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2020年9月21日 11:20 PM #5900
暮眞★潤 (Jun Kurema)
キーマスター2020年9月21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。
Apple, Microsoft, Amazon and Alphabet are buys at these levels, Jim Cramer says (https://www.cnbc.com/2020/09/21/apple-microsoft-amazon-and-alphabet-are-buys-at-these-levels-jim-cramer-says.html)
- Apple, Microsoft, Amazon and Google-parent Alphabet have reached attractive valuations, CNBC’s Jim Cramer told investors Monday.
- “I think the reversal today … was your key to start doing some buying, not some selling,” the “Mad Money” host said.
- “I just hope you have some cash on the sidelines to take advantage of the weakness,” he added.
Ticker: AAPL, MSFT, AMZN, GOOGL
Executive Interview: Eli Lilly CEO: Speed and industry cooperation are aiding coronavirus treatment development (https://www.cnbc.com/2020/09/21/eli-lilly-ceo-dave-ricks-on-the-pharma-industrys-coronavirus-response.html)
- The pharmaceutical industry has responded with speed and cooperation to help bring coronavirus treatments to market, according to Eli Lilly CEO Dave Ricks.
- “We developed this antibody and got to proof of concept in six months. Usually, that’s more than six years,” Ricks said on “Mad Money.”
- Ricks also referenced Eli Lilly’s manufacturing partnership with Amgen, saying it brings “more volume to the fight” against the pandemic.
Ticker: LLY
Coca-Cola will enter U.S. hard seltzer market in first half of 2021, CEO says (https://www.cnbc.com/2020/09/21/coca-cola-will-enter-us-hard-seltzer-market-in-first-half-of-2021-ceo.html)
- “I think what it does say is: Look, we’re going to follow the consumer,” Coca-Cola CEO James Quincey told CNBC’s Jim Cramer about the company foray into the fast-growing hard seltzer market.
- Topo Chico Hard Seltzer, when it launches in the first half of 2021, will be Coca-Cola’s first alcoholic beverage in the U.S. since it sold off its wine business in the 1980s.
- As consumer tastes shift, U.S. hard seltzer sales reached $3 billion over the course of a year ending in mid-July, based on research from Bump Williams Consulting Co.
Ticker: KO
Cramer’s lightning round: Caesars Entertainment ‘made a miraculous run back’ (https://www.cnbc.com/2020/09/21/cramer-lightning-round-caesars-made-a-miraculous-run-back.html)
- Diamondpeak: “This is an EV spec. Now, we saw what happened with some of the EV specs. I want you to take half of it off tomorrow, and then you’re going to thank me. I am not kidding.”
- Marcus Corp.: “I’m not a fan of Marcus.”
- Geo Group: “This is private correction facility. I have not liked that business, and I have been right for 15 years.”
- Ciena Corp.: “That was a terrible quarter [for] Ciena. … That was a big set-back quarter, sent a lot of other tech stocks down with it. Be careful with Ciena.”
- Smith & Wesson: “I would hold that. Sadly, I would hold it because I think that … this is a very tough one to own, but I understand that demand is very strong.”
- Republic Services: “That is a very good company, very good company. I like the waste companies. They thrive during periods of residential construction. That is why I think you’ve got a winner.”
- Caesars Entertainment: “I think it’s made a miraculous run back, and it’s time to ring the register [on] Caesar.”
- Coty: “No, that’s not a good stock — not a good company. That’s right. They can come on and tell me why they are a good company. I’m always open for that.”
- Arrowhead Pharmaceuticals: “I do not understand why that stock is doing as poorly as it is because it does have a lot of good things to it, and I agree with you.”
Ticker: PHCU, MCS, GEO, CIEN, SWBI, RSG, CZR, COTY, ARWR,
Jim Cramer says the ‘lockdown trade’ is back as coronavirus concerns rise (https://www.cnbc.com/2020/09/21/jim-cramer-the-lockdown-trade-is-back-as-coronavirus-concerns-rise-.html)
- Investors should look to stocks that benefit from a prolonged stay-at-home economy due to coronavirus concerns, according to CNBC’s Jim Cramer.
- But this time, the “Mad Money” host advised investors to be “more selective” and referenced stocks such as Campbell Soup and cybersecurity firms such as Okta.
Ticker: CPB, WING, DPZ, ZS, OKTA, CRWD, PANW, ZM, DOCU
Other Topic (no video clip): Executive interview with Albertson CEO
Other Stocks discussed (calls with audiences): Stitch Fix (SFIX), Norwegian Cruise Line (NCLH)
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