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2020年12月14日 7:57 PM #7456
暮眞★潤 (Jun Kurema)
キーマスター2020年12月14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 stay-at-home trade is back on — ‘Lockdown is where we’re headed’ (https://www.cnbc.com/2020/12/14/cramer-says-stay-home-trade-is-back-lockdown-is-where-were-headed.html)
- “The recovery stocks are handing the baton back to the lockdown winners because lockdown is where we’re headed,” CNBC’s Jim Cramer said.
- “The market’s saying the good news on the vaccine front is baked in, so it’s time to focus on the bad news of the totally out of control pandemic,” the “Mad Money” host said.
- “After weeks of focusing on the vaccine, I think the good news is old news. Now the outbreak’s front and center,” he said.
(2) Executive Interview: QuantumScape CEO on solid-state EV batteries, partnership with Volkswagen (https://www.cnbc.com/video/2020/12/14/quantumscape-ceo-on-solid-state-ev-batteries-partnership-with-volkswagen.html)
QuantumScape CEO Jagdeep Singh discussed the company’s efforts to develop a solid-state battery for electric vehicles and its work with German automaker Volkswagen.
Ticker: QS [only problem is a stock price, otherwise fantastic company]
(3) [No Video Clip] Executive Interview with Veru CEO — Ticker: VERU
(4) Executive Interview: Lydall CEO talks investing $40 million to capitalize on the PPE market (https://www.cnbc.com/video/2020/12/14/lydall-ceo-talks-investing-40-million-to-capitalize-on-the-ppe-market.html)
Lydall CEO Sara Greenstein discussed what moves the specialty filtration manufacturer took to provide personal protection equipment supplies in the face of the coronavirus pandemic.
Ticker: LDL
(5) Cramer’s lightning round: Bed Bath & Beyond is a buy (https://www.cnbc.com/2020/12/14/cramers-lightning-round-bed-bath-beyond-is-a-buy.html)
- Appian: “I think we may have hit the top. You know this thing’s too hot for us. … Let’s take a little off the table with Appian.”
- Sportsmans Warehouse: “I prefer Dick’s. … If you’ve been to Sportman’s and you like it, then that’s definitely worth buying. I think Dick’s is coming down, it might be a more attractive issue, though. … Camping World is OK.”
- At Home Group: “I like it. This stock is 7-times earnings.”
- Parsely Energy: The only two oils I’m recommending are Pioneer and Chevron. And Pioneer, by implication [of merging with Parsely], I’m recommending Parsley.”
- Bed Bath & Beyond: “Yes, it is a buy. … Buy BBBY.”
- Yum Brands: “Under $100, yes” it’s a buy.
- Amarin: “I think it’s hype. … At $5 it’s worth a throw.”
- Vaxart: “That one’s too speculative for me.”
- XPeng: “No. … I am willing to do JD. I do like Alibaba.”
Ticker: APPN, SPWH, HOME, PE, PXD, CVX, BBBY, YUM, AMRN, VXRT, XPEV, JD, BABA
(6) Off-the-Charts: Casinos should have a huge year in 2021, Jim Cramer says (https://www.cnbc.com/2020/12/14/casinos-should-have-a-huge-year-in-2021-jim-cramer-says.html)
- “Once enough people are vaccinated … the economy goes back to normal, travel resumes and people start gambling in person again,” CNBC’s Jim Cramer said.
- “That’s why the casinos should have a huge year in 2021,” the “Mad Money” host said.
- “They had absolutely terrible numbers lately, which means they’ll be up against some easy comparisons once we get closer to herd immunity,” he said.
Ticker: Wynn , MGM, LVS
Other Stocks Discussed (Calls with audiences): Lululemon (LULU), Nike (NKE), Novavax (NVAX)
参考: この日の放送に関するその他のサイトへのリンク
- Google Podcast(音声)
- Internet Archive(1分毎のビデオ&テキスト)
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