Covid outbreak since the early days of the pandemic in 2020.

Ticker: MRVL [charitable trust owns MRVL]

 

(5) Cramer’s lightning round: Stay away from Snap here (https://www.cnbc.com/2022/03/14/cramers-lightning-round-stay-away-from-snap-here.html)

• Nucor Corp: “We see opportunities that we want to get ready for if the Fed raises [the interest rate] and the market comes down … Nucor’s up gigantically and we felt like bulls make money, bears make money, hogs get [slaughtered].”
• Store Capital Corp: “One of the problems with this is that I could tell you to buy it, or I could say, ‘buy Realty Income,’ which I like very much … I see no necessary bottom in these, so I’ve got to say not yet.”
• Snap Inc: “When [Square parent Block] crushes the numbers and stock goes down, Snap, which didn’t crush the numbers, it’s going down even more. I say no to owning Snap.”
• Scotts Miracle-Gro Co: “What can I say, that’s an inexpensive stock … I was going to recommend that you buy Lowe’s, because they had a dynamite quarter.”
• Enterprise Products Partners LP: “This one has a yield … that I like very much. It’s right in the center of all the stuff I like down in Houston, and down in Texas in general, and I got to tell you, it could beat the numbers.”

Ticker: NUE, STOR, SNAP, SMG, EPD

 

(6) [No Video Clip] Cramer advises investors not to buy stocks in Russia or China (https://www.cnbc.com/video/2022/03/14/cramer-advises-investors-not-to-buy-stocks-in-russia-or-china.html)

The “Mad Money” host explained why investors should avoid owning stocks in Russia or China in Monday’s edition of the show.

Ticker: JD, PDD, BABA

 

Other Stocks Discussed (calls with audience): Kimberly-Clark Corporation (KMB), eBay Inc. (EBAY)

 

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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