Mad Money: 2021年12月9日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年12月9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 he’s sticking with Boeing, believes long-term prospects remain bright (https://www.cnbc.com/2021/12/09/jim-cramer-stick-with-boeing-as-long-term-prospects-remain-bright.html)

• CNBC’s Jim Cramer said Thursday he remains committed to being a Boeing shareholder.
• “Sometimes a company’s long-term prospects are so strong that you’ve got to be willing to endure the short-term agony when management screws up,” the “Mad Money” host said.
• “That’s why it’s worth it to take the pain in Boeing,” he added.

Ticker: BA

 

(2) Executive Interview: Spam sales hit record high for seventh straight year in 2021, says Hormel Foods CEO (https://www.cnbc.com/2021/12/09/spam-sales-hit-record-high-for-seventh-straight-year-in-2021-says-hormel-foods-ceo.html)

• Spam sales hit a record high for the seventh consecutive year, Hormel Foods CEO Jim Snee told CNBC’s Jim Cramer on Thursday.
• “We’ve had to announce new capacity that we’re going to bring online in 2023 to meet the demand,” Snee said in an interview on “Mad Money.”

Ticker: HRL

 

(3) Executive Interview: Ford is doing ‘whatever it takes’ to double production capacity for electric F-150 pickup, says CEO (https://www.cnbc.com/video/2021/12/07/ford-is-doing-whatever-it-takes-to-double-production-capacity-for-electric-f-150-pickup-says-ceo.html)

Ford Motor CEO Jim Farley told CNBC’s Jim Cramer on Tuesday that the automaker is doing “whatever it takes” to expand production capacity for its soon-to-launch electric F-150.

Ticker: F

 

(4) Executive Interview: MP Materials CEO says GM partnership key to building EV supply chain in U.S. (https://www.cnbc.com/2021/12/09/mp-materials-ceo-says-gm-partnership-key-to-building-ev-supply-chain-in-us.html)

• MP Materials and General Motors announced a partnership Thursday focused on the sourcing of rare earth magnets, which are essential for EV motors.
• The deal helps advance efforts to develop resilient EV supply chains in the U.S., MP Materials CEO James Litinsky told CNBC’s Jim Cramer.
• “It’ll be great for the country. We’re going to get this supply chain home,” he said.

Ticker: MP

 

(5) Cramer’s lightning round: Stay long Royalty Pharma (https://www.cnbc.com/2021/12/09/cramers-lightning-round-stay-long-royalty-pharma.html)

• Royalty Pharma: “I can’t believe, sir, how low this stock is. … This company is doing so well. I really don’t know what to say. It is doing incredibly well. They ought to be able to raise the dividend, but they own stakes in a lot of different drugs. I would want to stay long this stock.”
• Canadian Pacific: “It’s a buy. I think it’s the laggard in the group because of the transaction. I mean, obviously you’ve seen what we’re doing with Union Pacific in the [CNBC Investing Club.] It’s been such a monster. I think that that railroad will be playing catch up to UNP.”
• Danaos: I’m not going to recommend containership stocks. … These are ones where I can look so great or so bad, and I’d rather just go with something consistent.”
• Standard Lithium: “I think it can go higher because parts of the battery are really in obvious demand, but I am sticking with my new fave: MP Materials.”
• Ionis Pharmaceuticals: “Doesn’t have enough juice for me. Never really started making a lot of money. I just can’t recommend them. I can’t. I like the ones we talked about [for the CNBC Investing Club] a lot more.”

Ticker: RPRX, CP, DAC, SLI, IONS

 

(6) [No Video Clip] No Huddle Offense: Cramer expects continued strength in housing amid inventory shortages, Covid-fueled demand (https://www.cnbc.com/video/2021/12/09/cramer-expects-continued-strength-in-housing-amid-inventory-shortages-covid-fueled-demand.html)

“Mad Money” host Jim Cramer weighs in on the U.S. housing market on Thursday’s episode of the show.

Ticker: TOL

 

Other Stocks Discussed (calls with audience): Apple (AAPL), DoorDash (DASH)

 

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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