Retail Winners: Cramer's 'Mad Money' Recap (Tuesday 9/22/20)
Retail Winners: Cramer's 'Mad Money' Recap (Tuesday 9/22/20)
You may not be able to see it yet, at least in the stock market, but the signs are clear: Without additional stimulus, our economy is going back into full COVID-19 mode, Jim Cramer cautioned his Mad Money viewers Tuesday. Cramer said that on days like this, investors are only focusing on the on the best while they ignore all of the rest.
至少在股市中，您可能還無法看到它，但跡象很清楚：如果沒有額外的刺激，我們的經濟將恢復到完整的 COVID-19 模式，吉姆·克萊默（Jim Cramer）在星期二警告他的瘋錢觀眾。克萊默說，在這樣的日子裡，投資者只專注於最好的，而他們忽略了所有其餘的一切。
Just look at today's biggest winners. Cramer said Amazon( AMZN ) - Get Reportcontinues to thrive in a COVID-19 world, at the expense of small retailers everywhere. Ralph Lauren( RL ) - Get Reportrose 5.4% Monday, after it announced it's laying off 15% of its staff as it continues to transition from mall-based stores to online sales. The biggest winners in retail? Lululemon Athletica( LULU ) - Get Reportand Nike( NKE ) - Get Report, two brands that already have strong online followings.
In the restaurant space, Chipotle Mexican Grill( CMG ) - Get Reportand Darden Restaurants( DRI ) - Get Reportremain big winners, as they've got the scale and expertise to handle social distancing and takeout, while many local restaurants do not.
Other COVID-19 winners include all of the usual suspects, including Zoom Video( ZM ) - Get Report, cybersecurity stocks like Zscaler( ZS ) - Get Reportand Palo Alto Networks( PANW ) - Get Report. DocuSign( DOCU ) - Get Reportclosed the day strong as well. So too did Carvana( CVNA ) - Get Report, which knows how to sell cars online.
But for each of these publicly traded winners, there are countless small business losers, Cramer said. These businesses won't survive once colder weather hits and COVID-19 cases begin to spike. And if there's one thing we've learned, it's that cases will spike again as our economy reopens.
但對於這些公開交易的贏家來說，克拉默說，有無數的小企業輸家。一旦寒冷的天氣來襲並且 COVID-19 病例開始飆升，這些企業將無法生存。而且，如果我們學到了一件事，那就是隨著我們的經濟重新開放，案例將再次飆升。
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.
Cramer 和 AAP 團隊正在研究從收益和關稅到美聯儲的所有內容。了解他們在告訴他們的投資俱樂部會員，並通過免費試用訂閱 Action Alerts Plus 進行對話。
Don’t miss Cramer’s best, every day, with fast, actionable strategies: StreetLightning.
不要錯過克拉默最好的，每天都有快速，可操作的策略：街閃電。
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.
開啟 真錢 克萊默關注他最了解的公司和首席執行官。通過免費試用訂閱真錢獲得更多他的見解。
Search Jim Cramer's "Mad Money" trading recommendations using our exclusive "Mad Money" Stock Screener .
使用我們的獨家搜索吉姆·克拉默的「瘋狂的錢」交易建議 「瘋狂的錢」股票篩選器 。
To watch replays of Cramer's video segments, visit theMad Money pageon CNBC.
要觀看克萊默視頻片段的重播，請訪問 CNBC 上的瘋狂金錢頁面。
To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videosplease click here.
要註冊吉姆·克拉默的免費布亞！通訊與他所有的最新文章和視頻請點擊這裡.
At the time of publication, Cramer's Action Alerts PLUS had a position in NKE, AMZN.
在發布時, 克拉默的行動警報 PLUS 在 NKE 的職位, AMZN.
譯文內容由第三人軟體翻譯。