저자: JimCramer · 외국인
요약 보기
결론: 백신과 치료제 기대감이 커지고 있어 코로나 사태가 수개월 내 극복될 것이며, 이를 반영하는 '목표 종목(goal list)'을 사도록 권유한다. 시장 상황: 당일 다우 약 175포인트 상승, 나스닥 0.52% 상승. 목표 종목 전체가 상승해 이례적인 강세 신호로 해석. 백신 관련 주장: 과학(백신)이 예상보다 빨리 코로나를 이길 것이라는 매수세가 형성됐다고 주장. 백신 관련 종목은 듀폰, 3M, 디즈니 등으로 제시. 경기 회복 신호 종목: 마스터카드(국경간 거래 회복), 유니온퍼시픽(수입·소매 회복), 나이키·랄프로렌·PVH(의류 소비 회복), PPG·에머슨·뉴코어(산업재)를 언급하며 세계 경제 성장 베팅의 증거로 제시. 스팀사 관련: 추가 경기부양책(스팀ulus) 기대는 목표 종목의 핵심 근거가 아니라고 선을 그음. 시청자 질의: 크라토스(KTOS)는 긍정적으로 언급, GE는 재무제표 우려 속 부정적 뉘앙스, 킴벌리클라크는 배당 목적 보유 권고(추가 매수는 비추천). 리스크: 백신 기대가 꺾이면 관련 종목이 둔화될 수 있으며, 시장이 백신 기대를 과도하게 반영했을 가능성이 있음. 주식시장은 수정구슬이 아니라고 본인도 단서를 달았다. 출연자 전망: 강세(bullish) 기조, 특히 과학이 코로나를 이길 것이라는 확신을 강하게 드러냄.
다듬은 글
uk america i've been entertaining but to educate teach so call me at 1-800-743 cbc or tweet me jim cramer i always like to have a list of touchstone stocks that can shine a light on where we're headed take it individually oh they can mislead us but take it together they're like high beams that can steer you through any weather and keep you from straying into the wrong and dangerous lane all right this was a good day for the bulls that'll gain pinner 17 points this will be 5.64 nasdaq advance point five two percent more importantly though every single stock on my goal list like the go pattern football the goal list was up today meaning that something very big could be a foot that is highly unusual what's my goal is i'm talking about the companies that are doing okay right now but if the pandemic were to end or be behind us they'd be putting up breathtaking year-over-year comparisons and remember we care about why oh why here we are and right now in today's session the goal list says by this time next year we'll have found a way back to normal or at least an almost normal uh situation and it's probably gonna happen much sooner than that i'm gonna rip down that list tonight to show you what a go pattern looks like but before that let's not bury the lead buyers have decided that science will beat kovid sooner than expected so you'd better get on board or miss the move now someone argue today's strong upside move signals that we're about to get a stimulus deal in washington a package that helps small businesses and renters and keeps the unemployed from going on bread lines or being evicted or selling us apples on wall street that can happen i keep telling you that we need another package and i've been saying it forever we need it fast it would be insane not to do this which is why i expect the democrats from republicans to work around the clock tonight to get ups and tomorrow night to give us something before it's too late i'm very glad the negotiations seem to be making progress but the ghost stocks that were today they are not stimulus plays i kept hearing about this all day today forget that these that i'm about to show you are real tells these are the vaccine plays the ones that need a coveted vaccine or therapeutic to really thrive and right now they're saying loud and clear that a vaccine is coming probably sooner than most people believe i always knew we'd get there i knew when the pandemic first started steamrolling i warned you it would be much worse than the government seemed to realize including president trump and to his secretary azar my screamed at on tv but i also said you have to believe in science we have got so many brilliant professors and researchers at drug companies all over the world but of course america's chief and it was only a matter of time before they came up with a vaccine or a cure i thought it was inevitable the only issue was how long it would take so i warned you do not bet against them don't bet against america don't bet against american science i figured i could get away with saying that saying something more bullish after spending most of february and march sounding the alarm cassandra like about the virus also being ridiculed for that don't even think the ultimately positive view is i said it can't be that controversial i said it's really terrible but the scientists will figure it out i i knew the nerds would eventually come up with something it's not what they do i mean do you really think that all these drug companies the people who work at pfizer and j and j and merck and eli lilly modern regeneron astrazeneca do you think they once they were unleashed on a problem and in some cases paid for to do so they wouldn't solve it of course everybody else is focused on the doom and gloom at the time so saying anything even remotely optimistic opened me up to the usual time-honored ridicule that i'm pretty much used to by now not going to name names because i am a man of peace but some young journalists penned a piece on in the money issue of the new york times back in may when i was saying my rap and he was saying he was skeptical of the rally that started in late march his skepticism only grew when and i quote i saw jim cramer yeah he's still around on cnbc saying that bears like me were quote betting against science and basically selling the country short a comment that he said called to mine otter student court preparation and animal house worth googling given the performance of the market since then it seems pretty clear that the bears including that writer who i guess is still around we're dead wrong oh and for the record tim matheson's great but i was never an otter fan i'm far more like those three guys sitting on the couch that'll make a pledge scene let's get back to what matters though the stocks on my goal list that are screaming despite the skyrocketing case count that they'll let that are start that that are beating covet in a couple of months that's what this that's what this list this is a ongoing hire because kova is going to be beaten in a matter of months list all right so i'm going to tell you why today's action it makes me so confident it's not coincidental first there's dupont here's a highly cloud quality industrial it bring runs it chemical company that's linked to housing autos electronics safety construction imaging transportation and what you're all doing of course horribly nutrition and biosciences was doing well the biggest end markets have all been threatened or stomached by the virus that's why we've been said being saying i want you to buy dupont hand over fist as we have for my charitable trust which you can follow on by joining the actionalertsplus.com club and based on the assumption that we're going to get a vaccine today the stock rally three percent signaling very strongly science will win same goes for 3m steve tusa from jp morgan the best industrial analyst out there spoke possibly this very morning about 3m suggesting it could be turning a corner i thought so too after the last conference call where ceo mike roman talked about july looking much better than june no one paid attention to him wrong i like 3m right here right now you are free to buy it and i have not said that in ages disney's on my goal list now i told you last night that the terrific cost control saved the quarter but that doesn't explain today's been given a nine percent run well that's all about the idea that we'll get a vaccine because without one too much of disney's business remains in trouble with it movies theme parks cruises sports it all comes back except now you got disney plus driving the bus what else if you're predicting an uptick in global commerce i looked at two stocks as beacons mastercard symbol ma and union pacific their stocks are fabulous barometers of economic activity with mastercard we got some good fintech pin action from square's great numbers but you got to remember mastercard failed to rally after if they're reported because the pandemics put the kibosh on cross-border traffic the stock's moving today that says cross-border traffic's coming back travel beckons union pacific bellwether for back to school and holidays see they ship imports from asia to the rest of the country to go to retailers today's rally says that scientists might be able to save the holidays wouldn't that be something save the holidays next up apparel is a huge tale nike's putting up good points that's always a great sign but the better ones to come back and ralph lauren which really wasn't all that bad when you go over the conference school yesterday not that anybody did and pvh was just spent ages in the coveted doghouse you know pvh is the company behind calvin klein and tommy hilfiger you know you don't buy apparel if you think you're gonna be stuck inside for that for six months right i mean if all we're ever gonna do is just look at each other inside in the house you're not even going to care what you're wearing away you're wearing the hanes brands but maybe this people going out that's what that 7 rally says to me finally there's three more industrials in the list that don't get a lot of attention because they're so darn boring but not to me there's ppg emerson and new core ppg for coatings emerson for motors new core for steel when all three go higher especially after so much carpeting about emerson's allegedly weak quarter yesterday that tells you the big money's betting on return to world growth you heard that first now the stock market's not a crystal ball and i'm not sure wall street is any special insight in the progress of the pandemic but here's the bottom line when my entire go list the entire one goes green something we haven't seen in weeks it tells me that a lot of money managers are either about to turn more bullish about the prospect of a vaccine or a therapeutic or at least the bears are throwing in the towel because they're worried about monoclonal antibodies i'm not in a cocktail for that i'm not saying that you have to bet at all on science here although this action makes it crystal clear that it's a very bad idea to bet against it and i'm still here john in new mexico john hey how's it going jim this greatest day of my life how about you pretty good you know first time caller you know long time viewer my question is on uh cradles defense ticker symbol ktos my question is on their uh partial contract award-winning uh for 400 million um what are your thoughts on i like it i like kratos i remember i liked it at nine and i went to these the uh those fabulous boards the what is that the uh the twitter and everyone attacked me they said you don't know any other difference between kratos and i don't know whatever they were lying about but wow i think it's good stock i think it goes higher i do like the defense stocks by the way we're going to hear from xilinx later tonight and they got good uh regular defense business hey why don't we go to i want to send a michael a message to michael in massachusetts michael booyah yo yo my question is about ge um one thing that i'm nervous about their balance sheet i don't think i don't think they have a strong balance sheet i know they're heavy on airplanes and in cars jim do you think they're is this a good investment or not okay it's a it's a fabulous robin hood likes this and four uh six plus six equals six now here's the issue nelson peltz is selling some stock which i don't like to see cause nelson's brilliant that's trying uh larry kolp's gonna try to fix the balance sheet but it's a wait till next year's situation when i got stocks you don't need to wait for stocks like dupont stocks like 3m they're ready to roll and those are better than general electric how about we go down to david louisiana david first time caller love the show you're from booyah country yes sir i bought some kimberly clark for his dividends but uh i expected more growth certain pandemic of the price of stock even though it's near the year to date or at that yesterday high should i buy more or you buy it you can hold it don't buy more remember if we if we suddenly think that a vaccine is within the horizon that stock's going to slow down it's not kimberly clark has never in its lifetime been a stock that goes up huge like other stocks i like the company i want you to hold on to it i like the yield i like that new management mike's you but my doesn't come on the show i don't know maybe i hurt his felix i don't remember doing something right i gotta listen touchstone stocks to give us a sense of where we're going today and they told us that something big could be a foot because they all ran in honor of the nfl a gold pattern on my money tonight we got beyond meat they topped ernie's expectations but the stock dropped what the heck was that about i'm going to sit down with the ceo to see potential buying art then the buyers and sellers are out of the end i'll point out where they're tilted incorrectly looking for a link between xilinx and your portfolio i'm sitting down with the ceo to see if it's worth considering i say stay here stay with kram
Comments 0