Mad Money: 2020年11月13日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

2020年11月13日(金)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’s week ahead: ‘Next week will be pivotal’ (https://www.cnbc.com/2020/11/13/jim-cramers-week-ahead-next-week-will-be-pivotal.html)

• “If you’re more worried about the virus than encouraged by the vaccine, next week will be pivotal for you,” CNBC’s Jim Cramer said.
• The “Mad Money” host said: “We hear from some major national retailers and I think they’ll have a surprisingly positive story to tell.

Earning Schedule: [Monday] Palo Alto Networks, Tyson Foods; [Tuesday] Walmart, Home Depot, Kohl’s, Nio; [Wednesday] Target, Lowe’s, TJX Companies, Nvidia; [Thursday] Macy’s, Workday; [Friday] Foot Locker

 

(2) Executive Interview: GrowGeneration CEO says New Jersey is a gateway to legal weed on the East Coast (https://www.cnbc.com/video/2020/11/13/growgeneration-ceo-new-jersey-is-gateway-to-legal-weed-on-east-coast.html)

GrowGeneration CEO Darren Lampert gives his outlook on the legal weed landscape in America after voters approved marijuana proposals in multiple states on Election Day.

Ticker: GRWG

 

(3) [No Video Clip] Off-the-Chart:  SPX vs VIX, SPX vs VXN-VIX, VIX Futures — “Bottom Line: Charts suggest that investors have stopped being afraid – Good news for Dow. Not so good for Tech.”

 

(4) Executive Interview: Bill.com CEO: We take the back office and we put it in the back pocket (https://www.cnbc.com/video/2020/11/13/billcom-ceo-we-take-the-back-office-and-we-put-it-in-the-back-pocket.html)

Bill.com CEO René Lacerte breaks down the software company’s mission in efforts to help small- and medium-sized businesses eliminate the hassle of paper.

Ticker: BILL

 

(5) Cramer’s lightning round: Terrific opportunity to buy gold (https://www.cnbc.com/2020/11/13/cramers-lightning-round-terrific-opportunity-to-buy-gold.html)

• Barrick Gold: “I think gold’s going down here and that is a terrific opportunity to buy gold. Buy GOLD … or gold. Barrick Gold is fine.”
• Las Vegas Sands: “I believe that Biden is going to have a better relationship with China than Trump did, which means that LVS is going to be fine to own. I do prefer Wynn to LVS.”
• Lockheed Martin: “The defense department does well under either administration. Now, I prefer L3Harris to Lockheed Martin, but Lockheed Martin has a terrific new CEO … who will be able to maneuver anything.”
• Carnival: “The only one I’m recommending is Norwegian. Norwegian happens to have enough money to be able to last for a longer time.”
• Vonage: “I’ve liked Vonage for a long time. It’s only just recently started to work.”
• Macerich: “This is the spec one in the group, but it’s not for me.”

Ticker: GOLD, LVS, WYNN, LMT, LHX, CCL, NCLH, VG, MAC

 

Other Stocks Discussed (“Salute to Service” edition): Gilead Sciences (GILD) [sell and go somewhere, buy BMY], JP Morgan (JPM) [not a buy, rather GS or MS], Defense company [LMT or LHX], Dollar General (DG) [tricky, wait for the conference call], TPR Tapestry

 

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