Mad Money: 2022年12月2日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年12月2日(金)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’s week ahead: Markets need a strong job market, tame inflation to stay up (https://www.cnbc.com/2022/12/02/cramers-week-ahead-markets-need-a-strong-job-market-tame-inflation.html)

• CNBC’s Jim Cramer on Friday told investors that stocks could see another strong week of trading, given the right economic conditions.
• He also previewed next week’s slate of earnings.

 

(2) Cramer explains the problem with investing in Sunrun (https://www.cnbc.com/video/2022/12/02/cramer-explains-the-problem-with-investing-in-sunrun.html)

Cramer explained why the solar energy company’s stock doesn’t fit the current market.

Ticker: RUN

 

(3) Jim Cramer says these 3 apparel stocks benefit from return to office (https://www.cnbc.com/2022/12/02/jim-cramer-says-these-3-apparel-stocks-benefit-from-return-to-office.html)

• CNBC’s Jim Cramer on Friday offered investors a list of clothing stocks that he believes will see upside as workers continue returning to the office.
• “After the huge run in the apparel stocks, I recommend ringing the register on the lower quality ones, so that you can swap into something better,” he said.

Ticker: PVH, TPR, LULU

 

(4) [No Video Clip] Am I diversified? Jim Cramer makes the call (https://www.cnbc.com/video/2022/12/02/am-i-diversified-jim-cramer-makes-the-call.html)

Cramer looked over callers’ portfolios and determined whether they are diversified enough in Friday’s episode of the show.

• HON, UNH, META, GS, Palo alto — diversified
• T, Exxon, DOW Pheizer, Altria — diversified
• TSLA< LLY, Ploalso,, ULTA, TSMC Taiwan semi —
• SHOP, UPS, ABBIE, PG, KR,

 

(5) Cramer’s lightning round: Let Extreme Networks cool off a little before buying (https://www.cnbc.com/2022/12/02/cramers-lightning-round-let-extreme-networks-cool-off-before-buying.html)

• Paramount Group Inc: “It is very inexpensive, but at the same time, I don’t like office real estate. So, I am torn on it.”
• Uranium Energy Corp: “There are no consistent brands right now in this country for nuclear power. It has too many enemies.”
• Extreme Networks Inc: “I think it’s a very good networking company. … Let it cool off a little, and then you can do some buying.”
• Super Micro Computer Inc: “It seems too good to be true, which means we have to … figure out exactly what that company does.”
• Nvidia Corp: “I think [their inventory buildup] goes through and is done and is flushed by the first weeks of January, and will be in better shape.”
• Barrick Gold Corp: “It’s got a good yield, but the problem is, is that the dollar’s got to get weaker. And in that case, if the chart is good, you can be a buyer.”

Ticker: PGRE, UEC, EXTR, SMCI, NVDA, GOLD

 

(6) [No Video Clip] Jim Cramer says he expects many more layoffs coming (https://www.cnbc.com/video/2022/12/02/jim-cramer-says-he-expects-many-more-layoffs-coming.html)

Cramer explained why he believes more companies will start to lay off their companies.

 

Other Stocks Discussed (calls with audience): Cummons (CIM) [buy for long term], Uber (UBER) [buy, bullpen for charible trusr], Zillow (Z) [need to see better management]

 

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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