Mad Money: 2020年10月29日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年10月29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) Cramer reacts to Amazon, Alphabet, Apple and Facebook earnings (https://www.cnbc.com/2020/10/29/cramer-reacts-to-amazon-alphabet-apple-and-facebook-earnings.html)

• CNBC’s Jim Cramer on Thursday rejected the idea that Big Tech stocks may be “ridiculously expensive.”
• “In most cases, the earnings estimates were way, way, way, way, way, way, way too low,” the “Mad Money” host said after reviewing quarterly reports from Amazon, Alphabet, Facebook and Apple.
• “That’s exactly what you’d expect from best-of-breed companies that are growing into their enormous market capitalizations every hour, every minute of the week,” he said.

Ticker: GOOGL, AMZN, FB, AAPL

 

(2) Executive Interview: Fastly CEO says company continues to ‘feel optimistic’ after losing business from TikTok (https://www.cnbc.com/video/2020/10/29/fastly-ceo-feels-optimistic-despite-losing-business-from-tiktok.html)

Fastly CEO Joshua Bixby gives his reaction to ByteDance’s decision to pull much of TikTok’s traffic from the company’s content delivery network.

Ticker: FSLY

 

(3) Executive Interview: Etsy CEO says this is the ‘perfect moment’ to invest in marketing (https://www.cnbc.com/video/2020/10/29/etsy-ceo-says-this-is-the-perfect-moment-to-invest-in-marketing.html)

Etsy CEO Josh Silverman explained why the e-commerce site is “top of mind” for consumers and what steps the company is taking to differentiate the company and sustain momentum.

Ticker: ETSY

 

(4) Executive Interview: LivePerson CEO: The retail sector is booming for conversational commerce (https://www.cnbc.com/video/2020/10/29/liveperson-ceo-the-retail-sector-is-booming-for-conversational-commerce.html)

LivePerson CEO Rob Locasio broke down how retailers are adopting cloud messaging programs to help deliver on customer service in the time of Covid-19 to fuel the company’s third-quarter sales by 26%.

Ticker: LPSN

 

(5) Cramer’s lightning round: Workhorse is a ‘show horse’ (https://www.cnbc.com/2020/10/29/cramer-lightning-round-workhorse-is-a-show-horse.html)

• Workhorse: “Workhorse is a showhorse, as far as I’m concerned. … I like Plug Power.”
• Voya Financial: “I think it’s good. It’s the best house in a real bad neighborhood. I will not recommend anything financial or anything oil.”
• New York Community Bancorp: “I know you’re probably interested in that dividend, and it is bountiful … I look at it and say, ‘if I were running that bank, that dividend is too risky.’ … I don’t like the shape of the U.S. economy right now if Covid keeps growing.”
• MPLX: “You probably like it for the yield, which is around 16% .. typically that kind of yield is unsustainable and will be cut. Maybe this is the ultimate exception, and good luck to them.”
• Callaway Golf: “I like your thinking. … I think if it goes down tomorrow, you pick some up.”
• Simon Property Group: “The longer the Covid lasts, the less valuable that property is. That’s the way it works.”

Ticker: WKHS, PLUG, VOYA, NYCB, MPLX, ELY, SPG

 

Other Stock Discussed (call with an audience): VIX

 

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