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2020年10月9日 7:58 PM #6596
暮眞★潤 (Jun Kurema)
キーマスター2020年10月9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: Too much complacency about a stimulus deal (https://www.cnbc.com/2020/10/09/cramers-week-ahead-too-much-complacency-about-a-stimulus-deal.html)
- CNBC’s Jim Cramer on Friday continued to recommend that investors put money into stocks of companies that can grow without additional fiscal help.
- “We’ve had a very big run this week, so I’m concerned there’s a little too much complacency about anything coming from Washington and not enough support or interest in the higher-quality stocks that don’t need any stimulus,” the “Mad Money” host said.
- Cramer delivered his game plan and previewed a week full of earnings reports, including the big banks.
- Cramer says AMD could benefit from a rumored takeover of Xilinx. He said he’d be a buyer of AMD if the rumored deal for Xilinx goes through.
Earning Dates: [Monday] JPM, C, JNJ; [Wednesday] BAC, WFC, GS, UEEC, UAL; [Thursday] WBA, MS; [Friday] SLB, VFC
Executive Interview: Okta’s customer identity business is growing 70% a year, CEO says (https://www.cnbc.com/video/2020/10/09/oktas-customer-identity-business-is-growing-70percent-a-year-ceo-says.html)
Online interactions are raising the bar, and the identity and access management provider Okta is feeling the benefits on the top line, CEO Todd McKinnon said.
Ticker: OKTA
‘I’m bullish on hydrogen’ — Jim Cramer breaks down his top hydrogen plays (https://www.cnbc.com/2020/10/09/jim-cramer-breaks-down-his-top-hydrogen-plays-i-am-bullish-on-hydrogen.html)
- “If you want to speculate on a sexy long-term story, I’m bullish on hydrogen,” CNBC’s Jim Cramer said.
- “Over the next 10 to 20 years, I expect hydrogen to take major market share in transportation, power storage for renewables like solar, and even as a replacement for natural gas buildings all over America,” the “Mad Money” host said.
- “Just keep in mind, this story could take years or even decades to fully play out, but the thesis is correct and green hydrogen does represent the future,” he said.
Ticker: LIN, PLUG
Executive Interview: Visby Medical CEO talks decentralizing PCR coronavirus testing (https://www.cnbc.com/video/2020/10/09/visby-medical-ceo-talks-decentralizing-pcr-coronavirus-testing.html)
Visby Medical CEO Adam de La Zerda discussed developing and receiving emergency use clearance for a portable PCR coronavirus testing kit.
Cramer’s lightning round: ‘We like nCino’ (https://www.cnbc.com/2020/10/09/cramer-lightning-round-we-like-ncino.html)
- Trane Technologies: “I like Trane.”
- Equinix: Buy
- Guardant Health: “Gene-sequencing is terrific, I’m going to give you that one. I’m also going to say Illumina is down too much. You might want to look a that one, too.”
- Elanco Animal Health: “Don’t take anymore off. This is a pet story that’s got an activist [investor involved]. I liked the stock even before then.”
- NCino: “We like nCino. This is cloud banking. … This company is so real that I wouldn’t be surprised if it goes up to $100.”
- AT&T: “I’m getting nervous. When I see layoffs like that, I don’t like it. It tells me that maybe they’ve got too many things going on at once. I wish they’d come on for a serious discussion about how they’re really doing because I’ve got to tell you I prefer Verizon.”
- Multiplan Corp: “I’ve got to have them on [the show]. The deal is they haven’t come on. When we have them on, we will make decisions.”
- Nokia: “No. We like quality. Nokia does not have quality.”
Ticker: TT, EQIX, GH, ELAN, NCNO, T, VZ, MPLN, NOK
Other Topics (no video): COVID-19 Fear Factor Portfolio – Amazon (AMZN), Costco (COST), Peloton (PTON), Thor Industries (THOR), Roku (ROKU), Etsy (ETSY), Take-Two Interactive Software (TTWO), FedEx (FDX), United Parcel Service (UPS), Domino Piza (DPZ)
Other Stocks (calls with audiences): GrowGeneration (GRWG), Paypal (PYPL), Clorox (CLX)
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