Mad Money: 2021年12月15日(水)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年12月15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 says the Santa Claus rally may have started early this year. Here’s why (https://www.cnbc.com/2021/12/15/jim-cramer-says-the-santa-claus-rally-may-have-started-early-this-year.html)

• CNBC’s Jim Cramer said Wednesday it’s possible stocks begin their potential Santa Claus rally a bit ahead of schedule this year.
• After the Fed’s decision, the “Mad Money” host said he does not see anything that could “derail the market” through year-end.

 

(2) Executive Interview: Enbridge CEO says the pipeline operator is ‘ideally positioned’ for low-carbon energy future (https://www.cnbc.com/video/2021/12/15/enbridge-ceo-says-the-pipeline-operator-is-ideally-positioned-for-low-carbon-energy-future.html)

Al Monaco, president and CEO of pipeline operator Enbridge, appeared on Wednesday’s episode of “Mad Money” with CNBC’s Jim Cramer.

Ticker: ENB

 

(3) Executive Interview: Campbell Soup CEO says some causes of inflation will be more difficult to overcome (https://www.cnbc.com/2021/12/15/campbell-soup-ceo-some-inflation-causes-will-be-difficult-to-overcome.html)

• Some causes of inflation will be more difficult to move past than others during the pandemic economic recovery, Campbell Soup CEO Mark Clouse told CNBC’s Jim Cramer.
• “Clearly parts of the inflation that we’re seeing now I do think are more transitional in nature,” he said.
• “But I also think there are some areas that probably are a bit more structural,” he added.

Ticker: CPB

 

(4) Neogen CEO touts deal with 3M’s food-safety unit, says it improves blockchain innovation (https://www.cnbc.com/2021/12/15/neogen-ceo-3m-food-safety-unit-deal-improves-blockchain-innovation.html)

• Neogen CEO John Adent on Wednesday touted the company’s deal to merge with 3M’s food-safety unit.
• It improves revenue growth opportunities and fuels innovation on emerging technologies such as the blockchain, he told CNBC’s Jim Cramer.
• Combining with 3M’s food-safety unit “doubles the size of our business,” Adent said in an interview on “Mad Money.”

Ticker: NEOG, MMM

 

(5) Cramer’s lightning round: I prefer crypto over gold as a hedge (https://www.cnbc.com/2021/12/15/cramers-lightning-round-i-prefer-crypto-over-gold-as-a-hedge.html)

• Academy Sports and Outdoors: “I think this stock is really cheap. Now, I am a hunter. I am not as biased as a lot other people. I think it’s a cheap stock, and it should be bought.”
• 23andMe: ”[CEO] Anne Wojcicki … has to do health care. If they are just the kind of, ‘well, let me see where I’m from and what I’m from,’ that’s a no-go. They have to make that deal with [GlaxoSmithKline] work big. It has to work very, very big.”
• Barrick Gold Corp: “I have historically liked Barrick Gold. I am not giving up on it. Yield is 2%. But gold has lost its ability to be a hedge, and we all have to recognize that. I used to say that gold should be a 10% hedge. Now it’s only 5%. I prefer crypto to gold.”
• Everbridge: ”[Former CEO David Meredith] resigned, and what I like when someone resigns just out of nowhere is an honest view of what the heck happened. I would like that. … I can’t recommend a stock, even if I think it’s great, if I don’t know what happened to the CEO.”
• Denali Therapeutics: “I know this because I do a lot of work with brains … and I can tell you that’s a very hard call, and that’s a very speculative situation. We’ve been trying to develop some medicines that go beyond that, and … it’s just very, very hard to do.”

Ticker: ASO, ME, GOLD, EVBG, DNLI

 

(6) [No Video Clip] No Huddle offence: Vaccine vs Virus

 

Other Stocks Discussed (calls with audience): Twitter (TWTR), DocuSign (DOCU)

 

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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