Mad Money: January 21, 2020 (Tuesday) – Key Points

[暮眞★潤 (Jun Kurema)]

Coronavirus may induce a chance to ‘buy unrelated stocks at a discount,’ Jim Cramer says (https://www.cnbc.com/2020/01/21/jim-cramer-coronavirus-may-push-unrelated-stocks-into-discount-range.html)

• “I’m betting the coronavirus will be the kind of exogenous event that lets you buy unrelated stocks at a discount,” CNBC’s Jim Cramer said.
• “Any company that’s banking on a surge in Chinese holiday traffic — and there are many that do — has to be concerned here, so you can expect the analysts who cover, say, the cruise lines will cut numbers,” the “Mad Money” host said.
• “In other words, if the whole market sells off on the coronavirus tomorrow, that might be your chance to pick up some high-quality stocks into weakness,” he said.

Ticker: DAL, LUV, AAL, UAL, LVS, WYNN, EL, MAR

 

Executive Interview: Special dividend for shareholders is always on the table, Costco CEO says (https://www.cnbc.com/2020/01/21/costco-ceo-special-dividend-for-shareholders-is-always-on-the-table.html)

• “One of the things about low prices, you generate a lot of volume. When you generate a lot of volume, you generate cash, and you have a responsibility to your shareholders and, you know, the stock has appreciated,” Costco CEO Craig Jelinek told CNBC.
• “We’ve done special dividends in the past. … We have no plans right at the moment, but we always — we’ll always look at that,” he said in a “Mad Money” interview.
• “We do a lot with very few units [and] turn a lot of inventory, and it just works the best way for us to do it that way. We will continue to expand our Costcos, but we are not going to have one on every corner,” he said.

Ticker: COST, WMT, AMZN, TGT, HD

 

Cramer: The 5 things that need to happen for the stock market to sustain current levels (https://www.cnbc.com/2020/01/21/cramer-five-requirements-for-this-market-to-sustain-current-levels.html)

• CNBC’s Jim Cramer said there are five main areas to focus on as investors seek to determine whether the market is overvalued.
• “We need all five for the averages to rally,” the “Mad Money” host said.
• Cramer’s items to watch include mergers and acquisitions, as well as whether companies surpass earnings expectations.

Ticker: JPM, GS, MS, SCHW, AMTD, MC-FR, TIF, C

 

Cramer’s lightning round: Nokia is a ‘decent spec’ at $4 (https://www.cnbc.com/2020/01/21/cramer-lightning-round-nokia-is-a-decent-spec-at-four-dollars.html)

• Nokia Corp.: “I think Nokia is getting better. I think that there are improvements there and at $4 I think it’s a decent spec. I’m going to add Ericsson to it. I’ve been very circumspect about these, but I’m willing to go out on a limb now because it’s in [ever country’s] interest that they stay strong.”
• Wendy’s: “WEN [has] been stuck at this level of $21 for some time … I think that it’s a stock you should be buying, right here.”
• Box: “I’m not going to rave about that one. They’ve got to do a couple of good quarters in a row, and they have not been able to do that.”
• MagnaChip Semiconductor: “I don’t know Magnachip. That’s a Chinese semiconductor. I like them here, I don’t like them there. Remember: Alibaba is the only Chinese stock I am recommending.”

Ticker: NOK, ERIC, WEN, BOX, MX

 

本トピックに関する質問、コメントは親フォーラム「米国での投資」お役立ちフォーラムから新規トピックとしてご投稿ください。

Disclaimer

[投稿者]

投稿