Mad Money: 2021年9月23日(木)の放送の要点

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    • #11033
      暮眞★潤 (Jun Kurema)
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      2021年9月23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) Jim Cramer says uncertainty about Covid delta variant is actually helping stocks right now (https://www.cnbc.com/2021/09/23/jim-cramer-says-uncertainty-about-covid-is-helping-stocks-right-now.html)

      • Uncertainty about the Covid delta variant is helping the stock market right now, CNBC’s Jim Cramer contended Thursday.
      • It caused the Fed to remain accommodative while allowing investors to also bet on reopening plays, the “Mad Money” host said.
      • “In short … you have a best of all possible worlds situation,” he said.

       

      (2) Executive Interview: Wynn CEO: Vegas reservations from U.K. travelers spiked after U.S. announced plans to ease restrictions (https://www.cnbc.com/2021/09/23/wynn-ceo-reservations-from-uk-spiked-after-us-announced-plans-to-ease-restrictions.html)

      • Wynn Resorts saw immediate demand from British travelers after the U.S. said it would relax Covid-era restrictions on overseas visitors.
      • “We had reservations from the U.K. spike from effectively zero to hundreds a day,” CEO Matthew Maddox told CNBC’s Jim Cramer.
      • “People are wanting to come to Las Vegas and have a good time,” Maddox said.

      Ticker: Wynn [own for charitable trust]

       

      (3) Jim Cramer picks his 4 favorite oil stocks, says rally is likely ‘far from over’ (https://www.cnbc.com/2021/09/23/cramer-picks-his-4-top-oil-stocks-says-rally-likely-far-from-over.html)

      • CNBC’s Jim Cramer said Thursday the rally in oil stocks is likely “far from over.”
      • The “Mad Money” host said investors should be willing to own some of the “newly disciplined oil producers,” such as Devon Energy.

      Cramer’s picks in the oil patch: (i) Variable dividends: Devon (DVN), Pioneer Natural Resources (PXD), Diamondback Energy (FANG); (ii) Chevron (CVX); (iii) special situations: Denbury Resourves (DEN), Telllurian (TELL), ConocoPhilipps (COP)

       

      (4) Executive Interview: CEO of newly public EngageSmart explains how the company’s software eliminates ‘phone tag’ (https://www.cnbc.com/video/2021/09/23/ceo-of-newly-public-engagesmart-explains-how-the-companys-software-eliminates-phone-tag.html)

      EngageSmart CEO Bob Bennett appeared on Thursday’s episode of “Mad Money,” after the company, which makes customer engagement software, made its debut on the New York Stock Exchange.

      Ticker: ESMT

       

      (5) Cramer’s lightning round: Nucor is a buy (https://www.cnbc.com/2021/09/23/cramers-lightning-round-nucor-is-a-buy-.html)

      • Dynavax Technologies Corp.: “Yeah, well, it’s good. I love these little immuno drug stories.”
      • Nucor Corp.: Buy. “Nucor is coming back. … People think it’s going to earn $22 [per share] this year and $11 next year. It’s probably going to earn $20 next year, and the stock sells at 5 times earnings. It should sell at 10 times earnings. That means you’re going to get a double if you hold onto Nucor. I really believe that. I know most people don’t.”
      • Amarin Corp.: “OK. Let’s just describe this. This is a $5 stock that might get a bid or might go to zero, and that’s how you have to look at. Interesting risk/reward.”

      Ticker: DVAX, NUE, AMRN

       

      (6) [No Video Clip] Cramer’s breaking down why the Semiconductor Supply crisis persists — Ticker: INTL, AAPL, MSFT, SMSN, F, GM, MU, TSMC

       

      Other Stocks Discussed (Calls with Audiences): (S) [like it, Also like Palo Alto], Zoom Video (ZM) [too nitch, need to finish acquisition of Five9], EQT) [ Ilike EQT very much, very good company], AEP)

       

      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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