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2020年8月11日 11:30 PM #5429
暮眞★潤 (Jun Kurema)
キーマスター2020年8月11日(火)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 it’s time to swap pandemic plays for the recovery stocks (https://www.cnbc.com/2020/08/11/jim-cramer-says-its-time-to-swap-pandemic-plays-for-the-recovery-stocks.html)
- Jim Cramer on Tuesday advised investors that it’s time to lock in the gains from the run in the pandemic plays and get more exposure to the recovery
- “You need to stick with what I call the barbell, meaning own some recovery stocks and some Covid stocks, but I do think it’s time to lighten up on some of those Covid names and swap into more stocks that are like Honeywell and DuPont,” the “Mad Money” host said.
Executive Interview: Owens & Minor CEO says the imbalance in demand and supply for health supplies remains (https://www.cnbc.com/video/2020/08/11/owens-minor-ceo-the-supply-demand-imbalance-for-health-supplies-remains.html)
Owens & Minor CEO Ed Pesicka joined Jim Cramer on “Mad Money” to explain how the health-care logistics company has responded to the personal protection equipment shortage.
Ticker: OMI
Executive Interview: Shopping center operator Federal Realty CEO on raising dividend: ‘We’re built for this’ (https://www.cnbc.com/2020/08/11/federal-realty-ceo-on-raising-dividend-we-are-built-for-this.html)
- “To me, it’s not about today. It’s about a number of things: whether we’ll be able to make our way through this,” Federal Realty Investment Trust CEO Don Wood said about the company’s move to boost its dividend.
- “I could not tell you how confident I am that that’s the case,” he said in a “Mad Money” interview.
- “We’re built for this and we’re built to power through this and it’s not just in terms of the balance sheet,” he said.
Ticker: FRT
Cramer’s lightning round: Don’t be aggressive on Domino’s Pizza stock (https://www.cnbc.com/2020/08/11/cramers-lightning-round-dont-be-aggressive-dominos-pizza-stock.html)
- Domino’s Pizza: “Domino’s stock is a Covid-19 stock, meaning that it’s going to do better with Covid than without. That said, I think that as they fix the wings and they keep the price down and the mom-and-pops go under, it’s going to do fine. … I would leg into it, though. Don’t be aggressive.”
- GrowGeneration Corp.: “It’s a $400 million [company] and I’m a big believer in Beyond Meat. This thing’s had a good run, maybe it explodes higher, I don’t know, but Beyond Meat is the one that I think is in for the long haul. I’d like to have Growgeneration on the show, though.”
- Twilio: “Let it come in. It’s fine. It got a little expensive, a little ahead of itself, but it is fine. It will probably come down, but I like Twilio.”
- Camping World: “I think it’s very well run. I think that people are going to continue to like camping. I do think this stock has had a major, major run and all stocks like that are susceptible to a pullback.”
- Rapid7: “They’re good. Now, the security stocks are all trading as one cohort, and that’s not a good cohort, so I think the stock can come down a bit, and that would include Crowdstrike, it includes Okta, Palo. I think they’re all under pressure a little bit because they’ve had such a big run, but it is a very, very good company.”
- Qualcomm: “Why would you double down after a huge move? I mean, the stock is up gigantic. If it pulls in, I would be interested, but no. It already had the big move. We don’t double down after. We double down before.”
Ticker: DPZ, GWRG, TWLO, CWH, RPD, CRWD, OKTA, PANW, QCOM
Executive Interview: Salesforce philanthropy chief says the pandemic initiated a ‘series of interconnected crises’ (https://www.cnbc.com/video/2020/08/11/salesforce-charity-chief-pandemic-set-off-series-of-interconnected-crises.html)
Salesforce Chief Philanthropy Officer Ebony Beckwith said the company is donating $20 million to help schools teach this fall in efforts to combat the fallout of the health crisis.
Ticker: CRM
Other Stock Discussed (Calls with Audience): Canopy Growth (CGC), Uber (UBER), Phillips 66 (PSX), Penn National Gaming (PENN)
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