Mad Money: 2020年7月30日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

Jim Cramer reacts to Amazon, Apple, Facebook and Alphabet earnings (https://www.cnbc.com/2020/07/30/jim-cramer-reacts-to-amazon-apple-facebook-and-alphabet-earnings.html)

• “These big tech stocks have been roaring because they either benefit directly from the pandemic or they’ve figured out how to thrive in spite of it,” CNBC’s Jim Cramer said.
• The “Mad Money” host said “I dream of finding companies that [are] so powerful [and] so strong, that they end up being hauled in front of Congress for destroying their competition fair and square.”

Ticker: AMZN, AAPL, FB, GOOGL

 

Executive Interview: Utz Quality Foods CEO on going public, starting the ‘next century of growth’ (https://www.cnbc.com/video/2020/07/30/utz-quality-foods-ceo-on-going-public-and-the-next-century-of-growth.html)

Utz Quality Foods CEO Dylan Lissette explained why the company is working with Collier Creek to enter public markets via SPAC.

 

Executive Interview: Keurig Dr Pepper CEO: ‘We’re really bullish on where we’re going in the future”’ (https://www.cnbc.com/video/2020/07/30/keurig-dr-pepper-ceo-we-are-bullish-on-where-were-going-next.html)

Keurig Dr Pepper CEO Bob Gamgort told CNBC’s Jim Cramer he feels the company’s merger these came ‘to life’ in the latest quarter.

Ticker: KDP

 

Executive Interview: Taylor Morrison CEO details the emerging trends in the homebuying market (https://www.cnbc.com/video/2020/07/30/taylor-morrison-ceo-details-emerging-trends-in-the-homebuying-market.html)

Homebuyers are increasingly more interested in enhanced technology and healthy home features. Taylor Morrison CEO Sheryl Palmer explained how the homebuilder is serving those needs.

Ticker: TMHC

 

Cramer’s lightning round: We like Dynatrace (https://www.cnbc.com/2020/07/30/cramers-lightning-round-we-like-dynatrace.html)

• Ibio: “I’ve got to do a little more work on that $560 million bad boy, and we will come back. Interesting chart.”
• Vaxart: “Did you read the article about the insider selling? To me it was a — I didn’t like the tone of it, let’s put it that way. I didn’t like the tone of Vaxart.”
• Dynatrace: “We like Dynatrace. Look, it’s been a real winner. I don’t know. It’s a very expensive stock in terms of price-to-earnings ratio, so I don’t think anyone would buy it. I think you should stick with it.”
• Rosetta Stone: “This is an interesting, good household brand stock.”
• Blink Charging: “I can’t recommend it. I like Tesla.”

Ticker: IBIO, VXRT, DT, RST, BLNK, TSLA

 

The ‘restaurant apocalypse’ is ‘much worse than I thought,’ Jim Cramer says (https://www.cnbc.com/2020/07/30/jim-cramer-the-restaurant-apocalypse-is-much-worse-than-i-thought.html)

• “If you’re in the business of serving people food in a brick-and-mortar setting, all I can say is stick a fork in it, because that business is done,” CNBC’s Jim Cramer said.
• “Yum is the largest restaurant company on earth. Pizza Hut’s their largest division, and it might not need dining rooms at all,” the “Mad Money” host said.
• “That terrifies me because I’m in the restaurant business and most of us smaller operators simply are not built around takeout,” he said.

Ticker: YUM

Other Stocks Mentioned (Calls with audience): FirstEnergy Corp. (FE), DraftKings  (DKNG), Cloudflare (NET), United Parcel Service (UPS)

 

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