Mad Money: 2020年11月17日(火)の放送の要点

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    • #7157
      暮眞★潤 (Jun Kurema)
      キーマスター

      2020年11月17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) Cramer reacts to Walmart, Home Depot earnings: ‘The vaccine is a headwind for them’ (https://www.cnbc.com/2020/11/17/jim-cramer-on-walmart-home-depot-earnings-the-vaccine-is-a-headwind.html)

      • Wall Street received a “pair of stellar quarters from Home Depot and Walmart … some of the best numbers I have ever seen,” CNBC’s Jim Cramer said.
      • “The vaccine is a headwind for them,” the “Mad Money” host said after their shares dropped 2% during the session.
      • “There’s no way Home Depot or Walmart can keep delivering this kind of growth once the world goes back to normal,” he said.
      • Tailwind from Vaccine benefits: KSS, RL, LULU, VHC, M, cruise lines, airlines, GE
      • Tailwind from Biden’s win benefits: renewables
      • Headwind from Vaccine against: HD, WMT, AMZN
      • If Covid-19 conies: Tailwind for tech stocks (eg. PANW)
      • Takeaway: There are so many cross currents that it feels like the wind blows both ways at the same time

       

      (2) Rockwell Automation CEO on the ‘exciting’ acquisition of cloud software company Flix (https://www.cnbc.com/video/2020/11/17/rockwell-automation-ceo-on-the-exciting-acquisition-of-flix.html)

      Rockwell Automation CEO Blake Moret explained what the purchase of cloud software firm Flix means for the information technology provider.

      Ticker: ROK

       

      (3) Off-the-Chart: Semiconductor equipment stocks could have a lot more upside, Jim Cramer says (https://www.cnbc.com/2020/11/17/jim-cramer-semiconductor-equipment-stocks-may-have-a-lot-more-upside.html)

      • “The charts, as interpreted by Bob Lang, suggest that the semiconductor capital equipment names could give you a lot more upside,” CNBC’s Jim Cramer said.
      • “This is one of those bull markets that works, regardless of how long it takes for us to roll out a Covid vaccine,” the “Mad Money” host said.
      • “If he’s right [that] this is the beginning of a new cycle … then this move, as implausible as it may be, could just be getting started,” he said.

      Ticker: LRCX [“Cramer: The chartist thinks LRCX could be due for a temporary pullback considering its massive move.”, “Cramer: Once LRCX pulls back, the Chartists thinks it could be smooth sailing to $500.”], AMAT [“Cramer: AMAT’s Chaikin Money Flow is in positive territory and Trending higher.”, “Cramer: The Chartist thinks AMAT could be headed for the $100 area.”], KLAC [“Cramer: The chartist notes that KLAC pulled back to its 200-day MA in September and then rebounded – A good sign.]

       

      (4) Executive Interview: Lordstown Motors is in a race to bring shuttered GM plant ‘back to life,’ CEO says (https://www.cnbc.com/2020/11/17/lordstown-motors-races-to-revive-shuttered-ohio-gm-plant.html)

      • “We’re in a race to bring this back to life and, you know, come out with the first electric pickup truck in the United States,” Lordstown Motors CEO Steve Burns told CNBC’s Jim Cramer.
      • “It had been here for 53 years and shut down kind of abruptly, so a lot of pain in the area,” Burns explained about the EV start-up’s efforts to restore a shuttered GM plant in northeast Ohio.
      • “The relationship started as just a quick asset sell — they were just going to sell us a factory — and it slowly migrated into something much richer,” he said of GM’s involvement in getting the plant running.

      Ticker: RIDE

       

      (5) Cramer’s lightning round: ‘Snowflake does not come in’ (https://www.cnbc.com/2020/11/17/cramer-lightning-round-snowflake-does-not-come-in.html)

      • EXP World Holdings: “They made some big acquisitions. I’ve got to look more at it because the stock has been a total rocketship. … We’ve got to do some homework.”
      • Snowflake: “Snowflake does not come in. I thought the stock would come in. [CEO] Frank Slootman is doing an amazing job and this may be the fastest-growing larger company in America. So, I don’t know. I mean, I guess you could buy some.”
      • Qurate Retail: “I’m going to have to do homework on it.”
      • Mcafee: “There are so many companies in that particular lower end part of cybersecurity. I just have to say no. I’m going to just say no. I don’t think it’s a good stock. I just don’t.”
      • Facebook: “Facebook, I like. … I don’t think it’s done.”
      • Li Auto: “I’m going to give an answer to both Li and Nio, alright. There are so many young investors who have every right to be able to speculate, and I think both of these are speculatoins. I think you put a little money in them, if they come back down you put a little, but understand they are speculations. Older people, no. They are way too risky.”

      Ticker: EXPI, SNOW, QRTEA, MCFE, FB, LI, NIO

       

      (6) [No Vide Clips] Ticker- Amazon (AMZN), CVS (CVS)

       

      Other Stocks Discussed (calls with audiences): Alibaba (BABA) [you can start buying some here.] , Keurig (KDP) [Stock is a buy. Cramer is watching for the charitable trust], IBM [value stock. waiting something good to happen, downside- cash flow. Craner like the risk rewards], Teradyne (TER) [great company]

       

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