저자: JimCramer · 외국인
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Jim Cramer는 경기 둔화 속에서도 방어적 장기성장주 6종을 '월가가 점찍은' 종목으로 제시하며 2019년 하반기 내내 강세를 보일 것이라 주장한다. 에스티로더: 젊은 세대의 셀피 문화 수혜, 역멘토링 시스템 등 경영 혁신과 중국 사업 호조를 근거로 긍정적 견해를 밝힘. 스타벅스: 케빈 존슨 CEO가 소비재 사업부 매각(71.5억 달러)으로 자사주를 매입하고, 주문 처리 기술 개선 및 알리바바 등 중국 파트너십을 강화한 점을 높게 평가. 무역분쟁 영향이 적다고 봄. 치폴레: 브라이언 니콜 CEO 취임 이후 처리량(throughput) 문제 해결, 과거 저점 자사주 매입 등을 근거로 목표가 상향 흐름을 지지. 나이키: 실적 기대가 낮았음에도 주가가 상승한 점을 '시장이 다음 분기 개선을 믿는다'는 신호로 해석, 중국·유럽·미국 사업 모두 긍정적. P&G: 데이비드 테일러 CEO의 성장 개선, 넬슨 펠츠 파트너십, 원자재·운송비 하락, 중국 사업 개선을 근거로 눌림목을 기다리되 매수 관심을 유지. 맥도날드: 스티브 이스터브룩 CEO의 가맹점 및 기술 전략을 칭찬하며 추가 상승 여력을 언급. 기술주 및 기타: 페이스북은 리브라 등 긍정적이나 규제 우려 속에서도 인스타그램 성장 강조, 아마존은 Prime Day 실적 기대치가 높아 단기 조정 가능성을 경고. 구글은 중국 관련 정치 리스크 언급, 애플은 악재 가능성으로 신중. 클라우드 종목(워크데이, 세일즈포스 등)은 많이 올라 과열 우려로 신중 입장. 시청자 질의응답: GE는 '바닥을 벗어났다'며 보유 의견을 제시했고, 블랙스톤은 35.5달러가 좋은 진입점이었다며 45.5달러 수준에서는 늦었다고 평가. 종합: 경기 둔화 국면에서 방어적 성장주 보유를 권하며, 2019년 말까지 강세가 이어질 것으로 전망함.
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all right let's give the barrister two for a second the economy is really slowing down and what does work best here last week I told you to watch PepsiCo what other stops did you put on your shopping list they can all be rally in the face of the worldwide weakness that all the Bears are predicted hey you've come to the right place I've got six of them first one on my face Taylor here's the cosmetics company run by one of the smartest executives I have ever met for Breezy afraid for Malia Parker and gamble who's taking this prestigious brand and turned it into the most beloved makeup business on earth because we all live in the selfie generation where everyone has to look good any time they step outside estee lauder is in the catbird seat I like the fact that fraida created what's known as a reverse mentoring system where every so often the young people in the office mentor the old-timers to catch them up on the latest and greatest for the Millennials plus the company has got a fantastic Chinese business get this that's only gotten better during the trade tensions is there another company on earth that can possibly say that I don't think so second slow down stock Starbucks have you seen this thing creep from the 50s up to $90 ever since Kevin Johnson really got his hands dirty getting this thing over after he inherited from Howard Schultz Johnson made it happen by taking 7.15 billion dollars from the sale of the company's consumer packaged goods division and then using that money to buy back stock hand over fist because the share price was so undervalued even better Johnson comes to Starbucks which juniper networks a technology company and his uses tech expertise to solve the company's long-standing throughput problem with its new technology Starbucks can process many more transactions Johnson's done this in his own quiet way he started the green apron because he's not no need to be both ubiquitous in anonymous I really like that he's improving the loyalty program made good tie ins with important Chinese businesses and that includes extending the friendship Howard Schultz had with Jacque katma Ali Baba Fame that's important because the Chinese market is gigantic for these guys and it had slowed down now it's coming back and coming back with a vengeance the Starbucks doesn't seem to be suffering many ill effects from the trave war slow down stock number three is Chipotle today several times several firms raised their price targets on this one and I think they did the right thing here's the deal with Chipotle ever since Brian Nichol took over CEO in February of last year he's bought a system of expertise to the company that had been missing under the previous regime like Starbucks Chipotle suffered from incredibly spotty throughput Nickel late of Taco Bell of all places has pretty much solved the problem of course it didn't hurt that over this period America's forgotten all about that health care that put Chipotle in the penalty box in the first place oh and CFO Jack Hartung frequent guest of the show brought back a ton of stock during the bad old days when the stock was much slower what a shrewd decision Nike is the next one this is odd the analyst didn't even like Nikes last quarter in fact I hated it yet since then the stocks simply roared higher what does that mean it's simple it means people believe the next quarter will be better than the last one I think Nikes made an amazing comeback on basically nothing that would alarm me except when you see it and come back on nothing for a gigantic senior gross stock it usually means there's actually something afoot I love Nikes Chinese business I love their European business I love their American business what more can I say is this what this one comes down by it here's one that angers me every time I look at it it's a stock of Procter & Gamble why does it hangar me because it never comes in I can't push it to you it just keeps chugging higher I wanted to recommend it to you for a while but we haven't gotten an attractive dip and in the meantime it's become everybody's favorite packaged goods company I think David Taylor the CEO has done a fantastic job of boosting the growth he's got an ongoing partnership with Nelson Peltz engaged investor / board member who's a wizard when it comes to creating accountability in consumer packaged goods space I see from the chemical companies that supply Proctor with packaging that it's royal costs have come down I see from the transportation company said its freight costs have come down higher market share lower costs improving Chinese business what's not to like watch this stock Proctor stock does not go down the moment it pulls back maybe all for something market-wide pounds finally we've got slow down stock number six McDonald's these are all household names I'm giving you Miki's these has the biggy DS has the easiest comparisons coming up in the u.s.
for a long time starting crippled technology CEO Steve Easterbrook okay I'm calling my genius who's engineered a stunning turnaround in recent years first he went over the franchisee so smart then he worked on the technology and brought costs down now he's all about putting that tech to work to make mcdonald's more convenient free you the customer i think the stocks got more room to run even or not so hot economy why focus on these boring slowdowns senior growth stocks look it would be great to rely on the turbocharged growth stocks that can thrive at during a downturn you know I'm a big fan of Facebook for example I like Libra their new virtual currency but I feel like I'm alone in that both the Democrats Republican united against it seems no one else is buying into the notion that Facebook is somehow reform fair enough frankly I don't care Facebook's reformed I care that Instagram is crushing unfortunately rather than giving the stock of boosts Libre has turned it into a real overact I like Amazon too but you do know how much hot money is ready to blow out of this thing on anything less than perfect numbers even if the numbers for prime day which is today and tomorrow turn out to be great there will be sellers it's ridiculous the expectations are way too high and I hate but expectations and stocks almost as much as I hated reading great expectations by Dickens alphabet I always just think we might have a winter trader but then Peter Thiel a guy who's rich as Croesus he just started talking about China and treason he says Google's compromised by the Chinese Communist Party needs to be investigated by the FBI of the CIA even if you think that it's negotiation you see accusations are baseless like something from The Manchurian Candidate he was a real help with the White House I you can make a lot of trouble for alphabet Apple darn it the stocks running again when Apple Wars hyerin's bad news which is why I'm hesitant to recommend buying word these levels sure like the cloud kings but stocks like workday Splunk in salesforce have run so much same goes through the rising cloud place like Kramer family fav ophtho or Z scale or Zendesk or crowd sorry or Atlassian or out turrets you name it I think the risk has gotten too high that I can't afford to be glib about them I needed these cloud stocks to cool off that goes for most tech stocks here too terrific to double down on the moment but let's let's just wait I wanted to list some drug companies until the president trained his guns against them and you have all the food stocks you need if you own PepsiCo so I returned to the big six Estee Lauder McDonald's Nike Starbucks Chipotle and Procter & Gamble No just go out and buy them right here right now not in the first week of burning season but the bottom-line these six slowdown senior growth stocks have been anointed by Wall Street they aren't going away there will be the second half winters that the big-money guys just can't get enough of unsated so now you have the list memorize them people because I bet they keep winning for the rest of the year let's go to Kevin in California Kevin hey Jim Kevin from Sacramento California Rob big Jimmy do I stick with GE I came in at 28 2014 I wish they would have hold on to their appliances and what do you think of the urn in the next earnings and James but Sacramento's madly in love with you there you go well let me give you two play two calls on this first is GE I think it's out of the woods but second that doesn't mean there's in that sleeve in necessarily advance doesn't matter where you bought it matters where stocks going to nobody came from ID hold on do it not just for old for keepsake but because I do genuinely believe that one day Larry coke will pull this rabbit out of the hi Robyn far too Rob hey booyah Jim Rob called all in sunny South Florida nice whites Rob a question for you regarding Blackstone Group simple DX I'm a big t TD guy but I've been watching this and they're announcing their earnings pre market on 718 right and they also acquired the mobile marketing platform bungles yes so the current at the current price of roughly forty five and a half would you consider this a good entry point no I think the good entry point was thirty five and a half I know that definitely has more room to run because they're switching to a secret but I think a lot of the traders happen already I think we're late to the party I'd like to find ones that were early to the party okay now you have the anointed stops and names big money once into no matter what these are the winners for the rest of 2019 people pay much more may have money at CBC's called convenient got unprecedented access inside jewel labs and he's given me the scoop tonight don't miss it then could disappointing earnings tear the market Stan he may be surprised when you hear Mike take no calls a rabid fire tonight station of the laying a
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