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2020年1月6日 11:00 PM #3120
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer: Investors must proceed with caution until we know Iran’s next move (https://www.cnbc.com/2020/01/06/jim-cramer-investors-must-be-cautious-until-we-know-irans-next-move.html)
- “The market’s rebound today may not be as crazy as it looks. Every other time we’ve had major conflict under the Trump administration, it’s been a buying opportunity,” CNBC’s Jim Cramer says.
- “I’m still recommending proceeding with caution, at least until we get a clearer sense of Iran’s next move,” the “Mad Money” host says.
- “We have no idea what Iran’s going to do, but they seem pretty darned resolute — seems irresponsible to bet that they’ll just let this thing go,” he says.
Ticker: APPL, GOOGL
Jim Cramer’s investment portfolio for the US-Iran conflict: ‘Cash lets you take advantage’ of buying opportunities (https://www.cnbc.com/2020/01/06/jim-cramer-investment-playbook-for-increasing-us-iran-tensions.html)
- “If we really get the conflagration that so many people seem to be expecting … you have to be ready for the market to take a beating, at least in the short-term,” CNBC’s Jim Cramer says.
- “If you think a genuine war with Iran is inevitable, you want cash, you want gold, utilities, oil, defense and cybersecurity,” the “Mad Money” host says.
- “Wars tend to create buying opportunities and cash lets you take advantage of them,” he says.
Ticker: GLD, GOLD, AEM, AEP, ED, D, SLB, PXD, BP, COP, LHX, RTN, LMT, NOC, GD
Cyberthreats from adversaries such as Iran happen ‘all the time behind the scenes,’ Crowdstrike CEO says (https://www.cnbc.com/2020/01/06/cyberthreats-happen-all-the-time-behind-the-scenes-crowdstrike-ceo.html)
- Crowdstrike CEO George Kurtz tells CNBC it’s plausible that Iran will attack American businesses’ infrastructure in response to the death of its top military commander last week.
- “It’s certainly a possibility in terms of kinetic and cyber retaliation, and I think what’s important for folks to realize is that this happens all the time behind the scenes,” Kurtz says in a “Mad Money” interview.
- Kurtz explains how Crowdstrike uses artificial intelligence to defend enterprise cloud computing against cyberthreats.
Ticker: CRWD
Jim Cramer says it might be time to buy Nordstrom (https://www.cnbc.com/2020/01/06/jim-cramer-says-it-might-be-time-to-buy-nordstrom-stock.html)
- Investors might be wise to give Nordstrom another look after the holiday season, CNBC’s Jim Cramer said.
- A bullish report from top analyst Matthew Boss has caused the “Mad Money” host to reconsider his retail outlook.
- “It’s not that the consumer’s weak, which means these problems could be fixable and should be fixable,” Cramer said.
Ticker: JWN, M, KSS, AMZN
Cramer’s lightning round: ‘I am bullish on Snap’ (https://www.cnbc.com/2020/01/06/cramer-lightning-round-i-am-bullish-on-snap.html)
- Nokia: “Well, there was an upgrade today … I do believe that it is a decent value spec … given the fact how low it is, but Huawei is crushing them.”
- Snap: “I am bullish on Snap, but you don’t need to buy anymore here. It just went up on a spike, but I am bullish because there’s just not enough social media plays around.”
- Marketaxess Holdings: “I think it’s absolutely terrific.”
- AT&T: “I am a believer in AT&T. I am a believer in the story that Elliot Partners tells. I think it is a good situation to own.”
- Enphase Energy: “It’s very speculative … I do think it’s gotten pricey.”
- Natera: “I don’t think you should cut and run here.”
- Amarin Corp.: “You know what, this thing has been a rocket ship. We think it has more to go.”
- Roku: “If you buy Roku or you buy Trade Desk you have to understand: you’re not coming in early, you’re coming in potentially late, but I’m not going to fight you because of the chord-cutting issue, and that’s what’s driving those stocks.”
Ticker: NOK, SNAP, MKTX, T, ENPH, NTRA, AMRN, ROKU, TTD
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