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2020年9月15日 9:20 PM #5858
暮眞★潤 (Jun Kurema)
キーマスター2020年9月15日(火)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。
Bank earnings will show why the economy needs more stimulus, Jim Cramer says (https://www.cnbc.com/2020/09/15/jim-cramer-bank-earnings-will-show-how-badly-small-firms-need-help.html)
- Bank earnings will pull the curtain back on the challenges that small businesses face in this economy, CNBC’s Jim Cramer said.
- “I believe we’ll see the beginning of the bad loans that could reverberate through the whole financial system,” the “Mad Money” host said.
- “This weakness doesn’t matter to Wall Street because small businesses aren’t publicly traded and we’ve got a fabulous bull market in the cashless, contactless economy,” he said.
Ticker: C, JPM, GS
Union Pacific CEO discusses ESG investing and pledge to hire more women (https://www.cnbc.com/video/2020/09/15/union-pacific-ceo-discusses-esg-investing-and-pledge-to-hire-more-women.html)
Union Pacific CEO Lance Fritz said the railroad company plans to double its women in the workforce by 2030.
Ticker: UNP
Lennar exec chair on Q3 results: ‘It’s the best of the best times’ (https://www.cnbc.com/video/2020/09/15/lennar-exec-chair-on-q3-results-its-the-best-of-the-best-times.html)
“This is a robust housing market,” Lennar Executive Chairman Stuart Miller said while breaking down the homebuilder’s latest quarterly results on “Mad Money.”
Ticker: LEN
Off-the-Chart: Jim Cramer sees opportunities in Caterpillar, D.R. Horton and RH (https://www.cnbc.com/2020/09/15/jim-cramer-sees-opportunities-in-caterpillar-dr-horton-and-rh.html)
- CNBC’s Jim Cramer took a look at the chart action in Caterpillar, D.R. Horton and RH.
- “In a confusing market that’s once again circling the wagons around tech, the charts — as interpreted by Bob Lang — say you should consider some interest rate-sensitive stocks,” Cramer said. “I think he’s right.”
- “For months I’ve been saying you need a barbell portfolio with some Covid plays and some recovery plays,” the “Mad Money” host said. “Any of these three could easily fit in on the barbell.”
Ticker: CAT, RH, DHI
Cramer’s lightning round: Eastman Kodak is a ‘red flag’ (https://www.cnbc.com/2020/09/15/cramers-lightning-round-eastman-kodak-is-a-red-flag.html)
- Jumia Technologies: “This one trades insanely, but here is my advice to you: I like Amazon and I am willing to like Alibaba … [and] I’ll even go to MercadoLibre, which I like in Latin America. Those are the three best. Stick with those.”
- Eastman Kodak: “I’m putting a distinct red flag here on this Kodak. … I don’t like it because of that deal they made with the government, and the insider selling. I need to know more about it.”
- Zynga: “The tidal wave of gaming. That’s what it is, it’s the tidal wave and it’s just sweeping everybody, and that includes Zynga.”
- Altria Group: “I’ll say two things about Altira. One is it can pay that dividend because it makes that much money, and two I don’t recommend any tobacco stocks or companies that put money with Juul because I think these are — I don’t like what they have done to members of my family.”
- GoPro: “Maybe it goes up a dollar from here, but it’s a commodity. I have nothing good to say about them. … I haven’t since it was at $90 when I saw a goat surf in Hawaii with a GoPro on its head. That was enough for me.”
- Rackspace Technology: “Not special enough for me.”
- Workhorse Group: “It has what I call ‘the thesis, the grand thesis.’ It’s got electronic vehicles, it’s got drones — that’s what people want. But you know what I want? I want some earnings, and it doesn’t have those, and I want some valuation, and it’s up 733%, therefore I conclude that I am not early with the stock of Workhorse.”
- The Buckle: “It’s dong OK … but, you know what, I don’t like apparel, and if I wanted apparel I’d buy VF Corp or I would buy PVH or even Ralph Lauren.”
Ticker: JMIA, AMZN, BABA, MELI,KODK, ZNGA, MO, GPRO, RXT, WKHS, BKE
Other Stock Discussed (calls with auiences): UPS (UPS), FedEx (FDX), Zuora (ZUO), Tupperware Brands (TUP), Tractor Supply Company (TSCO)
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