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2020年10月1日 7:38 PM #6265
暮眞★潤 (Jun Kurema)
キーマスター2020年10月1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。
Cramer says Wall Street has made up its mind about stimulus: ‘It doesn’t matter’ (https://www.cnbc.com/2020/10/01/cramer-on-wall-streets-stance-on-more-stimulus-it-doesnt-matter.html)
- “The stock market’s already made up its mind [about stimulus]: It doesn’t matter,” CNBC’s Jim Cramer said.
- “I can understand why so many Republican senators are reluctant to spend a fortune on another huge stimulus package. The averages suggest the economy’s moving in the right direction,” the “Mad Money” host said.
- “As far as the stock market’s concerned, we don’t need no stinking stimulus, and that’s absolutely true for your portfolio, but it’s necessarily not true for America,” he said.
Ticker: PEP, MKC, CLX, PTON, PENN, DKING
Sign of Life in Retail? (showing sign of renewed strength)– Macy’s (M), Kohl’s, Under Armour, GAP, Foot Locker, NordstormConagra Brands CEO: ‘We are seeing the fruits of our labor for the past several years’ (https://www.cnbc.com/video/2020/10/01/conagra-brands-ceo-on-seeing-the-fruits-of-our-labor-from-investments.html)
Conagra Brands CEO Sean Connolloy broke down highlights from the packaged foods company’s latest quarterly report.
Ticker: CAG
Constellation Brands draws interest after committing $100 million to Black-owned businesses (https://www.cnbc.com/2020/10/01/modeldraws-interest-after-committing-100-million-to-black-owned-businesses.html)
- “It’s a sector that has not gotten the right amount of capital over time. We think we can help change that,” Constellation Brands CEO Bill Newlands told CNBC’s Jim Cramer.
- The distributor of Corona, Modelo and other alcoholic beverages committed this summer to investing $100 million in Black- and minority-owned businesses as the country grappled with a racial reckoning.
- “We have to reflect the communities we serve,” he said.
Ticker: STZ
Cramer’s lightning round: ‘I still like Roku’ (https://www.cnbc.com/2020/10/01/cramers-lightning-round-i-still-like-roku.html)
- Roku: ”[CEO] Anthony Wood came on this show about 150 points ago. He told a very compelling story about how they’ve got subscriptions and ads. I like both businesses, so, therefore, even up here, I still like Roku.”
- Tapestry: “Tapestry’s OK. I like the album more than the stores.”
- XPeng: “Alibaba. Just buy that one. If you don’t like that, then buy JD. We don’t want to go downscale, we want to go upscale.”
- Vornado Realty Trust: “I think that you’re in the best of a bad neighborhood. You are in the house of pain.”
- Applied Materials: “I like that company. I do like Lam Research a little more, but that’s OK.
- Piedmont Lithium: “Very dangerous, but if you want to speculate, I’ve got no problem.”
Ticker: ROKU, TPR, XPEV, BABA, JD, VNO, AMT, PLL
Other topic (no video clip): Interview with Bed Bath & Beyond CEO
Other stocks discussed (calls with audiences): GlaxoSmithKline plc (GSK), Travelers (TRV)
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