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2020年7月20日 11:43 PM #5210
暮眞★潤 (Jun Kurema)
キーマスターCramer on Monday’s market action: ‘Too many buyers needed a reality check’(https://www.cnbc.com/2020/07/20/cramer-on-mondays-market-too-many-buyers-needed-a-reality-check.html)
- “I think the people who bought the recovery stocks all last week and sold the Nasdaq were expecting much more rapid” vaccine progress and responded by dumping cruise line, airline, hotel and shopping mall stocks, CNBC’s Jim Cramer said.
- “In other words, it’s not that the AstraZeneca results were disappointing, it’s that too many buyers needed a reality check,” the “Mad Money” host said. AstraZeneca released early stage vaccine trial data earlier Monday.
- “Once they realized there was no miracle cure, the Covid-19 stocks came back with a vengeance,” he said.
Executive Interview: Sorrento Therapeutics CEO talks moving Abivertinib into Phase 2 trial for Covid-19 (https://www.cnbc.com/video/2020/07/20/sorrento-therapeutics-ceo-on-abivertinib-being-cleared-for-phase-2-trial.html)
Sorrento CEO Henry Ji joined CNBC’s Jim Cramer to discuss receiving FDA approval to move forward with a study in hospitalized patients with moderate to severe COVID-19 symtoms.
Ticker: SRNE
Jim Cramer: ‘It’s hard to go wrong with the great outdoors stocks’(https://www.cnbc.com/2020/07/20/jim-cramer-it-is-hard-to-go-wrong-with-the-great-outdoors-stocks.html)
- “In the summer of Covid, it’s hard to go wrong with the great outdoors stocks, because people are desperate for a safe way to do anything,” CNBC’s Jim Cramer said.
- The “Mad Money” host recommends buying Pool Corp., Tractor Supply, Yeti and Newell Brands.
Ticker: Pool Corp. (POOL), Tractor Supply (TSCO), Yeti (YETI), Newell Brands (NWL)
Executive Interview: BioReference Labs says it will conduct coronavirus testing for all 32 NFL teams (https://www.cnbc.com/2020/07/20/nfl-contracts-bioreference-labs-for-coronavirus-testing-company-says.html)
- BioReference Laboratories will handle Covid-19 testing for all 32 NFL teams this season, Executive Chairman Dr. Jon Cohen told CNBC’s Jim Cramer.
- The private company was selected by the league on the recommendation of the NFL-NFLPA joint medical task force on screening and testing, according to league documents obtained by CNBC.
- Players and employees will be subjected to pre-entry coronavirus testing twice before being allowed to enter clubhouses for training camp and the preseason.
Cramer’s lightning round: Virgin Galactic is ‘one of those great speculative stocks of all time’ (https://www.cnbc.com/2020/07/20/cramer-lightning-round-virgin-galactic-is-one-of-those-great-speculative-stocks-of-all-time.html)
- Virgin Galactic: “I think that this is one of those great speculative stocks of all time. I mean, you’re either going to get like $50 or you’re going to get like $10. I like those odds.”
- Kingsoft Cloud: “Kingsoft is a Chinese company and I don’t really like a lot of Chinese companies, other than Alibaba.”
- Fastly: “I think Fastly is a really unbelievable company. Now, I wish the stock hadn’t run so much, but we had them on and I was kind of blown away by about how they’re democratizing the internet. I like that company very much.”
- United States Steel: “They’ve got that bad balance sheet and there’s no coming back from a bad balance sheet in this market. I’m not going to tell you to sell it because it’s all the way down there, but we want to buy those high-quality companies.”
- Anheuser-Busch: “You don’t want Anheuser-Busch. … You can own Boston Beer.”
- ZoomInfo Technologies: “ZoomInfo’s good. I need to buy more of it. I need some really, really good companies. I think you’ve got horse sense.“e
- Shopify: “You’re the only person on earth that is not up on Shopify at this very moment. Now here’s what I want you to do: Shopify is the second-largest platform for business in this country.
Ticker: SPCE, KC, BABA, FSLY, X, BUD, ZI, SHOP
Other Topics (no video clips): Assessment on Bank stocks.
Other Stocks Mentioned (Calls with audience):Grow Generation (GRWG) [not against buying], International Gaming Technology (IGT) [rather buy Draft King], Intel (INTC) [fine, but AMD is better], Callaway Golf Company (ELY) [buy, buy, buy], Restoration Hardware (RH) [Cramer is a buyer], Lumber Liquidators (LL) [will by Home Depot or Lowe’s, instead]
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