저자: JimCramer · 외국인
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결론: 크레이머는 테슬라와 테이크투 등 기술·게임주에 대체로 긍정적이나, 램리서치와 미국 자동차 부문 약세 등 일부 경계 신호를 함께 언급했다. 테슬라: 머스크의 과도한 홍보성 발언에도 불구하고 자금 조달이 가능한 한 주가가 더 오를 수 있다고 봤다. 사람들이 차를 좋아하고 기술기업으로 인식해 주식을 보유한다는 논리다. 실적발표 자신감 평가는 긍정적이지 않았다. 테이크투: GTA 온라인 성장으로 매출 전망이 상향됐고 프랜차이즈가 역대 최대급 엔터테인먼트 IP라고 평가했다. 레드 데드 리뎀션2와 NBA 2K 출시도 중요하다고 언급했다. 램리서치: 마이크론 실적 이후 메모리 반도체 업황 둔화 우려로 다운그레이드가 나왔다. 주문 취소 가능성과 밸류에이션(PER) 축소를 경고했고 이는 전형적인 하락 전환 신호라고 봤다. 알러전·제약: 배당 삭감과 제네릭 가격 압박으로 알러전이 약하고, 테바는 그룹 내 가장 약한 종목으로 지목했다. 피자·외식: 얌브랜즈 실적은 시장 기대를 웃돌았다. 파파존스·도미노피자·KFC 실적이 좋았고 피자헛은 경쟁이 치열하다고 봤다. 도미노 영국 부진은 아쉬움으로 언급했다. 소매·대형주: 코스트코 전망이 긍정적이고 TJX는 긍정적이나 소외됐다. 월마트는 아마존 경쟁자로 긍정적이며 유나이티드헬스와 함께 다우를 이끌 수 있다고 봤다. 거시: 금요일 고용지표 예상치는 17.8만명으로 중요하지 않다고 봤다. 연준 9월 긴축 기대는 낮추고 옐런의 신중함을 언급했다. 자동차 부문 약세가 미국 경기 약점 지점이며 반도체의 자동차 수요도 우려 요인이라고 짚었다.
다듬은 글
a good Thursday morning everyone we we the Dow slightly below 20 2010 la Elan musk hinting at a possible debt offering he says yeah it basically said we would really good coverage by Brian Sozzi this morning some other people he has to he's burning through a lot of cash but book the bottom line on Tesla's a lot of people really love the car and the people who love the car are people who buy the stock and that's because they think it's a tech company and that's right and as long as he has access to the capital markets in some way shape or form then I think it can continue to go higher because he's very promotional but he does have a car company but people love the car if he can get the funding and continue to get the funding he will win and that's I know that a lot of people who feel that that's not a rigorous approach but he will win if he gets the funding and right now he's being funded what did you make of his confidence on the earnings call yeah he's a incredibly promotional there's a great piece of Market Watch about how he kind of acts as this it's like a private company or a small cap or doesn't realize there's a great responsibility in these calls but again it doesn't matter you love the car you own the stock you believe that it's a tech company you on the stock and and that's what propels it let's move on to take to interactive raising the revenue forecast what did you think yeah I mean Grand Theft Auto online is doing incredibly well and it's this has been a long time since the last iteration and the fact is is that what you do is you just kind of amortize it over time it's a remarkable story this is a franchise that's bigger than almost any other Cayman franchise maybe the biggest entertainment franchise in history and even though they didn't have any new titles to speak of it is powering their numbers higher which is why the stock looks so good today you now have a situation where the book they're they're a gramoo's continue to peruse good numbers they've got Red Dead Redemption - coming up and then in 2018 they teased NBA 2k news sports that could be very important but we for Action Alerts plus back on Club issued a bull pen analysis of Activision Blizzard Mass that's a little wobbly today maybe get a chance all right we know nvidia has exposure to take two but what did you make of the lam research downgrade lam research downgrade was a little jarring that because lambs been down in a straight line since the reported an excellent quarter and the reason why it's going down aside from the damage is because they make chip they make the machines you need for a lot of different kinds of chips but some of the commodity chips and I think they're people who recognize the action in the micron stock after they ported a ball out quarter which it's now below is signaling that perhaps there is going to be a coming blood if there's a coming blood there's a belief that there'll be order cancellations for these big machines that land makes now on the other side Martin it's instances that's probably not gonna happen he's the CEO but the p/e multiple your are shrunk rather dramatically and I just want to warn people that that is the classic way that these stocks tend to roll over believe it or not I believe in answers but I also believe in house what stocks are saying Jim let's talk about ever stock getting hit guidance lash yeah they cut the dividend pretty rather remarkably they're talking about price pressuring us generics now that's very interesting because that's the business that they bought from allergen allergen going down people just feel that it doesn't have the oomph they did boost the forecast so did Eli Lilly mr.
stocks W infraction alerts it but then they didn't have the pizzazz to raise them I have to do more work on allergen will be issuing Bolton later today but I do feel that you know what I mean that whole group is a little squishy and Terra is probably the weakest of all alright moving on to young brands they reported better than expected earnings but Pizza Hut yeah I'm so proud of those Papa John's reporter great number and Domino's reporter great number they've got to get pizza together a very good numbers KFC excellent numbers Taco Bell remember that's the the rump of what's left after they spun off China and Pizza Hut hiring delivery staff fits into the state home economy it does I mean pizzas late to the game let's see if they can make a dennis is such a competitive environment Domino's domestically did quite well but Domino's overseas remember UK was weak hamburgers very strong was kind of a split here between pizza and hamburgers international and some nice comparables for sales for Costco for July yes in brick and mortars rallying today Costco's doing good I still like TJX is not participating at which is maybe because it's clothing I know there was an initiation of PVA schism by I still think the TX is a good way but I understand people want to own the some of the department stores and they really want to own Walmart which is I think totally right Walmart and UnitedHealth I believe can lead the Dow remember the Dow has been led by a narrow group of stocks this time it's Walmart UNH and you've seen this walking the street Walmart could be a good competitor to Amazon yes Walmart has a great business and Walmart has a family backing the walton family and they are I think willing to give Doug McMillon a lot of a rope to be able to not hang himself but compete against Amazon watch out for gedcom I think that a bridge isn't gonna work Macmillan is very good at his job all right when we have a jobs report on Friday economists are expecting one hundred and seventy eight thousand positions not really a consequential job number the unemployment slowed in the country I don't see the Fed I was hoping the Fed would tighten in September just because I want them to get more normalized Janet Yellen taking her time she's taking her time because there's pockets of weakness and economy principally the auto god watch even the semiconductors to go into auto that's another part of what may be causing lamb to go down autos are the weak part of this US economy all right Jim Cramer we'll leave it there thank you so much as always and for more information on the stocks that Jim just mentioned please head back to the street comm
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