Mad Money: 2021年8月18日(水)の放送の要点

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    • #10729
      暮眞★潤 (Jun Kurema)
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      2021年8月18日(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) Jim Cramer sees opportunities to buy the dip as Wall Street’s delta worries persist (https://www.cnbc.com/2021/08/18/cramer-sees-chance-to-buy-the-dip-as-wall-street-delta-worries-persist.html)

      • “All I ask is that as the market gets more hideous, you get more interest in buying something,” CNBC’s Jim Cramer said Wednesday.
      • The “Mad Money” host’s comments came shortly after Wall Street wrapped up its second-straight negative session.
      • “I think you’ll get some great entry points that could set you up for tremendous long-term gains when people realize that delta is not the end of the world,” Cramer said.

      Ticker: LOW, HD, TJX, DIS [Buy]

       

      (2) Executive Interview: Cummins CEO says the U.S. needs to put a ‘cost on carbon’ to meet Paris climate accord goals (https://www.cnbc.com/video/2021/08/18/cummins-ceo-says-the-us-needs-to-put-a-cost-on-carbon-to-meet-paris-climate-accord-goals.html)

      “Mad Money” host Jim Cramer interviewed Cummins Chairman and CEO Tom Linebarger on Wednesday’s episode of the show.

      Ticker: CMI

       

      (3) Executive Interview: Lowe’s CEO says profitability will rise as retailer speeds up fridge, washing machine deliveries (https://www.cnbc.com/2021/08/18/lowes-ceo-says-profitability-will-rise-as-retailer-speeds-up-fridge-washing-machine-deliveries.html)

      • Lowe’s expects to grow sales and boost profitability thanks to an initiative to reform its home delivery operations, CEO Marvin Ellison told CNBC on Wednesday.
      • “We’re in the process of rolling this out over the next 18-plus months around the company,” Ellison said in a “Mad Money” interview.
      • Earlier Wednesday the retailer beat Wall Street’s expectations for second-quarter revenue and per-share earnings.

      Ticker: LOW

       

      (4) Executive Interview: Agilent CEO confident on the growth of the company’s non-Covid business (https://www.cnbc.com/video/2021/08/18/agilent-ceo-confident-on-the-growth-of-the-companys-non-covid-business.html)

      Agilent CEO Mike McMullen told CNBC’s Jim Cramer on Wednesday he’s confident in the life sciences company’s core business growth.

      Ticker: A

       

      (5) Cramer’s lightning round: Skyworks Solutions is a buy (https://www.cnbc.com/2021/08/18/cramers-lightning-round-skyworks-solutions-is-a-buy-.html)

      • Intuitive Surgical: “I like Intuitive Surgical very much. Great management, great growth, numbers spiked. One of the best performing stocks of the year. I say buy, buy, buy.”
      • Skyworks Solutions: “I’m going to say yes [it’s time to add more]. I like the acquisition. I like [CEO] Liam Griffin. Liam is so smart, he’s such a big provider of chips to Apple, he pretty much is the most bankable company Apple works with. [Buy, buy, buy].”
      • Canopy Growth Corp.: “We need legislation. We need it now for Canopy. I’d rather do it in a much more hedged way of owning Constellation Brands, which has a stake in Canopy, rather than rolling the dice. I feel the same way about Tilray. … I cannot embrace this group until we see legislation, and I don’t see it on the horizon.”
      • Hyliion Holdings Corp.: “So many people were, I’m going to use the unfortunate word, pumping that on me, and it never really amounted to much. I’ve got to tell you, I just don’t think it has it. It’s one of those electrified powertrains, there’s like five of them. There’s five charging stations. There’s five this, five that. We have too many of this kind of stock, and they’re not working.”

      Ticker: ISRG [buy buy buy], SWKS [buy buy buy], CGC [rather buy consolation brands], HYLN [too many of these stocks],

       

      (6) Jim Cramer says the rally in drug stocks is ‘far from over’ (https://www.cnbc.com/2021/08/18/jim-cramer-says-the-rally-in-drug-stocks-is-far-from-over.html)

      • CNBC’s Jim Cramer said Wednesday he expects drugmaker stocks to continue rallying in the near term.
      • “The drug stocks are roaring because, despite all the posturing ahead of last year’s election, Washington hasn’t done a thing about drug prices,” the “Mad Money” host said.

      Ticker: Pfizer (PFE), Johnson & Jonson (JNJ), Bristol Myers (BMY), GlaxoSmithKline plc (GSK), Eli Lilly (LLY), Regeneron (REGEN), AbbVIe (ABBV)

       

      Other Stocks Discussed (calls with audiences): UTZ Brands (UTZ) [not good quarter, preferred to be in PEP], Harley-Davidson (HOG) [renounce recommendation as CEO is very smart]

       

      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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