저자: JimCramer · 외국인
요약 보기
결론: 코로나 재개방(리오프닝) 수혜주에 아직 늦지 않았다며 디즈니, 메리어트, 윈 리조트, 펜 내셔널, 사우스웨스트, 보잉, 로열캐리비안·카니발, 비자·마스터카드·아메리칸익스프레스, 에스티로더, 캐터필러, 누코어, 사이먼프로퍼티 등을 매수 대상으로 제시. [소비·숙박·카지노] 소비자 대차대조표가 좋아져 재개방 시 지출이 늘어날 것이라는 전제. 디즈니는 주가가 120에서 192로 올랐지만 재개방 시 테마파크·영화 회복으로 추가 상승 여지가 크다고 봄. 메리어트는 故 아니 소렌슨 전 CEO 사망에도 주가가 흔들리지 않았고 호황 시 상승 여력이 더 크다고 봄. 윈 리조트는 중국 관광객 회복과 라스베이거스 트래픽 증가 수혜 기대. 펜 내셔널은 바스툴 제휴로 스포츠북 성장 기대, 조정 시 추가 매수 권유. [항공·여행] 사우스웨스트를 선호(CEO 게리 켈리의 시장점유율 확대, 노선 확장). 아메리칸항공은 재무구조 부담으로 선호도 낮음. 보잉은 777 운항중단으로 하락했으나 항공 수요 회복으로 과도한 하락을 무시하라고 함. 로열캐리비안·카니발은 예약 급증, 카니발 10억 달러 공모 진행. [결제·소비재] 비자·마스터카드는 국경간 거래 회복 수혜, 아메리칸익스프레스도 포함. 에스티로더는 중국에서 시작된 회복이 전 세계로 확산될 것이라 봄, 미국 백화점 우려는 과도하다는 입장. [산업·원자재·리츠] 캐터필러는 원유 노출도가 높아 유가 상승 수혜. 누코어는 철강 가격 인상으로 실적 개선 기대하나 아직 주가 움직임 시작 전이라 인내 필요. 사이먼프로퍼티는 몰 방문 회복과 고급화를 근거로 수혜 기대. [리스크·기타] 이미 상당히 오른 종목이 많지만 늦지 않았다는 입장. 일부 종목(누코어 등)은 로테이션이 아직 끝나지 않았다고 판단. 구체적 목표가·기간 수치는 제시되지 않음.
다듬은 글
how do you board a train moving train to boom town all right think about what you'll do when the economy reopens and like most americans your balance sheets never look better than this well and that's what happens you have nothing to spend on that's how you get half of this move the consumer side the other half it's about what three opening means for business and what we do overseas i want to start with the easiest ones the most practical ones the ones that practically stare in your face number one yes by the way i don't care that people have heard me say this i mean someone someone twitter say jim you recommended disney before so why are you doing it again you know why because it's good not long ago disney put together an amazing quarter led by spectacular numbers from their streaming service disney plus but the rest of the company cruises movies theme parks i mean they've been eviscerated imagine how well they can do when we reopen now maybe you're wondering how the heck i can recommend disney if you're staggering run aren't you too late to the party not if we're in a boom when everything comes together and we see these results you'll be kicking yourself for failing to own this one yes yes disney stock has searched from 120 192.
with one hand tied behind his back think about how far it can go when it's got two arms around disney world second you want a hotel chain that's been able to get through the pandemic with a loyal staff and an untarnished brand another 21 marriott married international indulge me for a second last week arnie sorensen one of the smartest savviest most giving ceos or people i've ever met passed away this guy's amazing he's a great businessman great person losing him is a real blow for our country i mean that's how much this he was a big think guy uh and did so much that was good and yet the stock didn't skip a beat because if we're headed for a boom mary's got a lot more upside and because arnie was careful to preserve a fine management team and a strong culture by marriott third you need an incredibly well-run casino with exposure to both china because boy china is coming back so fast in vegas that's win resorts mike maddox the ceo is a brilliant executive who i think is perfectly poised to handle the influx of new traffic he is smart now i've also been championing of course penn at penn national gaming for the last hundred points and you know what i would actually buy some more weakness barstool connection has turned this national casino company into an exciting sports book play and that's going to be all over the country fourth one day not yet but fourth because you can't do it new york why don't you pick an airline any airline i'm gonna go with southwest because ceo gary kelly is using this moment to take market share and nail down new routes american airlines has been a superstar but the hideous balance sheet is a detriment for me uh let's just say that when you go with southwest you also get the oil patch getting better that matters speaking of commercial aircraft wasn't boeing supposed to get obliterated today after they grounded a bunch of 777s in the wake of that high profile engine failure do you know the stock man spent most of the day in the green before it rolled over uh but even then it only closed down two percent because the pending boom in air travel is too good to ignore again people are saying jim you've mentioned boeing before you don't understand how i do man money okay man money is about trying to be sure that everybody gets it not just you you saw it once boeing all right fifth i told you these cruises are for real right now they're incredible bargains and they can be made safe especially as more people get vaccinated royal caribbean reported ridiculously horrible quarter today so the stock only went up nine percent they've seen a big surge in bookings carnival's doing a billion dollar offering tonight with goldman sachs i am sure it will be put away handily number six the credit card companies can come alive thanks to what's called cross-border transactions and here i'm talking about two real dogs visa and mastercard and they do so well for the reopening of the west and you know what i'm going to throw in american express a company that simply will not be denied management american express is very very smart by the millennials love the court they do they love it seventh estee lauder you know you might think this one's played out at that miraculous quarter few weeks so you'd be completely wrong got a lot of upgrades but people got a lot of firepower to take it even harder these numbers were merely the beginning of the turn that ceo fabricio freda has charted one that started in china is about to spread around the world do not worry about the us department stores i know you're probably concerned they're too insignificant to matter once we can take our mass off this is all about getting made up going outside and posting it on the 5 billion snap pictures every second or instagram whatever you want hey by the way i mean if it were so uh if if i'm wrong then what was ulta doing in a 52 week all right eighth can't ignore the endless rallying caterpillar good management there jim up really turn around the last quarter was just okay but cats got a ton of oil exposure and the price of crude keeps surging thanks to better global economy and a president who's a lot less friendly to new drilling than the last guy less drilling higher oil prices number nine it is nucor's time to shine america's best steelmaker has been put through the multiple multiple meat grinders not anymore now it's putting through multiple multiple price increases i think nucor is ready to put up some staggering numbers i've missed too much of the move in deer and freeport to let another cycle get away from me i was away i'm sorry i was recuperating i missed the deer my bad i do like it but new core hasn't run yet rotation's not done patience now 10 i've been telling you about the simon properties i want to see some of the malls people going to the mall again i know that sounds crazy i see them making a huge comeback why because the malls are now upscale a lot of the simon property malls are upscale and their beneficiaries of the great reopening because people now have spare cash yes we can still buy things on etsy and be like shopify but you know people want to spend and the mall is a good place to spend look we all know the day will come the day when we can see the light at the end of the tunnel we knew the reopening stocks would jump ahead of time that's what's happening right now you're no longer early with these names but that doesn't mean you're late eith
Comments 0