Mad Money: 2020年8月24日(月)の放送の要点

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    • #5587
      暮眞★潤 (Jun Kurema)
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      2020年8月24日(月)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。

       

      Apple and Tesla have long-term upside after stock splits, Jim Cramer says (https://www.cnbc.com/2020/08/24/apple-and-tesla-have-long-term-upside-after-stock-splits-jim-cramer-says.html)

      • Investors can buy into Apple and Tesla on any pullback after their forthcoming stock splits, CNBC’s Jim Cramer said.
      • “They’re both stocks — and in the end, stocks can break your heart — but if Elon Musk and Tim Cook continue to execute, I bet their long-term trajectory is up,” Cramer said.
      • While some market players fret over the two companies’ valuations, Cramer said they make sense when evaluating Apple as a consumer products company and Tesla as a tech company.

      Ticker: AAPL, TSLA

       

      Executive Interview: Palo Alto CEO talks bid for risk management firm The Crypsis Group (https://www.cnbc.com/video/2020/08/24/palo-alto-ceo-talks-bid-for-risk-management-firm-the-crypsis-group.html)

      Palo Alto CEO Nikesh Arora explained the networks company’s strategy in acquiring the incident response firm for $265 million.

      Ticker: PANW

       

      Executive Interview: BioReference Labs says contamination issue led to NFL’s coronavirus false positives (https://www.cnbc.com/2020/08/24/testing-lab-says-contamination-caused-nfl-coronavirus-false-positives.html)

      • BioReference Laboratories Executive Chairman Jon Cohen said the company quickly identified and addressed issues connected to false-positive tests in NFL.
      • “We identified relatively quickly that the analyzers and the reagents were all fine,” he told Jim Cramer in a “Mad Money” interview, adding “we honed down pretty quickly that we knew it was specimen preparing issue at the very beginning.”
      • “We identified it, we fixed the problem,” he said.

       

      Executive Interview: Fiserv CEO talks growing business in the ‘heat of the pandemic’ (https://www.cnbc.com/video/2020/08/24/fiserv-ceo-talks-growing-business-in-the-heat-of-the-pandemic.html)

      Fiserv CEO Frank Bisignano said Clover, the fintech company’s point of sales arm, grew business by 32% in July.

      Ticker: FISV

       

      Cramer’s lightning round: Plug Power versus Linde (https://www.cnbc.com/2020/08/24/cramer-lightning-round-plug-power-versus-linde.html)

      • Plug Power: “I like those two acquisitions, that’s why we had Plug Power on. I like the story, but I was hoping you were talking about Linde” because the company has “a lot of things going for it. We’ll do this: Linde for the people who want to be able to have some hydrogen” and “Plug Power for those who are young — or young at heart — and are willing to take a little speculative appeal.”
      • Huntington Ingalls Industries: “I am not going to endorse that. If I want a defense play, I’m going to go with Raytheon …. [or] Lockheed Martin.
      • Gilead Sciences: “They have a gang that can’t shoot straight … I would skip it. This whole biotech group is down big. Why not take a look at Regeneron.”
      • International Flavors & Fragrances: “I think that this merger they’re going to be doing with DuPont … is going to be just terrific for IFF, and the stock is a buy right here at $122.”
      • Karyopharm: “Cancer spec. I never say no to those … I happen to think that if you want to speculate, you want to speculate oncology because there’s so much heartbreak and there’s so much need.”
      • Barrick Gold: “I actually am a very big fan of Barrick Gold. I think you buy half and then … you hope it comes in.”
      • Precigen: “I have to do some work on that one.”

      Ticker: PLUG, LIN, HII, RTX, LMT, GILD, REGN, IFF, DD, KPTI, GOLD, XON

       

      Airbnb IPO could be the ‘steal of the century,’ Jim Cramer says (https://www.cnbc.com/2020/08/24/airbnb-ipo-could-be-the-steal-of-the-century-jim-cramer-says.html)

      • “I think it’ll be a steal,” CNBC’s Jim Cramer said of Airbnb’s forthcoming initial public offering.
      • “Thanks to Covid, AirBnB is now the safest way to travel, which is why this IPO might end up being the steal of the century,” the “Mad Money” host said.
      • “The once-mighty hotel and restaurant industries — and their unions — no longer have the clout to keep Airbnb down,” he said.

       

      Other Stocks Discussed (calls with audience): Starbucks (SBUX) [Buy], Biomarin Pharmaceutical (BMRN) [Buy],  Altria Group (MO) [Do not own]

       

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