Mad Money: 2022年8月23日(火)の放送の要点

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    • #14758
      暮眞★潤 (Jun Kurema)
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      2022年8月23日(火)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 ‘Covid winners’ like DocuSign still have time to reinvent themselves (https://www.cnbc.com/2022/08/23/cramer-covid-winners-like-docusign-still-have-time-to-reinvent.html)

      • CNBC’s Jim Cramer on Tuesday lamented the languishing stocks of pandemic winners like DocuSign.
      • However, Cramer said the window of reinvention has not been slammed shut just yet.

      Pandemic Winner [but languishing now]: ZM, DOCU, PTON, CLX; [Still Good] ELF, MKC, KO

       

      (2) Jim Cramer says tap the brakes on comparing this year’s market to 2001 and 2008. Here is why (https://www.cnbc.com/2022/08/23/why-jim-cramer-rejects-comparing-this-years-market-to-2001-and-2008.html)

      • The S&P 500 has so far in 2022 followed a path that looks similar to its trajectory in 2001 and 2008.
      • However, CNBC’s Jim Cramer said Tuesday he’s not expecting stocks to slide into year-end like in those other two years.

       

      (3) Off-the-Chart: Charts suggest the S&P 500 should keep trending higher for now, Cramer says (https://www.cnbc.com/2022/08/23/charts-suggest-the-sp-500-should-keep-trending-higher-for-now-cramer-says.html)

      • Technical analysis from the veteran chartist Ralph Vince indicates the stock market should be able to keep trending higher in the near term, CNBC’s Jim Cramer said Tuesday.
      • “Please don’t get too complacent as there are signs that not all is well as we go into the final third of the year,” the “Mad Money” host cautioned.

       

      (4) [No Video Clip] Jim Cramer examines the investment case for electrical products maker Atkore (https://www.cnbc.com/video/2022/08/23/jim-cramer-examines-the-investment-case-for-electrical-products-maker-atkore.html)

      On Tuesday’s episode of “Mad Money,” host Jim Cramer analyzed the investment case for Atkore, an industrial firm that makes electrical products.

      Ticker: ATKR

      (5) Cramer’s lightning round: Nokia is ‘the definition of dead money’ (https://www.cnbc.com/2022/08/23/cramers-lightning-round-nokia-is-the-definition-of-dead-money.html)

      • Cleveland-Cliffs: “If we’re going to do steels, I like Cleveland-Cliffs very cheap, but Nucor is almost has cheap, and it’s got a much better record and is a cleaner steel producer. That’s what we want right now.”
      • Enbridge: “I think that is a great stock. I am tempted to add it to the bullpen for …. the Investing Club.”
      • HighPeak Energy: “Oh my god, at $22, I mean come on. [Buy, buy, buy].”
      • Marathon Oil: “No, we went over that this morning on our ‘Morning Meeting’ that’s part of the CNBC Investing Club at 10:20 [a.m. ET.]. We continue to like Devon here. We think Devon goes higher. That’s the horse to bet on.”
      • Standard Lithium: “No, no. That’s a Canadian company that don’t make any money. We got to stick with money-making companies. How about Tesla? They’re also in the lithium business.”
      • Watsco: “I have not looked at Watsco recently enough. I did love it because my friend Matt Horween, writing partner, introduced it to me. Three percent yield, doing incredibly well. But we’re going to double down on the homework on Watsco.”
      • Nokia: “That is just the definition of dead money, and I’m done with that. We’re going to try to make money with our money, not do nothing with our money. I want that reinvested in some of the things we like for the Investing Club.”
      • Rocket Lab USA: ”[Sell, sell, sell]. We only like to invest in companies that make money.”
      • Carnival Corp.: Does not recommend

      Ticker: CLF, ENB, HPK, MPO, SLI, WSO, NOK, RKLB, CCL

       

      (6) Jim Cramer says struggling markets overseas shouldn’t automatically drag down U.S. stocks (https://www.cnbc.com/video/2022/08/23/jim-cramer-says-struggling-markets-overseas-shouldnt-automatically-drag-down-us-stocks.html)

      “Mad Money” host Jim Cramer on Tuesday made the case that just because overseas markets struggle in a given session that U.S. stocks should see weakness, too.

       

      Other Stocks Discussed (calls with audience): Twitter (TWTR) [Not sell], Gamestop (GME), Bed, Bath & Beyond (BBBY), Twilio (TWLO) [52 week low], Sofi [SOFI] (Too low to sell)

       

      参考: この日の放送に関するその他のサイトへのリンク

      Disclaimer

      ****************************

      前回のエピソード 次回のエピソード

       

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