Mad Money: 2020年8月13日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年8月13日(木)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 reveals 7 deadly stock sins he sees on Twitter — ‘cheerleading is for football’ (https://www.cnbc.com/2020/08/13/cramer-reveals-7-deadly-stock-sins-he-sees-on-twitter.html)

• “I don’t know where the top will be, but I do know we’re a lot closer to the top than we were in March or April, when it felt like the sky was falling,” CNBC’s Jim Cramer said.
• “I see a lot of people making a lot of mistakes, mistakes that could really hurt you if this tape turns menacing,” the “Mad Money” host said.
• “There’s a huge difference between blind speculation and informed speculation,” he said.

 

Executive Interview: The pandemic has made PayPal ‘more relevant’ than ever before, CEO says (https://www.cnbc.com/2020/08/13/the-pandemic-has-made-paypal-more-relevant-than-ever-before-ceo-says.html)

• “What I think what’s happened is the world has accelerated from physical to digital across almost every industry,” PayPal CEO Dan Schulman said when discussing his company’s second-quarter earnings report.
• PayPal posted revenue growth of 22% last quarter as businesses adjusted their strategies in the midst of a global pandemic.
• “Across every industry, we’re seeing this surge towards a digital-first strategy” and our products are “probably more relevant and important across multiple industries than they’ve ever been before,” he said.

Ticker: PYPL

 

Azek CEO on having a ‘strong ground game’ in the construction market (https://www.cnbc.com/video/2020/08/13/azek-ceo-on-having-a-strong-ground-game-in-the-construction-market.html)

Azek CEO Jesse Singh discussed the state of the construction industry as the economy emerges from the coronavirus lockdown.

Ticker: AZEK

 

Cramer’s lightning round: Tupperware Brands stock was ‘so mispriced’ (https://www.cnbc.com/2020/08/13/cramers-lightning-round-tupperware-brands-stock-was-so-mispriced.html)

• Fleetcor Technologies: “There have been some people saying some negative things about Fleetcor, saying that it doesn’t have the growth that it used to. I am concerned, myself. The stock getting a nice run today,” but “consider me shaky on Fleetcor.”
• Opko Health: “You know that Opko Health is BioReference Labs, and it’s had a very big move and then it pulled back” and “I think the pullback is one that refreshes because they are a great company when it comes to Covid testing.”
• Tupperware Brands: “That stock was so mispriced. That was ridiculous. … You’re going to take out four times your cost basis, OK? Take out $4, they’ll never be able to take away your gain, and then let it run.”
• Eventbrite: “At this point, you’re betting on a vaccine … I would not sell at this point. I would just own it.”
• Axcelis Technologies: “I like it.”

Ticker: FLT, OPK, TUP, EB, ACLS

 

Other topics (no video clip): Cramer’s after-earnings exclusive with Five9 CEO Rowen Trollope.

 

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