Mad Money: 2020年10月30日(金)の放送の要点

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    • #6952
      暮眞★潤 (Jun Kurema)
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      2020年10月30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: ‘One of the most confusing weeks of my career’ (https://www.cnbc.com/2020/10/30/cramers-week-ahead-one-of-the-most-confusing-weeks-of-my-career.html)

      • “I know we all want this election to be over, so steel yourself for a messy, confusing outcome leading to some messy, confusing action in the stock market, where, therefore, opportunities will abound,” CNBC’s Jim Cramer said.
      • “I am expecting massive confusion. This is going to be a confusing week, actually one of the most confusing weeks of my career,” the “Mad Money” host said about the forthcoming election’s impact on Wall Street.
      • “Unless the results are a blowout on [Tuesday], we might not know who won for days … and Wall Street hates that kind of uncertainty,” he said.

      [Monday] EL, CLX, SWKS, PYPL; [Tuesday] HUM, ETN, EMR; [Wednesday] QCOM; [Thursday] TMUS, ROKU, TTWO

       

      (2) Executive Interview: Tellurian exec chair on the future of energy markets and surviving the current climate (https://www.cnbc.com/video/2020/10/30/tellurian-exec-chair-on-surviving-the-current-climate-of-energy.html)

      Tellurian Executive Chairman Charif Souki, an insider on the energy sector, joined Jim Cramer on “Mad Money” to discuss the state of the industry.Tellurian, Souki

      Ticker: TELL

       

      (3) Executive Interview: Brunswick ramps up boat production to meet rare off-season demand (https://www.cnbc.com/2020/10/30/brunswick-ramps-up-boat-production-to-meet-rare-off-season-demand.html)

      • Retail interest in boats has been above usual levels amid the pandemic, contributing to the boat manufacturer’s double-digit growth in the third quarter, Brunswick CEO David Foulkes told CNBC’s Jim Cramer.
      • “We did not have enough pipeline inventory to serve that, so the pipeline inventory is down a lot. It’s about half of where it should be typically at this time of year,” the “Mad Money” host said.
      • “Even if we produce at max capacity though, Jim, probably our pipelines will be down at maybe two-thirds of where they should be by the end of the year, possibly even less,” he said.

      Ticker: BC

       

      (4) Executive Interview: Five9 CEO on acquiring virtual agent provider Inference Solutions (https://www.cnbc.com/video/2020/10/30/five9-ceo-on-acquiring-virtual-agent-provider-inference-solutions.html)

      Five9 CEO Rowan Trollope explained why the cloud contact center provider acquired Inference Solutions, an Intelligent Virtual Agent (IVA) platform, boosting its artificial intelligence capabilities.

      Ticker: FIVN

       

      (5) Cramer’s lightning round: LGI Homes is a ‘good idea’ (https://www.cnbc.com/2020/10/30/cramer-lightning-round-lgi-homes-is-a-good-idea.html)

      • Unisys: “I am a best-of-breed guy. You’re never going to get me in one of those guys. I’m strictly in the FAANG stocks. That’s where I’m going to be. … I like them more than Unisys.”
      • LGI Homes: “They make a ton of money. … I like that because it’s down, interest rates are low. When we have a new president, those stocks are going to come right back, so I think that’s a good idea.”
      • Penn National Gaming: “I think you’ve got to let the stock come down.”
      • Caci: “I like information technology tech. I’ve always felt that company was going to get a takeover bid if it stays here forever. I think that’s a good buy. Remember, the Democrats spend just as much on the military as the Republicans, and it’s been going down because people feel the Democrats are going to win the White House.”
      • Cisco Systems: “It yields 4%, but it’s an internet of things play, but really for next year, not this year.”
      • Flir Systems: “That is just an absolutely fantastic security play, and we’re going to have management on because I don’t understand why that stock can be so cheap.”

      Ticker: UIS, LGIH, PENN, CACI, CSCO, FLIR

       

      Other Stock Discussed (calls with an audiences): Super Micro Computer (SMCI) [buy fractional share of NVDA instead], Amarin Corporation (AMRN), Ulta Beauty (ULTA)

       

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