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2020年6月22日 11:24 PM #4727
暮眞★潤 (Jun Kurema)
キーマスターRecession and recovery stocks are working, but the trend is not sustainable, Jim Cramer says (https://www.cnbc.com/2020/06/22/jim-cramer-the-current-stock-investment-market-are-not-sustainable.html)
- The current investment trends on Wall Street are unsustainable, CNBC’s Jim Cramer said.
- “Because I don’t know is why I prefer a barbell, where I pick some recovery plays — like Disney — and I pick some Covid plays,” the “Mad Money” host said.
- “This was a day when both the recession stocks and the recovery stocks worked” and sooner or later “one of these two groups, has to be wrong,” he said.
Recovery play: Nike (NKE), Best Buy (BBY), Gap (GPS), Home Depot (HD), Carrier (CARR), Freeport-McMoRan (FCX), Disney (DIS)
Covid play: Campbell Soup (CPB), Conagra (CAG), Clorox (CLX), Etsy (ETSY), Shopify (SHOP), Square (SQ), Apple (AAPL), Zoom Video (ZM), Chipotle (CMG), Fortinet (), Palo Alto (PANW), Zscaler (ZS), Crowdstrike (CRWD), Amazon (AMZN), Netflix (NFLX)
Economic doom play: SPDR Gold Shares (GLD), Barrick Gold (GOLD), Newmont Mining (NEM), Agnico Eagle (AEM)
Executive Interview: Barstool’s Dave Portnoy says he’ll focus on sports betting when sports return (https://www.cnbc.com/2020/06/22/barstool-dave-portnoy-to-focus-on-sports-betting-when-sports-return.html)
- “I want sports back, and when it comes back that’s going to be where my focus is,” Barstool Sports founder Dave Portnoy said about his foray into day trading.
- Penn National Gaming, which bought a 36% stake in the sports blog in January, has opened 70% of its casinos and gaming sites as the company recovers from the coronavirus lockdown.
- Barstool CEO Erika Nardini said she expects the company will “drive a tremendous amount of value for Penn” once professional sports make a return.
Ticker: Barstool Sports (private), Penn National Gaming (PENN), Draftkings (DKNG)
Spotify’s story is starting to mirror Netflix’s, Jim Cramer says (https://www.cnbc.com/2020/06/22/jim-cramer-spotify-story-is-starting-to-look-a-lot-like-netflix.html)
- CNBC’s Jim Cramer likened Spotify to Netflix.
- “I think Spotify’s doing the same thing, and now that the market’s finally bought into their podcasting strategy — which is a great one — what matters here is subscriber growth,” the “Mad Money” host said about the company’s investment moves.
- “As long as Spotify can keep hitting these numbers, I think it’s got a lot more upside,” he said.
Ticker: SPOT
Cramer’s lightning round: Caterpillar needs an acceleration of our economy (https://www.cnbc.com/2020/06/22/cramer-lightning-round-caterpillar-needs-economic-acceleration.html)
- Unum Group: “No, it’s got some liabilities that I don’t want. … I want you to stay away from them There’s some hidden risk there.”
- Cerus Corp.: “We had them on. I got a lot of queries about them after. I think it’s a good company and a very smart CEO. I’m there for that one.”
- Alibaba: “What we care about, frankly, is that they are doing incredibly well … We have our disputes, but there are companies in China that are doing very well with American-style financials and Alibaba is one of them.”
- Yandex: “You’re 17 and I’m not going to discourage anything that you want to do … because I need you to learn. So, I’m going to say that’s fine. I have other ideas. I have them in my charitable trust … but a 17-year-old is interested in he’s done some homework on that is OK with me.”
- Caterpillar: “Caterpillar needs a very fast — it needs an infrastructure bill and it needs an acceleration of our economy. It’s very well run now. It’s not going to be like the old days, where it goes back to $60-70, but I just wish that there was more to hang your hat on.”
- Sunrun: “You know it better than I do. I have not done enough work on Sunrun and one of the reasons why is because I say if you want a solar, you buy Tesla.”
Ticker: UNM, CERS, BABA, YBDX, CAT, RUN, TSLA
Other Stocks Mentioned (Calls with listeners): Master Card (MA) [Cramer’s charitable trust owns Master Card, but is not Venmo or Paypal, and not as good as Square], Alphabet (GOOGL) [Not feel too negative about ads, Charitable trust owns it, and Cramer feels terrific about it]
Other Topic: Executive Interview with Checkpoint
New High Lists from S&P 500 :(1) Regeneron Pharmaceuticals (REGN), (2) Activision Blizzard (ATVI), (3) Incyte (INCY), (4) Adobe (ADBE), (5) Tractor Supply (TSCO), (6) Hologic (HOLX), (7) ServiceNow (NOW), (8) Clorox (CLX), (9) Microsoft (MSFT), (10) Nasdaq (NDAQ), (11) AmerisourceBergen (ABC), (12) Apple (APPL), (13) Cadence (CDNS), (14) Synopsys (SNPS), (15) Danaher (DHR), (16) T-Mobile (TMUS), (17) Electronic Arts (EA), (18) KLA Corp (KLAC), (19) Lowe’s (LOW), (20) PayPal (PYPL).
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