Mad Money: 2021年4月12(月)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年4月12(月)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 Nvidia shares will ‘end up looking cheap’ next year as stock nears record high (https://www.cnbc.com/2021/04/12/nearing-record-high-cramer-says-nvidia-will-look-cheap-next-year.html)

• CNBC’s Jim Cramer recommended buying shares of Nvidia after shares rallied 5% Monday on new product announcements and a raised projection.
• “Nvidia’s stock looks expensive because the company almost always beats the earnings estimates and beats them handily,” the “Mad Money” host said.
• “That means those projections are borderline irrelevant, people. The stock ultimately turns out to be cheap in retrospect,” he said.

Ticker: NVDA

 

(2) Cramer sees upside in Boeing after stock pulled back on new 737 Max issue (https://www.cnbc.com/2021/04/12/jim-cramer-sees-upside-in-boeing-after-stock-took-hit-on-737-max-issue.html)

• CNBC’s Jim Cramer recommended investors buy Boeing after shares pulled back due to a temporary grounding order on some 737 Max jets.
• “Even with some short-term turbulence, Boeing’s perfectly positioned as the great reopening goes into full swing,” the “Mad Money” host said.
• “Boeing’s got too much going for its shareholders to get spooked by a bad headline,” he said.

Ticker: HON, BA [Cramer: Both are buy now]

 

(3) Darden, Chipotle are among the ‘last man standing’ winners, Jim Cramer says (https://www.cnbc.com/video/2021/04/12/jim-cramer-darden-chipotle-are-among-the-last-man-standing-plays.html)

“After a year of carnage, big businesses with deep pockets are triumphing over their smaller competitors who didn’t make it,” the “Mad Money” host said.

Ticker: CMG, DRI, SBUX, (AKE YUM, TXPH,) COST, AMZN, PLNT

 

(4) Executive Interview: Start-up Recur co-CEO on using NFTs to capture ‘generational communities’ (https://www.cnbc.com/video/2021/04/12/start-up-recur-co-ceo-nfts-can-capture-generational-communities.html)

“Our view is that NFTs will be another extension for brands to communicate with their larger audiences and communities,” Recur co-founder and co-CEO Zach Bruch said. The early-stage company designs branded experiences, allowing fans to buy or trade non-fungible tokens.

 

(5) Cramer’s lightning round: Cisco is going higher (https://www.cnbc.com/2021/04/12/cramer-lightning-round-cisco-is-going-higher.html)

• Cisco Systems: “I think Cisco’s going higher. I think that they finally got to the enterprise and it’s going to just roar.”
• AT&T: Sell
• Ruth’s Hospitality Group: “I think you’ve got horse sense, my friend. I would be a buyer. I think it’s one of the survivors. I think it moves.”
• Graphic Packaging: “Too commodity, my friend. No.”
• Fuelcell Energy: “We’re going to stay away. Too speculative at this moment. There are other better fish to fry in that neighborhood

Ticker: CSCO, T, RUTH, GPS, FCEL

 

(6) [No Video Clip] The interesting thing about rates — Power has reaffirmed the central banks commitment to keep lose monetary policy in place

 

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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