Lightning Round: Solar energy stocks are tricky right now, says Jim Cramer

요약 보기

이 영상은 CNBC 라이트닝 라운드로, 시청자 전화 질문에 짧게 답하는 형식이다. 결론: 전체적으로 개별 종목에 대해 '매수' 추천보다는 '패스(관망)'를 권하는 발언이 많다. 블랙스톤 모기지 트러스트(BXMT): 내부 자산 구성을 알기 어려워 '블랙박스'라며 투자하지 않겠다는 입장. 선런(Sunrun) 등 태양광 종목: 시청자가 큰 손실을 봤다고 언급. 태양광 주식은 요즘 까다롭다며 적극 추천하지 않음. Extra Space(EXR)와 PSA: 두 리츠 중 PSA가 더 나은 선택이라고 언급. 파이프 관련 피프스서드뱅크: 지역은행 실적 발표가 임박했는데 수치가 오히려 하락할 것으로 보여 지금 사기는 어렵다고 판단. 도미니언 에너지: 경영이 잘 되어 있지 않고 이해하기 어려운 거래를 했으며, 배당 우려 때문에 패스. FMC: 시장과 어긋나 있지만 세계 식량 수요가 계속 있으므로 좋은 플레이라고 긍정적 견해. BP: 매수나 매도가 아니라 보유 자체를 권하지 않음. 독립 성향이 있는 페룸(Perum) 쪽을 선호한다고 함. 파라마운트: 재무제표(대차대조표)가 매우 나빠 투자하지 않겠다는 입장. 출연자 전망: 개별 종목 대부분 관망/패스 권고이며 명확한 상승 전망은 제시하지 않음.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. it is time to the light and then the lightning round is over are you ready ski D time for the light round start with herb in California herb hello thank you first time caller uh ex thank you for taking my call of course my uh question is about Blackstone mortgage Trust I am tempted to say yes because I like black St but the problem is I don't know what's in the trust so therefore it's too much of a black box for me so I'm not going to go for it let's go to Tammy in Montana Tammy hey booah Jim this is Tammy and hi I would like to know what your thoughts are on the stock rum Sunrun I've had it for a while I've lost a lot of money in it and well you know the solar stocks are tricky and I'm not recommending any stocks so have money of companies that are losing money it's just too hard these days let's go to Randy in Alaska Randy hey Jam Bo booah back hey beyond that what's going on extra space Oh extra space no no if I'm going to be there I'm going to be in PSA PSA is the better of those two let's go to Bradley in Ohio Bradley J Jim a big Cleveland Browns booya hey a great D booah you just need a better running back booya what's up booya booah forut uh hunt last week go ahead I'm sorry that's all right can we back up the truck to Fifth Third Bank no we can't I mean as good as Fifth Third is we can't and the reason we can't is because the regional banks are about to report and I don't think the numbers are going to go up I think the numbers are going to go down so therefore it won't work let's go to m fine Bank let's go to Michael in North Carolina Michael booah Jim thank the hard you put in for us home Gamers making enough money yes okay Dominion Energy what has happened to that Stu oh my you know look it's not that well run to begin with and they did this kind of they did this really hard to understand deal I am concerned about the dividend so I'm going to take a hard pass on Dominion how about Shan in Pennsylvania Shan hey Kramer big booah go Birds Go Birds what's happening hey man uh wondering if you can look in the FMC for I know FMC well remember the the big red letters on top of the building and in Center City no it's a great a play it really is and I think that it's one of those feed the world places right now is out of step with the market but we're always going to have to feed the world I like FMC let's go to Stephen in New York Stephen yes how are you Mr Kramer what's happening okay um just wanted to again an opinion uh BP PLC bu sell a hold no I don't want you in BP I I just don't want you I like the independence in the perum that's the way to go now I'm going to Jeff in New York Jeff New Jersey I'm sorry Jeff what do you think about paramont with oh my God I was going over with Jeff marks today you work with me obviously with the uh for the investing club and we were both shuttering about that balance sheet that is the balance sheet from Hades my friend and we're not going to go with it and that ladies gentlemen inclusion of the lightning round the lightning round is sponsored by Charles schab coming up survive the unknowns thrive in any Market Kramer invites you to the game of games play am I Diversified