Mad Money: 2020年6月23日(火)の放送の要点

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    • #4743
      暮眞★潤 (Jun Kurema)
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      Jim Cramer recommends investors with big gains trim holdings and protect profits (https://www.cnbc.com/video/2020/06/23/jim-cramer-investors-with-big-gains-should-trim-and-protect-profits.html)

      Sometimes after a big win it’s best to walk out of the casino and go buy a cashmere sweater, the “Mad Money” host said.

      Three groups of investors who are buying now: (1) Foreign Investors [buy high, sell low investors], (2) Aggressive Mutual Fund Managers [Keep buying same stocks such as Apple, Microsoft, Amazon, Facebook. Never know when to stop], (3) Retail Traders [day traders].

      Retail Investors’ Favorite Stocks (momentum stocks): Penn National (PENN), Moderna (MRNA), Tesla (TSLA), Royal Caribbean (RCN), Snap (SNAP), MGM Resorts (MGM), Sprint Airline (SAVE), Norwegian Cruise (NCLH), GoPro (GPRO), Marathon Oil (MRO)

       

      Off-the-Charts: Jim Cramer says playing Larry Williams’ Fourth of July trade ‘makes a lot of sense’ (https://www.cnbc.com/2020/06/23/jim-cramer-larry-williams-fourth-of-july-trade-makes-a-lot-of-sense.html)

      • CNBC’s Jim Cramer broke down chart analysis from veteran stock trader Larry Williams to make a case for trading the S&P 500 ahead of the July 4 holiday.
      • “I think this Fourth of July trade from Larry Williams makes a lot of sense, as long as you’re disciplined about it,” the “Mad Money” host said.
      • “If you want a short-term trade with a terrific track record, Williams says you should buy the S&P two days before July 4,” he said.

       

      Cramer’s lightning round: Two thumbs up for AstraZeneca (https://www.cnbc.com/2020/06/23/cramer-lightning-round-two-thumbs-up-for-astrazeneca.html)

      • Taiwan Semiconductor: “I think Taiwan Semiconductor is not a good stock. I think it is a great stock and I can’t believe how little it’s talked about here. That’s how good it is. I’m going to try to bring it back.”
      • Inseego: “That’s a 5G company that I kind of really like.”
      • Agenus: “It’s not doing anything. It’s just not doing anything and, to me, it bothers me. It bothers me. It’s a momentum play … I’d like to see some really big news from them.”
      • Eldorado Resorts: “No one has asked me about Eldorado Game. I’m going to send you to the one that I know people are tired of hearing about, but I”m consistent. I’m saying Penn Nat is right.”
      • AstraZeneca: “You know, if you would’ve asked me five years ago about AstraZeneca I would’ve said ‘next!’ But they have really gotten their act together. I wish they’d come on air. That is one well-run company with some great franchises. I am saying two thumbs up.”
      • Halliburton: Sell
      • Alaska Air Group: “It is a very well-run airline. You know, if you’re going to buy an airline, it’s well run, I always default to Southwest ‘cause it’s best run and ’cause it’s [CEO] Gary Kelly and it’s a $34 stock.”

      Ticker: TSM, INSG, AGEN, ERI, AZN, HAL, ALK, LUV

       

      Executive Interview: Impossible Foods CEO says the meat industry will be obsolete in 15 years — ‘That’s our mission’ (https://www.cnbc.com/2020/06/23/impossible-foods-ceo-meat-industry-will-be-obsolete-within-15-years.html)

      • “From a nutritional standpoint our products match the protein quality and content of the animal products that they replace” and “ours is a clear winner from a health and nutrition standpoint,” Impossible Foods CEO Patrick Brown told CNBC.
      • “This is why I think people are increasingly aware plant-based products are going to completely replace the animal-based products in the food world within the next 15 years,” he said in a “Mad Money” interview.
      • “That’s our mission. That transformation is inevitable,” he said.

       

      Other Stocks Mentioned (Calls with listeners): Cracker Barrel (CBRL) [No, buy Chiptole instead], Sturm Ruger (RGR) [Usually not recommend gun stock, but RGR has very good balance sheet], Smith & Wesson (SWBI), Purple Innovation (PRPL) [don’t like the business one bit], Simulations Plus (SLP), Fastly (FSLY)

      Other Topic: Executive Interview with Lands’ End

       

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