저자: JimCramer · 외국인
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백신 상용화로 대면 경제가 재개되면 수혜를 볼 '정상화(return to normalcy)' 종목을 추천하는 영상이다. 결론: 백신 수혜주를 조정 시 매수하라는 권고다. 항공우주·산업재: 백신 접종 후 전 세계 여행이 재개되면 항공우주 관련주가 수혜를 본다. 보잉을 바이든 수혜주로 꼽고, 캐터필러·홈디포·스탠리 블랙앤데커·GE 등을 거론했다. 허니웰은 조종석 공급 등 다각화 기업으로 소개했다. 항공사: 사우스웨스트를 가장 잘 달리는 항공주로, 국제 여행 베팅은 유나이티드를 언급했으나 보잉을 더 선호한다고 밝혔다. 소매(마진 리테일러): 대면 쇼핑 재개 시 회복이 기대되는 소매주로 메이시스, 콜스, 아메리칸 이글, 갭, 타피스트리, 리바이스 등을 언급했다. 갭은 업그레이드 대상으로 꼽혔다. 나이키는 안정적 성장이라 이 리스트에서 제외했다. 쇼핑몰 리츠: 페더럴 리얼티(배당 삭감 불필요 주장), 사이먼 프로퍼티 그룹(몰 임대료 20% 할인 재협상 성사)을 거론했다. 미용·타겟: 얼타 뷰티, 에스티로더(전 세계 재개 시 수혜), 타겟을 백신 수혜주로 언급했다. 아스트라제네카의 30억 도즈 공급 약속이 실현되면 에스티로더에 실질적 기회가 된다고 봤다. 리스크: 자막이 일부 잘려 있어 구체적 목표가·기간 등 정량 근거는 확인되지 않는다. 백신 접종 시점(2021년 1월 중순 전후 기대) 지연이 주요 변수다.
다듬은 글
now i think you have to buy a couple of these vaccine winners in any weakness although when it comes to retail i just say well buy something period because there's no time to wait for dip as you will see later on in the show although it's a different list now i'm going to give you don't look yet i'm going to give you a list of what i call the return to normalcy names okay that's uh what is that return normal was that ron i'm giving you the ron john names all right here we go we're going to start with aerospace wants me yeah i know oh take a screenshot of the prep you know what i'll take a screenshot of it you take one at home i'll do it here at work and that way i can always remember it since i wrote it perfect okay let's start with aerospace once we get the vaccine we're gonna travel again and travel will be worldwide so what does that mean you could buy if you outthink any of these i'll crush you boeing i bet it shocks us with new orders plus it's a textbook biden stock because the company should get a big boost if the new president ratchets down the tensions with china which he will even blowing up six percent and uh today you've missed nothing here this move has only just begun carpenters home depot stanley works stanley black and decker of course if you don't want a 211 stock you don't feel comfortable with fractional shares and you're not a robin hoodie well i got a robin hoodie name uh ten dollar stock general electric but you can join even if you're not a robin hood i've liked it since it was trading at seven bucks remember that for horse race and with that last health care acquisition they just made geez now finally playing offense then there's the chicken way to approach aerospace which is their own honeywell which supplies cockpits to pretty much everyone but it has a lot of other businesses let me get out of the way here this is too hot next we need an airline all right love southwest best run stock as well if it's highest if you'd rather bet on international travel go ahead with united i don't mind that said i vastly prefer boeing second group of vaccination winners people want to own the marginal retailers that are poised to make a comeback no matter what now i think this is a tough group because you got to go through covid terrible right now i like macy's if you want to do that now jeff gannett put up some pretty good numbers last week how do i know that why because as their earnings before interest taxes depreciation amortization came in ahead of plan i don't mind that kohl's works too i'd have a decent quarter i'll give them that you can always go with the lag trade that's l brands american eagle outfits porch tomorrow and gap this is the one that's blessed by matt boss of japan we're going to upgrade a gap today he's the best retail analyst he's been red hot you can go do some of these names remember these are the marginal names that do well hold on how about this one i like tapestry very much that's the artist formerly known as coach pva is a little ahead of itself but you can go for levi's as much as i love nike it's too consistent to make this list sorry nothing marginal about nike forget consistency the biggest vaccine winners are the inconsistent growers episodic i call them that will thrive when people can shop in person again because they're on their uh their their e-commerce business isn't that good stay tuned if you like e-commerce hey speaking of shopping how about federal realtor that's the top owner of shopping centers now ceo don wood came on the show recently he told us he wouldn't have to cut the dividend people laughed but if the vaccine is as close as experts say he'll be hailed as a conquering hero you want more risk go with simon property group the leading mall owner they agreed to buy another mall operator before the pandemic hit but they're able finally to renegotiate getting a 20 discount and just like when you go to the store and with the vaccine on the way that's a much more attractive deal people lap this one up it's a very robin hoodie named you should see the stop between 4 and 5 a.m it goes crazy okay how about this ulta ulta's roaring hey estee lauder nice run after an amazing quarter of course target they're all vaccine stocks and they're all headed higher if people start start getting vaccinated by mid january target's finally getting the recognition deserves for being more consistent operator i like that alt target tie up how about you meanwhile estee lauder is the best if you think the whole world's going to open up something that's a real possibility if astrazeneca can deliver on that 3 billion doses promise e
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