Mad Money: 2021年4月7(水)の放送の要点

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    • #8856
      暮眞★潤 (Jun Kurema)

      2021年4月7(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) Jim Cramer says Walmart is among the stocks that will do well in a ‘hybrid world’ (

      • Cramer is betting many people will maintain some pandemic routines as Covid-19 health restrictions ease and more offices reopen.
      • Because of this, Cramer recommended investors gain exposure to the hybrid economy.

      Ticker: HD, LOW, WMT, SWK, WSM, MKC, ETSY


      (2) Applied Materials CEO on the ‘biggest inflection of our lifetimes’ (

      Semiconductor company Applied Materials CEO Gary Dickerson said society is in the early innings of a transformation that will yield $10 trillion of economic value.

      Ticker: AMAT


      (3) Executive Interview: Okta expects annual revenue to jump by 30% with addition of new products (

      • The cybersecurity company said Wednesday it expects revenue for the fiscal year to grow by 30% as it unveiled two new products.
      • The addition of these new tools also increase Okta’s business opportunity by more than 20%, CEO Todd McKinnon told CNBC’s Jim Cramer.

      Ticker: OKTA


      (4) Paychex CEO on how small and midsized businesses are weathering challenges (

      Paychex CEO Marty Mucci explained where the payroll and human resources servicing company is seeing growth in business as the economy recovers from the pandemic downturn.

      Ticker: PAYX


      (5) Cramer’s lightning round: You have a chance to buy Shopify (

      • Shopify: “I think that you just got a chance to buy this stock down 23% from its high and that’s just what you want because this company is shooting the lights out.”
      • Fisker: “I like Fisker and I like Lucid, which is [merging with] Churchill IV. Now, I know these stocks have been hammered, but here’s the thing that you need to know: they’re probably going to be the two winners out of this whole crop, and this whole crop is going to end up getting a subsidy in Washington.”
      • Callaway Golf: “I really like that stock.”
      • Juniper Networks: “I think their suite of products is better than it was. Remember, they are up against a lot of good companies, that’s the problem. And if you know which I like … it will be Cisco because I think that [CEO] Chuck Robbin is doing a great job.”
      • Kroger: “I thought that [CEO] Rodney [McMullen] did a great job on investment day. … I like the stock, even as I find the supermarkets a questionable, questionable investment.”
      • “I think their product has great value.”
      • Petco Health: “I think that Petco is a better stock than that chart certainly indicates. The problem with Petco, frankly, is Chewy … [which has] more mojo.”
      • Royal Dutch Shell: “I don’t really want you in that, but what I would like you in, by the way, is Pioneer.”



      (6) [No Video Clip] Key takeaway from Jamie Dimon’s annual letter 


      Other Stock Discussed (Call with Audiences): United States Steel Corporation (X), The Goodyear Tire & Rubber Company (GT)


      参考: この日の放送に関するその他のサイトへのリンク




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