저자: JimCramer · 외국인
요약 보기
결론: 재택경제 수혜주(코로나 관련 소비·온라인·클라우드·사이버보안)가 랠리를 주도해 지수 상승을 설명할 수 있으며, 구조적 수혜가 이어진다는 낙관적 입장이다. [랠리 원인] 이날 상승은 은행·석유주 강세와 함께 재택경제 수혜주가 견인했다. [크라머 코로나 지수(KOVAT)] 100개 종목을 편입한 지수로 시가총액은 약 12.x조 달러 수준이며, 4월 기준 S&P500 전체 약 25.2조 달러와 비교된다. [맥코믹·클로록스] 맥코믹은 재택 요리 증가로 소비 확대가 분기 내내 지속됐다고 밝혔고, 레스토랑 공급 부진을 상쇄했다. 클로록스는 살균제 수요 급증으로 수혜가 예상된다. [이커머스·재택근무 관련주] 록다운 중 온라인 구매가 늘어 Etsy, Wix, Twilio, Shopify, Facebook 쇼핑 등이 언급됐다. 사이버보안(CrowdStrike 등), 클라우드(Salesforce, Splunk), 데이터센터 관련 엔비디아가 수혜주로 거론됐다. [빅테크] Amazon, Apple, Microsoft, Alphabet도 재택 수요의 수혜주로 언급됐다. 애플 시가총액 목표는 2조 달러 이상으로 제시됐다. [리스크·조건] 텍사스·플로리다·애리조나·캘리포니아 등 확진 급증이 지속되면 수혜가 이어진다는 전제다. 은행주는 규제 완화 기대에 의존한다. [출연자 전망] 재택경제 수혜가 일시적이 아닌 소비 행태 변화라고 보며, 관련 종목 보유를 권하는 입장이다. 단기 조정 가능성에 대한 명시적 언급은 없다.
다듬은 글
so then why the heck did the market rally today shouldn't the averages be rolling over not so fast this is what I've been trying to explain you it for months the truth is we've been through this before and we know that lots of stocks benefit from the re-emergence of the stay at home economy there are a hundred companies in the Cramer koban 19 index i used to quote the kramer of 100 but then we said well how many are in debt how many stocks are in the kramer 100 bolas honor anyway collectively the stocks are worth now twelve point to trade oh that's up from cool Levin Troy a moment put this list together back in April the entire S&P 500 only 25 point two trillion the index is stealing money from all the other stocks of all the economic victims we look at this is the Cramer covent stock index and this is a stock market you want to own this is what they all tell you right the people come on TV say you got on this hey oh this was doing better if what went today's Bank rally fueled by the regulator's taking a letter hand which will go back tomorrow along with the positive action well what's the poppy go back tomorrow and that's well over half the market mostly though it's the kovat stock so let's go over why they work on days like today so you understand and stop wanting to buy penny stocks where you'll lose all $1200 that you got from the government all right Bert if I signed it would you do that if I had been signator all right first there's a whole host of companies that currently make make more money during a major outbreak today we were from Kramer fav McCormick the maker of spices along with my favorite Franks do you can put that really on anything by the way and French's and I got a great deal once of French's and when I went to a Louisiana Walmart and the results were extraordinary they these guys are $2 47 per share wool service only looking for a buck 13 simple story when you cook at home you need spices and seasonings I cook at home every night I thought I blanket everything with this stuff because I hate how bad I cook and social distancing means a lot of us are cooking at home I hate it but I let the dishes pile up until the end of the week no one's yelling at me that's great all right it's not just stock pilot which they saw at the beginning of the quarter but corporate puts out that day and I quote saw strong real incremental consumption is the quarter progress meaning there's a wholesale change in behavior here not just a one-off bump the Zoomer numbers were so fabulous that they easily offset the loss of McCormick's restaurant supply business well imagine clearly didn't want to brag about benefiting from the pandemic I don't mind saying it McCormick's a winner in a world where Cove is running rampant same goes for Clorox this is it man don't you can put don't even try to pry this away from my cold dead hands that's usually said about guns you can't beep you cannot beat bleach when it comes to killing this virus anytime we get bad Kovach numbers Clorox is stock whoo you see I've got a mutant so if anyone tries to take mine it's the madman I know if you take it I see it okay the fail reopening in Texas means still one more day where you're gonna have trouble finding this I check for Clorox disinfecting wipes every day on Amazon every day I check and you know exactly what it says because you check two currently unavailable we don't know when or if this item will be back in stock who's ever seen that Amazon is everything the way even harder to find with big outbreaks in Texas Florida Arizona California plus the safe place to entertain right now is outside and what does that mean it means cookouts what a kook that's means it means King spurts what else the e-commerce stocks war because the Internet is the only place to buy stuff during lockdown so people shop at Etsy there's small business owners there you go to wix.com and Twilio and Shopify and now Facebook with it's terrific shops initiative but because of the politics they just lost Verizon come on guys then there's the next component of the kovat index the work from home stocks that includes all sorts of cybersecurity plays I mean I don't wanna bore you but I'll bore you CrowdStrike descaler that's gonna zoom shopper sherberts2 chakra recycle how can I help you and the cloud Kings like salesforce.com and yes Splunk and videos power the data centers that make the cloud possible how much I love Nvidia and last night he was just confidence born fool head off fourth the mega cap tech stocks it took them a while to get rolling today but well Amazon Apple Microsoft alphabet they all work here and they also Web books just give Apple a two trillion dollar market cap target I say how about three show a before trade maybe five to me come on guys try to temper a little bit Facebook's now an e-commerce facilitator for small business Google ads seem to be true thing mic sauce got a huge cloud business Amazon Amazon v gutsy nbc.com you
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