Mad Money: 2021年6月24日(木)の放送の要点

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      暮眞★潤 (Jun Kurema)

      2021年6月24日(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) Infrastructure deal produced a ‘jailbreak’ moment on Wall Street, Jim Cramer says (

      • The S&P 500 and Nasdaq Composite posted record closing highs, while the Dow Jones Industrial Average jumped more than 300 points to move closer to its all-time high.
      • “If you want to sum up today’s terrific action in a single word, that word is jailbreak,” CNBC’s Jim Cramer said on “Mad Money.”

      Today’s top performers – As of President Biden’s infrastructure pressure: LLY, TSLA, URI, CAT, DRI, VMC, ALGN, WFC [charitable trust owns it], ARVO, SWKS


      (2) Executive Interview: Vista Outdoor CEO on demand for products: ‘We can’t produce enough of them’ ( 

      Vista Outdoor CEO Chris Metz discussed what was a record year for its outdoor products business as more and more millennials begin shopping its brands.

      Ticker: VSTO


      (3) Cramer advises Carvana investors lock in gains after dueling analyst calls (

      • “Carvana’s [stock has] come roaring back lately, but this is the rare turbo-charged growth name that’s actually somewhat hostage to the broader economy,” CNBC’s Jim Cramer said.
      • The comments come one day after Carvana, an online used car marketplace, was the target of conflicting analyst recommendations from Jefferies and JPMorgan.

      Ticker: CVNA

      Analyst Opinion: JP Morgan (downgraded to neutral from overweight, maintained price target of $325) vs Jefferies (Maintained Buy rating, raised price target to $400 from $375) — Cramer leans towards JP Morgan, and take some off from the table


      (4-1) Executive Interview: Starbucks CEO denies reports of shortages in cups and coffee (

      • Starbucks CEO Kevin Johnson said the coffee company is not facing a shortage of supplies in cups and coffee, though there are operational challenges elsewhere.
      • “We’ve had some shortages in the bakery case, that certainly is true,” he said in a “Mad Money” interview.

      Ticker: SBUX


      (4-2) Starbucks CEO says business is rebounding in markets where vaccinations are up (

      • “Consumer mobility shot through the roof and … we started seeing traffic increasing in our stores,” Starbucks CEO Kevin Johnson told CNBC’s Jim Cramer in a “Mad Money” interview.
      • He also said that Starbucks’ same-store sales are surpassing pre-pandemic levels in regions where consumers are being vaccinated.

      Ticker: SBUX


      (5) Cramer’s lightning round: ‘I want to buy the stock of Verizon’ (

      • Verizon: “I hear that the quarter is going to be better than expected. I think that they’re doing a lot of business with Apple. I want to buy the stock of Verizon.”
      • Greenbox Pos: “You should buy PayPal. I think PayPal is the winner. I want to own best of breed.”
      • Vuzix: “I have to do work on that billion-dollar company. I’ve got to learn more.”
      • Kinder Morgan: “I think KMI’s good. They’re not going to be able to build a lot of pipelines because the president doesn’t want them, therefore that makes me feel there’s scarcity value and I think you should be buying KMI.”

      Ticker: VZ, GBOX, VUZI, KMI


      (6) [No Video Clip] The Super Growth Rotation — Ticker: ROKU, CRWD, DOCU, ZM, BMBL, APP, TTD, SNOW, TSLA, SQ, PYPL, ZS


      Other Stocks Discussed (calls with audiences): Gilead Sciences (GILD) [don’t like it], Barrick Gold (GOLD), Shopify (SHOP) [it will goes higher] 


      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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