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2020年6月26日 12:08 AM #4763
暮眞★潤 (Jun Kurema)
キーマスターThe stay-at-home stocks surged as Texas paused reopening, Jim Cramer says (https://www.cnbc.com/2020/06/25/stay-at-home-stocks-suddenly-came-back-in-style-jim-cramer-says.html)
- “When the state of Texas was forced to pause its reopening plan because of record Covid infections … suddenly the stay-at-home stocks come back in style and it took up the whole market,” CNBC’s Jim Cramer said.
- “Many of today’s winners were the usual suspects that benefit from the pandemic,” the “Mad Money” host said.
- “The truth is we’ve been through this before and we know that lots of stocks benefit from the re-emergence of the stay-at-home economy,” he said.
Cramer’s Covid-19 Index Champs: (1) Earnings Winners: MacCormicks, Clorox, E-Commerce Stocks: Etsy, Wix, Shopify, Twilio, Facebook, (3) At-Home Office: Crowdstrike, Zscaler, Zoom, RingCentral, (4) Mega-Cap Tech Stocks: Facebook, Amazon, Apple, Microsoft, Alphabet
Executive Interview: Winnebago CEO says company is seeing an ‘influx of first-time buyers’ of RVs and boats (https://www.cnbc.com/video/2020/06/25/winnebago-ceo-sees-an-influx-of-first-time-buyers-of-rvs-and-boats.html)
First-time buyers of outdoor vehicles now represent half of Winnebago’s product sales, up from about one-third, CEO Michael Happe told Jim Cramer.
Ticker: WGO
Executive Interview: Brunswick CEO: Increased demand for boats ‘seems to be very sustained’ (https://www.cnbc.com/video/2020/06/25/brunswick-ceo-increased-demand-for-boats-seems-to-be-very-sustained.html)
Brunswick CEO David Foulkes discussed how boat sales have been on an upward trend after demand dropped in the first half of April amid a coronavirus pandemic.
Ticker: BC
Executive Interview: Marc Benioff says 35 states are now using Salesforce’s contact tracing technology for coronavirus (https://www.cnbc.com/2020/06/25/coronavirus-35-states-using-salesforce-contact-tracing-marc-benioff-says.html)
- More than 30 states are using Salesforce’s Work.com technology to carry out contact tracing in their states, CEO Marc Benioff told CNBC.
- The new platform launched in May to help businesses reopen their offices amid a coronavirus pandemic.
- “This is a time where every company needs to reassess its relevance to maintain its market share and innovation and right now for Salesforce that’s a major focus on Work.com,” he said in a “Mad Money” interview.
Ticker: CRM
Cramer’s lightning round: Stay in Yeti (https://www.cnbc.com/2020/06/25/cramer-lightning-round-stay-in-yeti.html)
- Plug Power: “I did a 10-year chart of Plug Power the other day. This is the first time that I actually think, you know what, these acquisitions were good. … I am saying that there’s more to it and I’ve got to come back and do a deep dive.”
- Yeti: “Yes, you stay in it. Yeti is having an unbelievable summer. It’s the summer of outdoors. You can’t have outdoors without Yeti and vice versa.”
- American Airlines: “I’ve got to give you a nay on that one.”
- General Electric: “Yeah, just hold it. [CEO] Larry Culp is going to figure it out … I just got to leave it like that.”
- Amyris: “We’ve got to do a deep dive on this one too. This is a very interesting story, and I like it.”
Ticker: PLUG, YETI, AAL, GE, AMRS
Other Stocks Mentioned (Calls with listeners): Virgin Galactic (SPCE) [one of most speculative stocks. Cramer would buy if he is very young and want to buy something crazy, but not for real], Expedia (EXPE) [Not like it], Proctor & Gamble (PG) [buy. Like the stock]
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