Mad Money: 2022年9月27日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年9月27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’s ‘dirty dozen’ stocks that underscore the carnage in the IPO market (https://www.cnbc.com/2022/09/27/jim-cramer-12-stocks-that-underscore-the-carnage-in-the-ipo-market.html)

• CNBC’s Jim Cramer on Tuesday highlighted his list of “dirty dozen” companies that exemplify the losses incurred by investors who funneled their cash into initial public offerings and other risky stocks.
• Cramer came up with his list by running a screen on initial public offerings from 2020 and 2021 that are now down 50% or more from their 52-week highs.

Ticker: UpStart (UPST), GoodRx (GDRX), Affirm (AFRM), Curevac (CVAC), LightSpeed (LSPD), Asana (ASAN), Oatly (OTLY), Unity Software (U), Compass (COMP), RLX Technology (RLX), TuSimple (TSP), Coinbase (COIN)

 

(2) Executive Interview: SpartanNash CEO says he’s concerned about ‘spiral inflation’ in food (https://www.cnbc.com/video/2022/09/27/spartannash-ceo-says-hes-concerned-about-spiral-inflation-in-food.html)

CNBC’s Jim Cramer spoke with SpartanNash CEO Tony Sarsam on Tuesday’s episode of “Mad Money.”

Ticker: SPTN

 

(3) Jim Cramer says these 5 high-yielding stocks have his stamp of approval (https://www.cnbc.com/2022/09/27/jim-cramer-says-these-5-high-yielding-stocks-have-his-stamp-of-approval.html)

• CNBC’s Jim Cramer on Tuesday offered investors a list of five high-yielding stocks they should have on their shopping lists.
• “They might have more downside here, but I recommend you start buying them here and gradually build a position,” he said.

Ford (F), KeyCorp (KEY), Federal Realty (FRT), Devon Energy (DVN), ONEOK (OKE)

 

(4) Jim Cramer explains why he believes the ‘SPAC attack’ is coming to an end (https://www.cnbc.com/video/2022/09/27/jim-cramer-explains-why-he-believes-the-spac-attack-is-coming-to-an-end.html)

Cramer explained the positive developments he saw in San Francisco that suggested the era of SPACs is nearing an end on Tuesday’s episode of “Mad Money.”

Ticker: Virgin Galactic (SPCE) [formerly IPOA], Opendoor Technologies (OPEN) [formerly IPOB], Clover Health Investments (CLOV) [formerly IPOC], SoFi Technologies (SOFI) [formerly IPOE]

 

(5) Cramer’s lightning round: Harmonic is not a buy (https://www.cnbc.com/2022/09/27/cramers-lightning-round-harmonic-is-not-a-buy.html)

• Costamare Inc: “I do not want you to touch any of these stocks.”
• Everbridge Inc: “This one does not make money, so I say [sell].”
• Penn Entertainment Inc: “I still prefer DraftKings.”
• Tellurian Inc: “I think at $2 it remains a very good spec.”
• Monolithic Power Systems Inc: “I’m going to have to say that I do not like this stock.”
• Ginkgo Bioworks Holdings Inc: “It’s an interesting spec. I’m not going against [Cathie Wood] at these prices. It’s just too darn low.”
• Cloudflare Inc: “It is okay to buy. I know that’s a tough call, but I do believe it.”
• ZIM Integrated Shipping Services Ltd: “I think the shipping business is a terrible business. … That stock’s probably not even done going down.”

Ticker: CMRE, EVBG, PENN, HLIT, TELL, MPWR, DNA, NET, ZIM

 

(6) [No Video Clip] Jim Cramer says the Fed’s real dilemma is wage inflation (https://www.cnbc.com/video/2022/09/27/jim-cramer-says-the-feds-real-dilemma-is-wage-inflation.html)

Cramer explained why he believes why wage increases are one of the greatest hurdles to getting inflation under control on Tuesday’s episode of “Mad Money.”

 

Other Stocks Discussed (calls with audience): Sirius XM Holdings (SIRI) [same with car, not doing well], Johnson & Johnson (JNJ) [Charitable Trust owns JNJ], Simon Property Group (SPG)

 

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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