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2020年8月18日 9:09 PM #5526
暮眞★潤 (Jun Kurema)
キーマスター2020年8月18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。
With the S&P at new highs, the ‘actual economy’s in precarious shape,’ Jim Cramer says (https://www.cnbc.com/2020/08/18/the-economy-is-in-precarious-shape-despite-new-sp-highs-cramer-says.html)
- “We’ve had a magnificent V-shaped recovery in the stock market, but the stock market’s not a great reflection of the broader economy anymore,” CNBC’s Jim Cramer said.
- “If anything, the actual economy’s in precarious shape, especially now that the government’s stimulus package has run out and Congress went home for the summer rather than trying to come up with a replacement,” the “Mad Money” host said.
- “In a V-shaped recovery, the Dow Jones Industrial Average would be hitting new highs, but this move’s been led by the Nasdaq and the S&P,” he said.
Sign of a V-Shaped Stock Market: Paypal (PYPL), NVIDIA (NVDA), Apple (AAPL), AMD (AMD), Cadence (CDNS), Qorvo (ORVO), Qualcomm (QCOM), KLA (KLAC), Servicenow (NOW), Synopsys (SNPS)
Off-the-Chart: Jim Cramer: A U.S. dollar rally might be in the cards, according to the charts (https://www.cnbc.com/2020/08/18/cramer-the-us-dollar-could-be-poised-to-rally-based-on-the-charts.html)
- CNBC’s Jim Cramer broke down a “contrarian” call from trading expert Larry Williams, who sees signs that the American greenback could be bottoming.
- “The charts, as interpreted by the great Larry Williams, suggest that the U.S. dollar could be ready to come out of its funk and start rallying again,” the “Mad Money” host said.
- “If he’s right, we’re going to have to reassess a whole host of American companies that’ve been getting a huge boost from our weakened currency, and by reassess I mean lighten up on stocks of companies with big overseas sales,” he said.
Executive Interview: Columbia CEO talks upgrading its e-commerce platform to improve its web presence (https://www.cnbc.com/video/2020/08/18/columbia-ceo-on-upgrading-the-companys-e-commerce-platform.html)
Columbia Sportswear is stepping up its online presence in the current quarter to boost its brand recognition, CEO Tim Boyle said.
Ticker: COLM
Cramer’s lightning round: Teladoc-Livongo merger created a ‘powerhouse’ (https://www.cnbc.com/2020/08/18/cramer-lightning-round-teladoc-livongo-merger-created-a-powerhouse.html)
- Livongo Health: “It’s coming back. You know, it shook out a lot of people. I think that Teladoc-Livongo [merger] has created the powerhouse in the [telemedcine space]. It’s a must-buy, actually.”
- Amarin Corp.: “They’ve got a study coming out we’ve got see because right now it’s kind of doing nothing, and I like almost all these speculative stocks, but I’m not going to bless that one right now.”
- Celsius: “This thing is so hot. I’ve got to tell you, let’s do this: let’s do a whole piece on it. I love doing the drink stocks. … We’ve got to do something on this.”
- EQT Corp.: “I think you’ve got to sell EQT.”
- D.R. Horton: “Horton is so good,” and the homebuilders are “all on fire and I think they can stay up because rates are so low and everybody wants to flee the city, as they say.”
- Cracker Barrel: “If you think travel comes back and you think they’re going to be able to have a lot of people in restaurants, then it’s a great idea. I, myself, am not recommending any particular restaurant stories because I think things are just too difficult in the industry, other than Darden, which is going to clean u, and Chili’s,” a subsidiary of Brinker International, “because they have come up with a wing solution that works.”
- Westrock: “No, I don’t want you in Westrock.”
Ticker: LVGO, TDOC, AMRN, CELH, EQT, DHI, CBRL, DRI, EAT, WRK
Executive Interview: EHealth CEO buys stock amid short pressure: ‘I couldn’t resist it’ (https://www.cnbc.com/2020/08/18/ehealth-ceo-buys-stock-amid-short-pressure-i-couldnt-resist-it.html)
- EHealth CEO Scott Flanders bought 50,000 shares in the health insurance marketplace as the stock is under pressure from skeptical investors.
- “Last time I bought shares they went up more than 10 times, so, I’m obviously optimistic,” he said in a “Mad Money” interview.
- Flanders laid out three moves the company is making to address its high churn rate that has alarmed investors.
Ticker: EHTH
Other topic (no video clip): Craimer’s take in GrowGeneration Corp. (GRWG) [9% up today, way too high now. But buy tomorrow and buy more when the price goes down]
Other Stocks discussed (calls with audience): Madison Square Garden Sports (MSGS), Strategic Education (STRA) [not a fan], Levi Strauss & Co. (LEVI) [winner in a long term, might be too long]
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