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2020年2月3日 10:35 PM #2783
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer expects more bad coronavirus news, calls buying Friday’s sell-off a ‘mistake’ (https://www.cnbc.com/2020/02/03/jim-cramer-buying-friday-coronavirus-sell-off-is-a-mistake.html)
- “I don’t want you to jump the gun, people. Let’s wait for a real dip, the kind we haven’t had yet, before we get more bullish on this market,” CNBC’s Jim Cramer said.“
- I’m betting that another shoe will drop on this coronavirus outbreak, and I think it might be a mistake to buy before that happens,” the “Mad Money” host said.“
- I want to wait until we have at least a mid-single-digit decline in the stock market,” he said.
There’s no more money to be made in oil and gas stocks, Jim Cramer says (https://www.cnbc.com/2020/02/03/jim-cramer-the-profit-in-oil-and-gas-stocks-is-drying-up.html)
- CNBC’s Jim Cramer said Monday his negativity toward oil stocks is not about environmentalism but economics.
- “And the honest truth is I don’t think I can help you make money in the oil and gas stocks anymore,” Cramer said.
- The “Mad Money” host said Wall Street’s changing attitudes toward sustainability have created a different landscape for investors.
Trade Desk is a ‘more enticing’ cord-cutting play than Roku, Jim Cramer says (https://www.cnbc.com/2020/02/03/jim-cramer-trade-desk-is-a-more-enticing-cord-cutting-play-than-roku.html)
- “Roku and The Trade Desk are both high-flying momentum stocks that benefited enormously from cord-cutting, but because Roku’s more consumer facing, people reflexively buy this one as the true cord-cutting play,” CNBC’s Jim Cramer said.“
- With 30 million users of its own, Roku has a lot of heft, a lot of influence. That’s generally a good thing, but it also means they’re increasingly more likely to be seen as a competitor than a partner,” the “Mad Money” host said.“
- The Trade Desk, on the other hand, is still a pure facilitator. They can work with anybody,” he said.
Ticker: ROKU, TTD
Executive Interview: Zoom Video Communications CEO says products are seeing ‘record usage’ as stock pops 15% amid coronavirus fears (https://www.cnbc.com/2020/02/03/zoom-video-is-seeing-record-usage-amid-coronavirus-fears-ceo-says.html)
- “I had to shut down my phone, because, actually, almost everyone is calling us,” given the coronavirus, Zoom Video Communications CEO Eric Yuan said.“
- If you cannot travel … you need to have a very reliable secure tool like Zoom” and product usage “is very, very high since the last of the month, last week. Almost everyday, that’s a record usage,” the founder said.“
- Ultimately, almost every company, they need to have a tool like this. I think that based on IDC estimates by 2023 that’s a $43 billion market,” he said.
Ticker: ZM
Cramer’s lightning round: I’m blessing Avita Medical as a spec (https://www.cnbc.com/2020/02/03/cramers-lightning-round-i-am-blessing-avita-medical-as-a-spec.html)
- Micron Technology: “I happen to like Micron. I think that it could still go down a little bit” on coronavirus fears. “I would buy some more at $49, but I’d hold on to what you have.”
- Enphase Energy: “I think you got a good one. It’s one of the few battery suggestions I am ever going to tell you to buy, but remember because you’re younger it is speculative and it’s up a great deal, but it does have a sound concept.
- Wingstop: “Wingstop’s a winner. I’ve liked it for a very long time.”
- Okta: “Cybersecurity and identifiers are never going to go out of fashion … and that’s why we like that stock so much and it remains a Cramer-family fave.”
- Avita Medical: “It’s spec,” but a lot of drug companies “need something that grows like this, so I’m going to bless it. But it’s a spec.”
- Store Capital: “Not investing in these real estate trusts right now, although I’m doing a lot of work on Simon Property Group and, believe it or not, SPG looks like a big winner.”
- Morgan Stanley: “MS is down a quick 4 points. I think you should be a buyer right here. I like that one.”
Ticker: MU, ENPH, WING, OKTA, RCEL, STOR, MS
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