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2020年11月11日 8:13 PM #7064
暮眞★潤 (Jun Kurema)
キーマスター2020年11月11日(水)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) Wall Street is ″being very cavalier’ about virus cases, election turmoil and stimulus uncertainty, Jim Cramer says (https://www.cnbc.com/2020/11/11/jim-cramer-wall-street-very-cavalier-about-risks-the-us-faces.html)
- “I think this market’s being very cavalier about the fact that we’re running at more than 130,000 new cases per day,” CNBC’s Jim Cramer said.
- Cramer warned about the risky effects that rising coronavirus cases, pushback against Joe Biden’s projected presidential victory and division in Washington over stimulus spending could have on the market.
- “I hate to say it, but the Cramer Covid-19 index is back in play if we get one of the nightmare scenarios I just traced out,” he said.
(2) Executive Interview: Rocket Companies CEO: Tech investments drove record loan volume in Q3 (https://www.cnbc.com/2020/11/11/rocket-companies-ceo-tech-investments-drove-record-loan-volume-in-q3.html)
- “That platform allowed us to scale,” Rocket Companies CEO Jay Farner told CNBC’s Jim Cramer when explaining the company’s record quarterly results.
- “We were doing about $15 billion a month at the start of the year and in October we did over $30 billion in one month in closed volume, and that’s just that technology combined with the great brand we’ve got,” he said in a “Mad Money” interview.
- “The upside here for us in terms of how this business is going to grow, we see 25% [mortgage market share] here by 2030,” he said.
Ticker: RKT
(3) Executive Interview: Ulta Beauty CEO talks opening shops at Target: ‘great paths for brand growth’ (https://www.cnbc.com/video/2020/11/11/ulta-beauty-ceo-on-target-partnership-great-paths-for-brand-growth.html)
Ulta Beauty CEO Mary Dillon explained how teaming up with Target will provide an opportunity for emerging and established skincare, haircare and fragrance brands to gain more exposure.
Ticker: ULTA
(4) Executive Interview: Lemonade CEO calls insurance the ‘single-most destructible industry on the planet’ (https://www.cnbc.com/video/2020/11/11/lemonade-ceo-insurance-is-most-destructible-industry-on-the-planet.html)
Daniel Schreiber, chief executive of insurance provider Lemonade, explained how building the company with a focus on technology and customer delight is powering its business and customer growth.
Ticker: LMND
(5) Cramer’s lightning round: CVS Health stock is ‘too darned cheap’ (https://www.cnbc.com/2020/11/11/cramer-lightning-round-cvs-health-stock-is-too-darned-cheap.html)
- Pacific Ethanol: “Too speculative.”
- CVS Health: “I think the stock is just too darned cheap.”
- Idexx Laboratories: “I think it’s a terrific situation. You don’t necessarily need to buy more up here at $455. Just continue to stay on it. It’s a good situation.”
- T-Mobile: “What a winner.”
- Intel: “Why not buy some AMD? Honestly?”
- HollyFrontier: “I don’t want anything oil and gas, so we don’t want the commodity and refining. It just doesn’t make enough money for me.”
- Xpeng: ”[Alibaba] is the only Chinese stock I’m recommending and I just feel that the electric vehicle space — if you want to be in that you go in Tesla.”
Ticker: PEIX, CVS, IDXX, TMUS, INTC, AMD, HFC, XPEV, BABA, TLSA
(6) [No Video Clip] Apple — Ticker: AAPL
Other Stocks Discussed (“Salute to Service” edition): CrowdStrike (CRWD) [good, expensive but longer term we need it], until $10,000 S&P500 index, Nio (NIO) [afraid of having Chinese stock, preferred to be in Tesla]
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