Mad Money: 2020年7月23日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

Cramer: Johnson & Johnson’s stock stands out in the crowded race for a coronavirus vaccine (https://www.cnbc.com/2020/07/23/jim-cramer-breaks-down-stocks-in-the-race-for-a-coronavirus-vaccine.html)

• CNBC’s Jim Cramer on Thursday helped investors make sense of the crowded race for a coronavirus vaccine, breaking down which of the competitors have stocks worthy of being bought.
• “Our fate is in the hands of a few dozen companies with a dizzying array of clinical trials, and whoever gets there first is going to make a lot of money for shareholders,” the “Mad Money” host said.
• As of now, Johnson & Johnson offers investors the most promising stock, Cramer said.

Stocks & Ticker: AstraZeneca (AZN), Moderna (MRNA), Pfizer (PFE), BioNTech (BNTX), Johnson & Johnson (JNJ), Novavax (NVAX), Sanofi (SNY), GlaxoSmithKline (GSK)

 

Cramer: Major tech stocks may start selling off, but investors should not panic (https://www.cnbc.com/2020/07/23/cramer-major-tech-stocks-may-start-selling-off-but-investors-should-not-panic.html)

• Investors who have major tech stocks in their portfolio should brace for potential selling this earnings season, CNBC’s Jim Cramer said Thursday.
• “You’re going to have to watch the rest of the market catch up a bit to them while they decline in value,” the “Mad Money” host predicted.
• “But at some point, they’ll make a comeback, because these are indeed the best companies on Earth,” he said.

Ticker: AAPL, FB, GOOGL, AMZN, MSFT, TSLA, NFLX,

 

Cramer’s lightning round: Look to Raytheon and Honeywell for aerospace stocks (https://www.cnbc.com/2020/07/23/cramers-lightning-round-look-to-raytheon-and-honeywell-for-aerospace-stocks.html)

• Trade Desk: “I like Trade Desk. It’s incredibly well run. It’s virtually, it’s really the only company that people want to use other than Alphabet. I just think you stick with TTD. Wild trader, though.”
• Astronics Corporation: “No. It’s too speculative. If you want to do anything in aerospace, then I just have to send you to either Raytheon or Honeywell, which reports tomorrow morning.”
• GW Pharmaceuticals: “People kept thinking that everyone would use it off-label. In other words, that doctor would prescribe it too more things than just the limited label that it’s got. And they haven’t done that, which is why the stock is stock. I think it’s a good company. If you’re going to have any sort of success to cannabis, it’s got to be dosed. GW doses.”
• Dish Network: “They do have a lot of spectrum. I kind of like it. I’m very much alone in liking this. I do not know a lot of people who like it. I do like it, so I’m in the minority.”
• Takeda Pharmaceutical: “Good company. Good yield. Not talked about enough. Japanese. Has some great research here. I think they’re smart people. I am in favor of buying that stock.”
• Moog: “Moog is not a company I’ve looked at in a very long time. Therefore, I cannot opine on it and I have to come back with a better analysis.”

Ticker: TTD, GOOGL, ATRO, RTX, HON, GWPH, DISH, TAK, MOG-A

 

Executive Interview: Lemonade CEO says the company is trying to disrupt insurance by actually building trust with customers (https://www.cnbc.com/2020/07/23/lemonade-ceo-distrust-is-an-expensive-problem-for-insurance-industry.html)

• Lemonade CEO Daniel Schreiber told CNBC on Thursday the insurance company’s goal is to build trust with its customers.
• “Perhaps the costliest problem in insurance is distrust. People don’t like their insurance companies,” he told CNBC’s Jim Cramer in a “Mad Money” interview.
• Lemonade, which went public in early July, closed at $82.16 per share on Thursday.

Ticker: LMND

 

Executive Interview: MP Materials CEO on its goal to ‘restore the full rare earth supply chain’ to the U.S. (https://www.cnbc.com/video/2020/07/23/mp-materials-ceo-on-its-goal-to-restore-the-full-rare-earth-supply-chain-to-the-u-s.html)

MP Materials CEO Jim Litinsky tells CNBC’s Jim Cramer that the company’s goal is to bring the full rare earth supply chain to the U.S. and create value for shareholders in the process.

 

Other Topic (no video clip): “Cramer is breaking down nCino, a company that operates cloud based software for banks, after its IPO and what investors should look for when thinking about starting a position.” [buy when price fall below $68, hopefully at mid-$40]

 

Other Stocks Mentioned (Calls with audience): Domino Pizza (DPZ) [very good stock, own it right here], Peloton (PTON) [sell half tomorrow], GEO Group (GEO) [do not touch, very unsustainable], Albertsons (ACI) [like it].

 

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