Mad Money: 2020年2月10日(月)の放送の要点

Money managers are rotating from cyclical to cloud stocks amid with slowing global growth: Jim Cramer (https://www.cnbc.com/video/2020/02/10/jim-cramer-money-managers-are-rotating-from-cyclical-to-cloud-stocks.html)

“If you own them, don’t get greedy — you might want to ring the register” on part of your position, “but you’ve definitely got to hold on to something,” CNBC’s Jim Cramer says.

Ticker: MSFT, AMZN, GOOGL, AMD, NVDA, NOW, ADBE, WDAY, VMW, TWLO, SPLK, CRS, AYZ, CSPR, (VIAC, MKTX)

‘Uber’s clearly gotten its act together’ in order to become profitable, Jim Cramer says (https://www.cnbc.com/2020/02/10/jim-cramer-uber-clearly-gotten-its-act-together-to-become-profitable.html)

• “After that phenomenal quarter … last Thursday, Uber’s clearly gotten its act together,” CNBC’s Jim Cramer said.
• “I’m betting this stock can sail past $45 — it is no longer just a taxi service — and I think it can keep climbing as long as management can hit the profitability targets they laid out last week,” the “Mad Money” host said.
• “CEO Dara Khosrowshahi has gotten aggressive about exiting markets where the company’s losing too much money,” he said.

Ticker: UBER

Executive Interview: Take-Two Interactive CEO on Q3 2020 weakness: ‘We have more to do’ (https://www.cnbc.com/video/2020/02/10/take-two-interactive-ceo-on-q3-2020-weakness-we-have-more-to-do.html)

Take-Two Interactive CEO Strauss Zelnick breaks down why the video game producer fell short in key parts of its December quarter and how the company plans to rebound.

Ticker: TTWO

Cramer’s lightning round: You’ve got to own Raytheon (https://www.cnbc.com/2020/02/10/cramer-lightning-round-you-have-got-to-own-raytheon.html)

• Anheuser-Busch Inbev: “You know it’s — actually, it’s not bad. I mean, it’s better than it used to be and it gives you some good income. If you really do like the beer business, I suggest Constellation, if only because I think it’s making a big comeback.”
• MSA Safety: “I have liked this stock. … I can’t believe some major company hasn’t bought it. I stick by it. They make the best product htere is.”
• Ollie’s Bargain Outlet: Founder and former CEO Mark Butler passed away in December and “I think in many ways he was the company and I have not been recommending it since he passed.”
• Yum Brands: “That was a very bad Pizza Hut quarter. The stock reversed badly after. When I went over the conference call, I did not get encouraged at all that there’s going to be a turn any time soon.”
• Generac Holdings: “I wish we would fix the grid. In the interim, you buy” Generac Holdings.
• Raytheon: “This is one where you’ve got to own it. You’ve got to own it. You’re going to get this combined institution and it’s going to be unbelievable and I think it’s going to be the best, other than, candidly, I still like that combination of” L3Harris.
• Callon Petroleum: “This is one that makes me say that fossil fuels are no go. That is exactly why. Callon, you can’t touch it.”

Ticker: BUD, STZ, MSA, OLLI, YUM, GNRC, RTN, LHX, CPE

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