Mad Money: 2020年10月23日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年10月23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。

 

(1) Cramer’s week ahead: A tough week, a prelude to election day (https://www.cnbc.com/2020/10/23/cramer-week-ahead-a-tough-week-a-prelude-to-election-day.html)

• CNBC’s Jim Cramer on Friday advised “Mad Money” viewers to be prepared to buy stock on any Washington-induced pullbacks.
• “It’s a tough week, a prelude to election day. Confusion lies ahead,” he said. “I say proceed with caution, but if you like something, then do a little homework then wait for the inevitable swoon and buy it into weakness.”

Earning Schedule: [Monday] Otis Worldwide, NXP Semiconductors, Twilio; [Tuesday] Pfizer, Merck, Eli Lilly, Caterpillar, Stanley Black & Decker, Microsoft, AMD; [Wednesday] United Parcel, Boeing, General Electric, Ford, ServiceNow, Etsy, Pinterest; [Thursday] Amazon, Apple, Alphabet, Facebook, Starbucks; [Friday] Chevron, Exxon Mobil

 

(2) Executive Interview: Barbie-maker Mattel CEO: Toy demand has been ‘more than we expected’ (https://www.cnbc.com/2020/10/23/barbie-maker-mattel-ceo-toy-demand-has-been-more-than-we-expected.html)

• “We are seeing tremendous demand for our products, more than we expected,” Mattel CEO Ynon Kreiz said after posting a strong quarterly report.
• “With such surge in demand, we are now working hard to be able to fulfill it,” he said in a “Mad Money” interview.
• “Demand for barbie grew by 50%. It really speaks to the strength and ongoing momentum of the brand,” he said.

Ticker: MAT

 

(3) Jim Cramer reviews top 10 winners on his Cramer Covid-19 index (https://www.cnbc.com/2020/10/23/jim-cramer-reviews-top-10-winners-on-his-cramer-covid-19-index.html)

• “Since we created the Cramer Covid-19 index six months ago, the stay-at-home, work-at-home stocks just have not been able to quit,” CNBC’s Jim Cramer said.
• “The traditional recession stocks [have been] left in the dust,” the “Mad Money” host said.
• “The Cramer Covid-19 index is up more than 45% since we created it on April 24, leaving the major averages in the dust,” he said.

Ticker: PTON, LVGO, FSLY, ZM, SQ, TWLO, TWLO, SAM, DDOG, TTD, NET

 

(4) [No Video Clip] Executive Interview: Boll & Branch

 

(5) Cramer’s lightning round: Stay the course on Crown Castle (https://www.cnbc.com/2020/10/23/cramer-lightning-round-stay-the-course-on-crown-castle.html)

• Nautilus: “I think Nautilus is good, I just don’t want you to be greed. I want you to take a quarter of it off on Monday, and then we’ll all feel better.”
• Crown Castle: “I think you’re fine. I know the bears are all over it. I want you to stay the course.”
• Albertsons: “I am exhausted by Albertsons. I thought they reported an absolutely terrific quarter … and it still won’t go up. … That actually tells you that the supermarket is not as good a business as we thought. So, I don’t mind holding it, but I’m not going to say buy more until it goes even lower, unfortunately.”
• StoneCo: “I like that stock. I like it very much.”

Ticker: NLS, CCI, ACI, STNE

 

(6) [No Video Clip] Playing the Stimulus — Ticker: JPM, BAC, GS, MS

 

Other Stocks Discussed (calls with audiences): Upwork (UPWK), Utz Brands (UTZ), Camping World Holdings (CWH), Stitch Fix (SFIX)

 

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