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2020年6月18日 12:07 AM #4680
暮眞★潤 (Jun Kurema)
キーマスターCramer advises investors to continue investing based on the ‘new normal (https://www.cnbc.com/2020/06/17/cramer-advises-investors-to-continue-investing-based-on-the-new-normal.html)
- “Many believe all these themes are ephemeral. They think that Clorox is ephemeral, Lowe’s, Brunswick, Thor Industries, Camping World — not true,” CNBC’s Jim Cramer said.
- “Now they’re realistic, they’re longer-lasting,” the “Mad Money” host said as the U.S. continues to grapple with reopening and rising Covid-19 infections in some parts of the country.
- “I expect this to be the new normal for the rest of the year, maybe longer,” he said.
Stocks: Lennar (LEN), Lowe’s (LOW), Home Depot (HD), Clorox (CLX), Campbell Soup (), General Miles (), Canagra (), Beyond Meat (), Brunswick (BC), Thor Industries (THO), Camping World (CWH)
Executive Interview: Union Pacific CEO sees ‘signs of optimism’ in multiple markets as economy recovers (https://www.cnbc.com/2020/06/17/union-pacific-ceo-lance-fritz-sees-signs-of-optimism-in-multiple-markets.html)
- Union Pacific CEO Lance Fritz told CNBC the railroad operator has reasons to be positive about its business as the U.S. economy recovers from the impacts of the coronavirus.
- “Across our markets, we’re seeing a few signs of optimism,” Fritz said in a “Mad Money” interview.
- He singled out the following areas: automotive, housing and grain, as well as its parcel business due to a boom in e-commerce demand.
Ticker: UNP
Royal Pharma came public in a ‘golden age of medical research,’ Jim Cramer says (https://www.cnbc.com/2020/06/17/cramer-royal-pharma-came-public-in-a-golden-age-of-medical-research.html)
- “As the new IPO cycle gets going, the brokers like to put their best foot forward, and that’s Royalty Pharma,” CNBC’s Jim Cramer said.
- “I’d like this one a lot more if it pulls back, but honestly, I think it’s worth putting on a small position up here because the long-term story’s so compelling,” the “Mad Money” host said a day after the company’s IPO.
- “I wish I’d told you to get a piece of this” deal ahead of time, Cramer said, but “I think the story is so compelling that it’s worth putting on a small position even up here.”
Ticker: Royalty Pharma (RPRX), Warner Music (WMG), ZoomInfo (ZI), Shift4 Payments (FOUR), Vroom (VRM), Azek (AZEK)
Executive Interview: Nextdoor CEO on helping connect neighbors to local businesses, addressing racism (https://www.cnbc.com/video/2020/06/17/nextdoor-ceo-talks-helping-connect-neighbors-to-local-businesses.html)
Nextdoor CEO Sarah Friar discussed how the neighborhood social network is helping local businesses emerge from the coronavirus shutdown.
Cramer’s lightning round: STMicroelectronics is a ‘very good company’ (https://www.cnbc.com/2020/06/17/cramer-lightning-round-stmicroelectronics-is-a-very-good-company.html)
- Six Flags Entertainment: “No. If you want to be in that, you want to be in Cedar Fair. Six Flags isn’t well run enough.”
- Draftkings: “We know we want to take some off the table. So we take some and we let the rest run.”
- STMicroelectronics: “Very good company. I like the semiconductors. I like Analog [Device]. I like NXPI. I like Qualcomm. I like AMD and I like Nvidia.”
- Old Republic International: “I think that that’s a good buy.”
- Quidel Corp.: “I think we’re late Quidel. … That stock has had huge run.”
- Novavax: “I think you want to take all of your principle out tomorrow morning [and] let the rest run, but I want you to play with the house’s money.”
Ticker: SIX, FUN, DEACW, STM, ADI, NXPI, QCOM, AMD, NVDA, ORI, QDEL, NVAX
Other Stocks Mentioned (Calls with Listeners): AT&T (T) [OK, but prefers Verizon], Wynn Resorts (WYNN) [No problem]
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