Mad Money: 2020年11月19日(木)の放送の要点

[Jun Kurema (暮眞★潤)]

2020年11月19日(木)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: Ten ‘up stocks’ to bet on a year-end rally (https://www.cnbc.com/2020/11/19/jim-cramer-ten-up-stocks-to-bet-on-a-year-end-rally.html)

• “We call them up stocks, the ones that go up all the time and barely ever go down,” CNBC’s Jim Cramer said.
• “I expect these 10 up stock winners to keep winning as we approach the end of the bizarre year that was 2020,” the “Mad Money” host said.
• “Money managers pile into these up stocks to show their investors how smart they are when they have to reveal their holdings at the end of the year,” he said.

Ticker: SQ, PYPL, TSLA, ROKU, AMZN, NOW, OKTA [Cramer favorites], RNG [act better than ZM], TWLO, TGT

 

(2) Executive Interview: The Container Store CEO says last quarter was ‘wildly successful’ (https://www.cnbc.com/video/2020/11/19/the-container-store-ceo-says-last-quarter-was-wildly-successful.html)

The Container Store CEO Melissa Reiff explained how the retail company’s recent quarter was a “culmination of the last four years” of focusing on strategy.

Ticker: TCS

 

(3) Executive Interview: Robinhood investors helped stabilize the market during March sell-off, co-CEO says (https://www.cnbc.com/2020/11/19/robinhood-investors-helped-stabilize-the-market-in-march-rout-co-ceo.html)

• “While people equate being young with day trading, our data doesn’t show that,” Robinhood co-CEO Vlad Tenev told CNBC’s Jim Cramer.
• “What’s been really interesting is … Robinhood investors acted as a market-stabilizing force during the volatility and the crash in March,” he said during a “Mad Money” interview.
• “People who are investing for the first time in their 20s or 30s have a very different outlook than people that are maybe a handful of years away from retirement,” he said.

 

(4)Executive Interview: Workday co-CEO: Digital acceleration is ‘beginning’ in the finance world (https://www.cnbc.com/video/2020/11/19/workday-co-ceo-digital-acceleration-is-beginning-in-the-finance-world.html)

“People just cannot survive this environment with the legacy systems,” Workday co-CEO Aneel Bhusri said about the adoption of cloud HR and finance tools.

Ticker: WDAY

 

(5) Cramer’s lightning round: Workhorse has got momentum (https://www.cnbc.com/2020/11/19/cramer-lightning-round-workhorse-has-got-momentum.html)

• Workhorse: “Workhorse has got that momentum that I see periodically. I think Workhorse is really a show horse … It is basically a technology company that builds high-performance electric vehicles, and people love that so much. I’m not going to get in the way anymore. I’m too jaded. Go ahead. Buy Workhorse.”
• Pacific Ethanol: “Too speculative. … I’m not into an ethanol-based economy. Buy Deere. If you like ethanol, buy Deere.”
• Frequency Therapeutics: “Very speculative. Degenerative disease play, but you know what, I think it can be your speculative one in your portfolio, and I have no problem with that.”
• Rackspace Technology: “No, they’ve missed too many quarters. … I’ve got so many different technology companies in my head that I think are better than this one. Buy Cisco.”

Ticker: WKHS, PEIX, DE, FREQ, RXT, CSCO

 

(6) [No Video Clip] Retail in the Age of COVID

 

Other Stocks Discussed (calls with audiences): Innovative Industrial Properties (IIPR) [OK],  Diamondback Energy (FANG) [Only Energy stocks Cramer recommends are Chevron and Pioneer]

 

Disclaimer

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