Mad Money: 2020年9月18日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年9月18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: The market will go lower until the big IPOs ease up (https://www.cnbc.com/2020/09/18/cramers-week-ahead-the-market-will-go-lower-until-the-big-ipos-ease.html)

• “All the great earnings in the world won’t save this Humpty Dumpty market if we keep getting slammed by people selling good [stocks] to buy the smoking-hot, 100-times sales IPOs,” CNBC’s Jim Cramer said.
• “I think we’ll keep churning lower until the deals slow down or the big institutional money managers finally lose interest and go back to stocks that they shouldn’t have sold to begin with,” the “Mad Money” host said.
• Cramer previews earnings reports from Nike, Autozone, General Mills and more stocks.

[Tuesday] Nike (NKE), Autozone (AZO), KB Home (KBH); [Wednesday] General Mills (GIS); [Thursday] Accenture (ACN), Jabil (JBL), Carmax (KMX), Darden Restaurants (DRI), Costco (COST)

 

Splunk CEO on how big data is helping to drive society forward (https://www.cnbc.com/video/2020/09/18/splunk-ceo-on-how-big-data-is-helping-to-drive-society-forward.html)

Splunk CEO Doug Merritt broke down what’s driving enterprise demand for data software to analyze information and deliver better results to customers.

Ticker: SPLK

 

Jim Cramer reacts to Unity stock market debut: ‘Patience is a virtue’ (https://www.cnbc.com/2020/09/18/jim-cramer-reacts-to-unity-stock-market-debut-patience-is-a-virtue.html)

• “Unity’s following the same script as every other deal this week, from Snowflake to JFrog to Amwell: It’s a good company with a stock that’s way too expensive at these levels” for retail investors, CNBC’s Jim Cramer said.
• “Like all the other red-hot IPOs we’ve seen this week, you need to let Unity cool down before you even think about touching it,” the “Mad Money” host said.
• “I’d consider this one enticing around $50 or maybe less,” he said.

Ticker: U

 

Executive Interview: Slice CEO on pizza ordering app’s ‘merchant-friendly’ business strategy (https://www.cnbc.com/video/2020/09/18/slice-ceo-on-pizza-ordering-apps-merchant-friendly-business-strategy.html)

Slice CEO Ilir Sela explained how the private company is helping to bring independent pizza restaurants up to speed to compete in a digital world.

 

Cramer’s lightning round: I like Plug Power (https://www.cnbc.com/2020/09/18/cramer-lightning-round-i-like-plug-power.html)

• 3D Systems: ”I think you can own that, but it ain’t going to make more than a dollar or two, so you be the judge.”
• Cracker Barrel: “I’m not that interested in it.”
• Zebra Technologies: “This Zebra, which is now one of those companies that people are selling in order to buy new IPOs, is a great company and I think as it comes down you can accumulate it, but at the same time since you got a $50 [cost] basis you should take some of your money out and just let the house money run.”
• Plug Power: “I like Plug. … I would not have liked it if it weren’t for the acquisitions. They made it exciting for me.”
• Nokia: “We’re not buyers in Nokia because they have a product that’s expensive and not as good as some others.”

Ticker: DDD, CBRL, ZBRA, PLUG, NOK

 

Other Stocks Discussed (Calls with audiences): Palo Alto Networks (PANW), Macy’s (M) [one of the companies that could benefit from vaccine, but you need to believe both vaccine and the company], BigCommerce (BIGC) [wait], Take-Two Interactive Software (TTWO) [like it and his trust own it. Sold some but holding the rest], International Game Technology PLC (IGT) [not see value to hold]

 

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