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2020年11月23日 9:38 PM #7243
暮眞★潤 (Jun Kurema)
キーマスター2020年11月23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) Jim Cramer unveils list of ‘return to normalcy’ stocks to buy on vaccine optimism (https://www.cnbc.com/2020/11/23/cramer-unveils-list-of-return-to-normalcy-stocks-on-vaccine-optimism.html)
- “I think you have to buy a couple of these vaccine winners on any weakness, although when it comes to retail, I just say buy some, period, because there’s no time to wait for a dip,” CNBC’s Jim Cramer said.
- “No matter what, I’d pick two or three of these names, then wait for the next piece of bad news that freaks people out so you can buy them into weakness,” the “Mad Money” host said of his “return to normalcy” stocks.
- “If you just owned the stay-at-home names, you got bushwhacked today. But don’t worry, I think you’ll get another chance to pick up some of these vaccine winners at lower levels,” he said.
Return to Normalcy Stocks: [Aerospace] Boeing, General Electric, Honeywell International, Southwest Airlines, United Airlines; [Retail] Macy’s, Kohl’s, L Brands, American Eagle Outfitters, Gap, Tapestry, Levi Strauss & Co, Federal Realty, Simon Property Group, Ulta Beauty, Estee Lauder, Target; [Vaccine distribution] McKesson; [Travel] Walt Disney, Norwegian Cruise, Royal Caribbean, Carnival; [Restaurants] Darden Restaurants, Texas Roadhouse; [Oil]
Pioneer Natural Resources, Chevron; [Autos] General Motors, Tesla, Illinois Tool Works, DuPont, NXP Semiconductors; [Financials] Visa, Mastercard, American Express(2) [No Video Clip] Executive Interview: Utz Brands CEO talks acquiring Truco –Ticker: UTZ
(3) Off-the-chart: Cramer reveals retail stocks to play Larry Williams’ ‘Thanksgiving trade’ (https://www.cnbc.com/2020/11/23/cramer-reveals-retail-stocks-to-play-the-thanksgiving-trade.html)
- “The charts, as interpreted by the legendary Larry Williams, suggest that retail tends to roar every year from Thanksgiving through Christmas,” CNBC’s Jim Cramer said.
- Williams “recommends loading up on the retailers with the most digital exposure,” the “Mad Money” host said.
- “Considering how well his Fourth of July trade worked out,” Cramer said of Williams, “I bet he’s going to be right about the Thanksgiving trade.”
Ticker: AMZN, WMT, AAPL, HD
(4) Executive Interview: AMN Healthcare Services CEO says pandemic ‘accelerated the shortage of clinicians’ (https://www.cnbc.com/video/2020/11/23/amn-healthcare-ceo-clinician-shortage-was-accelerated-by-pandemic.html)
“The pandemic has hit, certainly, the country and the health care ecosystem in ways nobody could have ever expected,” AMN Healthcare Services CEO Susan Salka said.
Ticker: AMN
(5) Cramer’s lightning round: Wait to buy Ballard Power Systems (Cramer’s lightning round: Wait to buy Ballard Power Systems)
- Ballard Power Systems: “Wait for BLDP.”
- Blink Charging: “Here’s what you have to do with it: tomorrow morning you are going to take half of that off and you can play the rest from now to kingdom come, I do not care, but you are selling half tomorrow, or else you’re not my friend.”
- PG&E: “I want them on this show so bad because it’s such an intriguing idea to buy that stock, but it is California and I am worried, but you know with a new president who doesn’t despise and hate California it could be interesting, you never know.”
- Sangamo Therapeutics: “We’re not that hot on it, frankly … it’s just not one of my faves. … Be careful.”
Ticker: BLDP, BLNK, PCG, SGMO
(6) Jim Cramer worries White House transition could complicate vaccine distribution (https://www.cnbc.com/2020/11/23/jim-cramer-white-house-transition-could-complicate-vaccine-distribution.html)
- “My bet is that the vaccine will be readily available, at least, by March,” CNBC’s Jim Cramer said.
- “I just wish we had a clear plan to get there because this is too important to risk screwing up,” the “Mad Money” host said.
- “Very hard to imagine this process working smoothly, especially with a presidential transition coming right in the middle, no sign of cooperation whatsoever as the current president has yet to signal that he lost,” he said.
Ticker: PFE, BNTX, MRNR, AZN, MCK, FD, UPS, CVS, WBA
Other Stocks Discussed (Calls with Audiences): United Postal Services [go with UPS], Sprout Social (PSTG) [Cramer likes NVIDIA], Lulu Lemon (LULU) [buy, but wait for weakness], Shopify (SHOP) [stay long]
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