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2020年10月21日 9:29 PM #6829
暮眞★潤 (Jun Kurema)
キーマスター2020年10月21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。
(1) Cramer on surging Snap share price: ‘Children make you a better investor’ (https://www.cnbc.com/2020/10/21/cramer-on-surging-snap-share-price-children-make-you-a-better-investor.html)
- “If you’re over the age of forty, the only way to catch the biggest winners has been staying in touch with your children,” CNBC’s Jim Cramer said about Wednesday’s session.
- “I’m always crediting my four blended family kids for ideas that I never would’ve picked up on at all without them,” the “Mad Money” host said after shares of Snap surged during the trading day.
- “These young people have a better sense of the future than we do,” he said of older generations.
Kids Pick the Darndest Stocks: Twitter (TWTR), Pinterest (PINS), PayPay (PYPL), Adobe (ADBE), Etsy (ETSY), Shopify (SHOP), Google (GOOGL), Facebook (FB), Apple (AAPL), Netflix (NFLX), Salesforce (), Workday (), Chipotle (), Beyond Meat (), Tesla ()
(2) Executive Interview: Lithia Motors plans to expand footprint as it rolls out at-home ‘Driveway’ strategy (https://www.cnbc.com/2020/10/21/lithia-motors-plans-to-expand-footprint-as-it-rolls-out-online-strategy.html)
- “We made a little over a quarter billion dollars in net profit in Q3, which is a good start to be able to buy even more” dealerships, Lithia Motors CEO Bryan Deboer said after posting an earnings beat.
- “Fortunately, a lot of people have a lot of extra money in their pockets because they’re not taking vacations and they’re not buying coffee when they go to and from work, because they’re working from home,” Deboer he said in a “Mad Money” interview.
- “We’re in the forefront of being able to roll out our Driveway strategy, which is an e-commerce solution,” he said.
Ticker: LAD
(3) Parsley CEO on merging with Pioneer Natural Resources: ESG was instrumental in the deal(https://www.cnbc.com/video/2020/10/21/parsley-ceo-esg-instrumental-in-pioneer-natural-resources-merger.html)
Parsley Energy CEO Matt Gallagher explains how reducing costs and curbing emissions played a key part in the oil producer’s tie-up with Pioneer Natural Resources to be a leading producer in the Permian Basin.
Ticker: PE, PXD
(4) Fisker CEO Henrik Fisker on going public via SPAC over IPO (https://www.cnbc.com/video/2020/10/21/fisker-ceo-henrik-fisker-on-going-public-via-spac-over-ipo.html)
“SPACs have replaced the traditional venture funding out of Silicon Valley,” Henrik Fisker, CEO of Fisker Inc., said in a “Mad Money” interview.
Ticker: SPAQ
(5) Cramer’s lightning round: I think you buy Boeing (https://www.cnbc.com/2020/10/21/cramer-lightning-round-i-think-you-buy-boeing.html)
- Yeti: “I think Yeti’s terrific. I know we’ve liked it since $16. … I think we’re pressing our bet because it’s got unbelievable product lines that are expanding.”
- Manpower: “Manpower’s very interesting because they reported a quarter that I didn’t think was that good and the stock went up anyway. … It says that better times are coming.”
- L3harris Technologies: “People have turned against his stock, big time. They have just turned against it. They like Lockheed Martin … Maybe after the election, they’ll realize that Democrats will spend a fortune on defense.”
- Draftkings: “Look, I do some work for Draftkings. This stock is a down stock, so to speak, but I think that they and Penn National are going to own gambling, and gambling is going to be legal in every state in the union in the next few years. … I think that it’s probably a good place to start a position.”
- Walgreens Boots Alliance: “CVS and Walgreens are really in the same boat. Nobody really wants to own them. I think Walgreens is oversold and at 5% I think it’s worth holding because they’ve got a decent balance sheet, and they’re not all being destroyed by Amazon.”
- Boeing: “I think you buy it.”
- MGP Ingredients: “I’ve always liked it. I’ve never understood why it hasn’t gone up a great deal. I think it represents a great value.”
Ticker: YETI, MAN, LHK, LMT, DKNG, PENN, WBA, CVS, AMZN, BA, MPGI
(6) [No Video Clip] Playing the DIY Bull Market — Home Depot (HD), Lowe’s (LOW), Costco (COST), The AZEK Company (AZEK), Trex Compony (TREX), Fortune Brands Home & Security (FBHS), Stanley Black & Decker (SWK), Whirlpool Corporation (WHR), The Sherwin-Williams Company (SHW), PPG Industries (PPG), Carrier Global Corporation (CARR), SiteOne Landscape Supply (SITE), WD-40 Company (WDFC), Masco Corporation (MAS)
Other Stocks Discussed (calls with audiences): OPKO Health, Inc. (OPK) [decent], Tractor Supply Company (TSCO) [buy more], Verizon Communications Inc. (VZ) [should not be down, buy here]
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