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2020年12月7日 6:07 PM #7403
暮眞★潤 (Jun Kurema)
キーマスター2020年12月7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) Jim Cramer says young investors ‘changed the entire character of the market’ (https://www.cnbc.com/2020/12/07/jim-cramer-young-investors-changed-the-entire-character-of-the-market.html)
- “I think it’s time to stop disrespecting the younger investors who’ve nailed 2020 every step of the way and start taking them seriously,” CNBC’s Jim Cramer said.
- “We’ve got a massive group of individual investors who’ve become in many ways a more powerful collective force than the professionals, and they simply don’t care about the same things as the experts,” the “Mad Money” host said.
- “The return of individual investors has changed the entire character of the market,” he said.
(2) ServiceNow CEO discusses multi-year partnership with NBA and WNBA (https://www.cnbc.com/video/2020/12/07/servicenow-ceo-discusses-multi-year-partnership-with-nba-and-wnba.html)
From supporting the NBA bubble to signing deals with the NBA and WNBA, ServiceNow CEO Bill McDermott explained how the leagues are using its digital workflows.
Ticker: NOW
(3) Executive Interview: Jim Cramer recommends buy price for DoorDash public debut, says investors ‘can’t chase’ the stock (https://www.cnbc.com/2020/12/07/cramer-recommends-buy-price-for-doordash-public-debut.html)
- “DoorDash is a terrific story, but its business could slow dramatically next year, so I recommend being careful with it,” CNBC’s Jim Cramer said.
- “If you can get it for $100 or less, you’ve got my blessing. Otherwise, sorry, you had to get in on the deal because you can’t chase these,” the “Mad Money” host said.
- “I expect the IPO to catch fire right out of the gate, even as I worry that it’s destined for a pullback when the growth slows in 2021 and the company’s up against some very tough comparisons,” he said.
Ticker: DASH
(4) [No Video Clip] Executive Interview with APi Group Corporation — Ticker: APG
(5) Cramer’s lightning round: Domino’s Pizza is a very good stock (https://www.cnbc.com/2020/12/07/cramer-lightning-round-dominos-pizza-is-a-very-good-stock.html)
- Domino’s Pizza: “I think Domino’s is very good. … I just think that, look, if you can deliver food and do it contactless, it’s a win and it’ll stay a win, so I like Domino’s.”
- Gilead: “Gilead had really good news about new drugs this weekend … the stock went down anyway. What does that tell you? It tells you [to sell].”
- Bloom Energy: “I’m a believer [in fuel cells], but I don’t want to be greedy … We had a really nice move, we sell some right now, we lock in some gains, let the rest run — that way we don’t feel bad if the stock starts going down because that group is very wild, but you know I’m a believer.”
- Acadia Pharmaceuticals: “I like these guys. I think it’s a very good spec, but remember it’s not been a successful field for the big companies that are in” the business of central nervous system.
- Lennar: “I think that Lennar is a good company. Let’s take a look at it after I take a look at the Toll Brothers conference call when I get home tonight.”
- Li Auto: “I prefer Nio to LI. I don’t recommend Chinese stocks, with the exception of Alibaba.”
- Vertiv Holdings: “It’s a very, very good spec.”
- 1-800-Flowers.com: “Good business. Not a great business, not a bad business. Not a fast grower. …. A lot of other stocks that I like more.”
Ticker: DPZ, GILD, BE, ACAD, LEN, LI, NIO, VRT, FLWS
Other Stocks Discussed (Calls with audiences): Oracle (ORCL) [fine. hold on.], Virgin Galactic (SPCE) [No. Take money and run, at least half. Too risky, buy BA instead], Uber (UBER) [very well run company], BigCommerce (BIGC) [Price to sale is high]
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