Mad Money: 2020年7月14日(火)の放送の要点

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    • #5061
      暮眞★潤 (Jun Kurema)
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      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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