Mad Money: 2020年12月2日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年12月2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) Pent-up demand will define the next leg of the bull run, Jim Cramer says (https://www.cnbc.com/2020/12/02/jim-cramer-says-pent-up-demand-to-define-the-next-leg-of-the-bull-run.html)

• “Pent-up demand. Get used to hearing that term because it’s going to define the very next leg of this just impossible-to-believe bull market,” CNBC’s Jim Cramer said.
• “Once we get closer to herd immunity, everything that got put on hold during the pandemic can make a comeback,” the “Mad Money” host said.
• “While these stocks have been creeping up, I now expect them to explode higher as the analysts are forced to raise numbers,” he said.

Ticker: BA, UAL, AAL, WYNN, LVS, NCLH, DIS, GOOGL, CVX, PDX, AXP

 

(2) Calvin Klein-parent PVH CEO sees headwinds in North America, momentum in Europe (https://www.cnbc.com/video/2020/12/02/calvin-klein-parent-pvh-ceo-headwinds-in-north-america-momentum-in-europe.html)

PVH CEO Emanuel Chirico broke down the apparel company’s challenges in the North American market and how he expects a Covid-19 vaccine will lead to a rebound.

Ticker: PVH

 

(3) [No Video Clip] Electric Vehicle & SPAC —“Cramer’s continuing his break down of the new EV stocks coming public – today he’s looking at Luminar as it prepares to come public by merging with special purpose acquisition company Gores Metropoulus.”

Ticker: GMHI, LAZR [buy Luminar, but slowly]
Related article (from Yahoo Finance): Luminar and Gores Metropoulos Announce Closing of Business Combination

 

(4) Executive Interview: XPO Logistics CEO says company is in the middle of the ‘e-comm boom’ (https://www.cnbc.com/2020/12/02/xpo-logistics-ceo-says-company-is-in-the-middle-of-the-e-comm-boom.html)

• “In our logistics business, we are squarely in the middle of this massive e-commerce boom,” XPO Logistics CEO Brad Jacobs said in a “Mad Money” interview after the company announced a spinoff.
• XPO Logistics is looking to separate its warehousing business from the transportation segment in an effort to unlock value that’s “trapped inside this conglomerate structure.”
• The spinoff is expected to go into effect in the second half of 2021.

Ticker: XPO

 

(5) Cramer’s lightning round: Emergent BioSolutions is worth a buy (https://www.cnbc.com/2020/12/02/cramers-lightning-round-emergent-biosolutions-is-worth-a-buy.html)

• Apex Technology Acquisition: “Blank-check company. … We’ve got to do more work on it.”
• Jumia Technologies: “I think you’ve got to let it cool off a little.”
• GrowGeneration: “I think this stock has been a rocket ship. I want rocket ships to cool off.”
• Emergent BioSolutions: “I think this stock is just going down, down, down because there hasn’t been any news flow, so I say that one’s OK to buy.”
• Cassava Sciences: “We have to be very careful with the pain-management ones. … I’ve got to do more work on that because if I get too far ahead of something and it doesn’t’ work, then I will have made a big mistake.”
• Interpublic Group of Companies: “That stock is still inexpensive. I think IPG is good. The stock is still way below where the rest of the market is.”
• Sumo Logic: “It’s a very crowded space. … I can’t just go recommending this one. No, not right here, not right now.”

Ticker: APXT, JMIA, GRWG, SAVA, IPG, SUMO

 

(6) Cramer urges Biden to heed lessons of Trump’s China trade war: ‘Taking a hard line gets results’ (https://www.cnbc.com/2020/12/02/cramers-china-trade-advice-to-biden-taking-a-hard-line-gets-results.html)

• “I hope the incoming Biden administration can look at Trump’s trade war objectively, because in many ways, really, it worked,” CNBC’s Jim Cramer said.
• “We made real progress on getting China to finally play by the rules and it would be a shame to throw it all away,” the “Mad Money” host said.
• Cramer questioned President-elect Joe Biden’s ability to align allies to push back on China’s trade practices, saying “I don’t know how you get our allies on the same page at this point.”

 

Other Stocks Discussed (Calls with audiences): Utz Brands (UTZ) [would buy right here], Chegg (CHGG) [I do not want to be in COVID play], DropBox (DBX) [needs to be big], Sony (SNE) [undervalued, good company]

 

Disclaimer

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