Mad Money: 2020年12月1日(火)の放送の要点

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    • #7304
      暮眞★潤 (Jun Kurema)
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      2020年12月1日(火)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 says Zoom’s post-earnings sell-off is not bad news for stay-home thesis (https://www.cnbc.com/2020/12/01/cramer-zoom-video-stock-sell-off-is-not-bad-news-for-stay-home-thesis.html)

      • “Despite what you heard this morning, vast swathes of our economy remain very strong, and that includes the stay-at-home stocks,” CNBC’s Jim Cramer said.
      • “The truth is people are confused about Zoom and that confusion created opportunities all over the place today because the immediate pin action … was wrong,” the “Mad Money” host said after Zoom shares sold off 15% after signaling in its quarterly report that revenue growth rate could be slowing.
      • “Just because Zoom’s insanely high growth is decelerating a tiny little bit, that doesn’t mean the trend is over,” he said.

       

      (2) Executive Interview: Salesforce’s Marc Benioff on goal to double revenue — ‘Slack changes everything’ (https://www.cnbc.com/2020/12/01/marc-benioff-slack-is-one-step-in-salesforces-path-to-double-revenue.html)

      • “I have a $50 billion dream, which is what I’m shooting for,” Salesforce CEO Marc Benioff said about the company’s future revenue growth.
      • “I feel very excited and motivated on everything that we need to do to double the company once again,” he said in a “Mad Money” interview.
      • “Slack changes everything and makes Salesforce a whole new type of company,” Benioff said.

      Ticker: CRM, WORK

       

      (3) Off-the-Chart: Cramer charts out Facebook, Apple, Amazon and Netflix year-end runs (https://www.cnbc.com/2020/12/01/cramer-charts-out-facebook-apple-amazon-and-netflix-year-end-runs.html)

      • “If the FAANG stocks can stay on the market’s good side, then the charts, as interpreted by Carolyn Boroden, suggest they have a lot more room to run,” CNBC’s Jim Cramer said.
      • “I think she’s right. This is the point on the calendar when money managers crowd into the year’s biggest winners to show their clients how smart they are,” the “Mad Money” host said.
      • “That means winners like Facebook, like Amazon, like Apple, like Netflix, and of course you know I think Google, should keep winning, at least for the next four weeks,” he said.

      Ticker: APPL, AMZN, FB, NFLX

       

      (4) [No Video Clip] Electric Vehicle & SPAC — “Cramer’s diving back into the electric vehicle plays to give investors an update on the space, his take on ChargePoint.”

      Ticker: TSLA, NKLA, FSR, QS [QuantumScape Corporation, a battery developer for electric vehicle], SBE [Switchback Energy Acquisition Corporation, SPAC]

       

      (5) Cramer’s lightning round: Hold on to Micron (https://www.cnbc.com/2020/12/01/cramer-lightning-round-hold-on-to-micron.html)

      • Wells Fargo: “In the long run, [the projection is] different from right here … It’s cheaper than all the other banks. I bless it, but please let it come in a little.”
      • Snap: “If you bought the dip, then that means you probably might have been buying it at $17 to $20, which means that you’ve got to take out your cost basis and then you let the rest run. And don’t even look at it — just let the rest run.”
      • Kinder Morgan: “I don’t like the pipeline companies. I don’t like the oil companies. I don’t like that whole complex. I think that it’s a bad complex. I think I want you to stay away.”
      • Roku: “It’s at $285. Tomorrow morning, I want you to at least sell the [cost basis] and then forget that you ever owned Roku. You’ll never get hurt. If it goes higher you’ll still make a lot of money, and I and you will sleep better at night.”
      • Micron: “You picked a winner, and it’s still inexpensive. I’d actually hold on to that one.”
      • Nutanix: “What a competitive space. I am going to have to say no go.”

      Ticker: WFC, SNAP, KMI, ROKU MU, NTNX

       

      (6) [No Video Clip] COVID Relief Deal

       

      Other Stocks Discussed (Calls with audiences): The Goodyear Tire & Rubber Company (GT) [Stay away], Data Dog (DDOG) [fine. Fine run company]

       

      Disclaimer

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