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2020年12月3日 7:41 PM #7335
暮眞★潤 (Jun Kurema)
キーマスター2020年12月3日(木)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) Salesforce could more than double its valuation after $27.7 billion deal for Slack, Jim Cramer says (https://www.cnbc.com/2020/12/03/cramer-salesforce-could-more-than-double-its-value-after-slack-deal.html)
- “If you follow the customer, you’ll understand why Salesforce.com … decided to shell out $27.7 billion for Slack Technologies in a deal that was widely criticized,” CNBC’s Jim Cramer said.
- The “Mad Money” host said “it’s very difficult for [CEO] Marc [Benioff] to go from $200 billion to the $500 billion that I think that company can go, at least not organically.”
- “Marc needs a visible platform, something everyone can see and something everyone can buy,” he said.
Ticker: CRM
(2) Executive Interview: Snowflake CEO on the role of digital transformation in the enterprise (https://www.cnbc.com/video/2020/12/03/snowflake-ceo-on-the-role-of-digital-transformation-in-the-enterprise.html)
Data is really about understanding people’s behavior and then the ability to try to predict their behavior, Snowflake CEO Frank Slootman said on “Mad Money.”
Ticker: SNOW
(3) SPAC-EV Merger: British EV start-up Arrival has the ‘best claim to be the son of Tesla,’ Jim Cramer says (https://www.cnbc.com/2020/12/03/cramer-british-start-up-arrival-has-best-claim-to-be-the-son-of-tesla.html)
- “As much as I like this story, I think you can be patient,” CNBC’s Jim Cramer said about buying shares of CIIG Merger, the American SPAC planning to take British electric-vehicle maker Arrival public in 2021.
- “But given how much this one already pulled back this week, I’m giving you my blessing to start picking at it tomorrow,” the “Mad Money” host said.
- “If it comes down below $17.50, you can buy it hand over fist, because this one has the best claim to be the son of Tesla — or daughter, to break the tyranny of that awful cliche,” he said.
Ticker: CIIG Merger Corp (CIIC), Arrival (ARVL) [must own stock for all value investors; but early stage story, and still speculation, buy some and wait for pullback to pick up some]
(4) Executive Interview: Azek CEO breaks down trends in the remodel market
(https://www.cnbc.com/video/2020/12/03/azek-ceo-breaks-down-trends-in-the-remodel-market.html)Azek CEO Jesse Singh explained how the building products company’s key technologies helped drive growth for the company this year
Ticker: AZEK
(5) Cramer’s lightning round: PayPal can go even higher (https://www.cnbc.com/2020/12/03/cramers-lightning-round-paypal-can-go-even-higher.html)
- BlackBerry: “It’s been reinventing itself for so long that I’ve forgotten about how it’s being reinvented. … All I can tell you is during this whole way had you just bought Apple, how much better would you have done? So I’m suggesting sell BlackBerry and buy Apple.”
- Blink Charging: “I’ve got to tell you, I would say that there are too many of them and you’ve got to be very, very careful.”
- PayPal: “It’s the bank of the future. … I think this stock can go higher, still.”
- Chewy: “It’s really hard to value … I’m partial to Chewy because I think it’s just a terrific way to get pet food, but the stock has run up a lot and it’s a little too expensive for me at this point.”
- Veeva Systems: “People didn’t like the quarter yesterday and that causes me to think what we ought to do is just bring Veeva on [the show], rather than make a snap judgment because it’s been such an unbelievable performer over the years. I’m not going to abandon ship.”
Ticker: BB, AAPL, BLNK, PLTR, PYPL, CHWY, VEEV
(6) [No Video Clip] Bankruptcy during COVID
Other Stocks Discussed (Calls with audiences): Square (SQ), McDonald (MCD) [fine, prefer Wendy, Chipotle], NextEra Energy (NEE) [like it very much], FuelCell Energy (FCEL) [so much insider selling, don’t want you to be other side of inside selling]
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