Mad Money: 2020年10月19日(月)の放送の要点

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    • #6794
      暮眞★潤 (Jun Kurema)
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      2020年10月19日(月)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。

       

      (1) Jim Cramer says these 7 ‘thesis’ stocks, including Peloton and Netflix, will go higher until coronavirus is controlled (https://www.cnbc.com/2020/10/19/jim-cramer-stocks-like-peloton-will-rise-until-pandemic-is-controlled.html)

      • Zoom, Roku, Peloton and Netflix are among a group of stocks that have shown persistent strength that sometimes defies fundamental metrics, CNBC’s Jim Cramer said.
      • “Until we turn the corner on the pandemic, the earnings themselves are simply an abstraction for these thesis stocks and any disappointment is simply one more reason to buy them,” the “Mad Money” host added.
      • Cramer’s list of resilient stocks also includes PayPal, Tesla and Square.

      Ticker: NFLX, PTON, PYPL, ROKU, SQ, TSLA, ZM

       

      (2) [No Video Clip] Off-the-Chart: “It’s 15 days until the election and the polls continue to weigh on the market’s mind – Cramer’s going Off The Charts to help investors with their next move as November 3rd grows closer”

       

      (3) Cramer: Investors should consider taking profits in ‘red hot’ tech stocks such as Zoom and Cloudflare (https://www.cnbc.com/2020/10/19/cramer-consider-taking-some-profits-in-red-hot-stocks-such-as-zoom.html)

      • Investors should consider taking some profits in high-flying tech stocks such as Zoom Video Communications and Cloudflare, CNBC’s Jim Cramer said.
      • “If you’ve got a huge gain here, look, take some off and play with the house’s money,” Cramer said of Zoom.
      • “Some of these red-hot growth names are absolutely worth owning into this weakness, although if you’re up huge, remember it is a sin to let a gain turn into a loss,” the “Mad Money” host added.

      Red Hot Stocks: 15. CrowdStrike (CRWD), 14. Okta (OKTA) [OKTA is favorite stock, both are cloud base cyber security companies, both have been huge winners, downside risk exists, might sell if you already have] ; 13. nCinco (NCNO) [banking software company backed by Salesforce, Pricey]; 12. ZoomInfo (IF) [profitable]; 11. Amwell (AMWL) [Telemedicine, you should wait for a lower level to get into AMWL], 10. Lemonade (LMND) [try to revolutionize insurance industry, Too hot and had recommended to wait pull back until $60, wait for $50 to buy more]; 9. Cloudflare (NET) [another favorite stock, but too late to get in. you should ring the register] ; 8. Coupa Software (COUP) & 5. Bill.com (BILL) [hedge fund manager would long COUP and short BILL. Stick to COUP]; 7. Shopify (SHOP) & 4. BigCommerce (BIGC) [SHOP is a long time favorite, both are COVID winners, I would own SHOP]; 6. JFrog (FROG) [“You have my blessing to start buying FROG on a pullback to the low seventies”] ; 3. Datadog (DDOG); 2. Zoom Video (ZM) [“I like ZM here, but you’ve got expect brutal selloff once a vaccine widespread”]; 1. Snowflake (SNOW)

       

      (4) [No Video Clip] “After receiving calls about Nanox Imaging and Shift4 Payments, Cramer’s done his homework and reporting back with his take.” — Ticker: NNOX, FOUR

       

      (5) Cramer’s lightning round: ‘I’d rather own Snowflake than I would Cloudera’ (https://www.cnbc.com/2020/10/19/cramers-lightning-round-i-would-own-snowflake-instead-of-cloudera.html)

      • Zuora: “I know this space and there are other competitors that are competitive against them, and that’s why it’s struggling so much. It’s got real competition and that’s an anathema to those who own a stock, especially a high-growth stock.”
      • Albireo Pharma: “It’s a totally speculative stock. Pediatric liver, very niche market. If they hit it out of the park, even if they hit it out of the park, I still don’t think you make that much money. But it’s a spec … and remember, I find room in a 10-stock portfolio for a stock like that. It’s fine.”
      • Bruker Corporation: “Here’s the problem with Bruker. Thermo Fisher and Danaher are both better companies. They have a higher dollar amount, but … those are the better plays. Those are both better.”
      • Cloudera: “No, no. It’s cloudy in Cloudera. I mean I would, literally, this is what is so odd about it. I’d rather own Snowflake than I would Cloudera because Cloudera does not have growth, and I’m not looking for value when it comes to that segment. Salesforce is also in that business. Don’t forget.”
      • Teva Pharmaceutical: “Teva is an expensive stock that I believe is going to stay inexpensive because they don’t have any growth, and I don’t want stocks that have no growth.”
      • Salesforce: “I’ve liked Salesforce, I’ve liked it since 2008. I like it now. As long as [Marc Benioff] is there, then I think I’m going to like Salesforce. I think he’s doing fantastic. I think he’s doing fantastic.”
      • Barrick Gold: “If anything, I want to use this decline to buy … Barrick. I like Barrick very much.”

      Ticker: ZUO, ALBO, BRKR, TMO, DHR, CLDR, SNOW, TEVA, CRM, GOLD

       

      (6) Jim Cramer says investors should wait to buy winning industrial stocks such as Caterpillar (https://www.cnbc.com/video/2020/10/19/jim-cramer-wait-to-buy-winning-industrial-stocks-such-as-caterpillar.html)

      “Mad Money” host Jim Cramer said Monday there is limited supply of strong industrial companies and advised investors to wait to buy standout performers such as Caterpillar.

      US Manufacturing Plays: Caterpillar (CAT), Deer & Company (DE), Nucor (NUE), Ingersoll Rand (IR), 3M (MMM), Emerson (EMR), Illinois Tool Works  (ITW)

       

      Other stocks discussed (calls with audiences): Lam Research (LRCX), Rocket Companies (RKT), Lockheed Martin (LMT), Chegg (CHGG)

       

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