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2020年10月22日 8:25 PM #6844
暮眞★潤 (Jun Kurema)
キーマスター2020年10月22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。
(1) Tesla ‘left the old-school automakers in the dust,’ Jim Cramer says (https://www.cnbc.com/2020/10/22/tesla-left-the-old-school-automakers-in-the-dust-jim-cramer-says-.html)
- “They have left the old-school automakers in the dust. At this point, it’s not even a fair comparison,” said CNBC’s Jim Cramer, reacting to Tesla’s big earnings report.
- “When it comes to Tesla, the doubters were wrong and the believers were right,” the “Mad Money” host said.
- “I can remember, only about a year ago, when people still worried that Tesla was functionally bankrupt,” he said.
Ticker: TSLA
(2) Steel producer Nucor sees opportunity in autos beyond recent rebound (https://www.cnbc.com/2020/10/22/steel-producer-nucor-sees-opportunity-in-autos-beyond-recent-rebound.html)
- “We’re about 1.6 million tons a year of our products going to automotive. Will double that in the next several years,” Nucor CEO Leon Topalian told CNBC’s Jim Cramer.
- “Automotive is going to continue to be a big part of our business as we move forward,” he said in a “Mad Money” interview.
- Shares of Nucor finished Thursday at their highest level since February.
Ticker: NUE
(3) [No Video Clip] “In the latest installment of the “Know Your EV + SPAC” series, Cramer takes a closer look at the latest EV stock as it prepares to come public with Kensington Capital.” — Ticker: KCAC
(4) [No Video Clip] Am I Diversified: “Plenty of Cramericans want to know if they’re diversified and Cramer is diving deeper into their portfolios.” — (Audience 1) Shopify, Humana, Square, Facebook, Amazon [sell Square, get Honeywell]; (Audience 2) American Tower, Visa, Digital Realty, Kansan City Southern Liver, FOCO [get rid if American Tower, get Honeywell]; (Audience 3) Gilead, Roku, Activision Blizzard, Yum!, Qualcomm [love the portfolio]; (Audience 4) Bank of America, Disney, Alaska Airline, General Electric, Citi [sell Citi, buy Bristol-Myers]
(5) Cramer’s lightning round: I see lots to like in Corsair (https://www.cnbc.com/2020/10/22/cramer-lightning-round-i-see-lots-to-like-in-corsair.html)
- Royalty Pharma: “I’m going to ask for patience and buy more. … It’s a very inexpensive drug stock in a market that doesn’t like the drug stocks. Let’s give it a few more days.”
- Corsair Gaming: “I see lots to like in Corsair.”
- Pfizer: “The pipeline is just OK. … I would prefer Bristol Myers.”
- Marvell Technology: “We’re not going away. We think it goes to $50. This thing is a juggernaut.”
- Canadian Solar: “If you think that Biden’s going to win [and] you’ve got another shot, you buy some more.”
- Union Pacific: “You have to wait two more days. That’s when the institutional selling is going to be done in this thing, and then we can take a hard look. I’m not going to give up on [CEO] Lance [Fritz], but the stock’s going lower.”
- Revlon: “I am Mr. Estee Lauder, and I’m not going to go down to Revlon. EL is going higher.”
Ticker: RPRX, CRSR, PFE, MRVL, CSIQ, UNP, REV, EL
(6) [No Video Clip] “Cramer’s Spotting a trend in the Auto Space that Could Have You Cashing in” — (a) Car Dealers: Lithia Motors (LAD), Sonic Automotive (SAH), Carmax (KAM), AutoNation (AN), (b) Auto Parts: Axalta Coating Systems (AXTA), Nucor (NUE), Aptiv (APTV), Adient (ADNT), Lear Corporation (LEA), Magna International (MGA), Dow (DOW), DuPont (DD), PPG Industries, Inc. (PPG), (c) Semiconductors: NXP Semiconductors N.V. (NXPI), Nvidia (NVDA), Texas Instruments (TXN), (d) EVs: Tesla (TSLA), Fisker, (e) Worst Stocks in Best Neighborhood: General Mortors (GM), Ford (F)
Other Stocks Discussed (calls with audiences): Twilio (TWLO) [good for a long term], NVIDIA (NVDA), Advanced Micro Devices (AMD), Anheuser-Busch (BUD), Plug Power Inc. (PLUG) [buy], CuriosityStream (CURI)
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