Mad Money: 2020年7月17日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

Cramer’s week ahead: Big week for earnings, even bigger week for vaccines（https://www.cnbc.com/2020/07/17/cramer-week-ahead-big-week-for-earnings-even-bigger-week-for-vaccines.html）

• Vaccine news will paint stock market activity next week, CNBC’s Jim Cramer said.
• “Big week for earnings. Even bigger week for vaccines. They hold the key, not companies,” the “Mad Money” host said.
• “We’ll pay more for the earnings of the non-Covid companies if The Lancet publishes some good news from AstraZeneca’s vaccine trial,” he said.

Next Week’s Earning call schedules: (Mon) IBM; (Tue) Lockheed Martin, Coca-Cola, Texas Instruments, Snap, United Airlines; (Wed) Microsoft, Tesla, Chipotle, CSX; (Thur) AT&T, Union Pacific, Tractor Supply, Twitter, Southwest Airlines, American Airlines, Intel, Skyworks, Boston Beer; (Fri) Honeywell International, American Express, Verizon.

 

Jim Cramer: A better way to invest in the Covid-19 vaccine gold rush (https://www.cnbc.com/2020/07/17/jim-cramer-a-better-way-to-invest-in-the-covid-19-vaccine-gold-rush.html)

• “Rather than chasing the Covid vaccine developers that are panning for gold, I want to go with the equipment suppliers that sell the medical equivalent of pans and picks and shovels to the gold miners,” CNBC’s Jim Cramer said.
• The “Mad Money” host recommended investors take a look at Abbott Laboratories, Thermo Fisher Scientific, Danaher and Honeywell International.
• “All these little vaccine developers with Covid-19 exposure are roaring here, but there can be only most likely let’s say three or four actual winners,” he said.

Covid vaccine developers: JNJ, PFE, RGEN, MRNR, AZN
Equipment Suppliers: ABT, TMO, DHR, HON

Executive Interview: Nutanix CEO on measuring the cloud company’s performa (https://www.cnbc.com/video/2020/07/17/nutanix-ceo-on-measuring-the-cloud-companys-performance.html)

Nutanix CEO Dheeraj Pandey in an interview with “Mad Money” host Jim Cramer explained how he measures the cloud company’s success.

Ticker: NTNX

 

Cramer’s lightning round: I would own Teradyne (https://www.cnbc.com/2020/07/17/cramers-lightning-round-i-would-own-teradyne.html)

• Innovative Industrial Properties: “I think that’s an interesting stock and it’s got a good yield.
• Draftkings: “This stock has been a red-hot stock” and “they’re the soul, basically, the soul of sportsbook. I think that they’re brilliant guys” and “I’m not going to bet against them.”
• Teradyne: “I would own that.”
• Big Lots: “It’s got an activist in there and you can see some life and I have not like Big Lots historically, but the activists are very, very smart” but “if the activists get out, you have to get out.”
• Jumia Technologies: “We’re going to take a pass on Jumia.”

Ticker: IPR, DEACW, TER, BIG, JMIA

 

Other topics (video clip not available): (1) Executive Interview with Cyberark CEO;
 (2) Cramer’s Pin Action in Housing — (a)  A Strong Foundation – MACO (MAS), PPG Industries (PPG), Vulvam Materials (VMC), Martin Marietta Materials (MLM), Stanley Black & Decker (SWK), Deere & Company (DE), Scotts Miracle-Gro (SMG), Pool Corporation (POOL), Waste Management (WM); (b) Top Retail Pics – Best Buy (BBY), Home Depot (HD), Lowe’s (LOW) [Lowe’s is Cramer’s favorite]; (c) Homebuilders – Lennar (LEN), D.R. Horton (DHI), Toll Brothers (TOL)

Other Stocks: Arconic Corp (Pitsburgh) (ARNC) [hold], MP Materials [too speculative], K12 (LRN), Box (BOX) [rather buy Salesforce]

 

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