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2020年7月14日 1:18 AM #5057
暮眞★潤 (Jun Kurema)
キーマスター先週はMad Moneyがお休みだったため、久しぶりの放送でした。
Cramer’s earnings watch: ‘If the banks get hammered, things could get ugly’ (https://www.cnbc.com/2020/07/13/cramer-on-earnings-if-the-banks-get-hammered-things-could-get-ugly.html)
- “If the banks can rally, then maybe we’ve gone ‘through the looking glass,‘” CNBC’s Jim Cramer said ahead of big banks’ turn to report quarterly earnings.
- “If the banks get hammered, things could get ugly,” the “Mad Money” host warned.“
- This is the week when we find out if the real world is going to intrude on the stock market world, and that’s what happened today, but tomorrow’s the big test,” he said.
Ticker: JPM, WFC, C, DAL, GS, UNH, BAC, MS, JNJ, TW, DPZ, NFLX, FHN
Crown Castle’s ‘good story can get even better’ on activist fight, Jim Cramer says (https://www.cnbc.com/2020/07/13/cramer-crown-castles-good-story-can-get-even-better-in-activist-fight.html)
- CNBC’s Jim Cramer said activist fund Elliott Management’s position in Crown Castle is good news for shareholders.
- “Either Crown Castle gives Elliott what they want and you get a leaner, meaner cell tower play with a high dividend, or Crown Castle ups its game to fend off the activists,” the “Mad Money” host said.
- “Either way, this already good story can get even better as Elliott’s work, as always, is top-notch and begs to be listened to,” he said.
Ticker: CCI, SBAC, AMT
Salesforce’s Marc Benioff: Face masks can end the U.S. coronavirus crisis within weeks (https://www.cnbc.com/2020/07/13/marc-benioff-widespread-face-mask-use-can-end-the-spread-of-coronavirus.html)
- “Masks are so important,” Salesforce CEO Marc Benioff told CNBC’s Jim Cramer.
- “If everyone in the United States wore a mask for 3 weeks — just 3 weeks — we would not have anymore coronavirus because there would be no more spread, but people do not want to wear masks,” he said on “Mad Money.”
- The two have teamed up to sponsor Next-Gen Mask Challenge, a contest launched by the global pandemic response coalition XPRIZE Pandemic Alliance to induce widespread mask-wearing in America.
Ellevest’s Sallie Krawcheck says the economic crisis has caused a ‘she-cession’ (https://www.cnbc.com/2020/07/13/ellevest-ceo-the-economic-downturn-has-caused-a-she-cession.html)
- “The she-cession is what we’re in, which is a recession in which women are disproportionately hurt” given their roles in the workplace and at home, Ellevest CEO Sallie Krawcheck told CNBC.
- “Sadly, women went into this downturn with 32 cents of wealth to a White man’s dollar,” and Black and Brown women are “going backwards at a greater rate,” she said in a “Mad Money” interview.
- “You can’t be for equality for women if you’re not also anti-racist working for equality for Black and brown women, women of color,” she said.
Cramer’s lightning round: Zoom’s pullback is a buying opportunity (https://www.cnbc.com/2020/07/13/cramer-lightning-round-zooms-pullback-is-a-buying-opportunity.html)
- Nordstrom: “Two-year time horizon? No. It still hasn’t changed, not when we have so many great retailers that are dominating. Look, I would rather own Walmart than Nordstrom, to be honest. I would rather own Target.”
- Workhorse: “It’s incredibly speculative. Speculation has been working. … I think it’s flavor of the month, but you know what, it tastes good.”
- Ameresco: “I am a big believer in renewable energy … You can put 5% of your portfolio into this, but no more, please. These are really speculative.
- Zoom Video Communications: “Zoom reversed today. … I think that people don’t want to hear this, but this sell-off is actually an opportunity in Zoom. So I would start, but start small. Why small? Because that reversal today scared a lot of people and is going to bring out more sellers tomorrow.”
- GlaxoSmithKline: “No need. No need to buy more and the reason I say that is because they don’t have the earnings growth that you want. They just don’t and as far as I’m concerned the problem with Glaxo is that people just want it for the yield, 4.7%. I like growth when it comes to drugs. I actually think Bristol-Myers’ a better buy.”
- World Wrestling Entertainment: “No. If you’re starved for [sports], what you ought to go do is buy a video game stock. I think it’s a better bet because I don’t know when live is going to come back.”
- Rite Aid: “Rite Aid I believe is what we call, John, a short squeeze. There are a lot of people betting against it. I don’t think it’s doing that well. I don’t know if you caught Walgreens last week, but all the way out at the beach I saw that was bad. These guys aren’t nearly anywhere as good as Walgreens.”
Ticker: JWN, WMT, TGT, WKHS, AMRC, ZM, GSK, BMY, WWE, RAD
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