Mad Money: 2021年7月29(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年7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) Jim Cramer says Carrier is a ‘deliciously not sexy’ stock investors can get behind (https://www.cnbc.com/2021/07/29/jim-cramer-carrier-is-a-deliciously-not-sexy-stock-for-investors.html)

• CNBC’s Jim Cramer highlighted the stock of Carrier Global after the company beat expectations in its second quarter report.
• “We spend a lot of time focused on exciting companies … but you know what it’s often easier to make good money from boring companies like Carrier,” the “Mad Money” host said.
• “Unlike Robinhood, Carrier is deliciously not sexy,” he said.

Ticker: CARR, AGCO, ALGN, FB, PYPL, AMD,

 

(2) [No Video Clip] Recent price target boosts — Ticker: PYPL, FB, GOOGL, AAPL, MSFT

 

(3) Executive Interview: Robinhood CEO Vlad Tenev on stock’s first-day decline: ‘I’m used to being doubted’ (https://www.cnbc.com/2021/07/29/robinhood-ceo-on-stocks-first-day-fall-im-used-to-being-doubted.html)

• Robinhood CEO Vlad Tenev on Thursday sought to assuage worries about the company’s stock price decline after its initial public offering.
• “I’m used to being doubted, personally, I think, from the very beginning. We felt like underdogs here at Robinhood and, you know, we’ll see underdogs hopefully evolving into comeback kids,” he said in a “Mad Money” interview.
• “We’re building a long-term business, so you have to ignore these short-term fluctuations,” he said.

Ticker: HOOD

 

(4) Executive Interview: Agco CEO on the impact of grain prices, pent-up demand for farm equipment (https://www.cnbc.com/video/2021/07/29/agco-ceo-on-the-impact-of-grain-prices-pent-up-demand-for-ag-equipment.html)

“We’ve had some pent-up demand because farmers were holding back on purchases for a number of years during those lean times,” Agco CEO Eric Hansotia said while discussing the farming equipment company’s second quarter performance.

Ticker: AGCO

 

(5) Cramer’s lightning round: ‘I love Lear and I love Magna’ (https://www.cnbc.com/2021/07/29/cramer-lightning-round-i-love-lear-and-i-love-magna.html)

• Maxar Technologies: “You’re in the right one … It’s the right place to be. I like that stock.”
• XL Fleet: “XL Fleet came on and then lots of negative stuff came out about them. Now it’s so low that I think it’s a decent spec.”
• On Semiconductor: “The semiconductor shortage is on companies like that one. … You’ve just got to be patient with On.”
• Lucid Group: “Lucid is so tough right now because, on the one hand, the car is about to ship … on the other hand, the company is valued at almost $40 billion. That’s an overvaluation with a terrific car. Well, that does sound a lot like Tesla … If you want to take a spec on Lucid, I’m not going to be against it, but understand the way to speculate on Tesla is to own Tesla.”
• Lear: “I love Lear and I love Magna. These are the companies you want to own right now. They’re boring and they’re good.”
• Applovin: “Morgan Stanley came out and just absolutely crushed the darned thing. I thought it was doing pretty well … Right now, the market hates specs, and when it comes to like them they’re going to buy that one.”

Ticker: MAXR, XL, ON, LCID, TSLA, LEA, APP

 

(6) Executive Interview: Dexcom CEO on building a body of evidence to support pipeline of technology (https://www.cnbc.com/video/2021/07/29/dexcom-ceo-on-building-body-of-evidence-supporting-technology-pipeline.html)

Dexcom CEO Kevin Sayer discussed advancements the company has made to help patients manage and treat diabetes.

Ticker: DXCM

 

Other Stocks Discussed (calls with audiences): Diamondback Energy (FANG), Inseego Corp. (INSG), Generac Holdings (GNRC)

 

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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