Mad Money: 2021年1月22日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年1月22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) Cramer’s week ahead: Jam-packed earnings calendar will offer insight into strength of U.S. business (https://www.cnbc.com/2021/01/22/cramers-week-ahead-apple-tesla-earnings-to-offer-insight-into-us-business.html)

• Companies such as Apple, Tesla, Honeywell and General Electric all report.
• “Next week, I want you to keep your eyes on the prize: companies with great earnings,” the “Mad Money” host said.
• The Federal Reserve will also hold its first monetary policy meeting of the year next week.

 

(2) [No Video Clip*] Executive Interview: Ranpak CEO on how the company tries to make the e-commerce boom more environmentally friendly (https://www.cnbc.com/video/2021/01/22/ranpak-ceo-on-how-it-makes-the-e-commerce-boom-more-eco-friendly.html)  [* Video clip is only available for CNBC Pro subscribers.]

Ranpak Holdings Chairman and CEO Omar Asali joined CNBC’s Jim Cramer on Friday on “Mad Money,” discussing the company’s efforts to make the e-commerce boom more sustainable.

Ticker: PACK

 

(3)  Why Jim Cramer says he’s nervous about investors chasing the trades of Ark Invest’s Cathie Wood (https://www.cnbc.com/video/2021/01/22/cramer-i-am-nervous-about-investors-chasing-ark-invests-cathie-wood.html)

“Mad Money” host Jim Cramer explains why he’s concerned about investors trying to chase the trades made by Cathie Wood of ARK Invest.

Actively Managed innovation ETFs: ARK Innovation ETF (ARKK), Genomic Revolution ETF (ARKG), Next Generation Internet ETF (ARKW), Autonomous Technology & Robotics ETF (ARKQ), Fintec Innovation ETF (ARKF)

Ark Innovation ETF Top 10 Holdings: Tesla (TSLA), Roku (ROKU), CRISPR Therapeutics (CRSP), Teladoc Health (TDOC), Square (SQ), Invitae (NVTA), Zillow (Z), Spotify (SHOP), Baidu (BIDU), Proto Labs (PRLB)

Bottom Line: “Cathie Wood & ARK Investment have made incredible calls. And they deserve all the praise they’re getting… But when I see so many copycats trying to imitate ARK Invest, it makes me nervous — Be careful.”

 

(4) First Horizon CEO on the Covid vaccine rollout, economic recovery and tech innovation for banks (https://www.cnbc.com/video/2021/01/22/first-horizon-ceo-on-covid-vaccine-rollout-tech-innovation-for-banks.html)

First Horizon CEO Bryan Jordan appeared Friday on “Mad Money,” joining CNBC’s Jim Cramer to discuss the Covid vaccine rollout and the progress of its merger with Iberiabank.

Ticker: FHN

 

(5) Cramer’s lightning round: Nvidia is the chipmaker to own (https://www.cnbc.com/2021/01/22/cramers-lightning-round-nvidia-is-the-chipmaker-to-own.html)

• Cardiff Oncology: “Developing stage. I looked at this one once when it was a different named company. I think it’s just OK, to be honest. It’s a very speculative situation. … They’ve got like five different things they’re working on, but it’s very speculative and not as far along as I’d like it to be.”
• Atomera Inco.: “Very speculative once again. A company that used to be at another name. … I’ve got to tell you again, let’s not overthink this. We’ve got a bunch of them that are great. Why not be in Nvidia? Just go be in an Nvidia. That’s a better stock. Buy a fractional share at one of these guys that sells fractional shares.”
• Root: “I don’t understand why one stock captures the fancy of one particular website and it goes nuts, Lemonade. Now candidly, I think Lemonade is terrific. A lot of people in the office use Lemonade, but I just think that one is better on the Wall Street fashion show. … The one that they want is Lemonade.”

Ticker: CRDF, ATOM, NVDA, ROOT

 

(6) [No Video Clip] Straight forward Stock Picking – Ticker: LLY, JNJ, PYPL, GM

 

Other Stocks Discussed (Calls with audiences): Tyson Foods (TSN), Boot Barn (BOOY), Riot Blockchain (RIOT) [best way is invest to bitcoin itself]

 

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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