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2020年9月25日 8:11 PM #5968
暮眞★潤 (Jun Kurema)
キーマスター2020年9月25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。
Jim Cramer’s week ahead: ‘Good riddance’ to September (https://www.cnbc.com/2020/09/25/jim-cramer-week-ahead-good-riddance-to-september.html)
- “We’re finally kissing the month of September goodbye next week, and I say good riddance,” CNBC’s Jim Cramer said.
- “I don’t know if October will be much better, but I doubt it could be much worse,” the “Mad Money” host said.
- Cramer delivered his game plan for the week to come.
Monday: Thor Industries (THO); Tuesday: McCormick (MKC), Micron Technology (MU); Thursday: PepsiCo (PEP), Conagra Brands (CAG), Constellation Brands (STZ), Bed Bath & Beyond (BBBY)
Cramer recommends Palantir at the right price, but says its governance is most ‘egregious’ since WeWork (https://www.cnbc.com/2020/09/25/jim-cramer-palantir-is-a-buy-at-right-price-ahead-of-direct-listing.html)
- CNBC’s Jim Cramer said he hesitates to give Palantir’s stock “a full-throated endorsement” ahead of its expected direct listing next week.
- The “Mad Money” host said the data software company has solid financials, but he expressed reservations about its corporate governance.
- “If you can get Palantir for around $10, or ideally less on a pullback, you’ve got my blessing to buy it,” he said.
Ticker: PLTR
Cramer’s lightning round: ‘I think you’re right to own Boeing’ (https://www.cnbc.com/2020/09/25/cramers-lightning-round-you-can-buy-boeing-avoid-walgreens.html)
- Boeing: “Yes. I think you can buy it. I know that [American Airlines] just got some money from the government. I know that finally the airlines are waking up to being able to test people before they go on. I don’t know why they haven’t been doing that before. I know that masks work on planes. I hear that we’re going to start opening up in Europe … I think you’re right to own Boeing.”
- General Electric: “I think GE is going to be, it’s not GE’s year. Why do I say that? Because GE has said that. They’re not ready yet. They’re turning things around. I think they have a very good turnaround plan, even tough they’re obviously very linked to aerospace. It’s going to take some time. This time next year I think GE is going to be a much better stock than it is now, though, but a lot of people aren’t that patient.”
- Rocket Companies: “Rocket is a very strange company because when it was at $18.90 I said buy it, then it went up to the high $20s, I said sell it. Now it’s right back to $20. I feel like, hey, you know what, I had my call with Rocket and now I’m ready to move on. There are a lot of people who are short the stock. They don’t like the ownership structure.”
- Redhill Biopharma: “I think you should be in Royalty Pharma. I think it’s every bit as good as Redhill and then some, but I totally understand why you’d want to be in. Smart Israeli company, really smart guys. It’s just that I think Royalty is not getting enough love from Wall Street.”
- Walgreens Boots Alliance: “Chill man is worried about Walgreens. Chill man is worried because I think the prescription drug side is under attack, and the front of the store is under attack from Amazon. So I have a tough time with that one. I just do. I try to figure out what makes it go higher, and I don’t know.”
- Illumina: “Many companies have tried to do this liquid cancer, the [biopsy] test. I hope Grail can do it right. If Grail can do it right, then Illumina turns out to be a great buy. But I like Thermo Fisher and I like Danaher. They are better companies, and I like either one of them more than this one.”
- Ping Identity: “You know we like Ping. We’ve had them on. I think they told a very, very compelling story. I like this cohort as it is, and Ping is a good one.”
Ticker: BA, AAL, GE, RKT, RDHL, RPRX, WBA, AMZN, ILMN, TMO, DHR, PING
Jim Cramer says to buy Costco’s stock after its ‘absurd’ post-earnings decline (https://www.cnbc.com/2020/09/25/jim-cramer-buy-costcos-stock-after-its-absurd-post-earnings-dip.html)
- Investors should take advantage of Costco’s post-earnings pullback and buy the stock, CNBC’s Jim Cramer advised Friday.
- The “Mad Money” host said he considers Wall Street’s concerns about the wholesale retailer to be “moronic.”
- “Every quarter the stock gets hammered by bogus concerns and every time what happens? It bounces right back,” he contended.
Ticker: COST
Other Stocks discussed (calls with audiences): Sysco Corporation (SYY), Reynolds Consumer Products (REYN), Laird Superfood (LSF), Vroom (VRM), Forum Merger II Corporation (FMCI)
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