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2020年10月14日 8:00 PM #6691
暮眞★潤 (Jun Kurema)
キーマスター2020年10月14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。
Cramer reveals what stocks he finds would benefit from a Biden presidency (https://www.cnbc.com/2020/10/14/cramer-says-his-charitable-portfolio-would-perform-better-under-biden.html)
- “When it comes to earnings, to prospects, to growth, I was absolutely stunned that two-thirds of the stocks in my charitable trust would likely make more money under Biden than under Trump,” CNBC’s Jim Cramer said.
- “I am not saying Biden would be better for the stock market as a whole,” the “Mad Money” host said.
- “When you drill down to specific industries, I don’t have much appetite for the stocks that would benefit from a second Trump term,” he said.
Stocks in Cramer’s Charitable Trust That Benefit from Favorable China Relationship: NVDA, AMD, MRVL, AVGO, DIS, BA, NKE, SBUX, MA, JPM, MSFT, GS, COST, HON, ABT, UPS
Fastly is a buy if the stock continues to tank on revenue guidance cut, Cramer says (https://www.cnbc.com/2020/10/14/cramer-fastly-is-a-buy-if-the-stock-continues-to-tank-on-guidance-cut.html)
- CNBC’s Jim Cramer said Fastly’s steep pullback in after-hours trading Wednesday creates an opportunity for investors.
- However, the “Mad Money’ host advised people to wait for the stock to slide back a little more before buying shares.
- “Now the stock has been significantly de-risked, the ignorant money is fleeing like rats on a sinking ship, and I actually like it more,” Cramer said.
Ticker: FSLY
Executive Interview: VMware COO talks powering the work-from-anywhere future (https://www.cnbc.com/video/2020/10/14/vmware-coo-talks-powering-the-work-from-anywhere-future.html)
VMware is working to create the “work 2.0” and software to assist people in find their personal workspace, COO Sanjay Poonen said.
Ticker: VMW
Cramer’s lightning round: TJX Companies is ‘not what people want right now’ (https://www.cnbc.com/2020/10/14/cramer-lightning-round-tjx-is-not-what-people-want-right-now.html)
- Zix Corp: “I know that one is email encryption. When I think of encryption, I think of IBM, which is an incredibly cheap stock that’s bringing in a lot of value.”
- GW Pharmaceuticals: “I like it a lot. I think that it is the only one that really has pharmaceutical cannabis, and therefore it’s great.
- Shopify: “The fact is that I like the stock very much, that’ the conviction, but the discipline [strategy] says that you cannot be up 300% without taking some off. I want you to take out your cost basis tomorrow and I want you to play with the house’s money.”
- Snowflake: ”[CEO] Frank Slootman is unbelievable. If there’s ever a company that’s going to be able to make money for you, even though it sells at 100-times earnings, it’s one that is run by Slootman. But please understand: this is the most expensive stock in the market, so they must execute and execute perfectly. I believe Slootman will, but there are many doubters because it is so expensive.”
- TJX Companies: “It’s an indoor store. It’s not what people want right now. It does have some good inventory coming in, but it is not going to scream higher, I don’t think.”
- Draftkings: “I say you let it cool off, but I think the company is going to own the space, and that’s what’s so good about it.”
Ticker: ZIXI, GWPH, PHOP, SNOW, TJX, DKNG
Other topic (no video clip): “After rebounding back to pre-pandemic levels, Medtronic CEO Geoff Martha checks in with Cramer to talk about COVID-19’s impact on the company and the medical device industry as a whole. ” — Ticker: MDT
Other Stocks Discussed (calls with audiences): DraftKing (DKNG), The PNC Financial Services Group (PNC), eBay (EBAY), The Trade Desk (TTD), Xilinx (XLNX)
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