Mad Money: 2020年8月19日(水)の放送の要点

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    • #5544
      暮眞★潤 (Jun Kurema)
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      2020年8月19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。

       

      The lag in banks and small businesses makes Jim Cramer less optimistic about a V-shaped economic recovery (https://www.cnbc.com/2020/08/19/the-lag-in-banks-makes-jim-cramer-less-optimistic-for-a-v-shaped-recovery.html)

      • “I think the economy’s going to look better six months from now, but based on the action in the market, it’s probably not going to be” great, CNBC’s Jim Cramer said.
      • “I’ll start believing in a V-shaped economic recovery the moment we get a V-shaped recovery in the bank stocks, but not before,” the “Mad Money” host said.
      • “Small business is integral to our economic future, and right now that’s what’s being eroded, if not being wiped out,” he said.

       

      Executive Interview: Linde CEO on being an ‘important second line of defense for hospitals’ to fight coronavirus (https://www.cnbc.com/video/2020/08/19/linde-ceo-on-giving-hospitals-a-second-line-of-defense-against-virus.html)

      Steve Angel, CEO of industrial gas producer Linde, discussed his company’s role in supplying oxygen to health institutions amid a health crisis.

      Ticker: LIN

       

      Executive Interview: Home decor retailer At Home CEO on expanding access points, Wayfair competition (https://www.cnbc.com/video/2020/08/19/at-home-ceo-on-expanding-access-points-wayfair-competition.html)

      At Home CEO Lee Bird explained why the home furnishings company added e-commerce, curbside pickup and other shopping experiences to its business.

      Ticker: HOME

       

      Cramer’s lightning round: Activision Blizzard to have a ‘fantastic’ holiday season (https://www.cnbc.com/2020/08/19/cramer-lightning-round-expect-a-happy-holidays-for-activision-blizzard.html)

      • SmileDirectClub: “Just go buy Livongo-Teladoc. If you want to be in telemedicine, that’s the one, that’s going to be the king.”
      • 2U: “Why bother to compete with Spotify when you can just buy Spotify? Spotify is an amazing company. It’s been undervalued for 100 points.”
      • Petmed Express: “I don’t really think that you’re going to go wrong. I like PETS,” but prefer Chewy.
      • 1Life Healthcare: “You can own it if you want to, but, you know what, there’s so many of these and I feel like they go down altogether. I don’t want that right now.”
      • Tyson Foods: “They were obliterated by Covid” and “I can’t recommend it.”
      • Switch: “Datacenter is where you want to be, and anybody connected with datacenters.”
      • Sonos: “It’s a good company, but I think you’re just going to have to wait now until the next quarter, which I think will be bigger than this one.”
      • Activision Blizzard: “I think Activision Blizzard is going to have a fantastic holiday season and you should own it. This group trades incredibly widly, most people don’t have the stomach for them, so you have to strap yourself in if you’re going to own Activision Blizzard.”
      • Aphria: “It’s a $4 stock, it’s not expensive. … Aphria’s OK. It’s OK, but I’ve got to say that the Canadians are just so hard to own.”

      Ticker: SDC, LVGO, TDOC, TWOU, SPOT, PETS, CHWY, ONEM, TSN, SWCH, SONO, ATVI, APHA

       

      Executive Interview: ‘Semiconductors and software are really the future of cars,’ Analog Devices CEO says (https://www.cnbc.com/video/2020/08/19/analog-devices-ceo-semiconductors-software-are-the-future-of-cars.html)

      “We see it as a great opportunity for ADI and a great intersection between the technologies we have and the needs of the car companies,” Analog Devices CEO Vince Roche said.

      Ticker: ADI

       

      Other topic (no video clip): Analyzing the Analyst: today’s price target bumps – Home Depot (HD), Salesforce (CRM), Nike (NIKE), Walt Disney (DIS), Workday (WDAY), Palo Alto Networks (PANW), Okta (OKTA), wayfair (W)

      Other stocks discussed (calls with audience): Oracle (ORCL) [hold on], Brunswick Corporation (BC), Winnebago Industries (WGO), The TJX Companies (TJX)

       

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