Mad Money: 2022年3月28日(月)の放送の要点

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    • #13139
      暮眞★潤 (Jun Kurema)

      2022年3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 investors should use these rules to build a turbulence-proof portfolio (

      • Investors should follow a certain set of rules when building their portfolios to weather the market volatility that Monday’s rally suggests could happen, Jim Cramer said.
      • On the heels of the market gains, Cramer listed rules investors should consider to successfully weather potential market turbulence down the line.

      Inflation Playbook: (i) The most important rule is to own an oil stock (eg. CVX, DVN); (ii) Choose some low price-to-earnings multiple stocks (eg. GOOGL, FB); (iii) Consider a health care stock that can do well even if the Federal Reserve’s interest rate hikes slow the economy down (eg LLY); (iv) Own stock of a consistent retailer that can keep ahead of inflation (eg. COST); (v) Own one or two speculative stocks, but be careful.


      (2) Executive Interview: Eurazeo’s Adrianne Shapira says consumers are strong and have ‘shrugged off a lot’ (

      • France-based investment firm Eurazeo believes consumers are still spending healthily as geopolitical turmoil and inflation roil the economy, managing director Adrianne Shapira told CNBC’s Jim Cramer on Monday.
      • “So far, the consumer is strong. I mean, we really have seen across our portfolios, strong performance,” Shapira said in an interview on “Mad Money.”


      (3) I’m not buying KB Home stock until KB Home does, says Jim Cramer (

      • KB Home is currently a risky stock to buy despite its low price, evidenced by the company’s own disinterest in purchasing its stock, CNBC’s Jim Cramer said Monday.
      • “If KB starts buying back its stock aggressively, I’ll be right there with them. If they don’t, I’m staying on the sidelines,” the “Mad Money” host said.

      Ticker: KBH


      (4) Executive Interview: Abiomed CEO discusses company growth and combining products with supportive technology (

      The “Mad Money” host spoke with Abiomed CEO Mike Minogue on Monday’s episode of the show.

      Ticker: ABMD


      (5) Cramer’s lightning round: I like Nucor over ArcelorMittal (

      • Wells Fargo & Co: “Wells Fargo is the bank stock to own.”
      • Enbridge Inc: “I like Enbridge. Wall Street doesn’t like it.”
      • NXP Semiconductors NV: “I like NXP. … I think you got a good story there.”
      • Inmode Ltd: “I like Inmode. I like skincare.”
      • ArcelorMittal SA: “It’s okay. Nucor’s better. Nucor’s a better company. I’m always going to go with Nucor because it’s best in breed.”

      Ticker: WFC [one of t he largest position], ENB [buy buy buy], NXPI [buy buy buy], INMD [buy buy buy], MT


      (6)  [No Video Clip] No Huddle Offence: Jim Cramer explains why AMC stock skyrocketed on Monday (

      CNBC’s Jim Cramer discussed AMC’s stock gains on Monday and the company’s purchase of a gold mine in Monday’s “Mad Money.”

      Ticker: AMC , HPQ, POLY


      Other Stock Discussed (call with audiences): Renewable Energy Group (REGI), Union Pacific Corporation (UNP) [Charitable trust sold too soon, still like it], Walmart (WMT) [charitable trust owns it, but I am a seller and trying to scale out], Skyworks (SWKS) [price too low, endorse buying], Lowe’s Companies (LOW)


      参考: この日の放送に関するその他のサイトへのリンク



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