Mad Money: 2022年11月14日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年11月14日(月)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 there’s enough pain in the market for the Fed to slow rate hikes (https://www.cnbc.com/2022/11/14/cramer-theres-enough-pain-in-the-market-for-fed-to-slow-rate-hikes.html)

• CNBC’s Jim Cramer on Monday said that there’s enough pain in the market for the Federal Reserve to consider easing its pace of interest rate hikes.
• Cramer pointed to the layoffs at Amazon and turmoil in other sectors like crypto and software stocks as examples of the Fed’s damage.

 

（２）Jim Cramer says these 6 cyclical ‘smokestack’ stocks may be worth owning (https://www.cnbc.com/2022/11/14/jim-cramer-says-these-6-cyclical-smokestack-stocks-may-be-worth-owning.html)

• CNBC’s Jim Cramer on Monday offered investors a list of cyclical stocks that have “caught fire” recently, making them potential great additions to portfolios.
• “These are great companies that have positioned themselves in some terrific end markets and dominated their industries,” Cramer said.

Cyclical names that have soared in recent weeks: Boeing (BA), Caterpillar (CAT), Deere (DE), Dow (DOW), Honeywell (HON) [Charitable Trust trimmed some], Nucor (NUE)

 

(3) Jim Cramer says these 4 factors are weighing down retail stocks (https://www.cnbc.com/video/2022/11/14/jim-cramer-says-these-4-factors-are-weighing-down-retail-stocks.html)

Cramer on Monday explained why retail stocks have been hammered.

 

(4) Executive Interview: Logitech CEO on cutting costs, reassembling the home office (https://www.cnbc.com/video/2022/11/14/logitech-ceo-on-cutting-costs-reassembling-the-home-office.html)

Cramer spoke with Logitech CEO Bracken Darrell on Monday.

Ticker: LOGI

 

(5) Cramer’s lightning round: Plug Power must get expenses under control (https://www.cnbc.com/2022/11/14/cramers-lightning-round-plug-power-must-get-expenses-under-control.html)

• Rocket Pharmaceuticals Inc: “This is a very early stage company that has a lot in the pipe. I tend to like these companies. … If you get a bunch of them, I think you’re going to be fine.”
• Plug Power Inc: “Plug Power’s losing a fortune. … They must get expenses under control.”
• Sociedad Quimica y Minera de Chile SA: “I think there’s too much political risk.”
• Anavex Life Sciences Corp: “This is another one that I kind of like, I’ve got to tell you. … I do not like losses in tech, but in biotech I can accept the fact that they have a good pipeline.”
• GoPro Inc: “I’ve got to go stop. … I just don’t think that they’re doing well enough to recommend.”
• Illinois Tool Works Inc: “Buy more as it comes in. This is the kind of stock that is doing incredibly well.”
• Ryan Specialty Holdings Inc: “I’ve got to find out what the hell went wrong with that one last week. … It’s usually a very normal, kind of regular, company, and it got slammed. I’ve got to find out before I can recommend.”
• Shockwave Medical Inc: “Shockwave’s a good company. Very expensive stock, though.”

Ticker: RCKT, PLUG, SQM, AVXL, GPRO, ITW, RYAN, SWAV

 

(6) [No Video Clip] Jim Cramer on the best high-yielding oil stocks (https://www.cnbc.com/video/2022/11/14/jim-cramer-on-the-best-high-yielding-oil-stocks.html)

Cramer gave his picks for the best high-yielding oil stocks to own.

 

Other Stocks Discussed (calls with audience): Citigroup (C) [something is wrong], Dominion Energy (D)、Microsoft （MSFT) [wait. Charitable Trust sold some] Airbnb

 

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

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

前回のエピソード

次回のエピソード

 

[投稿者]

投稿