Mad Money: 2020年9月10日(木)の放送の要点

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    • #5810
      暮眞★潤 (Jun Kurema)
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      2020年9月10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。

       

      As markets face a notoriously rough month, Jim Cramer says ‘It’s good to have some cash’ (https://www.cnbc.com/2020/09/10/jim-cramer-on-september-it-is-good-to-have-some-cash.html)

      • “Given that September tends to be a nightmarish month, it’s good to have some cash,” CNBC’s Jim Cramer said.
      • The S&P 500 dating back to the 1940s has declined on average 0.5% in the month of September, according to CFRA Research, and the presidential election may bring more uncertainty to the market.
      • “If we hadn’t sold so much stock for the charitable trust, today would’ve been a horror show,” he said.

       

      RH CEO expects elevated demand for home decor to carry through 2021 (https://www.cnbc.com/2020/09/10/rh-ceo-expects-elevated-demand-for-home-decor-to-carry-through-2021.html)

      • “There’s clearly, you know, a consumer shift that’s happening and you know people are holed up at home,” RH CEO Gary Friedman told CNBC.
      • “We’re benefiting from some of that shift, and at the same time … our teams did a great job of kind of improvising adapting and overcoming,” he said in a “Mad Money” interview.
      • “I think there’s going to be some systemic shifts in spending that will last, I think, for the next year or two — could be longer,” he said.

      Ticker: RH

       

      Cloud-banking firm nCino CEO talks adding long-term value to banks (https://www.cnbc.com/video/2020/09/10/cloud-banking-firm-ncino-ceo-talks-adding-long-term-value-to-banks.html)

      NCino CEO Pierre Naudé, coming off the firm’s first public earnings report, discussed the cloud banking company’s efforts to “make banking fun again.”

      Ticker: NCNO

       

      Cramer’s lightning round: ‘The No. 1 5G play is Marvell Technology’ (https://www.cnbc.com/2020/09/10/cramers-lightning-round-the-no-1-5g-play-is-marvell-technology.html)

      • On Semiconductor: “The No. 1 5G play is Marvell Technology … I would put the No. 2 as Qorvo … and, then, No. 3 I’m going to say is Skyworks Solution. This one does not fit in, but it’s not a bad company, but what I would do is” ring the register.
      • FireEye: “I think that the ones that are winning are CrowdStrike No. 1, Zscaler No. 2, and Palo Alto Networks No. 3, and I don’t want to go beyond that, frankly, because that’s enough to do the job.”
      • Bigcommerce: “I saw that. People didn’t like the quarter. They’ve got to come on … find out whether maybe people were incorrect in not liking the quarter. That’s the only thing I can advise.”

      Ticker: ON, MRVL, QRVO, SWKS, FEYE, CRWD, ZS, PANW, BIGC

       

      Addressing mental health is critical to getting Americans back to work, Sage Therapeutics CEO says (https://www.cnbc.com/2020/09/10/sage-therapeutics-ceo-mental-health-is-critical-in-america-recovery.html)

      • “We know factually now that the rates of depression, rates of anxiety and diagnoses are up two to three times and it’s my hope that this is an important opportunity to reflect on how important mental health really is,” Sage Therapeutics CEO Jeff Jonas said.
      • “We need to treat mental health like a physical illness, treat it urgently, in order to get people back to work and back to their families,” he said in a “Mad Money” interview.
      • “For us to get back to work, for the world to recover … we need vaccines, we need treatments, but people have to be able to function,” Jonas said.

      Ticker: SAGE

       

      Other Stocks DIscussed (calls with audiences): Boeing (BA), Graf Industrial (GRAF)

       

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