Mad Money: 2020年9月17日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年9月17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。

 

‘I think it’s time to start putting cash to work,’ Jim Cramer says (https://www.cnbc.com/2020/09/17/i-think-its-time-to-start-putting-cash-to-work-jim-cramer-says.html)

• CNBC’s Jim Cramer recommends investors hunt for plays like Dow Inc., Caterpillar and 3M.
• “I recommend picking up some of [the] historically cheap stocks that are being brought down by the entire averages,” the “Mad Money” host said.
• “I expected a correction, and that’s exactly what we’re getting here,” he said.

Ticker: DOW, CAT, MMM, AMWL, FROG, SNOW

 

Jim Cramer urges patience before buying newly public Amwell: ‘It’s too hot right now’ (https://www.cnbc.com/2020/09/17/jim-cramer-says-newly-public-amwell-stock-is-too-hot-right-now-.html)

• “If you want to own this one, you have to let it come in, because it’s too hot right now,” CNBC’s Jim Cramer said of the newly public stock of Amwell.
• “I would be more bullish if you got a pullback down to the mid-to-high teens,” the “Mad Money” host said.
• Shares of the telemedicine provider closed at $23.07 apiece after the company held an initial public offering of $18.

Ticker: AMWL, TDOC, LVGO

 

Executive Interview: Proofpoint CEO talks cyberthreats, says telework will ‘change the face of work’ (https://www.cnbc.com/video/2020/09/17/proofpoint-ceo-on-how-cyberthreats-telework-changed-the-face-of-work.html)

Proofpoint CEO Gary Steele joined Jim Cramer on “Mad Money” to discuss how the transition from office to remote has changed the business of corporate network protection.

Cramer’s lightning round: Peloton has run up way too far (https://www.cnbc.com/2020/09/17/cramer-lightning-round-peloton-has-run-up-way-too-far.html)

• Nextera Energy: “If you want a growth utility, that’s the one. If you want a little more safety, you do Coned and if you want just kind of a plain-ole, but good grower: American Electric Power.”
• Peloton: “I like Peloton, but I think it’s run up way too far. I do believe that there’s a stay-at-home exercise community … but the stock has had a very big run. I think it can go higher, but I don’t like the risk-reward here.”
• Fulgent Genetics: “Anything that’s about diagnostics is incredibly hot, but remember I’m an old-fashioned diagnostics guy. I like Abbott, I like Thermo-Fisher, but, you know what, if you want a little spec that one works for me.”
• Ericsson: “No.”
• Hannon Armstrong Sustainable: “I do not like any credit market right now. Look at what’s happening with our banks, and that’s a bit of a bank, so I say ‘no thank you.’”
• Splunk: “Splunk’s pretty good. … It’s one of those companies that has a lot of things going for it, in terms of data analytics.”
• Clorox: “Right now, the market doesn’t like the defensive stocks and they’ve stepped away from a stock like Clorox. We’ve got to give it some time, let it come in a little.”
• Vale: “I still can’t get behind Vale. I’ve got other companies I would rather own, which include Freeport.”
• Trade Desk: “This is the kind of multiple-to-sales stock that I’m afraid is going to get hurt by the flood of IPOs.”

Ticker:  NEE, PTON, FLGT, ABT, TMO, ERIC, HASI, SPLK, CLX, VALE, FCX, TTD

 

Jim Cramer: ‘I think Penn National has terrific prospects’ (https://www.cnbc.com/video/2020/09/17/jim-cramer-i-think-penn-national-has-terrific-prospects.html)

“Mad Money” host Jim Cramer breaks down why he thinks the stock of Penn National, which owns a stake in Barstool, will go higher as the football season picks up.

Ticker: PENN

 

Other Stocks Discussed (calls with audiences): Toll Brothers (TOL) [it’s a winner], GoDaddy (GDDY) [like it], Cloudera (CLDR), Wynn Resorts (WYNN) [no problem holding], Chevron Corporation (CVX) [only oil companies recommend: Chevron for dividend, Parsley for growth], TDOC (Teladoc) & Livongo (LVGO) [love merger. you should own. both are good], ResMed (RMD) [like it, should buy]

 

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