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2020年10月28日 8:06 PM #6928
暮眞★潤 (Jun Kurema)
キーマスター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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