Mad Money: 2021年3月31(水)の放送の要点

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      暮眞★潤 (Jun Kurema)
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      2021年3月31(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) Cramer is bullish on bank and industrial stocks, cautious on tech and health care into Q2 (https://www.cnbc.com/2021/03/31/cramers-q2-outlook-bullish-on-bank-and-industrial-stocks-soft-on-tech.html)

      • “As the second quarter gets rolling, I think this market will become even kinder to the industrials and … the banks,” Cramer said, “and even less hospitable to tech and health care.”
      • Cramer highlighted Cleveland-Cliffs as a potential winner in the second quarter.
      • Cleveland-Cliffs is an example of the companies that putting up numbers that are attracting money from big fund investors, the “Mad Money” host said.

      Ticker: CLF, AMZN, AAPL, ZS, NOW, SNOW, U, CRWD, RNG

       

      (2) Executive Interview: NCino CEO on supplying fintech software to banks (https://www.cnbc.com/video/2021/03/31/ncino-ceo-on-supplying-fintech-software-to-banks.html)

      NCino CEO Pierre Naude explained how the software maker works with banks like First Horizon to help financial institutions make their operations more efficient.

      Ticker: NCNO

       

      (3) Executive Interview: Indie Semiconductor CEO says company has profited from chip shortage (https://www.cnbc.com/video/2021/03/31/indie-semiconductor-ceo-says-company-has-profited-from-chip-shortage.html)

      Indie Semiconductor CEO Donald McClymont explained how the company’s supply chain operations has set the auto chipmaker up to benefit from the chip shortage that’s threatening carmakers.

      Ticker: INDI – SPAC

       

      (4)Biden’s infrastructure plan will bolster the U.S. semiconductor industry, Commerce Secretary says (https://www.cnbc.com/2021/03/31/bidens-infrastructure-plan-will-bolster-the-us-semiconductor-industry-commerce-secretary.html)

      “This is about out-competing China,” Commerce Secretary Gina Raimondo told CNBC’s Jim Cramer. “If we act now … we will compete with China.”

       

      (5) Cramer’s lightning round: Cintas is terrific (https://www.cnbc.com/2021/03/31/cramers-lightning-round-cintas-is-terrific.html)

      • Himax Technologies: “If we’re going to go down the Taiwanese semis, we’ve got to go to Taiwan Semi. Let’s stick with the biggest and the best.”
      • Cintas: “Cintas is terrific.”
      • ViacomCBS: “My take is you don’t need this one. I’d rather actually see you in Alphabet.”
      • M/I Homes: “M/I is fantastic. I like your call.”
      • Hyliion: “I don’t think you sell it here. I think you can get a bounce. These stocks are just way too low.”

      Ticker: HIMX, TSM, CTAS, VIAC, GOOGL, MHO, HYLM

       

      (6) [No Video Clip] Pandemic Tailwinds — Ticker: CHWY, PTON, AAPL

       

      Other Stocks Discussed (Calls with Audiences): Consolidated Edison (ED), Roku (ROKU)

       

      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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