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2020年7月22日 10:58 PM #5250
暮眞★潤 (Jun Kurema)
キーマスターCramer says this tech stock rally is not like 1999 — but here is what could stop it (https://www.cnbc.com/2020/07/22/cramer-says-this-tech-stock-rally-is-not-like-1999-but-here-is-what-could-stop-it.html)
- CNBC’s Jim Cramer said the stock market’s rally from coronavirus crisis lows shouldn’t be compared with the speculation in tech stocks that preceded the bursting of the dot-com bubble.
- Today’s tech leaders like Apple, Amazon and Microsoft are “some of the most profitable companies in history,” the “Mad Money” host said.
- But Cramer said government regulation, geopolitical tensions and controlling the coronavirus do present risks to tech’s role in powering stocks higher.
Ticker: AAPL, AMZN, MSFT, GOOGL, FB,
Pelosi says more aid directly to Americans is needed to support economic recovery (https://www.cnbc.com/2020/07/22/pelosi-says-more-aid-directly-to-americans-is-needed-to-support-economic-recovery.html)
- House Speaker Nancy Pelosi told CNBC on Wednesday that additional financial aid to Americans is needed to support the U.S. economy’s recovery from the coronavirus-induced recession.
- The California Democrat told Jim Cramer that providing support for businesses to stay open is important, “but if you don’t have people coming in the doors, you’re still having a problem.”
“So that’s why we want to put money in the pockets of the - American people so that they can, in this consumer economy, spend, inject demand into the economy, create jobs,” she said on “Mad Money.”
Jim Cramer blasts SEC’s ‘outrageous’ proposed rule change for institutional investor disclosures (https://www.cnbc.com/2020/07/22/jim-cramer-rips-secs-proposed-rule-change-for-institutional-investors.html)
- CNBC’s Jim Cramer on Wednesday railed against a proposal to update a security law that provides oversight over Wall Street activity.
- “If you believe Wall Street is important, if you believe business is important, if you believe the market is important, then the public deserves to know who owns what,” Cramer said.
Executive Interview: First Horizon CEO says he is ‘optimistic’ about the bank’s upcoming performance despite coronavirus (https://www.cnbc.com/video/2020/07/22/first-horizon-ceo-says-he-is-optimistic-about-the-banks-upcoming-performance-despite-coronavirus.html)
Bryan Jordan, chief executive of First Horizon National Corporation, joined CNBC’s Jim Cramer on Wednesday to discuss how the bank is navigating the coronavirus crisis.
Ticker: FHN
Cramer’s lightning round: ‘You should stay away’ from Nikola (https://www.cnbc.com/2020/07/22/cramers-lightning-round-you-should-stay-away-from-nikola.html)
- Emergent Biosolutions: “This is a very good company. I think you’re in a really good situation. J&J likes them. I like them.”
- Nikola Corporation: “Supply overwhelmed demand, which is not a good sign. Most of the good stocks are like Tesla where demand is overwhelming supply. I think that you should stay away. There is much better places for you to put your money.”
- PTC: “I think you should buy Autodesk. I think Autodesk is much better than PTC. Go for Autodesk. It’s just a better run company.”
- Olin Corporation: “It hasn’t benefit from this. It’s not going suddenly going to start benefiting. It’s a disappointment. If you want a chemical company, the only one I’m recommending right now after Dow’s had its big run is DuPont. Olin’s been a disappointment. I don’t want to put you in that house of pain.”
- Illumina: “Illumina is sensational. I was going to say, I hope he says either Illumina or Thermo Fisher or Danaher. All three of those are good ones. Illumina is a great company. I can’t believe no one snapped that one up when they had a chance.”
- Kinder Morgan: “I don’t like the pipelines… I just think the pipeline business was a once-great business without a lot of growth, and I do not think you should own that stock. If you do want oil, the ones I’m recommending once again are Pioneer because of [CEO Scott] Sheffield, Parsley because they have a great environmental footprint and yes, Chevron because Mike Wirth is as smart as they get.”
Ticker: EBS, JNJ, NKLA, TSLA, PTC, ADSK, OLN, DOW, DD, ILMN, KMI, PXD, PE, CVX
Executive Interview: Medallia CEO explains how the company’s software helps clients make multi-million dollar decisions (https://www.cnbc.com/video/2020/07/22/medallia-ceo-leslie-stretch-on-the-value-of-the-companys-software.html)
Medallia CEO Leslie Stretch chatted with CNBC’s Jim Cramer about the value of the company’s software. Stretch said it helps clients make “million dollar, 10-million dollar, billion-dollar decisions based on what customers are doing.”
Ticker: MDLA
Other Stocks Mentioned (Calls with audience): Starbucks (SBUX) [hold on], Aerojet Rocketdyne (AJRD) [great company], Linde (LIN) [recommending LIN, great], Novartis (NVS) [they make too many mistakes, one of the not great drug companies], Thermo Fisher (TM) [One of the best companies on earth], Apple Hospitality REIT (APLE) [I don’t like the stock, you should not be in the stock]
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