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2020年11月4日(水)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) A Biden administration and divided Congress is ‘nirvana for growth stocks,’ Jim Cramer says (https://www.cnbc.com/2020/11/04/jim-cramer-a-divided-congress-is-nirvana-for-growth-stocks.html)
- “Finally, we can stop fretting about politics and start focusing on business and your money again, because a divided Congress and a blue White House … is nirvana for growth stocks,” CNBC’s Jim Cramer said.
- “Voters don’t want upheaval, and they certainly don’t want higher taxes, something that would’ve been on the agenda if the so-called blue wave had washed over Washington,” the “Mad Money” host said.
- After dumping growth stocks and swapping into value plays before Election Day, money managers are rotating back to growth as results come in, he said.
(2) Executive Interview: Akamai CEO says election coverage streaming doubled from 2016 (https://www.cnbc.com/video/2020/11/04/akamai-ceo-says-election-coverage-streaming-doubled-from-2016.html)
Akamai CEO Dr. Tom Leighton explained consumer’s growing reliance on the internet to track election returns after the content delivery network company saw online viewership double the levels of the 2016 election.
Ticker: AKAM
(3) [No Video Clip] Presidential Election & Healthcare Stocks — Ticker: UNH, CI, BIB
(4) Executive Interview: Canopy Growth discusses growing momentum for legal weed in red states (https://www.cnbc.com/video/2020/11/04/canopy-growth-discusses-growing-momentum-for-legal-weed-in-red-states.html)
Canopy Growth CEO David Klein gives his forecast for the legal weed market in America as the domino effect expands and more states move to end prohibition.
Ticker: CGC
(5) Cramer’s lightning round: Give AT&T one more quarter (https://www.cnbc.com/2020/11/04/cramer-lightning-round-give-att-one-more-quarter.html)
- Bloom Energy: “Way too speculative for me. If we’re doing power management, I’ll do Generac on the power side, I’ll do Eaton on the management side, not Bloom — too dicey.
- Magnite: “I think that’s just a pure spec. … You can go to these outfits now and get a fraction of a share. I am urging you, rather than go that way, buy a fraction of a share in Alphabet, which is Google. They are crushing it. They are like the Lakers.”
- Oracle: “I think Oracle’s fine. I prefer Salesforce.”
- AT&T: “Let’s give it one more quarter, and then we can buy. I need to see one more quarter to see what that balance sheet looks like.”
Ticker: BE, BNRC, ETN, RUBI, GOOGL, ORCL, CRM, T
(6) [No Video Clip] (a) Ways to play the Canab1s Space: Grow Generation (GRWG), Innovative Industrial Properties (IIPR). (b) Sports gambling – DKNG, MGM, PENN, (c) Riding Sharing Industries: UBER, LYFT
Other Stocks Discussed (calls with audiences): Eaton Corporation (ETN), Caterpillar (CAT) [chanve yo buy tomorrow], Palantir Technologies (PLTR)
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