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2020年11月9日 8:38 PM #7042
暮眞★潤 (Jun Kurema)
キーマスター2020年11月9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 expects a ‘multiday sell-off’ in stay-at-home plays (https://www.cnbc.com/2020/11/09/jim-cramer-expects-a-multiday-sell-off-in-stay-at-home-plays.html)
- “I think you have to be prepared for a multiday sell-off in the Covid names,” CNBC’s Jim Cramer said.
- “These stocks have had huge gains. They’re ripe for profit-taking,” the “Mad Money” host said.
- “The Pfizer news represents a new chapter for the market that justifiably sent some stocks soaring,” he said, reacting to positive data about a potential coronavirus vaccine.
Ticker: MA, V, UNP, BA, ZM, PTON, CLX, AAPL, AMZN, ETSY
(2) Jim Cramer recommends two cord-cutting plays after a pull back Monday (https://www.cnbc.com/2020/11/09/jim-cramer-recommends-two-cord-cutting-plays-after-a-pull-back-monday.html)
- CNBC’s Jim Cramer recommended investors buy shares of Roku and The Trade Desk, two stocks that sank on coronavirus vaccine optimism, at an attractive level.
- “People were dumping their cable subscriptions for web-based video services long before the pandemic,” the “Mad Money” host said.
- “In other words, Covid’s not giving these companies a temporary boost,” Cramer said. “They were already headed in the right direction, the virus simply stepped on the accelerator.”
Ticker: ROKU, TTD
(3) [No Video Clip] Executive Interview: Polaris — Ticker: PII
(4) Executive Interview: L3Harris Technologies CEO on the ‘fight of the future’: AI, communications and resilience systems (https://www.cnbc.com/video/2020/11/09/l3harris-technologies-ceo-on-the-fight-of-the-future.html)
Defense contractor L3Harris Technologies CEO Bill Brown discussed critical elements of a strong national defense and what defense spending would look like under a Biden presidency.
Ticker: LHX
(5) Cramer’s lightning round: Don’t bet against Palo Alto Networks (https://www.cnbc.com/2020/11/09/cramer-lightning-round-do-not-bet-against-palo-alto-networks.html)
- Cloudflare: “I think Cloudflare has had too big a run. … I want to take profits here.”
- Haynes: “They missed the quarter so badly I just can’t cotton it. I was surprised. Down to $12, they have enough cash flow to make it interesting, but I’m looking for winners, not losers.”
- Sorrento Therapeutics: “I don’t think that you want to be in that stock. I think that we’ve now seen what it take to be a winner in this space, and they don’t have it.”
- Palo Alto Networks: “I wouldn’t bet against it.”
- Tractor Supply: “We have to be very careful with that one.”
- ViacomCBS: “Viacom’s done a lot of good things. … I don’t think it’s expensive. It does not have a good balance sheet, but it’s not that bad a company.”
Ticker: NET, HAYN, SRNE, PANE, TSCO, VIAC
(6) [No Video Clip] The Young & the Profitable? — Stocks Discussed: Carnival, Norwegian, Ford (F), General Electric (GE), Tesla (TSLA), Nio (NIO), Fisker (FSR)
Other Stocks Discussed (calls with audiences): Peloton (PTON), PayPal (PYPL) [profit taking for both], Alteryx (AYX), Splunk (SPLK)
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