Mad Money: 2021年3月18日(木)の放送の要点

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    • #8569
      暮眞★潤 (Jun Kurema)
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      2021年3月18日(木)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) Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says (https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html)

      • CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.
      • “Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.
      • “I think Jay Powell’s right to focus more on full employment than low inflation … I bet he’ll be right about the transient nature of the commodity price increases,” he said.

       

      (2) Executive Interview: Magna International CEO on becoming a mobility technology company (https://www.cnbc.com/video/2021/03/18/magna-international-ceo-on-becoming-a-mobility-technology-company.html)

      Magna International CEO Seetarama Kotagiri explained why he sees the automotive supplier as a $40 billion start-up with a 60 year history serving a complex, high-tech end market.

      Ticker: MGA [partnership with Fisker, 12 times earnings and still still cheap]

       

      (3) Executive Interview: Williams-Sonoma CEO refocuses on in-store traffic after a surge in online sales last year (https://www.cnbc.com/2021/03/18/williams-sonoma-ceo-eyes-in-store-traffic-foot-traffic-as-economy-reopens.html)

      • Williams-Sonoma shares jumped to new highs Thursday after the home goods retailer posted better-than-expected results for its fourth quarter.
      • Online sales grew 45% during the fiscal year, compared to a 24% drop in in-person sales. Still, CEO Laura Alber said the company won’t give up on its brick-and-mortar strategy.
      • “We talk about e-commerce, and that will be our growth, but this retail recovery is a big part of the story as well,” she said in a “Mad Money” interview.

      Ticker: WSM

       

      (4) Executive Interview: AppHarvest CEO on building the third wave of sustainable infrastructure (https://www.cnbc.com/video/2021/03/18/appharvest-ceo-on-building-the-third-wave-of-sustainable-infrastructure.html)

      AppHarvest founder and CEO Jonathan Webb broke down what goals the agriculture technology is seeking to achieve by building a home grown food supply in the U.S.

      Ticker: APPH

       

      (5) Cramer’s lightning round: Buy the stock of Linde (https://www.cnbc.com/2021/03/18/cramer-lightning-round-buy-the-stock-of-linde.html)

      • Okta: “I think you should own Okta for yourself.”
      • Plug Power: “I believe in the long-term, green hydrogen fuel case, and that is best played with Plug.”
      • Chewy: Buy
      • Linde: “It has been a monster-good stock. All of these stocks are coming down now. I would encourage you … to buy the stock of Linde.”
      • Gevo: “We’re going to do [homework] on it.”

      Ticker: OKTA , PLUG, CHWY, LIN, GEVO

       

      (6) [No Video Clip] Reality Check – EV-SPAC — Ticker: RIDE

       

      Other Stocks Discussed (call with audiences): Walt Disney (DIS)

       

      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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