Mad Money: 2020年8月4日(火)の放送の要点

  • このトピックは空です。
0件の返信スレッドを表示中
  • 投稿者
    投稿
    • #5353
      暮眞★潤 (Jun Kurema)
      キーマスター

      2020年8月4日(火)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ&トランスクリプト(英文)が掲載されているCNBCサイトへのリンクも併記しています。

       

      Jim Cramer: ‘I can’t take how stupidly bullish this market can be’ (https://www.cnbc.com/2020/08/04/jim-cramer-i-cant-take-how-stupidly-bullish-this-market-can-be.html)

      • CNBC’s Jim Cramer railed against what he saw was “clueless buying” on the market Tuesday.
      • The “Mad Money” host used BP and Sorrento Therapeutics, both of whose stocks traded higher, as case studies.
      • “Never underestimate the power of enthusiastic buyers who do not know what they’re doing,” he said.

       

      Executive Interview:B&G Foods CEO expects pantry demand to hold up post-pandemic (https://www.cnbc.com/2020/08/04/bg-foods-ceo-expects-pantry-demand-to-hold-up-post-pandemic.html)

      • “I think post-Covid, people will be working more at home, which means people will be eating more breakfast at home,” B&G Foods CEO Ken Romanzi told CNBC Tuesday.
      • “We’re in the pantry, we’re in the freezer and we’re ready to continue to meet consumers’ needs as they cook and eat more at home,” he said in a “Mad Money” interview.
      • In a quarterly conference call last week, Romanzi told analysts that “new households are like the fountain of youth for a brand marketer.”

      Ticker: BGS

       

      The electric vehicle bubble, minus Tesla, has ‘started to burst,’ Jim Cramer says (https://www.cnbc.com/2020/08/04/cramer-the-electric-vehicle-bubble-minus-tesla-has-started-to-burst.html)

      • CNBC’s Jim Cramer warned investors against over-speculation in the electric vehicle market.
      • “The bull market in Tesla is real and it’s spectacular. The bull market in the rest of the electric vehicle plays feels way less substantial, and once again I’m warning you to stay away, no matter how awesome it seems,” the “Mad Money” host said.
      • “Especially now that Tesla’s pulling back from its highs, I think it’s time to stop overthinking this story and go with best of breed,” he said.

      Stock & Ticker: Tesla (TSLA), Nikola (NKLA), Nio (NIO), Li Auto (LI), Tortoise Acquisition (SHLL), Spartan Energy Acquisition (SAPQ), DiamondPeak (DPHCU)

       

      Cramer’s lightning round: I would sell Dropbox (https://www.cnbc.com/2020/08/04/cramer-lightning-round-i-would-sell-dropbox.html)

      • Kellogg: “I like Kellogg. I think it’s OK. Not my favorite food stock. There are others that I like even more, but it’s not bad. It’s not as bad as it used to be.”
      • Smartsheet: “No. If you’re going to do cloud-based workflow, you’re just going to need to do ServiceNow or … Salesforce.com.”
      • Uber Technologies: “I think Uber’s OK. I mean, look: Uber has to get rid of anything that is not making money … and I think they have a capability of doing that, but if they don’t” it’s just not going to work.
      • Dropbox: “That’s a tougher one … The stock is almost at its high, but I’m a seller, not a buyer.

      Ticker: K, SMAR, NOW, CRM, UBER, DROP

       

      Other Stocks Discussed (calls with Audience): Nike (NIKE), Ebay (EBAY), Ford (F),  Plug Power (PLUG)

       

      本トピックに関する質問、コメントは親フォーラム「米国での投資」お役立ちフォーラムから新規トピックとしてご投稿ください。

      Disclaimer

      ****************************

      前回のエピソード 次回のエピソード

       

0件の返信スレッドを表示中
  • トピック「Mad Money: 2020年8月4日(火)の放送の要点」には新しい返信をつけることはできません。