Mad Money: 2021年4月21(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

2021年4月21(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) Netflix deserves the benefit of the doubt, despite subscriber slowdown, Jim Cramer says (https://www.cnbc.com/2021/04/21/cramer-netflix-deserves-benefit-of-the-doubt-despite-subscriber-slowdown.html)

• Netflix shares dropped 7% after the company posted its earnings report, but CNBC’s Jim Cramer argued its a mistake to give up on the stock.
• “After the incredible performance this company’s given us over the years, you’ve gotta remember that doubting Netflix has been a mistake every step of the way,” Cramer said on “Mad Money.”
• Cramer projected that Netflix will reverse its subscriber woes with the release of new productions, relieving worries about attracting viewers to the platform.

Ticker: NFLX, AMZN, AAPL, FB, GOOGL

 

(2) Executive Interview: Qualtrics CEO on record quarter for software developer (https://www.cnbc.com/video/2021/04/21/qualtrics-ceo-on-record-quarter-for-software-developer.html)

Qualtrics International CEO Zig Serafin discussed the software company’s upside surprise last quarter, coming off its spin off by SAP earlier this year.

Ticker: XM

 

(3) Executive Interview: Marvell closes on $10 billion Inphi deal, expanding data center and 5G business (https://www.cnbc.com/2021/04/21/marvell-closes-on-10-billion-inphi-deal-expanding-data-center-reach.html)

• Marvell Technology closed its $10 billion acquisition of Inphi on Tuesday after the transaction received the blessing of Chinese regulators.
• “We’re thrilled to have gotten approval from China back in March… I think ahead of a lot of people’s expectations,” Marvell Technology CEO Matt Murphy told CNBC’s Jim Cramer.
• “It’s a very clean deal and there was overwhelming support from all of our customers globally, including in China,” he said.

Ticker: MRVL

 

(4)Executive Interview PPG Industries CEO says remote work trends boosted paint demand (https://www.cnbc.com/video/2021/04/21/ppg-industries-ceo-says-remote-work-trends-boosted-paint-demand.html)

“We have a lot of things that are on fire right now,” PPG Industries CEO Michael McGarry said while describing how the company’s appliances and electronics materials businesses are improving.

Ticker: PPG

 

(5) Cramer’s lightning round: Cleveland-Cliffs is a very undervalued stock (https://www.cnbc.com/2021/04/21/cramer-lightning-round-cleveland-cliffs-is-a-very-undervalued-stock.html)

• Snap: “My answer is [buy]. I believe they’re going to have a great quarter and have tremendous growth and they’ve got religion about trying to get good customers/advertisers.”
• Regal Beloit: “That company is fantastic, OK. I don’t talk about it enough. … This is a fantastic educational stock, and I’m going to have to profile it myself.”
• Boston Scientific: “I think you’re with a great company, BSX. … I actually am still inclined to [buy].”
• Cleveland-Cliffs: “I think Cleveland-Cliffs is a very undervalued stock. … CLF is a winner for me. I just think it’s just a great, really, really heavy cyclical.”

Ticker: SNAP, RBC, BSX, CLF

 

(6) Cramer says bidding war for Kansas City Southern shows bargains remain in stock market (https://www.cnbc.com/2021/04/21/cramer-bids-for-kansas-city-southern-show-bargains-remain-in-market.html)

• CNBC’s Jim Cramer said two competing bids to acquire Kansas City Southern is a “very encouraging sign” for the stock market.
• The “Mad Money” host said the offers show investors can still find value despite concerns of market “craziness.”

Ticker: KSU, UNP

 

Other Stocks discussed (calls with audiences): Tilray (TLRY), Aphria (APHA), Beyond Meat [BYND]

 

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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