2021年1月8日 8:16 PM #7805暮眞★潤 (Jun Kurema)キーマスター
2021年1月8日(金)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) December jobs number makes new stimulus checks more likely, Jim Cramer says (https://www.cnbc.com/2021/01/08/jim-cramer-december-jobs-report-makes-new-stimulus-checks-more-likely.html)
- The December unemployment results could revive “bad news is good news” sentiment on Wall Street, CNBC’s Jim Cramer said.
- “Every disappointing jobs number like this one makes it more likely we’ll get another round of government stimulus checks to help cushion the blow,” the “Mad Money” host said.
- The U.S. economy lost 140,000 jobs in December, though economists were expecting a gain of 50,000 jobs.
(2) [No Video Clip] Executive Interview: Interview with Micron — Ticker: MU
(3) [No Video Clip] How to approach to Lockup Expiration — Ticker: LMND [like company, but should take some off from table], FUBO [battleground stock, should stay away, its had to figure out which side is right], SNOW [3rd (and biggest) lock up expiration in March, should be buyer now and add more later], QS [low enough to like it now]
(4) Analyst Interview: J.P. Morgan’s Lisa Gill: Expect lots of vaccine talk at virtual health conference
Lisa Gill, managing director and senior analyst for health-care technology and distribution research at J.P. Morgan, gave a preview of what’s to come at the J.P. Morgan’s 39th Annual Healthcare Conference, including a keynote panel featuring CVS Health, McKesson, Pfizer, Moderna and Operation Warp Speed representatives.
Ticker: CVS, MCK, PFE, MRNR
(5) Cramer’s lightning round: Buy Alibaba (https://www.cnbc.com/2021/01/08/cramers-lightning-round-buy-alibaba.html)
- GrowGeneration: “Take a little off the table.”
- Deere: “Discipline conflicts with what the stock is. You have to take some of your cost basis out, but I do think Deere is going higher, but let me throw in Mosaic… Mosaic goes higher.”
- Apartment Investment and Management: “I have no desire to own that one whatsoever, and I am so fed up with all the real estate investment trusts that I’m taking a giant [pass].”
- Alibaba: “Yes, you should buy it.”
Ticker: MGNI, GRWG, DE, MOS, AIV, BABA
(6) [No Video Clip] The Future of Energy –Ticker: PLUG [but should wait for a pull back]
Other Stocks Discussed (Calls with audiences): Veeva Systems (VEEV), Social Capital Hedosophia Holdings Corp. III (IPOC), Perrigo Company (PRGO), FROG [buy here, and buy more after expiration of lock up]
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