저자: JimCramer · 외국인
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결론: 팬데믹 수혜 기업들이 시장을 끌어올리며 시장이 말이 안 되는 것이 아니라 논리적이라는 주장. 핵심 주장: 바이러스가 통제되지 않을수록 팬데믹 수혜주를 사는 것이 합리적이며, 이 수혜 기업들(Kramer Covid-19 Index)이 지수를 끌어올릴 것이라고 봄. 주요 근거: 당일 다우 236포인트 상승(+0.72%), 나스닥 1.47% 상승. 실업수당 추가 지급 종료, 미국 주별 확진자 급증에도 증시가 상승한 배경을 설명. 언급 종목(긍정): 패스틀리, 체그, 츄이, 펠로톤, 에머전트 바이오, 레본고 헬스, 줌, 엣시, 쇼피파이, 트레이드데스크, 윅스, 세일즈포스 등 상승 기대. 마이크로소프트: 틱톡 미국 인수 가능성을 언급하며 유리한 위치라고 평가. 엔비디아: ARM 인수 가능성 루머 속에서 CEO 젠슨 황을 신뢰한다며 긍정적 평가, 재택경제 수혜 강조. 비욘드미트: 코스트코, BJ's, 샘스클럽 입점 등 유통 확대로 긍정적 전망. 세일즈포스: 디지털 전환 수요와 work.com 플랫폼 수혜 기대. 리스크/조건: 백신 개발 여부와 팬데믹 상황에 따라 수혜가 달라질 수 있으며, 가치평가를 무시하는 베팅이라는 점에서 주의 필요(영상 내 명시적 리스크 언급은 제한적). 출연자 전망: 팬데믹이 통제되지 않는 한 수혜주가 지수를 더 높이 끌어올릴 것이라고 강하게 주장.
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i've been with my friends i just want to try we're not winning the war against the pandemic and when we're losing we buy the kramerkovic 19 index oh i wish there were more to it than that but when the virus seems unstoppable you go back to the well and buy the stocks of the companies that do well when the illness rages regardless of valuation that's how the dow gained 236 points say s b advanced 0.72 and the nasdaq filled with pandemic winners surge 1.47 this rally was extra infuriating to anyone who thinks the market should reflect or be linked to washington's inability to pass another stimulus bill now the extra unemployment benefits 600 bucks per week have expired they're baffled that stocks seem to celebrate the new hot spots the rising case counts in so many states oh california over 500 000 the forced closures of flagging businesses so let me give you kramer's guide to the perplexed because when you go to the tape and look at what's winning it's actually very straightforward there's nothing counterintuitive about this move it's not crazy it's not illogical in fact it makes perfect sense let's do this let's consider the 15 best performers of the kramer kobit 19 index as of midday today first there's fastly oh that's a big day trader favorite this is a platform that provides stability and support to tens of thousands of websites that handle everything from news to e-commerce these guys work with shopify new york times slack microsoft's github competitor of atlassian that we'll hear from later in the show as well as pinterest which is also on tonight's show fastly thrives when everyone's stuck at home well guess what we're totally stuck at home we're totally relying on the internet second chag the on-demand interconnected learning platform that reported spectacular numbers tonight and raised guidance through the roof plus 45 for us here 45 with so many colleges moving courses online of course chegg stock is soaring this company it's a dream come true for stay-at-home students and for stock market junkies there is chewy the online pet food store if you have pets and you're trying to quarantine you use chewy again this is another company that would have been doing fine but is now on fire thanks to covet it's a pandemic playground fourth is peloton oh there's nothing like a pandemic to turn an extra cycle into an ecosystem when the gym is closed you stop using your peloton bike as a clothes rack and prepare to sweat it off sweat off all that truly or white claw with aly love who will crush you her digital coaching is integral to the flywheel that is pelican apologies to flywheel the spinning brick-and-mortar competitor fifth regardless of who comes up with a vaccine we're gonna need billions of vials and that means we need emergent bio solutions they're the contract manufacturer for a number of drug companies working with vaccines including j and j they have the capab capacity the capability and the skill set to help the worse the outbreak gets well the higher the stock goes is there really any mystery to that six diabetes is a huge risk factor for coving it's much more lethal for diet for diabetics so no wonder levongo health that's a digital life coach that specializes in helping diabetics manage their condition has become a total juggernaut it doesn't get more pertinent than that seventh when you hear the disease is raging you know everything tied up and the work from home complex is headed higher how do you stay in touch when you can't go to the office zoom video again this one's so obvious that it's already become a verb i mean believe me zoom doesn't run like this when people are confident about the future number eight etsy the online marketplace brooklyn's own for all sorts of handcrafted stuff including mass more importantly etsy lets you build a whole business from your kitchen table or your garage we love it at our restaurants we bought beautiful aprons for our waiters and waitresses and beer spouts for our bar imagine how well we'll do when we're actually able to serve customers in the restaurants what's a hot 100 list without shopify yeah shopify which helps hundreds of thousands of small businesses go digital it's also become a growth engine for large consumer product companies people don't realize that now at 123 billion it's the largest business in canada it used to be a fraction of that okay uh 10th is the trade desk which helps companies manage data driven digital advertising campaigns especially against streaming content i think this may be a play on the possibility that microsoft gets tick-tock it makes it much more advertiser friendly the trade desk is a competitor to google so it's a natural fit for anyone who competes with google eleventh you need a web presence right i mean come on this year of the internet you need one probably don't have them if you do you need to go to wix.com like we did when we started a restaurant wasn't hard my wife helped design the longshoreman's presence with rick's assistance of course like everybody else again this is another company that's essentially for small businesses that are trying to survive the stay-at-home economy notice i didn't say pathetic small businesses small businesses number 12 microsoft which is all about the tick tock fire sale yep president trump's threat to shut down the chinese owned tick tock in america if they don't find a us buyer means that microsoft could get it for a fraction of what it's worth that would be a huge coup for a company that doesn't have much of a social media presence other than linkedin which really doesn't count microsoft's in a fabulous position or no other company can compete with them save maybe verizon and i doubt down on its ailing media platform think yahoo and aol even though they should honestly anyone who could have can afford it should be going after tick tock believe me i would if i could put the other consortium but i bet it goes to microsoft because it isn't under federal scrutiny like alphabet apple amazon or facebook now i think they're real securities issues here with the with the prc i really do right now the white house seems to to favor microsoft's lowball bid i don't know 13.
nvidia it's more of a rebound play on friday we heard rumors that they might pay billions of dollars for arm holdings a semiconductor design company with a ton of apple exposure here's what i'll say about this deal i have so much confidence in videos visionary ceo jensen wong you know i call him leonardo da vinci that i'm good either way if you buy his arm it's clearly the right move if he decides not to buy arm same thing he's more than earned the benefit of our doubt plus nvidia is a huge beneficiary of the stay-at-home economy thanks to their data center and gaming exposure they are in the sweet spot which is why that stock's been so hot how about the 14th beyond me you know this was already in costco which reports monthly numbers on wednesday but the plant-based burgers were just picked up by bj's and sam's club which is owned by walmart these are huge outlets beyond meets keeping prices low because ceo ethan brown recognizes this at the moment to take market share from beef and he thinks it will get that will happen if you get more people to buy the product if you can make it cheaper than real meat that's a gigantic win hey by the way there's also a pandemic connection ears meat packing plants keep turning into coveted hot spots making beyond me more attractive it's from plants i mean you slaughter those pants it doesn't have that plastic sort of pants it doesn't have that same kind of you know the cows thing uh this is all about a major increase in distribution finally 15 how can you have a list about covert 19 top performers without sales force what can i say the cloud's on fire companies are digitizing all over the place because they have no choice which means more work for salesforce plus their work.com platform is the single best way to figure out how to reopen your business safely not stupidly like so many do i wish more people would use it put it all together and all the stocks that were today do better with the pandemic than without it they aren't mold-based retailers they aren't automakers they aren't banks they aren't smokestack industrials or even drug companies they're enterprises that have huge demand because the virus has fundamentally changed the way we do business in this country the bottom line stop saying the market makes no sense it means trillions of dollars worth of worth here when the pandemic's out of control you better believe the kramer kovid 19 index will lead us higher and yes these companies are absolutely big enough to drag the averages with them and amazingly go much higher still
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