Mad Money: 2020年6月30日(火)の放送の要点

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    • #4884
      暮眞★潤 (Jun Kurema)
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      Jim Cramer breaks down his favorite stocks from a record second quarter (https://www.cnbc.com/2020/06/30/cramer-breaks-down-his-favorite-stocks-of-a-record-second-quarter.html)

      • “I’d say the most impressive stocks from my point of view … from the last three months were the ones with a lot of ingenuity and a lot more good luck,” CNBC’s Jim Cramer said.
      • “We had tons of winners this quarter,” the “Mad Money” host said.
      • As Covid-19 continues “spreading like wildfire, sadly, I bet these keep climbing, or I wouldn’t have picked them,” he said.

      2Q Standout Stocks: Zoom Video (VM), Paypal (PYPL), Apple (AAPL), Tesla (TSLA), Shopify (SHOP), Twilio (TWLO), Fastly (FSLY), Adobe (ADBE), Wix (WIX), Etsy (ETSY), Lululemon (LULU), Nvidia (MVDA), Netfix (NFLX), Regeneron Pharmaceuticals (REGN)

       

      Executive Interview: Conagra CEO on revamping Mrs. Butterworth’s brand: ‘Perception is reality’ (https://www.cnbc.com/2020/06/30/conagra-ceo-on-altering-mrs-butterworths-brand-perception-is-reality.html)

      • “Mrs. Butterworth’s was really architected to resemble a loving grandmother, but we can understand how some people may view it differently, may find it offensive,” Conagra Brands CEO Sean Connolly told CNBC’s Jim Cramer.
      • “We’re really in the listening mode right now. We want to understand what a diverse range of our consumers and our employees think, and we want to do what’s right,” Connolly said.
      • “It’s really part of a bigger initiative, Jim, really coming out of all the horrific things you’ve seen in society over the last couple months,” he said.

      Ticker: CAG

       

      Executive Interview: ‘We are so well positioned for where the world is going,’ Crown Castle CEO says (https://www.cnbc.com/video/2020/06/30/crown-castle-is-well-positioned-for-where-the-world-is-going-ceo-says.html)

      Interstate and railroads drove economic growth last century. The deployment of 5G will emerge as the next top economic driver, Crown Castle CEO Jay Brown said.

      Ticker: CCI

       

      Cramer’s lightning round: Nokia has ‘good things coming (https://www.cnbc.com/2020/06/30/cramer-lightning-round-nokia-has-good-things-coming.html)

      • Berkshire Hathaway: “It is not setting up as being a great time for Berkshire. I don’t want to bet against the great one, but that portfolio is not a great portfolio, but he cares a lot about taxes and therefore he’s not going to make any changes.”
      • Sirius XM: “Look, people are buying cars again and they’re buying used cars again. I think you’re fine.”
      • Nokia: “I think Nokia’s got a lot of good things coming. I like your idea.”
      • Beyond Meat: “Now, I know a lot of people feel the service theme is going to hurt them. That’s nonsense. I think you hold on to Beyond Meat, buy some a couple points lower.”
      • Inseego: “We like these guys. Frequently asked company. It’s a 5G play.”
      • Ford Motor: “I’m a balance sheet buy, John, and they’ve got a bad one and I’m not interested in buying a $6 stock if the balance sheet behind it is $6 worthy, so to speak.”
      • Vaxart: “This is a huge long shot … The stock’s at $8. They can run this thing to $16, just on hope. … Long shots sometimes come in, but long shots don’t usually come in. … I want to be in the best possible and that’s not the best possible.”
      • Anheuser Busch Inbev: “I don’t think it’s good. It’s down 40%. It’s not what I want. I’d rather see you in Pepsi. … It’s a better stock. Constellation reports tomorrow, so let’s see what’s going to happen there.”

      Ticker: BRK.A, SIRI, NOK, BYND, INSG, F, VXRT, BUD

       

      Executive Interview: Former Honeywell CEO Dave Cote: The trick to achiveing short- and long-term success in business (https://www.cnbc.com/video/2020/06/30/ex-honeywell-ceo-the-trick-to-achieving-short–and-long-term-success.html)

      “Success in business is always about achieving two seemingly conflicting things at the same time,” Dave Cote, who led Honeywell between 2002 and 2017, explained.

      Ticker: HON

       

      Other Stocks Mentioned (Calls with listeners): Boeing (BA) [Good for next 18 months, not for next 18 days], Ameresco (AMRC), Chewy (CHWY)

       

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