Mad Money: 2022年8月25日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年8月25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) Cramer says there’s a bull market in these 4 industries. Here are his favorite stocks in them (https://www.cnbc.com/2022/08/25/cramer-says-theres-a-bull-market-in-these-4-industries-here-are-his-favorite-stocks-in-them.html)

• “I think we’ve got just a plethora of bull markets,” including agriculture and auto parts, CNBC’s Jim Cramer said Thursday.
• “Another Fed-mandated meltdown could create some tremendous opportunities, but only if you know where to look,” the “Mad Money” host added.

[Agriculture] Deere & Co. (DE), Mosaic (MOS), CF Industries (CF), Nutrien (NTR), Corteva (CTVA); [Auto parts] AutoZone (AZO); [Aerospace and defense] Raytheon Technologies (RTX); [Alternative energy] Generac (GNRC), Darling Ingredients (DAR)

 

(2) Workday shares surge after earnings beat; co-CEO says deals are still closing (https://www.cnbc.com/2022/08/25/workday-shares-surge-after-earnings-beat-co-ceo-says-deals-are-still-closing.html)

• Shares of Workday surged more than 11% in extended trading Thursday after strong quarterly results.
• “This focus on digital transformation; it just remains unabated. Companies are moving more and more things to the cloud. The pace is not slowing down,” co-CEO Aneel Bhusri told CNBC.

Ticker: WDAY

 

(3) [No Video Clip] Jim Cramer’s annual fantasy football-inspired stock draft: TEs, flex, defense and kickers (https://www.cnbc.com/video/2022/08/25/jim-cramers-annual-fantasy-football-inspired-stock-draft-tes-flex-defense-and-kickers.html)

On Thursday’s episode of “Mad Money,” host Jim Cramer completed part two of his annual fantasy football-inspired stock draft, comparing various companies to what he believes are analogous players.

 

(4) Williams-Sonoma will soon launch a collaboration with Roblox, says the home retailer’s CEO (https://www.cnbc.com/2022/08/25/williams-sonoma-will-soon-launch-a-collaboration-with-roblox-says-the-home-retailers-ceo.html)

• Williams-Sonoma will soon jump into the virtual world through a collaboration with Roblox, the home retailer’s CEO, Laura Alber, told CNBC’s Jim Cramer.
• Roblox is a video-game company that’s especially popular among kids.

Ticker: WSM

 

(5) Cramer’s lightning round: I prefer McDonald’s over KFC parent Yum Brands (https://www.cnbc.com/2022/08/25/cramers-lightning-round-i-prefer-mcdonalds-over-kfc-parent-yum-brands.html)

• Verizon: “I’m not crazy about it. It does yield 5.85%. They have the ability to raise the dividend, but I think over time it’s a wasting asset. If it does jump to like $45 or $46, I think you’re going to have to let it go. I’m very sorry.”
• Marvell Technology: “They did a good job, not a great job. The stock is trading down a little bit. Why is it trading down a little bit? Demand is very good, they can’t meet all of it. They’ve got some supply issues. It’s not a perfect quarter, but we will have a full piece out later for the Investing Club later on if you want to make a decision.”
• Star Bulk Carriers: “Another one of these companies with a high yield. It is a red flag. … I do not trust companies with that big a yield.”
• Tellurian: “I think Tellurian is terrific. It’s Charif Souki. It is obviously a speculative situation, but I would do it. You know why I would it? Because Charif turned us on to all of this. He was the godfather of the industry.”
• Yum Brands: “I think Yum is OK. I think McDonald’s is better. I would rather be in that. I think McDonald’s is going to $300. Domino’s I think is as good as Yum Brands, though.”
• Antero Resources: “Take out your $3, and then you’re going to let the rest run because, I’ve got to tell you, I think Antero is an excellent company.”

Ticker: VZ, MVRL, SBLK, TELL, YUM, AR

 

(6) Making sense of CEO jargon — Cramer explains what 4 ‘convoluted’ terms mean for investors (https://www.cnbc.com/2022/08/25/jim-cramer-what-4-convoluted-ceo-jargon-terms-mean-for-investors.html)

• With this earnings season mostly in the rearview mirror, CNBC’s Jim Cramer on Thursday tried to give investors a better understanding of common terms CEOs have been using.
• The “Mad Money” host offered his interpretation of phrases such as “excess inventory” and “elongated sales cycles.”

“Measured”, “Elongated”, “Excess inventory”, “Clearing events”

 

Other Stocks Discussed (calls with audience): BlackRock (BLK) [buy, buy, buy], Motorola Solutions (MSI), Celsius Holdings, Inc. (CELH)

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）

Disclaimer

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