Mad Money: 2020年9月14日(月)の放送の要点

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    • #5850
      暮眞★潤 (Jun Kurema)
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      2020年9月14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。

       

      A string of corporate mergers help provide insight into this market, Jim Cramer says (https://www.cnbc.com/2020/09/14/jim-cramer-new-mergers-help-provide-insight-into-market-valuations.html)

      • CNBC’s Jim Cramer advises investors not to be “too negative” the next time the market sells off, given the string of corporate acquisitions announced Monday.
      • The “Mad Money” host pointed to the benefits of mergers and acquisitions to help gauge valuations and sentiment on the market.
      • “Big companies tend to know their own industries, and they seem to think many stocks are undervalued or reasonably valued,” he said.

      Ticker: GILD, NVDA, ORCL, MRL, NKLA

       

      Jim Cramer reveals playbook for Snowflake IPO: ‘It’s a great concept’ (https://www.cnbc.com/2020/09/14/jim-cramer-reveals-playbook-for-snowflake-ipo.html)

      • For investors who can’t buy the Snowflake IPO, CNBC’s Jim Cramer recommended buying the stock after the next tech sell-off.
      • “When these cloud stocks sell off, they sell off hard, so I have to believe you’ll get a better entry point as long as you’re patient,” the “Mad Money” host said.
      • “I bet it will have a very strong first week, but the price of admission seems a little too extreme to me, unless you can get in on the deal,” he said.

      Stock: Snowflake

       

      Executive Interview: GW Pharma CEO talks Epidiolex sales amid the pandemic (https://www.cnbc.com/video/2020/09/14/gw-pharma-ceo-talks-epidiolex-sales-amid-the-pandemic.html)

      GW Pharmaceuticals CEO Justin Gover explained how a seizure treatment became a big revenue driver for the drug company

      Ticker: GWPH

       

      Cramer’s lightning round: CVS is a ‘bad stock’ waiting on a vaccine (https://www.cnbc.com/2020/09/14/cramer-lightning-round-cvs-is-a-bad-stock-waiting-on-a-vaccine.html)

      • First Horizon National: “It’s a bank, and the banks — the only thing people want is fintech, they just won’t own fin. And First Horizon is doing incredibly well, but nobody seems to care.”
      • Tortoise Acquisition: “These are these blank-check companies. They get the money, they do what they want with it. Other than Utz … I’ve not been in favor of these, frankly, because I don’t have any sort of real feel for them.”
      • CVS Health: “I think I made a mistake when I bought CVS for my charitable trust. I’m trying to go over that. … I don’t want to rationalize a bad stock. I do belive when there’s a vaccine it will go higher.”
      • Columbia Financial: “It’s a financial. Again, I mean I know I sound like a broken record, but remember I don’t like the oils and I don’t like financials.”
      • GoHealth: “Insurance company, health insurer — those won’t go up until after the election’s over,so you’re going to have to do some holding on.”
      • At Home: “The stock is up like 200%, but I felt like [CEO Lee Bird] told a compelling story and I don’t think it’s over. Maybe $14 [or] $15 you can buy some.”

      Ticker: FHN, SHLL, CVS, CLBK, GOCO, HOME

       

      Other topic (no video clip): High Hope for a Vaccine? — Marriot (MAR), Hilton (HLT), Host Hotels & Resorts, Inc. (HST), The TJX Companies (TJX), Kohl’s Corporation (KSS), Bed Bath & Beyond (BBBY), Kimco Realty Corporation (KIM), Simon Property Group (SPG), Tapestry (TPR), Ralph Lauren (RL), PVH (PVH), Darden Restaurants (DRI), Yum! Brands(YUM), Lowe’s (LOW), Home Depot (HD), Costco (COST), Walmart (WMT), Penn National (PENN), Norwegian Cruise Line (NCLH)

      Other Stocks Discussed (calls with audiences) — Walmart (WMT), Domo (DOMO), Pfizer (PFE), Cinemark Holdings, Inc. (CNK), Leidos Holdings(LDOS)

       

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