Mad Money: 2020年6月18日(木)の放送の要点

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    • #4693
      暮眞★潤 (Jun Kurema)
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      Jim Cramer: 10 bull markets on Wall Street and the stocks leading the way (https://www.cnbc.com/2020/06/18/cramer-10-bull-markets-on-wall-street-and-the-stocks-leading-the-way.html)

      • “When a rally has leaders from many different groups, [we] say it has good breadth,” CNBC’s Jim Cramer said.
      • The “Mad Money” host explained how 10 bull patterns in the market are taking stocks on Wall Street higher, “and the better breadth we have the more kissable this market is, and that’s what we’re actually seeing right now.”
      • The 10 bull markets “will keep working as America reopens,” Cramer said.
      10 Bull markets  Stocks
      Work-from-home cohort Zoom Video (ZM), RingCentral (RNG), Zscaler (ZS), Cloudflare (NET), Palo Alto (PANW), Okta (OKTA)
      Payments PayPal (PYPL), Square (SQ)
      E-commerce Shopify (SHOO), Etsy (ETSY), Wix.com (WIX), Adobe (ADBE), Twilio (TWLO), Amazon (AMZN)
      Cooking Kroger (KR),  McCormick (MKC), Williams-Sonoma (WSM)
      Autos and related companies Carmax (KMK), Lithia Motors (LAD), Carvana (CVNA), Vroom (VRM), Spotify (SPOT), Sirius XM (SIRI)
      Steel Nucor (NUE)
      Plastics LyondellBasell Industries (LYB), Dow (DOW), Westlake (WLKP)
      Housing and improvement Lowe’s (LOW), Home Depot (HD), Stanley Black & Decker (SWK), PPG Industries (PPG), Masco (MAS), Trex (TREX), Azek (AXEK), Sherwin Williams (SHW), Lennar (LEN), Toll Brothers (TOL)
      Home entertainment Roku (ROKU), Activision Blizzard (ATVI), Take-Two Interactive (TTWO), Netflix (NFLX), Peloton (PTON)
      Pantry Clorox (CLX)

      Note: Blue letters shows that stocks are not in listed in the Cramer’s COVID-19 (revised version).

       

      Off-the-Charts: Charts suggest new highs ‘could be on the table’ for the S&P 500, Jim Cramer says (https://www.cnbc.com/2020/06/18/jim-cramer-charts-suggest-new-highs-are-in-store-for-the-sp-50.html)

      • “The charts suggest that new highs could be on the table,” CNBC’s Jim Cramer.
      • A chart analyst sees a scenario where the S&P 500 runs 9% from Thursday’s close to a new high near 3,400.
      • “The next ceiling of resistance is around 3,250, if we can clear that hurdle, Garner believes it’s smooth sailing to that high,” the “Mad Money” host said.

       

      Executive Interview: AMC Theaters CEO talks partnering with Clorox on theater cleaning protocols (https://www.cnbc.com/video/2020/06/18/amc-ceo-talks-partnering-with-clorox-on-maintaining-virus-safe-theaters.html)

      AMC Entertainment CEO Adam Aron discussed the company’s new partnership with Clorox as the theater chain plans to reopen 1,000 theaters in July.

      Ticker: AMC

       

      Executive Interview: VMware COO talks Q1 earnings results (https://www.cnbc.com/video/2020/06/18/vmware-coo-talks-q1-earnings-results.html)

      VMware COO Sanjay Poonen explained what drove the cloud company’s top- and bottom-line beats in the April quarter.

      Ticker: VMW

       

      Cramer’s lightning round: A patient person can wait for GE to payoff (https://www.cnbc.com/2020/06/18/cramer-lightning-round-a-patient-person-can-wait-for-ge-to-payoff.html)

      • Upwork: “You’ve got to be a little patient. I like that stock. You don’t need to trade out of that bad boy.”
      • General Electric: “GE is entering restructuring mode. It is probably not going to have anything really good to say, I think, until late 2021. A patient person might be able to hold it for then. I did grow impatient, but if you’re patient, you could get a payoff.”
      • Goodyear Tire & Rubber: “I’d rather see you in Autozone, frankly. I mean, if you’re going to go that way go Autozone. I like your thinking, though.”
      • CoStar Group: “Why can’t you just be in Zillow? I mean, Zillow’s good now. … Zillow got good.”
      • U.S. Auto Parts Networks: “This thing is up too much. It’s up 300%. It’s another one that might be being run by … groups of speculators. I have to do work on it.”
      • Goldman Sachs: “I actually like what [CEO David] Solomon’s doing. It’s trading around book value. I think it’s got upside.”

      Ticker: UPWK, GE, GT, CSGP, Z, PRTS, GS

       

      Executive Interview: Green Thumb Industries talks US cannabis market, social equity program (https://www.cnbc.com/video/2020/06/18/green-thumb-industries-talks-us-cannabis-market-social-equity-program.html)

      Green Thumb CEO Ben Kovler discussed a shortage in cannabis plants in some states east and explained Robin Hood CEO Wes Moore’s work on the board.

      Ticker: GTBIF

       

      Other Stocks Mentioned (Calls with listeners): Aramark (ARMK) [not good quarter, not working], Sprout Social (SPT) [Cramer need to check before giving opinion], IBM (IBM) [not a fast grower, its got an issue, but have dividends]

       

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