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2020年7月2日 11:14 PM #4903
暮眞★潤 (Jun Kurema)
キーマスターCramer’s week ahead: Big business is bouncing back, and bouncing back with a vengeance (https://www.cnbc.com/2020/07/02/cramer-week-ahead-big-business-is-bouncing-back-and-bouncing-back-with-a-vengeance.html)
- “I think this was a legitimate comeback, and a comeback gives you more latitude to buy stocks that depend on a healthy economy,” CNBC’s Jim Cramer said.
- “Nothing seems to matter anymore except which stocks to buy,” which is “staggering when you consider that we still do have 11% unemployment and a totally out-of-control epidemic,” the “Mad Money” host said.
- “The stock market is not a proxy for the economy, it’s a proxy for big business. Big business is bouncing back and bouncing back with a vengeance,” he said.
Ticker: PAYX, LEVI, BBBY, WBA
Executive Interview: Sustainable produce supplier Apeel lands deal with Wakefern grocery stores (https://www.cnbc.com/2020/07/02/sustainable-produce-supplier-apeel-lands-deal-with-wakefern-grocers.html)
- Apeel has partnered with Wakefern Food Corp. to introduce the sustainable produce supplier’s limes and save 1.4 million limes from going to waste each year.
- Apeel has released avocados, organic apples, mandarins and oranges, among other products, to address food sustainability around the globe, CEO James Rogers said.
- “Food waste today is this invisible tax that’s been posed on our food system to the tune of $2.6 trillion annually,” he said in a “Mad Money” interview.
Note: Apeel (private) was placed No. 34 on CNBC’s 2020 Disruptor 50 list
Cramer’s lightning round: I don’t like Archer-Daniels-Midland Co (https://www.cnbc.com/2020/07/02/cramers-lightning-round-i-dont-like-archer-daniels-midland-co.html)
- Vroom: “Well, Vroom and Carvana are riding a sweet spot of being able to buy without having to go and, you know what, when I see it used cars are on fire. I absolutely just love it. I think it’s a good company and I think that the auto industry, by the way, is coming back.”
- Archer-Daniels-Midland Co: “This stock has … really done absolutely nothing. I’m going to have to say ‘no.’ I don’t like Archer-Daniels-Midland.”
- Anterix: “I need to do more work on this.”
- Green Dot: “If it’s a financial technology digitized bank, it’s going to go up. … I still prefer PayPal and I prefer Square.”
- WPX Energy: “I am not recommending any oil stocks. None. Zip. No. Parsley is one that if you put a gun to my head I’d say ‘take that gun away from my head’ and you can go buy Parsley.”
- ANGI Homeservices: “I think you’re a smart man. We did a huge amount of work on ANGI. We said it was an ‘absolutely great stock.’ No one cared. Finally … people realize this is a terrific situation. I want you to stay on it.”
- American Tower: “I’m saying maybe you swap out of AMT and go into Crown Castle.”
- Starwood Property Trust: Starwood is in a “suboptimal situation.”
- Starbucks: “Everybody hates Starbucks now. Wait until they see what [CEO] Kevin Johnson’s got in mind. You’re going to see a Starbucks on every single corner and people are going to want that, and their drive-thrus are good.”
Ticker: VRM, CVNA, ADM, ATEX, GDOT, PYPL, SQ, WPX, PE, ANGI, AMT, CCI, STWD, SBUX
Other Topics (no Video Clip): (1) “Novavax and Inovio have run up recently, gaining 482% and 178% respectively in the past three months, but what should investors do with them as vaccine hopes rise and fall? Cramer’s discussing both companies and how investors should play them.” — NVAX, INO (2) “Cramer’s digging deeper into Accenture’s recent earnings.” — ACN
Other Stocks Mentioned (Calls with listeners): Maxar Technologies (MAXR) [speculative stock for young investors], Coka-Cola (KA) [Not growth stock, but has good dividends], First Horizon National (FHN) [good investment], Albertson (ACI), Amgen (AMGN) [hold on, good company], Royalty Pharma (RPRX) [Good company, will buy more now]
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