Mad Money: 2020年11月30日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年11月30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) Cramer bemoans market rotation, says FAANG stocks are ‘still the best in show’ (https://www.cnbc.com/2020/11/30/cramer-bemoans-market-rotation-says-faang-names-still-best-in-show.html)

• “I’m so sick of hearing that it’s time to rotate into the small caps, or the oils, or the cyclical smokestack stocks,” CNBC’s Jim Cramer said.
• “Let’s remember what actually took us to these record levels in the first place because those stocks are still the best in show,” the “Mad Money” host said.
• “There are some stocks that become a lot less attractive when the world goes back to normal, but not FAANG,” he said.

Ticker: FB, AAPL, AMZN, NFLX, GOOGLE

 

(2) Executive Interview: S&P Global leans in on recurring revenue in $44 billion IHS Markit deal (https://www.cnbc.com/2020/11/30/sp-global-leans-in-on-recurring-revenue-in-44-billion-ihs-markit-deal.html)

• Recurring revenue will make up the bulk of rating agency S&P Global’s business after the company acquires IHS Markit in a deal expected to be valued at $44 billion, S&P Global’s CEO said Monday.
• “We’ll have 76% of our revenue after this will be recurring revenue, and the rating agency will shrink from about 45% to 30%,” Doug Peterson said in a “Mad Money” interview.
• Lance Uggla, CEO of IHS Markit, said he has little concern that the deal will be blocked over antirust concerns.

Ticke: SPGI, INFO

 

(3) Executive Interview: Dell CEO: The year ahead will be another very strong one (https://www.cnbc.com/video/2020/11/30/dell-ceo-the-year-ahead-will-be-another-very-strong-one.html)

Dell Technologies CEO Michael Dell gave Jim Cramer of “Mad Money” his outlook for the computer manufacturer.

Ticker: DELL [Buy]

 

(4) Executive Interview: Carvana CEO says company has more than tripled profits per car unit sales (https://www.cnbc.com/video/2020/11/30/carvana-ceo-says-company-has-more-than-tripled-profits-per-car-unit-sales.html)

Since going public in 2017, online used car retailer Carvana has boosted gross profit per unit to $4,000 from $1,000, CEO Ernie Garcia said on “Mad Money.”

Ticker: CVNA

 

(5) Cramer’s lightning round: I think Peloton’s too hard to buy or sell here (https://www.cnbc.com/2020/11/30/cramers-lightning-round-i-think-pelotons-too-hard.html)

• Olin: “That complex is going higher. You are onto something. It’s an inexpensive stock.”
• Peloton: “Sometimes stocks are too hard. I think Peloton’s too hard. We’ve got to worry about the pandemic, but maybe don’t worry about it. People go on the Peloton, then they’re going to go to the gym, then they’ve got to come back. Too hard. When it’s too hard, we take a pass.”
• Johnson & Johnson: “I think you’re fine in JNJ. It’s an inexpensive stock when the dollar comes down, that will be good for you.”
• Cinemark: “It’s going to be a foot race between the vaccine and their business. If you think the vaccines’ going to be done in April, you’ve got a winner. And that’s what you’ve got to recognize: you need [the stock] in April … because it’s going to report [earnings in May] … but it will be a little late” to buy in May.
• Lemonade: “Yes.”
• Rocket Companies: “I can’t tell you to sell it here, I can’t tell you to buy it here. I can tell you it’s a good company.”
• Energy Transfer: Sell.

Ticker: OLN, PTON [pass], JNJ [fine], CNK, LMND, RKT, ET [Sell, Sell, Sell] 

 

(6) Jim Cramer recommends Linde and Cummins for the future of hydrogen energy (https://www.cnbc.com/2020/11/30/jim-cramer-recommends-linde-and-cummins-for-the-future-of-hydrogen-energy.html)

• CNBC’s Jim Cramer recommended Linde and Cummins as two non-pure plays on the future of hydrogen energy.
• “The technology’s not there yet — just too darned expensive for the moment — that’s why I prefer the non-pure plays,” the “Mad Money” host said in explaining his outlook on hydrogen fuel cells.
• “This whole industry’s getting a major tailwind once the Biden administration takes over because the Democrats love alternative energy,” he said.

Searching for next TESLA: (1) Don’t believe the hype? — NIO , KNDI, NKLA [now risky], PLUG [getting worried]; (2) EV Derivatives Plays — CMI, LIN

 

Other Stocks Discussed (Calls with audiences): T-Mobile (TMUS) [TMUS is a Buy. Growth stock], eBay (EBAY) [like SHOP, like AMZN], Kroger (KR) [Good]

 

Disclaimer

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