Mad Money: 2021年6月15日(火)の放送の要点

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    • #9703
      暮眞★潤 (Jun Kurema)
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      2021年6月15日(火)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) Rising oil prices put Fed’s Jerome Powell in a tough spot amid inflation worries, Jim Cramer says (https://www.cnbc.com/2021/06/15/jim-cramer-rising-oil-prices-put-fed-in-tough-spot-amid-inflation.html)

      • “The surging price of crude … makes life difficult for Fed Chief Jay Powell,” CNBC’s Jim Cramer said one day before the Federal Reserve’s key policy meeting.
      • “Even as many other commodities have actually now fallen, and some falling precipitously in recent weeks, oil just keeps going higher,” the “Mad Moey” host said.
      • “Oil’s too powerful a negative for the press to ignore and I bet at some point he’ll say he’s monitoring it,” which means to sell, Cramer said.

      Ticker: CVA, PDX, XOM

       

      (2) Executive Interview: Akamai CEO says security is becoming a major growth driver for the content business (https://www.cnbc.com/2021/06/15/akamai-ceo-security-is-becoming-a-growth-driver-for-content-business.html)

      • Akamai Technologies CEO Tom Leighton said security made up 37% of the company’s total revenues in the first quarter.
      • “You’ve got to adopt a model of zero trust of security,” Leighton told Jim Cramer in a “Mad Money.” “You can’t just allow unfettered access once you’re past the firewall.”
      • “It will become a bigger part of Akamai and that’s because we have solutions that can really defend enterprises,” he said.

      Ticker: AKAM

       

      (3) Executive Interview: Twilio CEO on company’s $10 million commitment to help vaccine awareness (https://www.cnbc.com/video/2021/06/15/twilio-ceo-on-companys-10-million-commitment-to-help-vaccine-awareness.html)

      Twilio CEO Jeff Lawson discussed his company’s involvement in the COVAX initiative to help increase access to vaccine resources.

      Ticker: TWLO

       

      (4) [No Video Clip] Homework – Ticker: MindMed (MNMD)

      “Bottom Line: I’m inclined to give MNMD blessing for speculation – Just keep in mind there could be losses if something goes wrong”

       

      (5) Cramer’s lightning round: I think Snap’s a winner (https://www.cnbc.com/2021/06/15/cramers-lightning-round-i-think-snaps-a-winner.html)

      • Vertex Pharma: “I think it’s a good opportunity to actually pick some Vertex up.”
      • Turtle Beach: “Turtle Beach happens to be in a crowded beach. I like Logitech.”
      • Eli Lilly:Time to sell Eli Lilly.”
      • Commercial Vehicle: “You’ve got horse sense. That is one good stock. I am with you. Call me a buyer, particularly if the Federal Reserve stays the course.”
      • Goldman Sachs:$350 is the level that I want to get back in … and I would do it slowly.”
      • Snap: “I was quick to judge [CEO] Evan Spiegel, thought that maybe he was too Hollywood, but it turns out no. He was on the right side of the tracks. He’s gotten it together. I welcome him on the show anytime, and I think Snap’s a winner.”

      Ticker: VRTX, HEAR, LOGI, LLY, CVGI, GS, VBIV, SNAP

       

      (6) [No Video Clip] How JPM CEO views the Fintech landscape : Ticker — JPM, SQ, AXP, PYPL

       

      Other Stocks Discussed (calls with audiences):Plug Power (PLUG) [ok, not great, not bad], GrowGeneration (GRWG) [it’s ok, but right now its no-man’s-land]

       

      参考: この日の放送に関するその他のサイトへのリンク

      Disclaimer

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