Mad Money: 2021年4月29(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年4月29(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) Cramer recommends owning food stocks and names hurt by the chip shortage (https://www.cnbc.com/2021/04/29/cramer-recommends-owning-food-stocks-and-names-hurt-by-chip-shortage.html)

• “I think today was a powerful lesson you need a diversified portfolio with both smokestack [stocks] that use semiconductors … and also defensive food stocks with big dividends,” the “Mad Money” host said.
• Cramer said Apple, Caterpillar and Ford Motor — whose shares fell in Thursday’s session — are worth buying on any declines connected to the low supply of semiconductors.
  Food stocks like PepsiCo, Mondelez and Hershey are also buys.

Ticker: AAPL, CAT, F, PEP, MDLZ, HSY

 

(2) Executive Interview: Caterpillar CEO on infrastructure bill (https://www.cnbc.com/video/2021/04/29/caterpillar-ceo-on-infrastructure-bill.html)

Caterpillar CEO Jim Umpleby said he expects that infrastructure legislation being discussed on Capitol Hill will have a positive impact on the heavy machinery company.

Ticker: CAT

 

(3) Executive Interview: Domino’s Pizza CEO says phone ordering is near obsolete as digital sales continue to climb (https://www.cnbc.com/2021/04/29/dominos-ceo-says-digital-sales-continue-to-climb-pandemic.html)

• More than 75% of orders are now being placed through digital channels, up from 70% prior to Covid-19, Domino’s Pizza CEO Ritch Allison told CNBC’s Jim Cramer.
• “As we look forward, those are the kinds of movements that happened during Covid that we don’t believe are going back,” he said in a “Mad Money” interview.
• “We feel really well-positioned from a technology standpoint, and with the market still so very fragmented, there’s a lot of share to be gained broadly across the market as we see it,” Allison said.

Ticker: DPZ

 

(4) Executive Interview: Align Technology CEO reports having 10 million orthodontics patients (https://www.cnbc.com/video/2021/04/29/align-technology-ceo-reports-having-10-million-orthodontics-patients.html)

Digital orthodontics has created a revolution with people wanting to change their smiles, Align Technology CEO Joe Hogan said.

Ticker: ALGN

 

(5) Cramer’s lightning round: Southwest Air is a buy (https://www.cnbc.com/2021/04/29/cramer-lightning-round-southwest-air-is-a-buy.html)

• Northern Genesis Acquisition: “I happen to be very partial right now to Tesla.”
• JetBlue Airways: “You don’t want to buy JetBlue. You’re buying Southwest Air, symbol LUV. [CEO] Gary Kelly, best operator.”
• Genworth Financial: “It’s a risky stock. I have a life insurance policy with them. That’s about as close as I want to get to them.”
• Viatris: “Nothing to see. Keep moving on. … That’s a cats-and-dogs stock, and I’d rather see you in Petco.”
• General Electric: “Once people start flying again, which they’re starting to do, this is going to be one. You know I like Honeywell very much. I think they’re both great stocks.”
• J2 Global: “You own the one that Vivek Shah is staying with. He’s one of the greatest business people I have ever met, honest as the day is long and terrific.”
• Avient Corp: “I have not looked at that specific plastic company. I do like all the plastic companies. I like Dow as my favorite.”

Ticker: NGA, TSLA, JBLU,LUV, GNW, VTRS, GE, HON, JCOM, AVNT, DOW

 

(6) Cramer backs Ford, undrafted in the CNBC Stock Draft, to outperform recovery favorites (https://www.cnbc.com/2021/04/29/jim-cramer-backs-ford-to-outperform-recovery-favorites.html)

• CNBC’s Jim Cramer made a full-throated endorsement of Ford, expecting the stock to make a big comeback within the next 10 months.
• As athletes and celebrities in CNBC’s annual Stock Draft picked recovery favorites earlier Tuesday, Cramer, who is not a participant, said he backs the traditional automaker to make significant gains.
• “When the expectations were highest – both yesterday and then 10 years ago – Ford got pulverized. Now they’re incredibly low, and that makes it easy for management to surprise to the upside,” the “Mad Money” host said.
  In this article

Ticker: F

 

Other Stocks Discussed (calls with audiences): Starwood Property Trust (STWD), CrowdStrike (CRWD)

 

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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