Mad Money: 2021年1月5日(火)の放送の要点

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    • #7772
      暮眞★潤 (Jun Kurema)
      キーマスター

      2021年1月5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) Many Covid stocks will not sustain growth in a post-pandemic world, Jim Cramer says (https://www.cnbc.com/2021/01/05/jim-cramer-many-covid-stocks-will-not-sustain-growth-post-pandemic.html)

      • “Once we get this vaccination program under control, then the sustainable stocks should keep climbing, but the unsustainable ones will become un-ownable for the moment,” CNBC’s Jim Cramer said.
      • The “Mad Money” host said pandemic winners that won’t hold their growth rate in a post-pandemic world “need to be trimmed, if not sold, before Covid is beaten.”
      • “I think we’re giving way too many companies the benefit of the sustainable doubt, here. Many of these moves are not sustainable,” he said.

      [Sustainable Post-COVID Stocks] DOCU, PYPL, JNJ
      [Not Sustainable Post-COVID] PTON, KMB, KO, MRNR, PFE, SQ

       

      (2) [No Video Clip] Dream stocks (High risk and potentially high return; similar to Cannabis stocks in 2017-2018) — (1) EV stocks, (2) Sports betting stocks (eg. PENN), (e) Gene editing stocks (eg. CRISPR)

       

      (3) Jim Cramer picks his 9 dividend stocks for income-driven investors (https://www.cnbc.com/2021/01/05/jim-cramers-9-dividend-stocks-with-potential-market-upside.html)

      • “Forget the bond market. If you want income, you need to find it in stocks,” CNBC’s Jim Cramer said.
      • “As a general rule, if you see a stock with a yield north of 8%, that means the smart money won’t go near it,” the “Mad Money” host said.
      • “With my diversified dividend portfolio, you can get a 5% plus yield with the possibility of actual upside,” he said.

      Diversified Stock Portfolio: Dow [5.02% yield], IBM [5.17% yield], AbbVie [4.88% yield], B&G Foods [7.11% yield], Chevron [5.93% yield], Verizon [4.28% yield], American Electric Power [3.64% yield], Dominion Energy [3.45% yield], Entergy [3.93% yield]

       

      (4) Executive Interview: Planet Fitness CEO talks membership retention, ad spend amid the pandemic (https://www.cnbc.com/video/2021/01/05/planet-fitness-ceo-on-membership-retention-ad-spend-amid-the-pandemic.html)

      After reducing marketing spend during in the early months of the coronavirus pandemic, Planet Fitness CEO Chris Rondeau said customers have responded to the company’s advertising revival.

      Ticker: PLNT

       

      (5) Cramer’s lightning round: Hawaiian Airlines stock is ‘too dicey’ (https://www.cnbc.com/2021/01/05/cramer-lightning-round-hawaiian-airlines-stock-is-too-dicey.html)

      • Hawaiian Airlines: “No, we’re going to stay away. … It’s too dicey for me right now.”
      • Tattooed Chef: “I like your thinking.”
      • Stride: “I’m going to have to do work on that.”
      • Gladstone Commercial: “It’s got an 8.4% yield. That is too high for me, it’s a red flag. I’m going to have to take a pass.”
      • Opendoor Technologies: “I’m OK on this one.”

      Ticker: HA, TTCF, LRN, GOOD, OPEN

       

      (6) [No Video Clip] Beating COVID without lockdowns: what’s needed

       

      Other Stocks Discussed (Calls with audiences): Exxon (XOM) [Chevron (6% yield) is safer than Exxon (8% yield). Buy Chevron]

       

      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

      ****************************

      前回のエピソード 次回のエピソード

       

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