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2020年9月23日 11:59 PM #5904
暮眞★潤 (Jun Kurema)
キーマスター2020年9月23日(水)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。
Jim Cramer recommends buying Big Tech, dividend stocks into further weakness (https://www.cnbc.com/2020/09/23/jim-cramer-recommends-buying-big-tech-dividend-stocks-into-weakness.html)
- Investors should expect there to be more selling ahead, CNBC’s Jim Cramer warned Wednesday.
- But the “Mad Money” host said there are pockets of the equity market that are worth buying.
- He said stocks like Apple, Microsoft and Amazon are buys if they face more weakness, while dividend-paying stocks like PepsiCo and General Mills can be bought now.
Stocks to consider after today’s pullback : AAPL, AMZN, MSFT, GOOGL, KO, GIS, PEP, JNJ
Jim Cramer on GoodRx’s IPO: Start buying if the stock pulls back a little (https://www.cnbc.com/2020/09/23/jim-cramer-on-goodrxs-ipo-start-buying-some-stock-if-it-pulls-back.html)
- “I think you can actually nibble at GoodRx tomorrow if we have a pullback,” CNBC’s Jim Cramer said after the company’s public market debut.
- Shares of the digital health company rose more than 50% on Wednesday.
- “GoodRx is a great story. It’s got fabulous financials, so of course, yeah, the deal was red-hot,” added the “Mad Money” host.
Ticker: GDRX
Cramer’s lightning round: Beyond Meat is a buy here (https://www.cnbc.com/2020/09/23/cramers-lightning-round-beyond-meat-is-a-buy-here.html)
- Chewy: “This is one of those high-multiple stocks that we talk about that is going to come down, but at the same time I like the business very much. Let’s just say, it’s a good company but you’ve got to be willing to take some pain if you want to buy it right now. If you want pet food, frankly I thought the General Mills call was good.”
- Chegg: “I think that [CEO Dan Rosensweig] is doing a great job. The stock came down because it got ahead of itself. Very few people expected the numbers to be that good. I like your plan [to cost average in], but let’s stick to $63. Don’t jump beforehand. If it doesn’t get there, it doesn’t get there.”
- MetLife: “MetLife is fine. It’s really the yield that you’d be buying. I don’t like any of the financials. None. None. I feel like the oils and the financials are now somehow like each other, which is weird. I like the yield but that’s all I can say.”
- LyondellBasell Industries: “This is a cyclical that is doing quite well. By the way, let’s throw in Dow chemical, why don’t we? Dow chemical is doing quite well.”
- Beyond Meat: “Here’s the problem with Beyond Meat: it’s ridiculously expensive. Here’s what is great about it: it’s always going to be expensive. Why? Because it’s the future, and I like the future, and I believe in [CEO Ethan Brown]. Buy some here. I’d buy some lower.”
- A10 Networks: “I have not looked at A10 since it became public… Let me look it over again. I just never felt frankly that it was that proprietary. I just didn’t.”
- Inseego Corp.: “I like this company. Instead of just a hold or sell, I would actually put it in the buy category if you get it below $10. I think it’s doing very, very well.”
- Magna International: “I like Magna. I like a lot of the autos. I like the complex. I think it’s coming back. You’re in the cheapest. It’s come down a great deal. Magna is OK for me.”
Ticker: CHWY, GIS, CHGG, MET, LYB, MET, LYB, DOW, BYND, ATEN, INSG, MGA
Cramer sees ‘huge positives’ on Tesla’s Battery Day, tells investors to be patient on stock (https://www.cnbc.com/2020/09/23/cramer-sees-huge-positives-on-tesla-battery-day-urges-patience-on-stock.html)
- “Give it some time, and we’ll get to a level where I’ll tell you, you can pounce again,” CNBC’s Jim Cramer said after Tesla’s Battery Day.
- “I’ve liked it from $66, but the runup into Battery Day has to be burned off, and at $380 we’re not there yet,” the “Mad Money” host said.
- Cramer said he was not as disappointed in Tesla’s announcement as others on Wall Street were
Other topics (no video clips): (1) “As the aftershocks of Nike’s better-than-expected earnings continue to shake up the market, what should investors do with the stock as it hits all-time highs? Cramer’s digging deeper into the call and where to go from here. “, (2) Cramer’s exclusive with Anaplan CEO Frank Calderoni.
Other Stocks discussed (calls with audience): LUV, UNH, SCS, CPRI, SBUX
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