Mad Money: 2020年6月16日(火)の放送の要点

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    • #4659
      暮眞★潤 (Jun Kurema)
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      Cramer channels Wall Street legend Martin Zweig: ‘Don’t fight the tape, don’t fight the Fed’ (https://www.cnbc.com/2020/06/16/jim-cramer-dont-fight-the-tape-dont-fight-the-fed.html)

      • CNBC’s Jim Cramer on Tuesday channeled the words of Wall Street legend Martin Zweig to make sense of the current market conditions: “I can practically hear his stentorian but low voice saying, ‘don’t fight the tape, don’t fight the Fed,’” the “Mad Money” host said.
      • As the U.S. attempts to crawl out of the coronavirus downturn, Cramer said investors shouldn’t “bet against” Federal Reserve Chairman Jerome Powell, who on Monday said his agency was open to buying corporate bonds. It’s the latest in a number of steps the central bank has taken to backstop the economy.
      • Reasons for corporate rally: (1) Fed to buy individual corporate bonds, (2) Promising treatment for severely ill COVID-19 patients, (3) Retail sales post records 17.7% gain in May

       

      Executive Interview: McDonald’s CEO says the chain has ‘probably’ created more Black millionaires than any other corporation (https://www.cnbc.com/2020/06/16/mcdonalds-ceo-says-it-has-probably-created-more-black-millionaires-than-any-other-company.html)

      • McDonald’s CEO Chris Kempczinski said the company has “probably” created more Black millionaires than any other corporation.
      • He added, “There’s still more work to do.”
      • McDonald’s has come under fire over its alleged treatment of Black franchisees and executives and its low-wage workforce, which is predominantly made up of people of color.

      Ticker: MCD

       

      Executive Interview: Canopy Growth CEO expects weed will be legalized federally by 2022 (https://www.cnbc.com/2020/06/16/canopy-growth-ceo-expects-weed-will-be-legalized-federally-by-2022.html)

      • “My assumption is that 2022, for me, is the magic number,” Canopy Growth CEO David Klein said when asked when he expects marijuana will be legalized federally.
      • The pressure will grow on Congress to greenlight marijuana commerce as more and more states legalize usage of the plant, he said in a “Mad Money” interview.
      • “Alcohol prohibition [ended] 87 years ago, and [I’m] not really sure why cannabis was left off that list,” he said.

      Ticker: CGC

       

      Cramer’s lightning round: Let’s buy some Pinterest (https://www.cnbc.com/2020/06/16/cramers-lightning-round-let-buy-some-pinterest.html)

      • Coty: “It’s a spec. Look, it can go to $7. It’s just a spec. … I’m an Estee Lauder guy.”
      • Alamos Gold: “We’re buyers of either Newmont or Barrick.”
      • Pinterest: “I thought Pinterest went down unnecessarily. … Let’s buy some Pinterest. And Ben, I miss you. OK? Partner, give me a call. He’s the CEO.”
      • Callaway Golf: “I’m loving ELY. That stock’s one of the few sports you can do.”
      • Nokia Corp.: “I’m hearing good things. After a period of probably, like, 20 years, I’m actually hearing good things about Nokia.”
      • Energy Transfer: “I’m going to say take a pass.”
      • Yeti: “I like Yeti.”

      Ticker: COTY, EL, AGI, NEW, GOLD, PINS, ELY, NOK, ET, YETI

       

      Cramer reacts to Trump administration’s potential $1 trillion infrastructure proposal (https://www.cnbc.com/2020/06/16/cramer-reacts-to-trumps-potential-1-trillion-infrastructure-bill.html)

      • The Trump administration is rumored to be working on a $1 trillion infrastructure spending measure.
      • CNBC’s Jim Cramer says an infrastructure bill would be a big deal for construction companies like Martin Marietta Materials and Vulcan Materials.
      • The “Mad Money” host also likes Nucor as a play on the potential measure, but shunned U.S. Concrete and Caterpillar’s rises on the news.

      Ticker: Vulcan Materials (VMC), Martin Marietta Materials (MLM) [Like the stock], US Concrete (USCR) [Cramer doesn’t trust this one], Caterpillar (CAT), [too risky at this level] , UNCOR (NUE) [Cramer likes NUE],

       

      Off-the Charts — Costco, shows sign of bear market ahead based on technical analysis of 3 simple moving average (10, 20, 50 days average).  Short term trader might want to nimble.  For long term investor, do not worry, Costco is a good company.  Cramer like the stock and their story.

      Other Stocks Mentioned (Calls with Listeners): Nordic AmericanTanker (NAT), WP Carey (WPC) [Cramer doesn’t like this REIT stock.  Get Verizon instead.], iRobott (IRBT) [Had great quarter.  Cannot hold against it]; Target (TGT) [Stock is fine]

       

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