원문 보기
bull market number one the work-from-home cohort which is really a cluster of smaller bull markets you got your zoom video and your ring essentials for video conferencing but at the forefront of the stay at home division or the cybersecurity stocks because companies need to people up to protection when they put everything on the cloud the analysts keep fighting this theme but there are starting to capitulate I tell you Morgan Stanley threw in the Bears towel on Cramer faves Z scale or and CloudFlare Palo Alto has been a big winner odka a family faith and don't forget Crosstrek bull market number two payments every day I feel like someone comes in and raises price target for pay power square makes sense in a world where nobody wants to handle cash or touch a keypad or even hold a pen unique contactless payments like PayPal or Apple pay hey-oh your friend money pills got you covered with the venmo bull market number three e-commerce Cramer fave Shopify's well that has become me go to facilitator for small businesses that want to go online if you have a friend who's into small business you ask them about Shopify you'll know why I have such respect for them now Etsy from Brooklyn it's the store for creative people who make things I'm them endure my kids I love I absolutely love it when you buy me coupling to meThe Betsy for Father's Day Wix and Adobe helped you show off your wares on the web Twilio helps you connect with your customers and of course there's Amazon which is not just huge marketplace is also a fabulous place to advertise and the web services division keeps growing even taking market share from Shh retailers Amazon's natural competitors the analysts love these names and raise the price targets almost daily I mean yeah I saw I saw someone raised Amazon to think 3000 change yesterday it's Jackie Wilson Thomas higher and higher bull market number four is cooking yeah here's my I haven't been talking about if you thought people would stop eating at home wants to lock down and in think again bus restaurants they're barely opened today the largest supermarket chain in America Kroger reported some strong numbers and told us that home cooking still in that's why I like McCormack the spice and seasons make-a-wish importance next week what else Kroger CEO Rodney MacMullen told me the cookware is flying off the shelves well that explains some of the strengthen Williams cinema beyond Westdale makes sense any out still a dicey proposition and more importantly social distancing rules mean they simply can't handle that many customers they can handle like half of them bull market number five the car the cars make him come back can you believe it the order she's been in decline since I started this show or at least for the bad part of a decade that's now changing particularly in the used car market until we got a Kovan the vaccine till we get one mass transit dangerous ride sharings risky and according to CDC even carpooling is off the table so you need a car preferably a cheap one to go from here to there the obvious winners will car mats which reports tomorrow morning as well as lithium motors even before kovin there was tremendous demand for used vehicles prices got dinged in March enable but they bounced right back to nine percent last month please don't forget the love affair with carvanha and the newly public vroom carvanha so heavily shorted scary they don't understand the game to eyeball Spotify oh my over 200 that thing is on fire Brooklyn's own again how do I tell you and then least thirds their uh you know they got the people listening to stuff in the car you know the pod they love that they love that the new one just got less they paid a fortune for Sirius XM I'm in other paints in the car by the way Syrians have considered this really it's a used car plot it's been stuck at six for a long time alright and it's not a podcast I know but it Scott and it doesn't have the sports that it did people need but if sports goes back it's gonna be great ed to mad money dot cnbc.com you
Comments 0