Mad Money: 2020年7月1日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

Jim Cramer deciphers the speculative and blue-chip stocks driving the market (https://www.cnbc.com/2020/07/02/cramer-deciphers-the-speculative-and-blue-chip-stocks-driving-the-market.html)

• “The whole market’s being upended by the pandemic and the lines they are shifting,” CNBC’s Jim Cramer said.
• “Formerly rock-solid companies are now on dangerous footing. Formerly speculative outfits have become titans of emerging industries,” the “Mad Money” host said.
• “This is a terrible situation for our country, it’s really bad for the economy as a whole, but incredibly that doesn’t necessarily mean it’s bad for the stock market,” he said.

Blue-Chip Stocks: FedEx (FDX), Pfizer (PFE), Tesla (TSLA), Facebook (FB)

Super-speculative Stocks: Workhorse (WHKS), Nio (NIO),Tortoise Acquisition (SHLL), VBI Vaccines (VBIV), Vaxart (VXRT)

 

Executive Interview: Pandemic headwinds ‘didn’t stop the quarter,’ Constellation Brands CEO says (https://www.cnbc.com/video/2020/07/01/pandemic-headwinds-did-not-stop-the-quarter-constellation-brands-ceo-says.html)

When you grow almost 20% in off-premise sales, you have a good quarter, alcoholic beverage company Constellation Brands CEO Bill Newlands said.

Ticker: STZ

 

Cramer’s lightning round: BlackRock is a buy (https://www.cnbc.com/2020/07/01/cramer-lightning-round-blackrock-is-a-buy.html)

• Micron Technology: “This stock shouldn’t have been down yesterday, Zack. That was crazy. I think it’s a great opportunity. Maybe get it at $48. It’ll really be a steal.”
• Everquote: “It’s another one. There’s a lot of companies that all they do is they get to the lowest price in insurance and people just — they love these companies.”
• Marvell Technology: “It’s our favorite 5G play. It just went up 12 points. I can’t count on this buy right here. Let it come back a little.”
• Calithera Biosciences: “It’s a spec anti-tumor play. You know how I feel about those. I’m blessing them, but a little bit of money only. … That one is fine, not great.”
• Moderna: “The RNA that I’m betting on is the Pfizer RNA.”
• BlackRock: “BlackRock’s a buy.”

Ticker: MU, EVER, MRVL, CALA, MRNR, PFE, BLK

 

Off-the-Charts: The S&P 500 ‘could get ugly’ in the near future, Jim Cramer warns (https://www.cnbc.com/2020/07/01/the-sp-500-could-get-ugly-in-the-near-future-jim-cramer-warns.html)

• The S&P 500 could be riding into a “make-or-break moment” in the short term, CNBC’s Jim Cramer said.
• “If it can’t break through last week’s highs at 3,100,” Cramer said,
• ”[chartist Carolyn] Boroden thinks you need to prepare for pain because the near future could get ugly.”
  Boroden maintains her 3,720 price target for the S&P 500.

 

Other Topics (no video clips): (1) “General Mills (GIS) CEO Jeff Harmening joins Cramer fresh off of earnings to discuss the packaged food company’s latest developments.” (2) “Cramer’s got the exclusive with Williams Sonoma (WSM) CEO Laura Alber to talk about how the company has performed in a new environment as the stock has nearly tripled from its March lows.”

Other Stocks Mentioned (Calls with listeners): Equinix (EQIX) [buy], Pinduoduo (PDD)

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