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2020年1月22日 11:00 AM #3012
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer lays out three stocks worth buying with the market at highs (https://www.cnbc.com/2020/01/22/jim-cramer-lays-out-three-stocks-worth-buying-with-the-market-at-highs.html)
- CNBC’s Jim Cramer made a case for buying Apple, Netflix and IBM, despite the overall market’s high levels.
- “They explain how you can justify believing in a couple of high-profile stocks and how it’s not all that much of a leap of faith when you consider the pros as well as the cons,” the “Mad Money” host said.
- The basket of stocks “makes me a believer. It’s why I don’t want to leave this market … even as I’d often like to try,” he said.
Tickers: APPL, NFLX, IBN, DIS
Jim Cramer calls Tesla a ‘tech company,’ says 2020 is its ‘breakout year’ (https://www.cnbc.com/2020/01/22/jim-cramer-calls-2020-a-breakout-year-for-tech-company-tesla.html)
- Tesla’s not really a car company, it’s a tech company on wheels. That’s what keeps confusing people,” CNBC’s Jim Cramer said after the stock raced across the $100 billion valuation mark.
- “I think there’s a widespread recognition that 2020 is Tesla’s breakout year, and their breakout is coming from China thanks to the new factory they built over there in record time,” the “Mad Money” host said.
- He said it makes more sense to compare Tesla to semiconductor companies like Nvidia and Advanced Micro Devices, opposed to Ford and General Motors.
Ticker: TSLA, GM, F, NVDA, AMD
Executive Interview: RBN Energy CEO predicts oil prices will remain flat five years out (https://www.cnbc.com/video/2020/01/22/rbn-energy-ceo-predicts-oil-prices-will-remain-flat-five-years-out.html)
RBN Energy CEO Rusty Braziel discusses the oil market with “Mad Money” host Jim Cramer, who he tells that oil pricing will stay constant years from now if fracking levels remain the same.
Cramer’s lightning round: Danaher continues to rally and it’s not done (https://www.cnbc.com/2020/01/22/cramer-lightning-round-danaher-continues-to-rally-and-its-not-done.html)
- Six Flags Entertainment Corp.: “I didn’t like that quarter at all. I question the dividend strength. I don’t even know if this company has anywhere near the cash flow I thought in the China story that had been held out as good. It’s now bad.”
- Chimera Investment Corp.: “I don’t really understand what they own or how they got their positions and, therefore, it’s impossible for me to recommend it, even as I see the stock going higher.”
- Danaher: “My charitable trust sold it after a huge gain. Didn’t think it could continue to ramp higher. They then bought that GE division that is very good medtech, and it just continues to rally. And, you know what, it’s not done. My bad. Sold it too soon. Stay long.”
- Energy Transfer: “It doesn’t really have growth. It’s got a good yield, but it’s not necessarily a safe one if things go worse than they are. So I’m going to have to say no to that one.”
- Brookfield Asset Management: “A lot of people compare it to Warren Buffet and Berkshire Hathaway. I’m not going to necessarily disagree with that, although, obviously, no one’s going to trump the master. But that is a nice comparison.”
- L Brands: “You know what, I’ve been torn about L Brands. I was thinking about doing a segment about how you might want to buy this ’cause they could unlock the value here, but if they don’t unlock the value, you can have an earnings shortfall and I don’t recommend stocks on takeover or breakup if the earnings are no good.”
Ticker: SIX, CIM, DHR, ET, BAM, BRK-A, LB
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