Mad Money: 2020年9月11日(金)の放送の要点

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    • #5830
      暮眞★潤 (Jun Kurema)
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      2020年9月11日(金)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。

       

      Cramer’s week ahead: ‘This market’s badly in need of another stimulus package’ (https://www.cnbc.com/2020/09/11/cramer-week-ahead-the-market-badly-in-need-of-a-stimulus-package.html)

      CNBC’s Jim Cramer on Friday took a look at the week ahead for Wall Street and gave his thoughts on the newsiest events marked on his calendar.

      Monday: Lennar (LEN), Pfizer (PFE); Tuesday: FedEx (FDX), Adobe (ADBE), Camping World (CWH), Kraft Heinz (KHC), Peloton (PTON); Wednesday: Herman Miller (MLHR); Thursday: Modetna (MRNA); Friday:  Mosaic (MOS)

       

      Executive Interview: Jim Cramer IPO roundup: ‘Be prepared as these deals start flowing’ (https://www.cnbc.com/2020/09/11/jim-cramer-ipo-roundup-be-prepared-as-these-deals-start-flowing.html)

      • “When we get a flood of initial public offerings, it’s usually a bad sign for the rest of the market,” CNBC’s Jim Cramer said.
      • “Money managers don’t have all this new money coming in, so they’ve got to sell holdings that are like these stocks in order to do some buying,” the “Mad Money” host said.
      • “Given that September tends to be a bad month for the market,” he said, “I’m urging you to be prepared as these deals start flowing.”

      Upcoming Deals: [IPOs] Snowflake, Unity Software, JFrog, Amwell, GoodRx; [Direct Listing] Palantir, Asana; [More IPOs] Bently, airbnb, doordash, instacart

       

      Cramer’s lightning round: I like Blackstone Group (https://www.cnbc.com/2020/09/11/cramer-lightning-round-i-like-blackstone-group.html)

      • Applied Materials: “Applied Materials is a really great company. … I am in the end a guy who likes AMD and who likes Nvidia, and I like Broadcom, and I think they’re all better than that. Now, those are semiconductors, not semiconductor equipment.”
      • Nu Skin Enterprises: “Nu Skin’s a direct seller, and I don’t comment on direct seller companies.”
      • OptimizeRx Corp: “I’m a GoodRx guy, I don’t need the OptimizeRx. I like the GoodRx that’s coming public soon.”
      • Blackstone: “I like Blackstone Group, you should do it. I mean, I think that they’re terrific managers. It’s the right time to be in it. The stock’s come down a little bit. It’s down 8% for the year. I’m game.”
      • Horizon Therapeutics: “Horizon Therapeutics has just had too big a run. It’s just up gigantically, it’s up almost 100%, so I’m going to have to say ‘no’ to these levels.”
      • Purple Innovation: “I have never made money in the mattress and bedding business.”
      • Disney: “I think it’s a great thing.”

      Ticker: AMAT, AMD, NVDA, AVGO, NUS, OPRX, BX, HZNP, PRPL, DIS

       

      Other Topic (not video clip): “As Nikola continues to make headlines, Cramer is digging deeper into the stock’s rocky debut after its recent IPO.”

      Other Stocks Discussed (calls with audiences): Chegg (CHGG)[like at this level, put on half right now], NovoCure Limited (NVCR) [still great place to be], Apple (AAPL) [profit-taking rule also applys to AAPL], Kensington Capital (KCAC), SmileDirectClub (SDC); (Homework) Osmotica Pharmaceutical (OSMT) [too speculative], Alliance Data Sys (ADS) [real dog, rather buy Master Card or Visa], Moog Inc A (MOGa) [very good company]

       

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