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2020年7月14日 11:06 PM #5061
暮眞★潤 (Jun Kurema)
キーマスターWall Street did something ‘highly unusual’ in Tuesday’s session, Jim Cramer says (https://www.cnbc.com/2020/07/14/jim-cramer-wall-street-did-something-highly-unusual-tuesday.html)
- “This market is divided into four camps,” CNBC’s Jim Cramer said [Note 1].
- “That’s why the Dow stocks did much better than the S&P, which in turn did much better than the once-scorching Nasdaq,” the “Mad Money” host said.
- “This is highly unusual, but it makes sense if you think of the market in terms of competing camps,” he said.
[Note 1] Four camps include (1) the vaccine optimists, (2) vaccine pessimists, (3) those concerned about spiking Covid-19 cases, and (4) those unconcerned about spiking Covid-19 cases.
[Note 2] Winning stocks Cramer thinks stuck out like a “sore thumb” during the trading day: McCormick (MKC), Clorox (CLX), Johnson & Johnson (JNJ), Regeneron (REGN), nCino (NCNO), Mastercard (MA), Walmart (WMT), Costco (COST)
Executive Interview: Livongo Health executive chairman talks diabetes and coronavirus (https://www.cnbc.com/video/2020/07/14/livongo-health-exec-chairman-talks-diabetes-and-coronavirus.html)
Livongo Health Executive Chairman Glen Tullman discussed steps people with preexisting conditions can take to limit their chances of being exposed to Covid-19.
Ticker: LVGO
Off the Charts: Charts suggest the S&P 500 climb will stall out at the end of July, Jim Cramer warns (https://www.cnbc.com/2020/07/14/jim-cramer-charts-suggest-sp-500-climb-will-stall-out-in-late-july.html)
- “The charts, as interpreted by the legendary Larry Williams, suggest the S&P could climb another 4% or 5% over the next two weeks,” CNBC’s Jim Cramer said.
- Come July 28, however, Williams expects the market to start rolling over, the “Mad Money” host said.
- The rollover could hurt, as investors are now too long on stocks, he warned.
Executive Interview: Payroll processor Paychex CEO says Florida, U.S. South are leading in job creation during pandemic (https://www.cnbc.com/video/2020/07/14/paychex-ceo-florida-us-south-are-leading-in-job-creation.html)
Paychex CEO Marty Mucci said on “Mad Money” that he expects a “little blip” due to spiking Covid-19 cases, but suggested that the economy continues to recover.
Ticker: PAYX
Cramer’s lightning round: Buy more VMware (https://www.cnbc.com/2020/07/14/cramers-lightning-round-buy-more-vmware.html)
- VMware: “I think many good things can happen to VMware. I don’t think Dell will ever hurt VMware. You know I like the management team there very much and I think you should buy more stock.”
- Cyberark Software: “I’m going to say Cyberark’s still good.”
- Gap: “I am so torn on Gap … and if I’m torn, that means buy Costco.”
- Snap: “Here’s why I like Snap: because Facebook keeps shooting itself in the foot, because people are worried about Twitter and, you know, a lot of hating stuff, so you end up thinking ‘well hold it, I’ll put some ads on Snap,’ and that’s what’s happening.”
- Sorrento Therapeutics: “Sorrento is a longshot.”
- Dominion Energy: “I like Dominion very much.”
- Chubb: “If you like the insurers, it is the best insurer. … I’m not a huge fan about the insurers right now, but if I wanted to own an insurer it’s an easy call. The answer is Chubb.”
- Penn National: “I think it’s terrific. I like the tie-in with Barstool. [Dave] Portnoy is exciting to me. I like the fact that sports are coming back … I think Penn Nat is diversified very well.”
Ticker: VMW, CYBR, GPS, COST, SNAP, FB, SRNE, D, A, PENN
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