Mad Money: 2022年4月21日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年4月21日(木)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) These 12 manufacturers can help investors capitalize on the U.S. ‘industrial renaissance,’ Cramer says (https://www.cnbc.com/2022/04/21/jim-cramer-12-us-manufacturers-investors-should-keep-an-eye-on.html)

• CNBC’s Jim Cramer on Thursday named 12 American manufacturers investors should keep an eye on to take advantage of what he calls the country’s “industrial renaissance.”
• “If you want companies that make things and sell them at a profit while returning capital to shareholders, look no further than our great American manufacturers,” the “Mad Money” host said.

Stock & Ticker: Tesla (TSLA), Nucor (NUE), Dow (DOW), Chevron (CVX), Exxon (XOM), GE (GE), Raytheon (RTX), Caterpillar (CAT), Deere (DE), Johnson & Johnson (JNJ), Procter & Gamble (PG), Lam Research (LRCX)

[Note: Charitable trust owns BA]

 

(2) Be ready to snatch up these 8 software stocks when they bottom, Jim Cramer says (https://www.cnbc.com/2022/04/21/be-ready-to-snatch-up-these-8-software-stocks-when-they-bottom-jim-cramer-says.html)

• CNBC’s Jim Cramer on Thursday gave investors a list of eight software stocks to keep on their shopping lists for the future.
• “Eventually, even these heinous stocks, formerly high-flying tech stocks, will get so cheap that they’re going to find a bottom,” the “Mad Money” host said.

High Growth Software Stocks — Passed the New Rule of 40: ServiceNow (NOW), Salesforce (CRM)[not now, wait for better price], ZoomInfo (ZI) [best of the list, 30% down from its high], Paycom (PAYC), Paylocity (PCTY) [rather own Paycheck], Paymatic (PUBM), Definitive Healthcare (DH), Clearwater Analytics (CWAN)

 

(3) Jim Cramer says investors should avoid Carvana after the company’s disappointing quarter (https://www.cnbc.com/2022/04/21/jim-cramer-says-investors-should-avoid-carvana-after-the-companys-disappointing-quarter.html)

• CNBC’s Jim Cramer warned investors against buying stock of Carvana after the company reported worrisome quarterly results on Wednesday.
• “This is a ‘what have you done for me lately’ market and in the near-term, I expect Carvana, they couldn’t do anything for you, lately or otherwise,” the “Mad Money” host said.

Ticker: CVNA

 

(4) Executive Interview: Huntington Bancshares CEO says company doesn’t ‘get impacted’ by changes in used car prices (https://www.cnbc.com/video/2022/04/21/huntington-bancshares-ceo-says-company-doesnt-get-impacted-by-changes-in-used-car-prices.html)

The “Mad Money” host spoke with Huntington Bancshares CEO Stephen Steinour on Thursday’s episode of the show.

Ticker: HBAN

 

(5) Cramer’s lightning round: Don’t sell Marvell Technology (https://www.cnbc.com/2022/04/21/cramers-lightning-round-dont-sell-marvell-technology.html)

• OptimizeRx Corp: “There’s not enough there at that company. … Can’t go there.”
• American Airlines Group Inc: “Good quarter. … I thought United’s quarter was even better. I like these guys.”
• ZIM Integrated Shipping Services Ltd: “These stocks are one-way stocks. … When they go down, look out. And we’re in the ‘look out’ phase.”
• SoFi Technologies Inc: “Here’s the problem. This thing was built as a way to be able to help on student loans, and when you get rid of your major product … it’s very hard to recommend the stock.”
• Marvell Technology Inc: “That one’s been going down along with some others, and it’s the one that shouldn’t. … We are looking to buy back the stock we sold. Please do not sell Marvell Technology.”
• Solid Power Inc: “Energy storage situations are very hard. … I can’t really own that stock.”

Ticker: OPRX, AAL, ZIM, SOFI, MRVL [Charitable Trust plan to buy back], SLDP

 

(6) [No Video Clip] Jim Cramer says Lululemon is a growth story still in its ‘early innings’ (https://www.cnbc.com/video/2022/04/21/jim-cramer-says-lululemon-is-a-growth-story-still-in-its-early-innings.html)

CNBC’s Jim Cramer gave his thoughts on Lululemon and the company’s at-home fitness platform, Mirror, in Thursday’s episode of “Mad Money.”

Ticker: LULU

 

Other Stock Discussed (call with audiences): Adobe (ADBE), Visa (V) [rather own AAPL], Danaher (DHR) [Charitable trust bought some] , General Motors (GM)

 

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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