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2020年12月22日 8:32 PM #7528
暮眞★潤 (Jun Kurema)
キーマスター2020年12月22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 reacts to Apple car rumors: ‘The upside could be enormous’ (https://www.cnbc.com/2020/12/22/jim-cramer-reacts-to-apple-car-rumors-the-upside-could-be-enormous.html)
- “An electric vehicle merely gives you one more reason to own Apple, not trade it,” CNBC’s Jim Cramer said.
- “Hopefully, everyone will forget this story tomorrow and the stock will sell off, giving you another chance to buy into weakness,” the “Mad Money” host said.
- “We know Apple likes to disrupt big end markets [and] it doesn’t get any bigger than the auto industry,” he said.
Dream Market Stocks: Plug Power, (PLUG) Ballard Power (BLDP), Bloom Energy (BE), Luminar Technology (LAZR), MP Materials (MP), Blink Charging (BLNK)
Velodyne Lidar (VLDR), QuantumScape Corporation (QS), Tesla (TSLA), Fisker (FSR), Lordstown Motors (RIDE), Nikola (NKLA), Nio (NIO), Workhorse Group (WKHS), XPeng (XPEV)(2) Executive Interview: Ascend Performance Materials CEO talks producing specialty materials to fight Covid-19 (https://www.cnbc.com/video/2020/12/22/ascend-ceo-talks-producing-specialty-materials-to-fight-covid-19.html)
Ascend Performance Materials CEO Phil McDivitt explained how the private company four years ago created a material that will kill bacteria has proved useful for face masks in the age of coronavirus.
(3) Executive Interview: The Container Store CEO talks forthcoming retirement, expectations for incoming chief (https://www.cnbc.com/video/2020/12/22/the-container-store-ceo-on-retiring-expectations-for-incoming-chief.html)
The Container Store CEO Melissa Reiff said she will step down as chief executive after leading the retailer for nearly five years. A Sephora veteran is set to take over.
Ticker: TCS
(4) Executive Interview: Coronavirus sped up digital transformation by 6 years for companies, Twilio CEO says (https://www.cnbc.com/2020/12/22/coronavirus-sped-up-digital-transformation-by-6-years-twilio-ceo-says.html)
Ticker: TWLO
(5) Cramer’s lightning round: ‘I think General Motors is radically undervalued’ (https://www.cnbc.com/2020/12/22/cramer-lightning-round-i-think-general-motors-is-radically-undervalued.html)
- Salesforce: “Salesforce, up big today and yet it still has a lot more to go.”
- General Motors: “I think General Motors is radically undervalued.”
- Enterprise Products Partners: “You’re not going to get better than that, which just shows you exactly how bad that business is. … I do not want you to go near this group.”
- ContextLogic: “When they blow up like that, you’ve got to wait for the quarter. … Let’s wait.”
- Crispr Therapeutics: That is a real biotech company. I think it’s a great company. … I think it’s still undervalued, believe it or not.”
- Hyliion: “I don’t know why it didn’t catch fire today with the electric companies. … I don’t now what’s going on, it better catch fire soon, or people are going to get bored.”
- Exact Sciences: “I like [CEO Kevin] Conroy, I like Exact Sciences.”
- Goodyear Tire & Rubber: “Sell.”
Ticker: CRM, GM, EPD, WISH, CRSP, HYLN, EXAS, GT
(6) [No Video Clip] Cramer’s Rules for owning stocks:
- Know what you own
- Cheering a stock does not make it go higher
- Before trading — have a thesis
- Understand your options
Other Stocks Discussed (Calls with audiences): Weight Watcher (WW), Boston Beer Company (SAM) [still goes higher], Splunk (SPLK) [hold 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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