ホーム › フォーラム一覧 › 「米国での投資」お役立ちフォーラム › CNBC「Mad Money」エピソードのまとめ › Mad Money: 2020年11月16日(月)の放送の要点
- このトピックは空です。
-
投稿者投稿
-
-
2020年11月16日 7:42 PM #7146
暮眞★潤 (Jun Kurema)
キーマスター2020年11月16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) ‘Youth’ investors are making buys that veterans wouldn’t make, Cramer says (https://www.cnbc.com/2020/11/16/youth-investors-making-buys-that-veterans-wouldnt-make-cramer-says.html)
- “These companies [DRI, HON, DIS] have been crushed by Covid. There’s zero hope that the next quarter will be any good,” Cramer said. “Yet it doesn’t matter. The buyers keep coming not for their companies but for their stocks.”
- “I have to believe, you know who I think this is the work of: youth,” he said. “No one who’s been in the business for any length of time in the last 30 years would make these trades.”
Ticker: DRI, HON, DIS
(2) Executive Interview: Palo Alto Networks CEO talks $800 million Expanse acquisition (https://www.cnbc.com/video/2020/11/16/palo-alto-networks-ceo-talks-670-million-expanse-acquisition.html)
Nikesh Arora, CEO of Palo Alto Networks, broke down the cash-and-stock offer the cybersecurity provider made for attack surface management company Expanse.
37 MINUTES AGOTicker: PANW
(3) Jim Cramer recommends five stock plays for the vaccine distribution pipeline (https://www.cnbc.com/2020/11/16/jim-cramers-5-stock-plays-for-the-vaccine-distribution-pipeline.html)
- “Now that the vaccine developers are approaching the finishing line, distributing this thing is priority number one,” CNBC’s Jim Cramer said.
- The “Mad Money” host pointed to the stocks of FedEx, UPS, McKesson, Carrier and CVS Health for investment opportunities.
- “They’re the ones who’ll ultimately solve this crisis, assuming we can convince enough people to take the darned vaccine,” he said.
Drug Distributor Pipeline: United Parcel Service (UPS), FedEx (FDX), Amerisourcebergen (ABC), MicKesson (MCK) [buy right here, tomorrow morning. More room to run], CardinalHealth (CAH), CVS Health (CVS), Kroger (KR), Walmart (WMT), Costco (COST) [paid special dividends], Walgreens Boots Alliance (WBA), Honeywell (HON), Corning (GLW), Delta (DAL) [Robinhood people like it]
(4) Corsair Gaming CEO gives his outlook on the gaming accessories market (https://www.cnbc.com/video/2020/11/16/corsair-gaming-ceo-gives-his-outlook-on-the-gaming-accessories-market.html)
With more young people getting into video games, Corsair Gaming CEO Andy Paul has bullish prospects for the gaming peripherals business.
Ticker: CRSR
(5) Cramer’s lightning round: I would hold on ViacomCBS (https://www.cnbc.com/2020/11/16/cramer-lightning-round-i-would-hold-on-viacomcbs.html)
- ViacomCBS: “I would hold on to it. I sold it too soon. I got discouraged. That was wrong. Sometimes when you get discouraged, you have to say to yourself, ‘let me be better at my job.’ I think you’re doing it right.”
- Icahn Enterprise: “I’ve always felt that it’s difficult to understand exactly what Icahn Enterprises owns and therefore I’ve always felt that perhaps I should stay away because I just don’t know enough about what’s inside Icahn Enterprise.”
- Retractable Technologies: “I do not know that company … to recommend it.”
- Whirlpool: “I think this stock goes much higher. Whirlpool is a great company. They’re on backorder for a lot of the products. I think you should buy the stock.”
- Pershing Square Tontine: “I’ve got to hold off.”
Ticker: VIAC, IEP, RVP, WHR, PSTH
(6) [No Video Clip] Business under the New Administration
Other Stocks Discussed (calls with audiences): American Well Corporation (AMWL) [Quarter was not. I don’t want to be there], e.l.f. Beauty (ELF) [stay long for ELF], FuelCell Energy (FCEL), Plug Power (PLUG), Americold Realty Trust (COLD), Thermo Fisher (TMO) [Buy. This is THE great medical device company]
本トピックに関する質問、コメントは親フォーラム「米国での投資」お役立ちフォーラムから新規トピックとしてご投稿ください。
****************************
前回のエピソード 次回のエピソード
-
-
投稿者投稿
- トピック「Mad Money: 2020年11月16日(月)の放送の要点」には新しい返信をつけることはできません。