Mad Money: 2020年6月29日(月)の放送の要点

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      暮眞★潤 (Jun Kurema)
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      Jim Cramer: We saw a lot of ‘encouraging signs’ in Monday’s session (https://www.cnbc.com/2020/06/29/jim-cramer-we-saw-a-lot-of-encouraging-signs-monday.html)

      • “We had a lot of encouraging signs today, but keep in mind that this market loves veering from one extreme to the other,” CNBC’s Jim Cramer said Monday.
      • “Friday felt like the end of the world; today it feels like we’re out of the woods. Tomorrow? Who the heck knows?” the “Mad Money” host said.
      • “Too many states are gradually shutting down again to write” the spike in coronavirus cases “off as no big deal,” he said.

      Ticker: NIKE, FB, LUV, BA

       

      Executive Interview: Honeywell CEO talks developing innovative sustainability solutions (https://www.cnbc.com/video/2020/06/29/honeywell-ceo-talks-developing-innovative-sustainability-solutions.html)

      Honeywell CEO Darius Adamczyk said the company plans to test an energy storage product later this year that could “change the game.”

      Ticker: HON

       

      Executive Interview: Restaurant Brands CEO: Popeyes’ chicken sandwich has had an unprecedented impact on business (https://www.cnbc.com/2020/06/29/restaurant-brands-ceo-popeyes-chicken-sandwich-is-still-driving-sales.html)

      • Popeyes is still feeling the windfall from the launch of the chicken sandwich back in August, Restaurant Brands CEO Jose Cil told CNBC’s Jim Cramer.
        “The chicken sandwich brought in the regular daily [fast-food customer] for lunch, the single user, and those folks are coming in and they’re not just having the chicken sandwich,” he said in a “Mad Money” interview.
      • “They’re now experimenting and exploring the entire menu: desserts and side items and beverages, as well as bone-in chicken and the sandwich, and we’re seeing the entire business grow, and it’s been fun to watch,” he said.

      Ticker: QSR

       

      Cramer adds new stocks, recommends buying 12 laggards in his Covid-19 index (https://www.cnbc.com/2020/06/29/cramer-adds-new-stocks-recommends-buying-12-laggards-in-his-covid-19-index.html)

      • “When you look at the biggest winners in the index, they’re overwhelmingly tech companies that help facilitate the stay-at-home economy, and a lot of these got hit today,” CNBC’s Jim Cramer said.
      • The “Mad Money” dropped Baxter International, GlaxoSmithKline and Kellog from the Cramer Covid-19 Index for VMware, Fastly and Newmont Mining.
      • “As the pandemic flares up again, get ready after the industrial rotation ends. It’s time to circle back to the blue-chip Covid stocks that are still way off their highs,” he said.

      Added to Covid-19 Index: VMware (VMW), Fastly (FSLY), Newmont Mining (NEM),
      Removed from Covid-19 Index: Baxter International (BAX), GlaxoSmithKline (GSK), Kellogg (K)
      Biggest Winners on Covid-19 Index: – Zoom Video (ZM), Spotify (SPOT), Zscaler (ZS), DocuSign (DOCU), Etsy (ETSY), The Trade Desk (TTD), Livongo Health (LVGO), Square (SQ), Peloton (PTON), Cloudflare (NET)
      Blue-chip Under-performers to Consider Buying: Crown Castle (CCI), UnitedHealth Group (UNH), Procter & Gamble (PG), Conagra Brands (CAG), Campbell Soup Company (CPB), Barrick Gold (GOLD), Verizon (VZ), Walmart, AMD (AMD), Johnson & Johnson (JNJ), Pfizer (PFE), Centene (CNC)

       

      Cramer’s lightning round: James Taiclet will make Lockheed Martin some money (https://www.cnbc.com/2020/06/29/cramer-lightning-round-james-taiclet-will-make-lockheed-martin-money.html)

      • Discover Financial Services: “I actually prefer Square to it, I prefer PayPal to it. Both of them are better, even though both of them are coming down.”
      • Lockheed Martin: ”[CEO] James Taiclet’s coming in there and James Taiclet made us so much money in American Tower. I am not kidding. Don’t you touch that stock, other than to buy it.”
      • Union Pacific: “I have thought long and hard about Union. You’ve been reading my mind. I think Union Pacific should be on the other side of the barbell. It’s a great stock. We had them on. So many good things happening there.
      • Gap: “Well Kanye [West], that was a big signup for them, and I think people are going to go back and take a look at it. Maybe it goes to $15, but not beyond that” because “it’s in too many malls … I’m not a big mall guy.”
      • Inovio Pharmaceuticals: “What do you do with a biotech or a high-risk spec before they do announce anything? You [sell] the money you put in. I want you playing with the house’s money … and you’re going to promise me you’re going to do that tomorrow.”
      • Weis Markets: “I think it’s a value play. … I think it’s good. I think you’ve got a good one there. It’s not ‘shoot the lights out,’ but it’s good.

      Ticker: DFS, SQ, PYPL, LMT, AMT, UNP, GPS, INO, WMK

       

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