Mad Money: 2020年12月21日(月)の放送の要点

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    • #7519
      暮眞★潤 (Jun Kurema)
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      2020年12月21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) Cramer reveals buying strategy on negative trading days: ‘There’s always a bull market somewhere’ (https://www.cnbc.com/2020/12/21/jim-cramer-buying-opportunities-come-at-the-moment-of-maximum-panic.html)

      • “When I say there’s always a bull market somewhere, that doesn’t mean it’s always obvious,” CNBC’s Jim Cramer said.
      • “Sometimes it’s less visible and you have to dig for it, but when the action’s looking ugly, you need to dig harder because that’s when you strike gold,” the “Mad Money” host said.
      • “At the moment of maximum panic today, you were getting an incredible buying opportunity, so you had to hold your nose and search for the bull market,” he said.

      Ticker: NKE, JPM, MS, GS, DG, LOW, HD, MSFT, ABNB, SNOW, ROKU, DOCU

       

      (2) Executive Interview: Robinhood CEO says SEC charges ‘don’t reflect Robinhood today (https://www.cnbc.com/2020/12/21/robinhood-ceo-says-sec-allegations-do-not-reflect-robinhood-today.html)

      • “The SEC settlement relates to historical practices that don’t reflect Robinhood today,” Robinhood CEO Vlad Tenev said in response to the company’s $65 million settlement with the SEC.
      • “We want to have not just the best product and technology team, but the best compliance and legal and regulatory teams as well,” he told CNBC’s Jim Cramer in a “Mad Money” interview.
      • The SEC on Thursday accused Robinhood of misleading customers and omitting vital information regarding the trading app’s source of revenue.

       

      (3)Thor Industries eyes southern expansion, new products in $300 million purchase of Tiffin Motorhomes (https://www.cnbc.com/2020/12/21/thor-industries-eyes-southern-expansion-new-products-with-tiffin-deal.html)

      • “We’re always an opportunistic buyer, and Tiffin is one of these companies,” Thor Industries CEO Bob Martin said after the recreational vehicle maker acquired Tiffin Motorhomes for $300 million.
      • “Tiffin is one of those premium brands that when Mr. Tiffin called, we definitely had to talk, no matter what,” the “Mad Money” host said.
      • Thor seeks to expand its operations in Mississippi and Alabama, the state where Tiffin Motorhomes is headquartered.

      Ticker: THO

       

      (4) [No Video Clip] Executive Interview with  AGCO Corporation — Ticker: AGCO

       

      (5) Cramer’s lightning round: On Semiconductor ‘finally got its mojo’ (https://www.cnbc.com/2020/12/21/cramers-lightning-round-on-semiconductor-finally-got-its-mojo.html)

      • Chimera Investment: “CIM is not a stock that I’ve been recommending. It’s got that big yield but that doesn’t necessarily, obviously, protect you. I would like you to be in something much more aggressive. … You’re 17. … If you bought a Snowflake, I would think it’s much better … [or] buy a much more super-charged Airbnb, too.”
      • Zscaler: “I genuinely believe that if that hack that happened, if it had been up against Zscaler and Okta, then the Russians would have met their match.”
      • On Semiconductor: “That’s a great company, and I think you’re in good hands with On Semiconductor. It’s finally got its mojo.”
      • Co-Diagnostics: “I like the diagnostics, but remember, I always default when I do diagnostics to Thermo Fisher.
      • U.S. Steel: “You want to own Nucor.”

      Ticker: CIM, SNOW, ABNB, ZS, OKTA, ON, CODX, TMO X, NUE

       

      (6) [No Video Clip] Stimulus Bill

       

      Other Stocks Discussed (Calls with audiences): Luminar Technologies (LAZR) [why not buy TSLA], Draft King (DKING) and Penn National (PENN) [both are fantastic stocks]

       

      参考: この日の放送に関するその他のサイトへのリンク

      Disclaimer

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