Mad Money: 2020年11月10日(火)の放送の要点

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    • #7055
      暮眞★潤 (Jun Kurema)
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      2020年11月10日(火)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 the ‘cross-current’ of vaccine news, rising virus cases (https://www.cnbc.com/video/2020/11/10/cramer-says-vaccine-news-virus-cases-causing-market-cross-current.html)

      You can’t just dump the pandemic plays and swap into the reopening stocks. You need to be more careful than that, the “Mad Money” host said.

       

      (2) Jim Cramer recognizes vet hiring programs at Starbucks, Target, Home Depot and more companies (https://www.cnbc.com/video/2020/11/10/jim-cramer-highlights-veteran-hiring-programs-in-corporate-america.html)

      To recognize Veterans Day, Jim Cramer on “Mad Money” made a case for companies to make a habit of adding American veterans on their payrolls.

      Ticker: SBUX, JPM, HD, WMT, TGT, AMZN, JNJ, CSX, VZ, ACM

       

      (3) Executive Interview:  Beyond Meat CEO seeks to clear the air on McDonald’s plant-based supplier mystery (https://www.cnbc.com/2020/11/10/beyond-meat-ceo-speaks-on-mcdonalds-plant-based-supplier-mystery.html)

      • “I believe our relationship with McDonald’s is very strong. We’re involved with McDonald’s on a number of different fronts,” Beyond Meat CEO Ethan Brown told CNBC about McDonald’s forthcoming plant-based burgers.
      • Shares of Beyond Meat tanked after McDonald’s declined to name a supplier for its McPlant line, leading some investors to believe the restaurant chain would be a competitor.
      • “Everything I’m seeing, you know, all the investment we’re making here, the scaling we’re doing here, would suggest that the relationship there is really strong, and that’s really all I can say,” Brown said.

      Ticker: BYND

       

      (4) Executive Interview: Campbell Soup CEO on the company’s efforts to hire military veterans (https://www.cnbc.com/video/2020/11/10/campbell-soup-ceo-on-the-companys-efforts-to-hire-military-veterans.html)

      “I can tell you that there are so many attributes of military veterans and what they can bring to corporate America,” Campbell Soup CEO Mark Clouse, a former Army captain, told CNBC’s Jim Cramer ahead of Veterans Day.

      Ticker: CPB

       

      (5) Cramer’s lightning round: ‘This is not the time to own the cloud stocks’ (https://www.cnbc.com/2020/11/10/cramer-lightning-round-this-is-not-the-time-to-own-the-cloud-stocks.html)

      • CarGurus: “I’m going to put you in Lithia, LAD, because I think those fellas are real honest, and they’re out there in Oregon doing a great job.”
      • AMC: “I’m not recommending any entertainment plays right now because it’s just too tricky an industry.”
      • Workday: “Too soon. … This is not the time to own the cloud stocks. We want them to come in. We want all shorts to pressure. We want people to think it’s all over, and then we will strike — but not yet.”
      • Yeti: “We have loved Yeti since $18, but it is up another 14 points today. We need Yeti to cool off. It is a great stock and a great company … Can we please wait for a 10% decline?”
      • Vista Outdoor: “They are a very inexpensive company that I suggest that you buy as soon as the market opens tomorrow.”

      Ticker: CARG, LAD, AMC, WDAY, YETI, VSTO

       

      (6) [No Video Clip] How to play FAANG in a post-vaccine world — Ticker: AAPL  [Biden stock], AMZN [tricky, sell right here, right now], NFLX [tricky, not worth selling for], GOOGL [buy buy buy], FB

       

      Other Stocks Discussed (“Salute to Service” edition): Moderna (MRNA) [fine, join the family of successful pharma if find vaccine],  Endo Intl. (ENDP) [rather have Bristol Mayer], DocuSign (DOCU) [let it go down and get more], S&P500, Russel 2000, Uber (UBER) [hold on, but not engurage to buy more here], Pinterest (PINS) [wait, let come in, then buy at $40s]

       

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