Mad Money: 2021年1月20日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

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

• Google Podcast（音声）
• Internet Archive（1分毎のビデオ＆テキスト）

 

Disclaimer

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