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2020年8月21日 12:39 AM #5565
暮眞★潤 (Jun Kurema)
キーマスター2020年8月20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。
There are a lot more losing than winning stocks in the S&P 500, Jim Cramer says (https://www.cnbc.com/2020/08/20/jim-cramer-the-sp-500-has-a-lot-more-losers-than-winning-stocks.html)
- “When you get down into the weeds of this market, what you see is that there are a lot more losers than there are winners,” CNBC’s Jim Cramer said.
- “That’s the nature of the Covid economy, and now that there’s no one in Washington willing to play gardener, maybe it’s only a matter of time before the weeds overrun the entire patch,” the “Mad Money” host said.
- “We have a bizarre situation where some companies are doing very well,” Cramer said, “but a lot of other companies are getting crushed.”
In the weeds: Year-to-date performance: Norwegian (-73%), Carnival (-71%), Occidental Petroleum (-67%), Coty (-66%), Kohl’s (-63%), United (-61%), American Airlines (-56%), Delta (-53%), Simon Properties (-56%), Wells Fargo (-56%)
Green Grass?: Square (SQ), Paypal (PYPL), Sherwin-Williams (SHW), Whirlpool (WHR), PPG Industries (PPG)
Jim Cramer recommends Nvidia on the next dip: ‘You need to buy’ (https://www.cnbc.com/2020/08/20/jim-cramer-recommends-nvidia-on-the-next-dip-you-need-to-buy.html)
- “Nvidia reported a blowout quarter last night, and you had to pounce when the stock sold off because it quickly came roaring back,” CNBC’s Jim Cramer said.
- “If you don’t own it already, be prepared for the next dip. The next time Nvidia comes down, you need to buy,” the “Mad Money” host said.
- “The company’s holding a … special event on Sept. 1st where there’s going to be some surprise announcements related to gaming” and it “could be the next catalyst,” he said.
Ticker: NVDA
Executive Interview: Ping Identity CEO on the need for a ‘new security paradigm’ (https://www.cnbc.com/video/2020/08/20/ping-identity-ceo-on-the-need-for-a-new-security-paradigm.html)
Cybersecurity provider Ping Identity CEO Andre Durand explained why enterprises are adapting to identity-centric network security strategies.
Ticker: PING
Cramer’s lightning round: ‘I think you hold Boeing’ (https://www.cnbc.com/2020/08/20/cramers-lightning-round-i-think-you-hold-boeing.html)
- Yeti: “I love Yeti. I’m not kidding. … Yeti’s better than ever. It is such a good company, and the brand keeps extension, extension. I think Yeti is a good one.”
- Under Armour: “It’s a heartbreaker. That thing is a heartbreaker. I mean, they still have to get that inventory under control. I am not going to tell you to sell Under Armour. … I have not lost faith” but “I’d rather have you buy Nike.”
- Neurocrine Biosciences: “That’s a very hard area. Almost everybody fails at it, so I’m going to take a pass on that one.”
- Ooma: “We have to go back to Ooma because, you know, I liked it, but it’s small business, so now I’ve got to suddenly double up, because when it’s small business it’s something that I’ve got to worry.”
- Centogene: “I don’t even know if Centogene knows Centogene. We’ve got to do some homework.”
- Boeing: “I think you hold Boeing. It’s got to get better. There’s a lot of good news coming from Boeing. I can’t tell you to sell it anymore, but don’t get excited about it because in the end all of these airlines are in trouble.”
- BJ’s Wholesale Club: “That was an amazing quarter, BJ’s. This has been an incredible stock. It came public to no fanfare whatsoever, and it has been nothing but net and I think will continue to do so.”
- Bank of America: “The stocks … represent the small- and medium-sized businesses. They literally are” and “I can’t recommend them right now. We’ll get closer to the quarters, and then we’ll make a decision.”
Ticker: YETI, UAA, NKE, NBIX, OOMA, CNTG, BA, BJ, BAC
Executive Interview: Akamai Technologies CEO: 5G will change the ‘paradigm of the web’ (https://www.cnbc.com/video/2018/12/14/okta-ceo-on-competing-with-microsoft-marriott-data-breach.html)
Tom Leighton, CEO of content delivery company Akamai Technologies, explained how the next generation of wireless technology will touch different parts of society.
Ticker: AKAM
Other topic (no video clip): Wok Home Implication
Other Stocks Discussed (call with audience): Big Lots (BIG) [like it. buy more], Intel (INTC) [sell. buy NVDA], Nordstrom (JWN) [like KSS better], Skyworks Solutions (SWKS), Coherent (COHR) [hard to own].
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