Mad Money: 2022年8月25日(木)の放送の要点

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      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 (

      • “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 (

      • 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 (

      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 (

      • 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 (

      • 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 (

      • 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



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