Mad Money: 2021年1月20日(水)の放送の要点

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    • #7963
      暮眞★潤 (Jun Kurema)
      キーマスター

      2021年1月20日(水)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) Electric vehicles and housing are two big investment themes in Biden era, Jim Cramer says (https://www.cnbc.com/2021/01/20/cramer-evs-housing-are-two-big-investment-themes-in-biden-era.html)

      • CNBC’s Jim Cramer added electric vehicles and housing to his list of the hot investment themes he’s tracking in 2021.
      • “Be ready for more stringent environmental regulations that push people into electronic vehicles,” he said on “Mad Money” after Wednesday’s close.
      • “There are at least 10 million undocumented immigrants who will soon be able to come out of the shadows and ask for credit to buy a home and that will be amazing for the homebuilders,” he said.

       

      (2) Executive Interview: Gritstone Oncology CEO on leveraging cancer drug development for coronavirus vaccine (https://www.cnbc.com/video/2021/01/20/gritstone-oncology-ceo-on-studying-alternate-approach-to-covid-vaccine.html)

      Gritstone Oncology CEO Andrew Allen explained how the nascent cancer drug developer caught the attention of the Gates Foundation in developing a potential coronavirus vaccine to slow the emergence of Covid-19 variants.

      Ticker: GRTS

       

      (3) [No Video Clip] The Streaming Wars  — Ticker: NFLX [more room to run], DIS, ROKU [wait for a pull back], TTD [its’ a buy here], MGNI [rather buy TTD], FUBO [like PENN and DKNG], PUBM [get Cramer’s blessing to take it under $30]

       

      (4) Executive Interview: Renewable Energy Group CEO on how biofuels help reduce carbon output (https://www.cnbc.com/video/2021/01/20/renewable-energy-group-ceo-on-how-biofuels-help-reduce-carbon-output.html)

      Renewable Energy Group CEO CJ Warner explained how biomass-based diesel is being used to address climate change.

      Ticker: REGI

       

      (5) Cramer’s lightning round: Palantir is a long-term play (https://www.cnbc.com/2021/01/20/cramer-lightning-round-palantir-is-a-long-term-play.html)

      • Palantir: “Long-term play, yes, because I think they do great technology.”
      • Foley Trasimene Acquisition II: “That one works. … I like fintech.”
      • Rocket Mortgage: “I’m not sticking my neck out right now. I’d like to. That does not mean I like it. That does not mean I dislike it. I’m flat on the name.”
      • Workhorse Group: “I like others more than this. I think it’s fine. It’s spec.”
      • Canoo: “We like this. … The group’s gotten very frothy.”

      Ticker: PLTR, BFT, RKT, WKHS, GOEV

       

      (6) [No Video Clip] Defying the Wall Street Critics — Netflix, Tesla, Amazon, Apple

       

      Other Stocks Discussed (Calls with audiences): Canopy Growth Corporation (CGC) [yes, for long holder], Waste Management (WM), General Motors (GM)

       

      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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