Mad Money: 2020年11月2日(月)の放送の要点

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    • #6982
      暮眞★潤 (Jun Kurema)
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      2020年11月2日(月)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 breaks down Monday’s rotation: ‘Value has lagged’ (https://www.cnbc.com/2020/11/02/jim-cramer-breaks-down-mondays-rotation-value-has-lagged.html)

      • “The high-flying tech stocks have had a huge run. Value has lagged,” CNBC’s Jim Cramer said.
      • “As we pick through the rubble from last week, investors are dumping growth stocks and swapping into value names,” the “Mad Money” host said.
      • “Only a handful of the red-hots were able to hang in there, like Snowflake, the most expensive stock in the market, and, of course, the sainted Tesla,” he said.

      Rotation into value plays: CVX, MMM. JPM, HOM, CAT

       

      (2) Executive Interview: Clorox CEO on why the company is increasing advertising spending (https://www.cnbc.com/video/2020/11/02/clorox-ceo-on-why-the-company-is-increasing-advertising-spending.html)

      Clorox CEO Linda Rendle said the company spent 30% more on advertising in the company’s most recent quarter. The company has no plans to cut back in the near future.

      Ticker: CLX

       

      (3) [No Video Clip] Corsair Gaming — Ticker: CRSR

       

      (4) Executive Interview: Waste Management CEO says 2020 was not a ‘throwaway year’ for the company (https://www.cnbc.com/video/2020/11/02/waste-management-ceo-2020-was-not-a-throwaway-year-for-the-company.html)

      “We learned that we can operate this business at a lower cost structure both the operating cost side,” Waste Management CEO Jim Fisher said in a “Mad Money” interview when discussing results from the third quarter.

      Ticker: WM

       

      (5) Cramer’s lightning round: Jumia Technologies is a ‘good spec’ (https://www.cnbc.com/2020/11/02/cramer-lightning-round-jumia-technologies-is-a-good-spec.html)

      • Jumia Technologies: “I like this idea … I say it is a good spec.”
      • FibroGen: “I like the idea, as long as you put it in your total speculative column.”
      • Nio: “This thing did take off. I admit that I was late to the party on this one. … And I think it does go higher.”
      • Sabre: “I do not want to be in there.”
      • Crowdstrike: “I love Crowdstrik. I think it’s one of the absolute best. You hold on to it for multi-years, mabye three to five.”

      Ticker: JMIA, FGEN, NIO, SABR, CRWD

       

      (6) Jim Cramer names 9 stocks to watch amid election results, rising cases (https://www.cnbc.com/2020/11/02/jim-cramers-9-stocks-to-watch-amid-election-results-rising-cases.html)

      • “All of these names would work under both candidates,” CNBC’s Jim Cramer said as he laid out nine stocks to watch with the presidential election approaching.
      • “They’re Covid winners and Covid will be with us regardless of who wins tomorrow,” the “Mad Money” host said.
      • Cramer gave his takes on multiple companies that he thinks have prepared for an uncertain future.

      Ticker: AMZN, CMG, DPZ, TGT, WMT, ABT, LH, CLX, EL

       

      Other Stocks Discussed (calls with audiences): Twitter (TWTR) [cheap, but no catalyst], Akamai Technologies (AKAM), JFrog (FROG) [good company]

       

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