Mad Money: 2020年8月10日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年8月10日(月)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: ‘Everybody hates the barbell, until days like today’（https://www.cnbc.com/2020/08/10/jim-cramer-everybody-hates-the-barbell-until-days-like-today.html）

• “You need to maintain a diversified portfolio with high-quality companies that may be out of favor right now so that you won’t be forced to pay up for winners on days like today,” CNBC’s Jim Cramer said.
• “Everybody hates the barbell, until days like today when it keeps your portfolio from getting obliterated and driving you bonkers,” the “Mad Money” host said.
• “Stick with the barbell, otherwise you’ll want to throw up your hands and give up on the entire asset class every time we get a rotation,” he said.

 

Executive Interview: Take-Two Interactive CEO: Rockstar Games ‘ushered in a sea change’ of recurring consumer spending (https://www.cnbc.com/video/2020/08/10/take-two-ceo-on-ushering-in-a-sea-change-of-recurring-consumer-spend.html)

“What we have now is a business where we can get consumers engaged and keep them engaged” year in and year out, game publisher Take-Two Interactive CEO Strauss Zelnick said.

Ticker: TTWO

 

Jim Cramer debuts new mantra: ‘No news is good news’（https://www.cnbc.com/2020/08/10/jim-cramer-debuts-new-mantra-no-news-is-good-news.html）

• “I’m always searching for a mantra for any given market, and I think I’ve found it for this one,” CNBC’s Jim Cramer said.
• “No news is good news, especially when it comes to the pandemic,” the “Mad Money” host said.
• Cramer noted recent moves in Novavax, Sorrento Therapeutics and JP Morgan to explain how stocks have inertia on their side.

Ticker: NVAX, SRNE, JPM

 

Executive Interview: Inseego CEO on unprecedented demand for mobile hotspot service and devices (https://www.cnbc.com/video/2020/08/10/inseego-ceo-on-unprecedented-demand-for-mobile-hotspot-service-and-devices.html)

Inseego CEO Dan Mondor explained what’s driving demand for the company’s wireless products and the push for 5G in the midst of a global health crisis.

Ticker: INSG

 

Cramer’s lightning round: I think L3harris Technologies shares have bottomed (https://www.cnbc.com/2020/08/10/cramer-lightning-round-i-think-l3harris-shares-have-bottomed.html)

• L3harris Technologies: “I thought the quarter was OK. There was a rotation out of the fed stocks. The money is going back in them now. I think the stock has bottomed. I also like Lockheed Martin … and both these stocks are inexpensive, versus where they were.”
• Evolent Health: “In fairness, the stock did anticipate a really great quarter, and if we didn’t have this rotation I think it would have continued to go higher.”
• Digital Turbine: “I don’t know that stock. I’m going to have to come back to that.”
• Alteryx: “I happen to like Alteryx, but, you know what, it reminds me of the Cowboys in the playoffs. It just folded like a cheap suit. Now, I actually think that the quarter was not nearly as bad, but, you know what, it’s part and parcel with this sell-off because it had such a high multiple.”
• Digi International: “The Internet of Things industry is good. This stock is down a lot. It is the kind of thing that intrigues me.”

Ticker: LHX, LMT, EVH, APPS, AYX, DGII

 

Executive Interview: SailPoint CEO on being the ‘brains behind the glass’ in cybersecurity (https://www.cnbc.com/video/2020/08/10/sailpoint-ceo-on-being-the-brains-behind-the-glass-in-cybersecurity.html)

SailPoint CEO Mark McClain explained how the identity management firm provides companies with a single system of records to give individuals network access.

Ticker: SAIL

 

Other stocks discussed (Calls with Audience): Medifast (MED), Simon Property Group, (SPG), Marvell Technology Group (MRVL) [Buy, but wait until price is down to $32 or $33], Zynga (ZNGA).

 

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