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이 영상은 Jim Cramer의 '지금 주식이 너무 싸니 사지 않으면 후회한다'는 주장과 무역전쟁 해소 시 시장 반등 전망을 두고 두 유튜버가 토론하는 내용이다. 진행자들은 Cramer가 2019년 1월 시점에 시장이 너무 싸다고 주장했다고 소개하며, 이에 대해 대체로 회의적인 입장을 보인다. 한 출연자는 미국과 세계 경제에 부채 문제가 크고, 중국·러시아·독일 등이 경기침체 상태라며 거품 붕괴 가능성을 강조한다. 캐나다 토론토의 체감 경기는 아직 침체 같지 않다는 의견도 나왔고, 2008년 당시 일자리 구하기가 어려웠던 경험이 언급됐다. 캐나다 경제는 유가 하락의 영향을 받을 수 있다는 우려가 제기됐다. Cramer는 Citigroup이 싸다며 보유를 권했고, 시장도 14배 선행 이익 수준으로 싸다고 봤다. 무역합의 기대가 시장 반등의 핵심이라는 견해다. 출연자는 Trump가 무역합의에 성공하면 약세장이 짧게 끝날 수 있다고 보지만, 합의 가능성은 50/50이라고 평가했다. 대마 기업 Aurora(ACB)에 대해서는 과거 보유 물량을 대부분 매도하고 일부(약 2만 주)만 남겼다고 밝혔다. 2월경 조정 후 여름에 실적 기대가 있다는 견해를 밝혔으나 확신은 없다고 했다. 출연자들은 어떤 예측도 확실하지 않으며 시청자가 직접 조사해야 한다고 강조했다.
다듬은 글
and then I'll do the intro and then you cuz you could do your intro because you don't edit right it's not I already recorded it so it's fine what's going on guys it's investing hustler here and today I have Kevin from cyber world how's it going Kevin it's going good hey guys uh me and investing hustle are gonna be talking about how Jim Cramer is opposing that we might not have a stock money crash and he thinks that what the trade war is done once we starting to deal with the trade war the market is gonna rally back that's what he believes but we'll be discussing in this video yeah exactly so Jim Cramer posted a video not too long ago saying that if you're not buying you're gonna regret it because everything in stocks are too cheap right now so what do you think do you agree with that statement do you think stocks are too cheap right now you think it's a perfect buy the dip opportunity or do you think it's going to get worse I honestly believe that like I know that for a fact that we are in a big giant bubble there's lots of problems there's debt there's a huge United States is a huge debt bubble the world it like China is in a recession Russia is in the recession the Germany's in the recession France is trying to do bank runs like there's a lot of problems around this world Canada is kind of in a recession I don't know about Toronto what do you think about Tarara and I think Toronto is somewhat in recession are not I think there's just Toronto just has too much life it doesn't look like it's in a recession there's people still going shopping there's people still living life normally I I'm in Toronto and I'm I'm not I'm not broke but so it all depends on who who you're talking about okay question here were you in Toronto in 2008 2007-2008 yeah I was what was Toronto like in 2008 2007 2008 was it like like did you notice anything when when things were bad or no like at that point I think everyone knew a recession it was a recession and people if they didn't have jobs they would always be like odds a recession the recession is real this and that I think at that time I don't think I had as much money or it was but I don't know it didn't feel like it was it was a crash didn't really feel that bad but but it did feel a lot different than it does now right now it doesn't feel like anything's wrong and all but back then it kind of felt like we were in a recession like we had called you hard to get right what's up jobs are hard to get back then jobs were hard to get I wasn't self-employed at the time I think there were times when I wasn't working either so it did feel a lot different than it does now ok so right now right now is not too bad in Toronto Ron oh it doesn't feel like a recession it's like everything stores are full restaurants are full downtown people are still clubbing it just it feels like a busy night life a busy city so it does not feel like a recession I see ok well I guess my theory of Canada in recession is not really that true because Canada relies on so much on oil and oil prices are plummeting and like what is kind of going to be selling to the United States right like yeah I don't know for sure no one knows for sure no one could predict a crash the only thing we have is history if history repeats itself then we're overdue but hopefully we don't have a crash maybe that was the crash maybe that was just like a quick little correction and now we're gonna have a nice bull run oh well done hitting of worse things to comes meat when he was being elected as president he was thinking that you know he was saying that the stock would get isn't a big fat bubble and now he's trying to save the stock market because he knows that in a bubble and he's trying to become president again so he's trying to do whatever he can to save the stock market that's what that's what I think anyways I don't know any anything's possible at this point we're doing a Citigroup oh shoot so yeah this is we might as well just play the video about what Jim Cramer says about the market so he's actually talking about Citigroup stock and there's title is jim cramer there's no reason to buy or sell citigroup so let's just play this video really out of the box everyone was going to be bad everything else is pretty good the numbers are in line I don't know anyone really thought that this was gonna be a great quarter they've gotta start showing revenue growth I like the fact that by that value act is trying to make things happen there but the main thing is it's just so darn cheap there's no reason to sell it can't be a reason about it other than the fact it's cheap and we know that there's a lot of stocks that are now cheap I mean this the market selling at about fourteen times forward earnings and yet I keep thinking the markets too cheap to ignore let it come back a little bit and then buy so this I just wonder what's going to happen over the next four weeks with earnings you know whether we are we in that period of selling in rallies or are we back to buy and the dips I don't know I think I think that we had the bear market I know that was just regardless of correction there are too many stocks that are just too cheap there's a couple of outliers obviously but Joe this is the heart kind of market and if we get a we get a trade deal are you gonna say why did I sell City why did I sell micron because the trade deal could be within reach and I think that the numbers we got out of China last night shows you know what they needed as much or more than we do and I think that's really what we should be thinking about at all times so yeah he just said that everything's too cheap the one guy question him are we are we selling the rallies buying the dips and and he did say that it's it's time to buy the dip but Jim Cramer's a love-hate kind of guy as some people love them some people hate them do you agree with what he says oh shoot I think Mike's Munich yeah I'm sorry yeah I got I fixed it uh I think that Jim cream has been in the market for a long time and I did him in November he's saying that when a bear market you know people would be wishing that they would sound now instead of in December and now he's saying that without of the bear market I could be right he's betting it on the trade war though he's saying that if trade wars go well we could be out of the bear market and it's kind of funny because I made a video not too long ago saying that we could gather the bear market if Donald Trump aside like we could be in the shortest ban on if Donald Trump signs that bill ya know not sign the bill does a trade war with with China like actually succeed as a good agreement between the two countries but at the end of the day it's it's a 50/50 chance no one knows for sure the possibility of the markets getting worse it's still possible and at the same time it could get better so you never know right now I'm right now I gambled on a stock might crash and so now my wheat stocks of my Aurora stuff most of it I still have about 20,000 shares left and I'm kind of kicking myself because it was not going down and it's going up but I my feeling is that in the future prices will correct itself I think we're in a temporary rally for all the weimar urine out but I'm assuming these prices will pull back eventually at least that's all I can do is hope but according to like what goes up must come down right now it's going up massively so eventually that massive brown is gonna be back down hopefully unless it runs and then it runs again and then I get screwed out on on on shares because I chose to gamble on a stock money crash yeah well yeah rora is at nine dollars right now they've been on a nice little rally yeah I've been hitting resistance level of nine dollars but a piece of news tomorrow could break it and like if we compare canopy to ROI a ROI should be trading hi nine bucks because canopy is already trading at almost $60 and a row should be at least ten ten dollars ish just to be kind of on par wolf canopy but the stock market always don't work out like the way you wanted to it's always somebody yeah so but you know what i gamble on a stock market crash I sold out of my stock and I don't have to live with my car the consequences of the stock rising I mean it could correct myself and I could buy back in or it could never go back down to eight dollars again and stays twelve dollars for the rest of his life or higher $15 or $20 I mean logically it doesn't make any sense but I guess it's it's possible right yeah well they have a market cap of eight point four five billion and they're predicted to make a 50 million gross revenue next quarter right or this quarter this quarter they expected to make about 50 between 50 to 55 million dollars but they're not going to be profitable they're gonna be losing a little bit of money I mean I know they started a little bit of tea got stock so that unrealized gain might help them not push into the negative number they might it might push into the positive numbers and not lose money on the earnings report but I don't know it's just I think the court is to look out for is probably gonna be in the summertime the summertime is when the when the quarter when the quarry parts are gonna look really good that's what I believe but right now is not looking too good for me because I see all those strong buys and buys and and I and I used to have over a hundred thousand shares or 160 thousand shares alright now I'm down to twenty thousand shares it makes me a little like disappointed in myself for gambling on a stock market crash when it might not happen anymore so well at least you collected profits and at least you still have some shares that's the way I'm looking at it right now I elect profits I've made over 10k of Aurora obviously not as which is you but I still I'm still holding on to my position in Aurora and I'll hold on to that for to that position long term if I have to and no matter what we'll see we'll still see some profits and if it goes down I'll be happy I collected my gains so it's it's kind of a win-win situation you can never get it 100% right so that's why I kind of do 5050 and no matter what happens I'll be in a position where I'm either making money or or I could buy more shares so we have is this by by a strong buy and I think after their earnings they probably will push forward and no I I believe that after the earnings I think I think this is my theory behind cannabis stocks right I'm not gonna be correct all the time but I believe that cannabis stocks are gonna be climbed in February I think once all the earnings is done the market is gonna start declining because stocks don't always go up they have to go down before they go up cuz they always make lows before they make highs right is that how like it kind of works hmm well so my theory is in February it's gonna start pulling back and then brown maybe like June July that's when the stock starts rallying back for the the really strong earnings around June to July that's what hope when they announced that they were estimated to make around 50 to 55 more it went down that day it went down that day that day the next day went up I don't know the only reason why Aurora is moving up right now is because of canopy canopy is pulling Aurora stock worth it because Aurora is considered the second biggest company in the Canadian industry well I guess crow Cronos might be considered a second now because Kronos has like that two billion dollars from our Tara but the point is Aurora is consider a big player and the fact that Ocala P is rising so much it wouldn't make any sense for a stock to not rise with canopy stock it just would not make any sense so the market had to rally both stocks up in order to make sense of it is it's kind of weird logic I get it but it's kind of like tech stocks right tech stocks like AMD is not gonna rally and not antenna and mic rod and all those other tech stocks not rally with the red with a deal with the other semiconductor DS semiconducting companies that kind of make sense well everyone has their own point of view I they went down the when they announced that 50 55 million but the next day and the and pretty much ever since that they did rally yes well there's mostly on Caterpie though that's the only reason why they're rally they're rallying because chemical it can't just go up well it could because at one point when can it be got that constellation deal Aurora didn't run with them or was a war atom of them emerges but as much know Darrell was delayed about a few days after can appear and canopy canopy always runs first and then ever follows like a day after but yeah if history does repeat themselves in February it might be a crash because right here in the beginning of the year hold on I have to take this call I wanna just end this video yeah let's just end it one second hello yeah I'm just doing a collab let me just end it real quick and then I'll call you back okay so yeah but no like I was saying if history does repeat itself last year canopy did crash right before February they had a nice run in the beginning of the year and a roar ran all the way up to $15.20 on January I doubt that's gonna happen this year but it does seem to be repeating itself they are had it does the chart card looks very similar like this will rise up looks like like that small rise up over here yeah exactly so it looks like they're having a small little rise like they did here so like right here it might be the beginning of a big push forward who knows or this could be who knows how high this will push but a history if history does put repeat itself it might run up hoon I don't think run up to 15 but yeah I don't know like that no no that rise would have to be like it's too soon it's too soon for that stock to rise that hide my opinion as it gets like a deal like a brand deal like with a bear think oh yeah knows who it will be but then if history repeats itself it will be followed by a big crash so far it seems to be having that nice little run and I guess the only way we can find out is just to wait and see nothing is a hundred percent we're just here to talk about it give our opinions give our predictions everyone's encouraged to do their own homework their own due diligence and do you want to say something else before we wrap this up um I just want to say that like stocks that ran up hard will always have to fall hard too it's just way the - what goes up must come down yeah so like I'm I'm just waiting I'm gonna be patient and I'm hoping just because I'm in cash I'm hoping for stock when it crashed it might not happen but I'm hoping for some of my cash because I'm in cash and I wanna I wanna have a good you know a good buying opportunity to buy a stock at the discount but anyways thanks for watching guys I hope you enjoyed this content that was put together with me in investing hustler and I will see you next time or something yeah don't forget to go subscribe and give us that thumbs up it helps our channel channel grow a new outro now okay I'll stop recording
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