Great Buys: Cramer's 'Mad Money' Recap (Monday 8/3/20)

超值购买:克雷默的“疯狂金钱”(Mad Money)综述(周一8/3/20)

2020/08/03 23:01  TheStreet

Stop saying the stock market doesn't make any sense, Jim Cramer told his Mad Money viewers Monday. There are plenty of companies whose products are in huge demand as the pandemic rages on, Cramer said, and all of them can be found in his COVID-19 index.

When cases spike, investors flock to the pandemic stocks, Cramer explained, as he reviewed the biggest winners in his COVID-19 index. And that's where investors should look: to the stay-at-home stocks that are thriving.

Topping the list was the Internet services company Fastly( FSLY ) - Get Report, followed by Chegg( CHGG ) - Get Report, Chewy( CHWY ) - Get Report, Peloton( PTON ) - Get Reportand Emergent Biosolutions( EBS ) - Get Report. Cramer said all of these companies have products that are in demand right now, from online learning, pet supplies and fitness, to the companies that make the supplies we'll need once a vaccine is ready.

Further down the COVID-19 Index list were other notable names, including Livongo Health( LVGO ) - Get Report, the company helping people manage their diabetes, Zoom Video( ZM ) - Get Report, now a household name, and Shopify( SHOP ) - Get Reportand Etsy( ETSY ) - Get Report, both of which have helped millions of small businesses set up shop online. Plus, there's Costco( COST ) - Get Report, and Salesforce.com( CRM ) - Get Report. Microsoft( MSFT ) - Get Reportalso made the list, thanks to reports it may buy the U.S. assets of TikTok.

These companies represent trillions of dollars in value, Cramer said, and when they rise, they're big enough to take the rest of the market with them.

Cramer and the AAP team are looking at everything from earnings and tariffs to the Federal Reserve. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.

Don’t miss Cramer’s best, every day, with fast, actionable strategies: StreetLightning. See what he says about Clorox( CLX ) - Get Reporton Monday.

On Real Money , Cramer keys in on the companies and CEOs he knows best. Get more of his insights with a free trial subscription to Real Money.

Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener .

To watch replays of Cramer's video segments, visit theMad Money pageon CNBC.

To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videosplease click here.

At the time of publication, Cramer's Action Alerts PLUS had a position in MSFT, COST, CRM, CLX.

吉姆·克雷默(Jim Cramer)周一对他的“疯狂金钱”(Mad Money)观众说,不要再说股市没有任何意义了。克雷默说,随着疫情的肆虐,有很多公司的产品需求巨大,所有这些公司都可以在他的新冠肺炎指数中找到。

克雷默在回顾新冠肺炎指数中最大的赢家时解释说,当病例激增时,投资者会蜂拥至大流行股票。这就是投资者应该关注的地方:那些正在蓬勃发展的居家股票。

位居榜首的是互联网服务公司Fastly-Get Report,紧随其后的是Chegg-Get Report,Chewy-Get Report,Peloton-Get Report和Emergent Biosolutions(EBS)-Get Report。克雷默说,所有这些公司现在都有需求的产品,从在线学习、宠物用品和健身,到生产疫苗准备好后我们需要的产品的公司。

在新冠肺炎指数榜单的后面还有其他一些著名的公司,包括帮助人们管理糖尿病的Livongo Health-Get Report,现在家喻户晓的Zoom Video-Get Report,以及Shopify-Get Report和Etsy-Get Report,这两家公司都已经帮助数以百万计的小企业在网上开设了商店。此外,还有Costco(成本)-Get Report和Salesforce.com(CRM)-Get Report。微软(Microsoft)-Get Report.com也进入了榜单,这要归功于有报道称微软可能会收购TikTok的美国资产。

克雷默说,这些公司代表着数万亿美元的价值,当它们崛起时,它们的规模足够大,可以带走其余的市场份额。

克雷默和AAP团队正在研究从收益到关税到美联储(Fed)的方方面面。了解他们在告诉他们的投资俱乐部成员什么,免费订阅Action Alerts Plus来参与对话。

不要错过克雷默最好的,每天都有快速可行的策略:StreetLightning。看看他怎么评价高乐氏(Clorox)--周一拿到报告。

在Real Money上,克雷默重点介绍了他最了解的公司和首席执行官。通过免费订阅Real Money获得更多他的见解。

使用我们独家的“疯狂金钱”股票筛选器搜索吉姆·克雷默的“疯狂金钱”交易推荐。

要观看克雷默视频片段的回放,请访问CNBC的“疯狂金钱”页面。

报名参加吉姆·克雷默的免费Booyah!他的所有最新文章和视频的时事通讯请单击此处。

在本文发表时,Cramer‘s Action Alerts plus已经在MSFT、COST、CRM、CLX中占有一席之地。

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