Mad Money: January 27, 2020 (Monday) – Key Points

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      暮眞★潤 (Jun Kurema)
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      Bond yields are falling and that could stunt bank profits, Jim Cramer warns (https://www.cnbc.com/2020/01/27/jim-cramer-falling-bond-yields-on-coronavirus-may-stunt-bank-profits.html)

      • “Worries about a worldwide slowdown mean people will buy [U.S.] Treasurys, and when people buy Treasurys, interest rates go down,” CNBC’s Jim Cramer said.“
      • Lower long-term rates translate to lower earnings for the banks, which is why they’ve been coming down so hard,” the “Mad Money” host said.
      • The number of coronavirus cases and deaths is increasing. If China shuts down its economy, it could be “very bad for business, even if it might be necessary to stop this virus,” he said.

       

      Salesforce vs. Adobe is shaping up to be a big tech rivalry, Jim Cramer says (https://www.cnbc.com/2020/01/27/jim-cramer-salesforce-vs-adobe-could-become-a-big-rivalry-in-tech.html)

      • Salesforce vs. Adobe may “become one of the great rivalries in tech,” CNBC’s Jim Cramer said.“
      • Lately both companies have been encroaching on each other’s turf,” the “Mad Money” host said.“
      • As this market sells off … on the coronavirus outbreak, let’s just pray that Adobe and Salesforce get sacked so that you can buy one of them into weakness, because these are both phenomenal players,” he said.

      Ticker: CRM, ADBE

       

      Jim Cramer: Buying opportunities to hedge against coronavirus sell-off (https://www.cnbc.com/2020/01/27/jim-cramer-buying-opportunities-to-hedge-against-coronavirus-sell-off.html)

      • “Don’t panic. It almost never makes sense to sell right into the maw of a big freakout like this one,” CNBC’s Jim Cramer said after the market sold off on coronavirus fears.
      • The “Mad Money” host recommended stocks that can “work regardless of whether or not we can contain the coronavirus outbreak in a short period of time.”
      • “You need that kind of peace of mind if you’re going to try to buy anything into what I think could be a multi-day sell-off,” he said.

       

      Cramer’s lightning round: The right opportunity to buy Wells Fargo (https://www.cnbc.com/2020/01/27/cramers-lightning-round-the-right-opportunity-to-buy-wells-fargo.html)

      • 3D Systems: “Nope, got to pass on that one. I got to tell you something: that whole industry is in flux. I’d rather see you in HP, which got a small business there.”
      • Natura & Co: “I interviewed them. I happen to think that they have got a really compelling story. Now I know, look … this market’s going down, but as one to be able to accumulate into weakness, that makes a helluva lot of sense. I’m on board there.
      • Imax Corp.: “If you want to be in experiential economy and you want a little yield, why don’t you go with EPR Properties.”
      • Navient Corp.: “It just had a big spike. It does yield 4%, I want it to come down. This is student loans, I think it can come back down. Let’s wait for that.”
      • Zynga: “Video game software I do like. I think this stock has bottomed. I don’t know how far it can go, but I don’t think it’s a bad spec here.”
      • Kinder Morgan: “I think you’re fine. It yields 4.7%. I can’t get excited about it … because that whole cohort of pipe … it just doesn’t have a lot of growth. Good yield, not a lot of growth.”
      • Wells Fargo: “They had a horrible quarter. [CEO] Charlie Scharf is trying to clean house. It looks like things are a little bit more worse than anyone expected. It sells at 11-times earning[s], that’s got to sell at 10. It’s not there yet. Let’s wait until $44.”

      Ticker: DDD, NTCO3, IMAX, NAVI, ZNGA, KMI, WFC

       

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