Mad Money: 2020年10月28日(水)の放送の要点

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    • #6928
      暮眞★潤 (Jun Kurema)
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      2020年10月28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) Jim Cramer reveals five ‘Covid-proof bull markets’ to find stock opportunities (https://www.cnbc.com/2020/10/28/jim-cramer-five-covid-proof-bull-markets-to-find-stock-opportunities.html)

      • “If you want to be psychologically prepared for days like today, you’ve got to have that shopping list because the market throws a sale just when you … least expect it,” CNBC’s Jim Cramer said.
      • “You can’t rummage without a gameplan, too much chance you’ll end up buying the wrong thing,” the “Mad Money” host said after the Dow Jones declined for the fourth-straight session.
      • “If you’re worried stocks will keep getting hammered, be ready to pounce on some of these Covid-proof bull markets,” he said.

      Bull Markets Charging On — (a) 5G: Qualcomm (AVGO), Broadcom (QCOM), Marvell (MRVL); (b) Digitization: Microsoft (MSFT); (c) Hygiene: Clorox (CLX), L Brands (LB), P&G (PG); (d) Home Renovation: Walmart (WMT), Masco (MAS), Home Depot (HD), Lowe’s (LOW); (e) Autos: Ford (F), Tesla (TSLA), Lithia (LAD)

       

      (2) [No Video clip] Bed Bath & Beyond says omni-channel strategy is the ‘magic for us in Q3’ (https://www.cnbc.com/video/2020/10/28/bed-bath-beyond-omnichannel-strategy-was-the-magic-for-us-in-q3.html)

      Customers are “falling in love” with Bed Bath & Beyond’s approach to curbside pick up and same-day delivery services, which have been a key to the business since the second quarter.

      Ticker: BBBY

       

      (3) Executive Interview: UPS CEO on holiday peak season: ‘We’ve been planning for this for months’ (https://www.cnbc.com/2020/10/28/ups-ceo-on-holiday-peak-season-we-have-been-planning-for-this-for-months.html)

      • “We’re planning a pretty peaky peak, and peak is so important to our customers that we’ve been planning for this for months,” UPS CEO Carol Tomé told CNBC Wednesday.
      • “We are ready for the volume that’s going to come our way,” she said in a “Mad Money” interview.
      • “We don’t expect to be issuing any warning” about missing expectations in the fourth quarter, she said.

      Ticker: UPS

       

      (4) SoFi CEO discusses debt-paydown feature of soon-to-launch credit card (https://www.cnbc.com/video/2019/02/05/maxmyinterest-ceo-people-have-been-lulled-into-idea-of-low-rates.html)

      “We’re trying to help people get their money right,” private online personal finance company SoFi CEO Anthony Noto told CNBC’s Jim Cramer about the new endeavor.

       

      (5) Cramer’s lightning round: Start a position in DexCom (https://www.cnbc.com/2020/10/28/cramers-lightning-round-start-a-position-in-dexcom.html)

      • DexCom: “Let’s start a position in Dexcom if we haven’t owned it.”
      • NIU Technologies: “I have to do more work on NIU, but I know that they are the premier scooter maker.”
      • Quidel: “I like the diagnostics segment so much. … I think Quidel’s good. I think you’ve got a winner. I like that stock.”
      • Gan Ltd: “I can’t figure this one out”

      Ticker: DXCM, NIU, QDEL, GE

       

      (6) The truth about COVID-19

       

      Other Stock Discussed (Calls with Audiences): Dollar General (DG) [doing fantastic], Starwood Property Trust (STWD)

       

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