Mad Money: 2021年10月1日(金)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年10月1日(金)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) Cramer’s week ahead: Expect profit-taking as investors refocus on earnings (https://www.cnbc.com/2021/10/01/cramers-week-ahead-expect-profit-taking-as-earnings-come-in-focus.html)

• Positive trial results from Merck’s new Covid pill wowed investors Friday, but CNBC’s Jim Cramer believes the market will quickly turn its attention elsewhere.
• As investors hear financial updates from companies like PepsiCo and Levi Strauss in the week ahead, Cramer anticipates there could be profit-taking in certain stocks.

Buy Disney for travel/leisure

 

(2) Executive Interview: Keurig Dr Pepper CEO explains how e-commerce drives growth and why it will stick around post-Covid (https://www.cnbc.com/video/2021/10/01/keurig-dr-pepper-ceo-explains-how-e-commerce-drives-growth.html)

Keurig Dr Pepper CEO Bob Gamgort sat down with CNBC’s “Mad Money” following the beverage company’s investor event Friday.

Ticker: KDP

 

(3) Executive Interview: Five9 CEO says shareholders rejected Zoom acquisition because the offer ‘wasn’t going to cut it’ (https://www.cnbc.com/2021/10/01/five9-ceo-says-zoom-acquisition-offer-wasnt-going-to-cut-it.html)

• Five9 shareholders rejected Zoom’s acquisition because the offer did not appropriately value the cloud contact center software company, Five9′s chief executive said.
• The all-stock agreement worth $14.7 billion would have been one of the largest tech deals of the year.
• Zoom’s stock has struggled this year, down more than 50% from its highs notched in October 2020.

Ticker: FIVN

 

(4) Executive Interview: Cramer loves this Ford and BMW-backed battery maker set to go public as an electric vehicle play (https://www.cnbc.com/2021/10/01/electric-vehicles-cramer-loves-this-battery-maker-backed-by-ford-bmw.html)

• CNBC’s Jim Cramer is bullish on soon-to-be-public battery maker Solid Power as a “zero hype” electric vehicle play.
• The solid-state battery manufacturer counts Ford and BMW among its investors and makes technology that Cramer said could change the game for electric vehicle makers.
• Solid Power is set to go public via a merger with special purpose acquisition company Decarbonization Plus Acquisition Corp III.

Ticker: DCRC

 

(5) Cramer’s lightning round: I think Penn National Gaming is doing great (https://www.cnbc.com/2021/10/01/cramers-lightning-round-i-think-penn-national-gaming-is-doing-great.html)

• Enterprise Products Partner: “It happens to be one of the best of the [natural gas and crude oil pipeline category], but I do not like that group. They should be doing better, given the fact it’s very hard to build a pipeline. I wouldn’t be that concerned about this, but I just don’t want the group. I just don’t.”
• Penn National Gaming: “Penn — that is good. It’s gambling season right now. A lot people, a lot of the Robinhood types, are over there doing it with the Penn Nat. And I think Penn Nat is doing great.”

EPD, PENN

 

(6) Jim Cramer introduces his new investing club (https://www.cnbc.com/video/2021/10/01/jim-cramer-introduces-his-new-investing-club.html)

“Mad Money” host Jim Cramer introduces his new investing club with CNBC.

Note: CNBC investing club at cnbc.com/investingclub

Ticker: Lithia Motors (LAD) [in very good shape. stick with it], Barrick Gold Corporation (GOLD) [If you want gold this is the best way], Consolidated Edison (ED) [prefer American Electric Power (AEP)], Zillow Group (ZG) [I do not want to own at rate hike scenario], Palantir Technologies (PLTR) [a lot of hot money in, you do not want to be in]

 

Other Stocks Discussed (Calls with Audiences): Sony (SONY), L3Harris Technologies (LHX)

 

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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