Cramer會從公司的財報中嗅出經濟趨勢與民生消費的變化, 而常有些獨到的見解, 這是我喜歡聽他講故事的原因之一.
電玩相關類股的股價不斷上漲(TTWO, EA, NVDA), 電商生意強勁(雖然最近Amazon跛腳了一下), Starbucks以及零售業的股價疲軟. 這代表甚麼呢? 宅經濟(stay-at-home economy)的越來越旺盛, 會不會也影響到Starbucks的生意了呢?
"That doesn't necessarily mean that a stock like Starbucks should get hit, Cramer says. It does mean, he says, that people will, increasingly, want to avoid stocks that require consumers to go out and buy things. Cramer thinks they will circle around the stocks of companies that benefit from the tail wind of the stay-at-home economy, rather than buy the companies that are fighting against the consumer's desire to never leave the house."
ttwo stock 在 Take Two Interactive Software ($TTWO) - Quick Stock Analysis 的推薦與評價
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