Mad Money: 2020年8月5日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年8月5日(水)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 says his 11-stock ‘Go’ list is signaling ‘something big could be afoot’ with the pandemic recovery (https://www.cnbc.com/2020/08/05/coronavirus-recovery-cramers-stock-go-list-shows-promising-signs.html)

• “The stocks on my Go list … are screaming, despite the skyrocketing [Covid-19] case count,” CNBC’s Jim Cramer said.
• “Every single stock on my ‘Go’ list,” the “Mad Money” host said, “was up today, meaning that something very big could be afoot. That is highly unusual.”
• “Right now the Go list says that, by this time next year, we’ll have found a way back to normal, or at least an almost normal situation and it’s probably going to happen much sooner than that,” he said.

Cramer’s Go List: Disney (DIS), PVH (PVH), Emerson Electric (EMR), Mastercard (MA), Nike (NIKE), PPG Industries (PPG), DuPont (DP), Ralph Lauren (RL), 3M (MMM), Union Pacific (UNP), Nucor (NUE)

 

Executive Interview: Beyond Meat leaned on grocery stores to hit a sales milestone, CEO says (https://www.cnbc.com/2020/08/05/beyond-meat-leaned-on-grocery-stores-to-hit-a-sales-milestone-ceo-says.html)

• Beyond Meat brought in more than $100 million in quarterly revenue for the first time in the company’s history, CEO Ethan Brown said.

Ticker: BYND

 

Xilinx CEO explains why there will be three generations of 5G equipment (https://www.cnbc.com/video/2020/08/05/xilinx-ceo-explains-why-there-will-be-three-generations-of-5g-equipment.html)

Xilinx CEO Victor Peng said the tech industry is in the “very early innings” the latest iteration of wireless technology and that it will be a big opportunity for the semiconductor company.

Ticker: XLNX

 

Cramer’s lightning round: American Airlines can put some points on (https://www.cnbc.com/2020/08/05/cramers-lightning-round-american-airlines-can-put-some-points-on.html)

• Sarepta Therapeutics: “I really think you should own it. I prefer Vertex, by the way. I would swap out of it into Vertex, but I think you’ve got a good one.”
• Lumentum: “It’s a smoke show right now. … This group has always hurt me when it’s gotten this hot, so I want to be careful.”
• Royalty Pharma: “You want to own this one. If anything, you want to buy some. It’s coming in nicely. It’s a good opportunity.”
• American Airlines: “I agree with that. I like American. Now, I’m a big Southwest fan, but I saw American breakthrough that $12 level and I said: ‘You know what, I think that one can put some points on.’”
• TJX Companies: Buy.
• Southern Company: “The group is signaling that we’re about to get an acceleration in the economy. You don’t want to buy that stock right now. If you need a utility, you buy Sempra.”

Ticker: SRPT, VRTX, LITE, RPRX, AAL, LUV, TJX, SO

 

Sempra Energy CEO talks being an energy company that is growing (https://www.cnbc.com/video/2020/08/05/sempra-energy-ceo-talks-being-an-energy-company-that-is-growing.html)

Sempra Energy CEO Jeff Martin explained why he considers his company to be a “top-tier” growth story.

Ticker: SRE

 

Other Stocks Discussed: (1) Calls with Audience –– Kratos Defense (KTOS) [Good Stock. Go Higher], General Electric (GE) [3M, DuPont are better], Kimbery Clark (KMB) [Hold on], Royal Caribbean (RCL) [Too late to sell. Favorite is Norwegian.], 8×8, Inc. (EGHT), (2) Stocks to Refocus on: Wendy’s (WEN), Regeneron Pharmaceuticals (REGN), Teladoc Health (TDOC), Livongo Health (LVGO) [If you sold those stocks today, you would be regret it.]

 

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