2020年7月30日 1:07 AM #5320暮眞★潤 (Jun Kurema)キーマスター
‘I’m sick and tired’ — Cramer bemoans talk of a Fed-induced stock market bubble (https://www.cnbc.com/2020/07/29/cramer-bemoans-talk-of-a-fed-induced-market-bubble-im-sick-and-tired.html)
- “I’m sick and tired of hearing that we’re in a bubble, that the Fed’s overinflating the price of stocks by printing money to keep the economy moving,” CNBC’s Jim Cramer said.
- “Believe it or not, there’s more to the economy than just the Federal Reserve, and there’s certainly more to the stock market,” the “Mad Money” host said after the Federal Reserve left the benchmark interest rate range in place.
- “You can call it a bubble if you want” but “I call it the Fed choosing not to destroy the entire economy for no good reason,” he said.
Executive Interview: Dexcom CEO talks meeting diabetes patients ‘where they are’ amid pandemic (https://www.cnbc.com/video/2020/07/29/dexcom-ceo-meeting-diabetes-patients-where-they-are-amid-pandemic.html)
Dexcom CEO Kevin Sayer discussed the glucose monitoring company’s relationship with drug stores, a key revenue driver for the company.
Big Tech hearing a chance to ‘rake the ultra-rich over the coals,’ Jim Cramer says (https://www.cnbc.com/2020/07/29/cramer-big-tech-hearing-a-chance-to-rake-the-ultra-rich-over-the-coals.html)
- “I come to praise the titans of tech, not bury them,” CNBC’s Jim Cramer said in defending Facebook, Amazon, Apple and Alphabet as their chief executives testified in front of a congressional subcommittee.
- These companies are the “best things the American economy has going for it” and the hearings “feel more like an opportunity to rake the ultra-rich over the coals,” the “Mad Money” host said.
- “In an increasingly globalized economy, maybe America needs some national champions of its own,” he said.
Ticker: FB, AMZN, AAPL, GOOGL
Executive Interview: Martin Marietta Materials CEO says company had ‘most profitable half year’ in its history (https://www.cnbc.com/video/2020/07/29/martin-marietta-ceo-the-most-profitable-half-year-in-our-history.html)
Martin Marietta Materials CEO Ward Nye explained how the aggregates supplier company managed to turn in strong results in its latest quarterly report.
Cramer’s lightning round: I think that HCA Healthcare is undervalued (https://www.cnbc.com/2020/07/29/cramer-lightning-round-i-think-that-hca-healthcare-is-undervalued.html)
- BioCryst Pharmaceuticals: “No. This thing has been kicking around forever. Let’s up our game. Let’s up our game. Let’s go to the Regenerons of the world. Let’s go to Eli Lilly.”
- Lumber Liquidators: “I think it’s not a great company, but it’s right now in the sweet spot of business so that you can buy it and it can go higher.”
- Jumia Technologies: “No. It’s Amazon” that you want to buy.
- Nio: “I only recommend one Chinese stock … just Alibaba. I don’t want to go crazy, here.”
- GTT Communications: “You want 5G. If you want 5G, I’ll give you Skyworks Solutions, I’ll give you Marvell Technologies, I’ll give you Qorvo, I will give you Qualcomm. Anyone of those is better than the one you just mentioned.”
- HCA Healthcare: “I think that HCA is undervalued.”
Ticker: BCRX, REGN, LLY, LL, JMIA, AMZN, NIO, BABA, GTT, MRVL, SWKS, MRVL, QRVO, QCOM, HCA
Executive Interview: Aprhia CEO: One of the most important things is weed legalization in the US (https://www.cnbc.com/video/2020/07/29/aprhia-ceo-the-big-opportunity-in-marijuana-is-recreational-use.html)
Aphria CEO Irwin Simon explained why recreational cannabis use will be the main driver for the Canadian cannabis producer.
Other Stocks Mentioned (Calls with audience): Cleveland-Cliffs (CLF), Eastman Kodak Company (KODK), Alaska Air (ALK) [No], Micron Technology (MU) [Broadcom (AVGO) is better].
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