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2020年11月2日 8:02 PM #6982
暮眞★潤 (Jun Kurema)
キーマスター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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