Mad Money: 2022年12月5日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2022年12月5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) The Fed can’t stop raising interest rates due to these 4 factors, Jim Cramer says (https://www.cnbc.com/2022/12/05/cramer-fed-cant-stop-raising-interest-rates-due-to-these-4-factors.html)

• CNBC’s Jim Cramer on Monday listed four reasons why the Federal Reserve can’t stop tightening the economy just yet.
  • Not enough people are reentering the workforce.
  • There’s a mismatch between job openings and job seekers.
  • There are too many people working in customer relations management, data analysis and advertising.
  • Too many new companies were created in the past two years.
• “This market’s hostage to the Federal Reserve, and the Fed’s not going to stop tightening until they see more evidence of real economic pain. Unfortunately, we’re not there yet,” he said.

 

(2) Executive Interview: Ulta Beauty CEO says the company is staffed and ready for the holiday season (https://www.cnbc.com/video/2022/12/05/ulta-beauty-ceo-says-the-company-is-staffed-and-ready-for-the-holiday-season.html)

Cramer spoke with Ulta Beauty CEO Dave Kimbell on Monday.

Ticker: ULTA

 

(3) Executive Interview: Wingstop CEO says the company is seeing meaningful deflation and transaction growth (https://www.cnbc.com/video/2022/12/05/wingstop-ceo-says-the-company-is-seeing-meaningful-deflation-and-transaction-growth.html)

Cramer spoke with Wingstop CEO Michael Skipworth on Monday.

Ticker: WING

 

(4) Executive Interview: Splunk CEO on prioritizing profitability while managing cloud growth (https://www.cnbc.com/video/2022/12/05/splunk-ceo-on-prioritizing-profitability-while-managing-cloud-growth.html)

Cramer spoke with Splunk CEO Gary Steele on Monday.

Ticker: SPLK

 

(5) Cramer’s lightning round: I can’t recommend Penn Entertainment right now (https://www.cnbc.com/2022/12/05/cramers-lightning-round-i-cant-recommend-penn-entertainment.html)

• Penn Entertainment Inc: “Everybody’s in this darn business. … I do like Penn. They’re good guys, but I cant recommend the stock right now.”
• Symbotic Inc: “They’re a money-losing SPAC. We’re not recommending any money losers.”
• Tilray Brands Inc: “They and Canopy, if you want to own them, you can own either one. I’m not going to fight you on it.”
• Digital World Acquisition Corp: “It’s one of the SPACs that’s not making money. … The SPACs that aren’t making money are stocks I don’t like.”
• Clearfield Inc: “We’re going to find out more about it.”
• ZIM Integrated Shipping Services Ltd: “I’ve been against the shipping services since they first started ships. So, I’m not going to change my stripes now.”PagerDuty Inc: ”[CEO Jennifer Tejada] put up a great number. … But this segment is so hated it just didn’t matter.”
• Berkshire Hathaway Inc: “I am a believer in Berkshire Hathaway.”
• CME Group Inc: “Winner, winner, chicken dinner. … I think it’s terrific.”

Ticker: PENN, SYM, TLRY, DWAC, CLFD, ZIM, PD, BRK.B, CME

 

(6) Jim Cramer urges investors to exit crypto – ‘it’s never too late to sell’ (https://www.cnbc.com/2022/12/05/jim-cramer-urges-investors-to-exit-crypto-its-never-too-late-too-sell.html)

• CNBC’s Jim Cramer on Monday told investors that they still have time to sell their cryptocurrency holdings.
• “It’s never too late to sell an awful position, and that’s what you have if you own these so-called digital assets,” he said.

 

Other Stocks Discussed (calls with audience): Cummins (CIM) [buy for long term], Uber (UBER) [buy, bullpen for charitable trust], 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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