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2020年12月15日 9:31 PM #7464
暮眞★潤 (Jun Kurema)
キーマスター2020年12月15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 ) Jim Cramer says investors are powering the December rally with conflicting bets (https://www.cnbc.com/2020/12/15/jim-cramer-investors-are-powering-the-december-rally-with-conflicting-bets.html)
- “With a vaccine glut on the horizon, at-home testing [and] the possibility of a stimulus deal in Washington, all the while the Fed holds down rates … I’d worry not being bullish enough,” CNBC’s Jim Cramer said.
- “Right now, we have bets being made from all different directions, contradictory bets that are sticky that don’t make any sense when you put them all together. Sooner or later, someone has to be wrong,” the “Mad Money” host said.
- “For the moment, though, Christmas joy abounds, the Santa Claus rally continues and Wall Street gamblers move up their favorite stocks with their buying,” he said about Tuesday’s market rally.
(2) Executive Interview: Avantor CEO talks role in scaling up Covid-19 vaccine production (https://www.cnbc.com/video/2020/12/15/avantor-ceo-talks-role-in-scaling-up-covid-19-vaccine-production.html)
Avantor CEO Michael Stubblefield discussed how the biopharmaceutical supplier is helping to enable development of novel technologies.
Ticker: AVTR
(3) Executive Interview: Lululemon CEO expects digital growth momentum to continue post pandemic (https://www.cnbc.com/2020/12/15/lululemon-ceo-expects-digital-growth-momentum-to-continue-post-pandemic.html)
- “We don’t see any dramatic impact in the reduction of the momentum in the business … there are a lot of drivers of growth within the marketplace,” Lululemon CEO Calvin McDonald told CNBC’s Jim Cramer.
- “I think there are some lasting [pandemic] inflection points across the guests,” he said in a “Mad Money” interview.
- “We’re early innings in our growth across [multiple] levers, so we’re very excited about the future,” he said.
Ticker: LULU
(4) Executive Interview: RingCentral CEO on launching Glip, products for hybrid work economy (https://www.cnbc.com/video/2020/12/15/ringcentral-ceo-on-launching-glip-products-for-hybrid-work-economy.html)
RingCentral CEO Vlad Shmunis explained growth opportunities the cloud communications company is looking to capitalize on as the future of work unfolds.
Ticker: RNG
(5) Cramer’s lightning round: Buy Uber on a decline (https://www.cnbc.com/2020/12/15/cramers-lightning-round-buy-uber-on-a-decline.html)
- Toyota Motor: “I happen to think the Japanese market is gigantic. … Toyota is a great stock to own.”
- Uber: “Let the stock cool off a little. It went up in a straight line. It’s doing a little bit of a rollover, it’s $51. How about $46. Let’s use $46 as a benchmark of where you can get it.”
- Home Depot: “I think the world of Home Depot, I think they are fabulous, but I’ve got to tell you: my money right now is on Lowe’s … because people right now don’t understand that [CEO] Marvin Ellison is making up amount of ground on Home Depot. So right now I’m a little bit more involved with the idea that Lowe’s is going to triumph in terms of getting its act together, as opposed to Home Depot being a grade A student that just keeps getting A’s.”
- Sirius XM Holdings: “I like Sirius very much. I mean, now that we know that Howard [Stern] is not going anywhere. It’s a used car play.”
- Dycom Industries: “You’ve got a winner. They had one bad quarter. People overlooked it … I’m willing to buy it here, even though it had that dip. I think it’s OK.”
- Greenwich Lifesciences: Sell.
- Triterras: “Why not just buy bitcoin?”
Ticker: TM, UBER, HD, LOW, SIRI, DY, GLSI, TRIT
(6) [No Video Clip] E-commerce — Ticker: LULU, WSM, NKE, SFIX, AMZN, TGT
Other Stocks Discussed (Calls with audiences): WKHS, Fitbit (FIT) [move on],
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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