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2020年2月4日 11:41 PM #2877
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer: Tuesday’s relief rally created an ‘opportunity’ for profit-taking (https://www.cnbc.com/2020/02/04/jim-cramer-investors-should-use-the-tuesday-rally-to-protect-profits.html)
- “Today seemed like a genuine relief rally, meaning it was motivated by a sense of relief that we’ll make it through the epidemic intact, or at least in much better shape than we thought a few days ago,” CNBC’s Jim Cramer said.
- “But let’s not get ahead of ourselves — to me, this is an opportunity to do some portfolio reshuffling,” the “Mad Money” host said.
- “I’d use this rosy moment to reposition, do some selling in stocks that are too levered to Chinese consumer travel … I think those have got downside,” he said.
Short sellers are propelling the stock market higher, Jim Cramer says (https://www.cnbc.com/2020/02/04/short-sellers-are-propelling-the-stock-market-higher-jim-cramer-says.html)
- The stock market is rallying, and short sellers who reacted to last week’s declines are partly responsible for it, CNBC’s Jim Cramer said Tuesday.
- “So they overcompensated by shorting anything related to the coronavirus right into the teeth of the downturn,” the “Mad Money” host said.
- But Cramer said a lack of sellers has caused shorts to get “annihilated … and now they’ve become rocket fuel for the market.”
Ticker: WYNN, LVS, NKE, RL, KSS, M, TGT, PVH, CLX, TSLA,
Executive Interview: Chipotle’s loyalty program tops 8.5 million users. CFO Hartung says ‘we’re just getting started’ (https://www.cnbc.com/2020/02/04/chipotle-loyalty-program-registers-8point5-million-users-within-one-year.html)
- Chipotle’s nascent loyalty program tops 8.5 million users and CFO Jack Hartung says “we haven’t really monetized that.”
- “We haven’t really turned that into a personalized program where we’re communicating on a one-to-one basis with our customers,” he said in a “Mad Money” interview.
Ticker: CMG
Cramer’s lightning round: Investors are worried about CVS’s Aetna acquisition (https://www.cnbc.com/2020/02/04/cramers-lightning-round-cvs-investors-are-worried-the-aetna-buy.html)
- Aimmune Therapeutics: “I think we’re late to the party. Now that said, it’s down 3 today. If you want to get involved, at least you had to buy yesterday when they got the news, but I think we are late.”
- 1-800-Flowers.com: “I think it’s a good solid franchise. I’m not saying it’s going to shoot the lights out. I think it’s fine.”
- Cel-Sci Corp.: “Look, we are a big believer in immunotherapy now that we have gene-sequencing, and that’s part of the speculative box that we are in favor of.”
- CVS Health: “The real issue here is Aetna’s expensive and a lot of people are fleeing these health care stocks again because they’re very worried about single-payer and the Democratic Party and the Aetna acquisition, whether it’s too big, too much. And I have to tell you, it’s an issue, but my charitable trust owns it.”
- Teladoc Health: “Dave, I’m a believer in Teladoc.”
- Virgin Galactic: “It got cut in two-thirds and now [it’s] coming back up. I think you wait for another time for it to go down and then you do it over, or you say … that rocket has gone.”
- Abbvie: “I think it’s going to be a good quarter.”
- Lockheed Martin: “Lockheed Martin I think is excellent.”
Ticker: AIMT, FLWS, CVM, CVS, TDOC, SPCE, ABBV, LMT
Executive Interview: Centene CEO on Q4 earnings, Medicare for All (https://www.cnbc.com/video/2020/02/04/centene-ceo-on-q4-earnings-medicare-for-all.html)
Jim Cramer chats with Centene CEO Michael Neidorff coming about the health insurer’s fourth-quarter earnings results. Neidorff says ‘Medicare for All’ proposals is just a “soundbite.”
Ticker: CNC
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