저자: JimCramer · 외국인
요약 보기
미국 증시가 트럼프 당선 후 친성장·친주식 기대로 사상 최고치를 경신하며 강세를 보임. 기술주 이후 석유·제약·소비재·금융으로 순환 상승이 이어질 것으로 봄. 연준 금리인하가 랠리를 뒷받침하지만 다음 주 CPI 등 금리 변수가 분위기를 꺾을 수 있다고 경고. 중국 경기는 부진하다고 평가하며 투자 추천은 하지 않음. 개별 종목으로는 엔터프라이즈 소프트웨어, 홈디포, 사이버보안, 시스코, 디즈니 크루즈, 응용재료(AMAT) 등을 언급.
다듬은 글
3 CBC sweet me Chim crammer nope NOP not at this level I'm talking about how the S&P 500 roared all the way to 6,000 practically in a straight line because buyers were everywhere and sellers they were nowhere to be seen that's how we get another good day D gaining 260 points S&B advancing 38% NASDAQ gaining 9% and all the major averages closing at new record highs it was another amazing session at least if you're a ball I have said it several times this week I say it again this is ladies and gentlemen a historic move we are witnessing fueled by an election where voters chose a candidate who's Pro growth Pro higher stock prices Pro lower interest rates and pro lower taxes love them or hate them Trump is the most explicitly Pro Stock Market president in history now that he's won that's paying off in a host of sectors yesterday was Tech today oil drugs consumer products financials these moves are spectacular because they're driven by money managers who are terrified that they won't have enough stock in their portfolio so they won't sell at the same time we're about to see a wave of takeovers as the antitrust Regulators will stop trying to block every deal under the sun because a new broom is going to sweep clean I know some people say Trump's agenda mainly benefits the wealthy but look we live in a democracy and he got a clear majority this is the outcome the voters wanted even if it's not the outcome you wanted you might as well take advantage of this incredible stock market it's not close to you sure it's easier for the rich to invest I'm not denying that but anybody's willing to save some money can own some stocks now this Trump prob won't last forever nothing lasts forever and it doesn't hurt that the FED blessed us with a quartero rate cut that was finally able to push the bomb Market in the right direction that's some rare octane thrown on this fire but the question is can the fire continue next week well that's a tough question I'll tell you why because we were up so much well why don't we do this why don't we just look at our game plan make some sense of it on Monday we have Monday but this time it's monday.com reporting in the morning now this is an Israeli software company that streamlines workflows and provides visibility to what people are working on at your business oh there's a ton of companies just like it it's a quint essential enterprise software play which is why I'm starting the game pan with it cuz this group this Enterprise software they were being sold relentlessly somehow sellers just walked away from these companies which is how a Salesforce or service now were able to soar during this period I think these enterprise software stocks have much more to go because they're just not a lot of sellers here they are as blessed now as they were cursed not that long ago you see Salesforce today Tuesday's huge all right first CC investing club named Home Depot report and this is the quintessential stock to own when feds cutting rates always has been always will be I remember since 1988 I've been playing rate Cuts with this one I'm looking for the Des spot to raise numbers given that we're headed for a lower interest rate environment they could forecast the first real growth in years in this tape the stock which looks like it's up could head up much higher now we here from e-commerce facilitator Shopify and it's got to I got to tell you this last quarter hadway thought many people thought was too much spending I say when you have a flood of business you have to spend to be able to handle it I think we'll see the fruits of Shopify spending this quarter lots of people want to know why food prices got got so out of hand in the last few years you know what you want to learn why don't you listen to the Tyson Foods conference call like I will you'll get a ton about pricing and they're the dominant player meat and chicken sometimes you don't listen to a conference call to pick a stock you listen to learn I learn from Tyson after close Spotify not Shopify Spotify reports and that sucks up more than 100% for the year because they keep raising numbers Beyond even the wildest of anal projections and I bet they can do it again you know why because people regard as a barain it's kind of like Netflix just a bargain bargain bargain remember this rally is predicated on a non-hostile bond market data can change the bond Market's mood and and Wednesday morning well we got to worry about this thing this is a potential mood change it's called the CPI Consumer Price Index a super hot reading could put a damper on some of the buying that we've been having I'm watchful cyber Arc reports Wednesday morning and this is an exclusive cyber security company that guards what calls the Keys of the Kingdom of the digital Kingdom that is I think put up some great numbers the cyber crime shows no signs of abating whatsoever how terrific is this sector for stock performance you know that we own both crowd strike and paloo networks for the TR trust they do compete but there so much business going around that you got to get in them we like paler here too even as a Skyrocket no denying that Cisco seems poised for breakout doesn't it yeah this is the CSCO kind they're the networker of choice for all sorts of AI and non- aai users ever since Cisco bought Splunk earlier this year it's been able to offer a cornicopia of analytics that's a powerful combination and one that can surprise to the upside Thursday we hear from Disney now there have been so many good things happening at Disney but they keep being obscured by weaker themed Park numbers which I think will get stronger the company's expanding his Disney Cruise Line business that's right really what I'm focused on right now new ship is about to have an inaugural Voyage as well as several more behind it can the cruise expansion actually move the needle though you know what it's as it gets bigger the answer will be yes and it'll be propal needle now I got this survey this week showing that the CBC investing club members love our monthly club meetings where we set the agenda for the near future of of the CH trust Jeff and I Jeff marks and I sit down we actually we do a video so big video we host one of these meetings at noon Thursday you can still join the club get in our hourong meeting it's been the highlight of being a member I'm just passing on what I saw from the survey Thursday after the close be results from appli materials Amat which is why they consider to be the dean of the semiconductor Capital Equipment industry I actually love lamb resarch too I should say now I think this group's been falsely accused of weak demand because of this alfha asml which did a real horrible job explaining the story hopefully Applied Materials can clear things up when it reports the semies have been weak of late in an otherwise generous tape maybe apply materials can change that Dynamic Finally Friday Friday morning Alibaba reports I've been adamant that if you want to invest in China you need to buy shares of Alibaba because it has Western financials and it's a legit monstrous online retailer we know that the Chinese consumer is hobble when it comes to luxury goods and there seems to be a sense of listlessness in that populace that said Al Baba does a ton of business and makes the numbers pretty routinely it's the Amazon of China you need to know that I'm not recommending anything in China not here not anywhere because I think the economy is a train wreck there and the government stimulus efforts have proven ineffective including today's multi-year $ 1.4 trillion local government bailout yet another plan that won't put money in people's hands people that are dealing with a deflationary environment they need that money which is so desperately needed if China ever wants to return to growth so many people think they missed this run to 6,000 you know that S&P 6,000 of course I'm speaking I say you need to look at things sector by sector today Tech took a Breather Breather was worth buying maybe Monday restaurant's cool I don't know Hardline retailers Ro then we might go back to the financials and then the Industrials it's an incredibly bullish virtuous circle of gain look I know that stocks perform very well under Biden I know people are saying hey well why does he why doesn't he mention that I just did but Biden sincerely didn't care much about the stock market it was an abstraction for the gentleman during his four years in the Oval Office that's no longer the case so here's the bottom line stocks are about to have a champion in the white house again even if you might think they aren't worthy of a presidential supporter I say get used to it even though the buying started already because we got a lot more room to run John in Kentucky John hey Jim my friend and I consider you a friend because you've been coming in my my home uh living room for last 20 plus years but anyway I've got thank you thank you and I hope I can return the Friendship what's going on well I bought a stock uh Lily back when they came out with their uh weight loss J uh drug monjaro pretty much on your recommendation at the time I think it wasn't long after but I bought it as a trade and I more than double my money it had a little I love that your words but now I'm in a dilemma do I sell it because it's met all the criteria for getting rid of a trade or do I hold okay I went over today they David Rick I said he should do a doover he's the excellent CEO I hate being harsh about a man I think is so excellent but he didn't explain the deal very well about what happened with jaro sales he's gone around he's starting to make some calls stting to talk to the investment houses and I'm getting a better picture that just say the demand is incredibly strong and a lot of new tests coming out that's why the stock was up 34 today and that's why I think you got to stay in it and thank you for the kind comments Max in Illinois Max hey Jim uh apologies and Vance for the pun but are we checking in or checking out of Airbnb no no we got to stay at Airbnb here's the problem Airbnb one of its worst I I again I don't want to be critical great business people but Brian chesky has a disappointing habit of always telling you things aren't going to be as good in the future that's cuz he's humble that's cuz he runs scared I like that but I would temper with a little bit of enthusiasm about how some could go right not just things go wrong Brian don't take that too personal it's what I believe how about we go to Mike in Ohio Mike hey Jim how are you this evening real good Mike how about you good good I got a question with for you regarding Chevron I took a pretty heavy position in December of 23 at 142 uh for the uh dividend play but more than that the the equity uh I'm not real happy with the the equity position right now Equity appreciation well it has been the underperformer in the group which is a shame because Mike worth is a good man and it is coming back and I like the stock here EOG had some very good things to say today which made me feel that maybe things are turning up a bit but look you compound that dividend you let with Mike go with Mike about what he's doing in the Gulf of Mexico and what he can do with Hess and I think you'll find yourself with a very good long-term Story and there's nothing to matter with longterm all right the buying stocks has gotten off to a strong start already but I say there's still a lot more room to run on man tonight is work growth brewing for Dutch Bros since popping through the 52e high to SL support I got this coffee change top brass to learn more then Shar sweet green SG fell almost 20% on earnings overnight for bouncing back to end of the weekend in the grain I'm checking in with the co and don't miss a special Mad Money tradition ahead of Veterans Day some outstanding West Point Cadets are joining me to ask their Stellar investing questions so stay with C
Comments 0