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2020年1月13日 11:00 PM #3084
暮眞★潤 (Jun Kurema)
キーマスターAlphabet is marching toward the $1 trillion club, but Jim Cramer is skeptical of the move (https://www.cnbc.com/2020/01/13/jim-cramer-is-skeptical-of-google-parent-alphabet-march-toward-1-trillion.html)
- CNBC’s Jim Cramer said, “I don’t like this move” that Alphabet has made toward the $1 trillion market valuation mark.
- “It’s based on nothing fundamental, just the momentum that we see in so many tech names,” the “Mad Money” host said.
- He is just as skeptical about the gains that the other giants of tech have made on the market, including Microsoft, Apple and Facebook.
Ticker: GOOGL, IXIC, MSFT, APPL, AMZN, FB
Jim Cramer breaks down the rallies behind Tesla, Beyond Meat and Lululemon (https://www.cnbc.com/2020/01/13/cramer-breaks-down-the-rallies-behind-tesla-beyond-meat-and-lululemon.html)
- CNBC’s Jim Cramer explained which companies are seeing meaningful gains on the stock market as of late.
- Those stocks include Tesla and Beyond Meat, which are rallying on new information, the “Mad Money” host said.
- “We don’t want to be in a situation where stocks keep roaring on the same old, same old information,” he said.
Ticker: TSLA, LULU, KSS, BYND, CRM, ADBE, NVDA, APPL,
Executive Interview: CVS CEO Larry Merlo says 600 remodeled HealthHUBs will be opened by the end of 2020 (https://www.cnbc.com/2020/01/13/cvs-ceo-larry-merlo-600-healthhubs-will-be-opened-by-the-end-of-2020.html)
- “We’re really excited about what we’re seeing from the consumers. The acceptance, the interest that is growing with our clients,” CVS Health CEO Larry Merlo told CNBC about the company’s new HealthHUB concept.
- “We’ve made a commitment to have about 600 hubs by the end of this year. That’s 12 [updated stores] a week with a trajectory of 1,500 hubs by the end of 2021,” he said in a “Mad Money” interview.
- “We’re seeing increased traffic in the stores, we’re seeing higher front-store margins and we are seeing terrific utilization of the health-related services,” he said.
Ticker: CVS, WBA
Cramer’s lightning round: IBM’s downgrade makes no sense (https://www.cnbc.com/2020/01/13/cramers-lightning-round-ibms-downgrade-makes-no-sense.html)
- First Horizon National Corp.: “This stock is not down as well as I thought because I think that the acquisition was a brilliant acquisition. Others don’t. I think they’re wrong. [CEO] Bryan Jordan understands.”
- HollyFrontier Corp.: “I’m not going to disagree with you. I think it is a value play, as long as you accept that. I do like Valero more than HFC, but I definitely understand why you want to buy a stock that’s down and out.”
- Chevron: “Well that is the best one. If you’re going to be in one of those big internationals other than BP – BP’s got a 6%, this one’s got a 4% yield. [CEO] Mike Wirth is a thinking person. I think he’s doing a good job, but again: he is fighting the tide of one of the great bear markets in history.”
- International Business Machines: “I’ve got to tell you, IBM [is] problematic. Downgraded this morning from a buy to hold. I’ve got to find out more about that, didn’t make any sense to me.”
Ticker: FHN, HFC, CVX, BP, IBM
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