저자: JimCramer · 외국인
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결론: 전반적으로 신규 매수보다는 관망·보류 입장이 많고, 일부 종목만 저가 매수를 권유함. 소비재·통신·사이버보안 관련 종목은 대체로 보류 권고. Columbia Sportswear는 저평가이지만 실적 추정치 하향 가능성이 있어 매수를 보류하라고 언급. AT&T·Verizon은 설비투자 부담과 높은 채권 부채로 금리가 내려가기 전까지 배당 포트폴리오 편입을 비추천. Gen Digital(노튼 라이프락)은 저평가 상태지만 성장성이 부족해 관심 밖. 성장주·기타 종목은 밸류에이션 부담을 강조. Zebra Technologies는 과거 고점 대비 하락했으나 주가수익비율(PER) 23배 수준은 현 시장에서 높다고 보고 당분간 회피. MZC(Mesa Labs 등 언급) 관련해서는 인프라 자금 수혜를 들어 주가 하락 시 분할 매수 권유. Groupon은 오른 만큼 현 수준에서는 고평가로 판단해 매수 반대. 에너지·빅데이터 관련 종목은 긍정적 견해. Canadian Natural Resources(CNQ)는 저렴한 자산과 좋은 여건을 근거로 매수 가능하나, 연초 대비 133% 상승한 점은 주의 필요. Big data 관련 종목은 PER 22배 수준이 충분히 합리적이라며 긍정적 평가.
다듬은 글
it is time it's the light and then the lightning round is over are you ready ski D time for the light we start with uh Daniel in Illinois Daniel hey Jimbo around the corner and the ongoing plunge and the overall Market how are you seeing retail chains like Columbia sportsare well listen big guy I got to tell you I think sportsare is actually inexpensive but it doesn't matter the estimates probably are going to have to come down so we're going to have to hold off by it let's go to Philip in California Phillip thank you and booya from San Diego gy I'm looking to start a divid portfolio and I'm thinking about t what do you think no you're going to have to hold off on T because I do think that they have so much Capital spending that they have to do and right now I don't like ATT or Verizon they have to refinance they've got a lot of problem they have too much bonds just trust me they're not necessarily the right stocks unless rates go down let's go to David in California David James chill Lifetime American here buddy but first there go guys listen have you talked to your old buddy about Rick Hill about the former Norton LifeLock company gen digital they've done this a vast deal but they're just languishing in the high yeah I know and no Rick I well I have talked about a bunch of things but not about gen gen digital which is exactly so the nor life lock uh it is inexpensive and I like the COO very much but it just does not have the uh you know it's yield three it's not really wor doesn't have the great growth that I need to see right now from the other cyber security companies just the way it is let's go to Stephen in New York Stephen hey I'm looking at zebra Technologies and it's way down from its high oh I know can you believe that I you know I got to tell you this is a very very good company but things are people are not paying 23 times this time times earnings for this kind of company anymore they're just not so we're going to have to stay away for now let's go to Carl in California Carl booah Jim booah is mzc a broken company or a broken but MC is actually exactly what you should be buying it's going to do incredibly well with the infrastructure money the stock has been straight down down 20% that makes no sense to me I'm saying it's a buy you buy small here and you buy on the way down build a pyramid pyramid with lower lower buy byy buy let's go to garon Wisconsin Garr hi Jim cor is down uh to a new low yeah it's hideous but we got to get Brack and Daryl on now we know Brack and Daryl from Logitech we got to find out what he is thinking what he's going to do maybe too early but Bracken you know you're welcome on the show anytime I'm going to Sandy in New Jersey Sandy hi Jim how are you I am good Sandy how about you good so question about o Oprah what are your thoughts I don't know that one that's you got me you got to be puzzled on I'm puzzled I'm puzzled I have to come back I'm going to do a little I'm going to do a little homework on that one let's go to Andrew in New York in Nevada Andrew hi Jim how you doing I'm doing trying to hold up here like you know best I can how about you enjoy watching your show thank you yeah I had a I had a question about the stock uh Groupon I already it's been a horse I can't believe it's been a horse it's like like bookings.com and people feel it's giving you a bargain I don't know I would not buy it up here it's too high let's go to Jeff with wiconsin Ja hi Jim I love your show to get your opinion on a new position in cnq Canadian natural resources I happen to be in favor of Canadian natural resources I happen to like that I look I like oil and gas they have very inexpensive properties it's a good situation be careful it's up 133% for the year and they taking everything down but I think you can buy that one it's very very good now we're going to go to deak in Pennsylvania deck yeah hey Jim man it's good to hear you what's happening um I'm glad you mentioned this morning the fact that some people every day people don't have the money to purchase name brand products let on stocks very sincere on that that's be uh thank you I got some terod dat stocks yeah one of the benefits of look big data is still big and I've got to tell you that what people are worried about us is only 22 times earnings that want to pay for that I think big data is fine I like T data I just do and that ladies and gentlemen is conclusion of the lightning round the lightning round is sponsored by Charles Schwab coming up Kramer revisits the postco travel boom what's it mean for your Investments today stay tuned
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