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2020年2月5日 10:31 PM #2898
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer: What Pete Buttigieg’s rise means for the 2020 election and Wall Street (https://www.cnbc.com/2020/02/05/jim-cramer-what-a-mayor-pete-nomination-would-mean-for-wall-street.html)
- “Sure, the Iowa caucus fiasco hurt the Democrats, but the biggest takeaway was that Mayor Pete seems to have won … and Pete’s the status-quo candidate,” CNBC’s Jim Cramer said.
- “He doesn’t want to destroy the insurance stocks by rolling out ‘Medicare for All.’ He doesn’t want to break up the banks,” the “Mad Money” host said.
- “If Mayor Pete’s a serious contender, the 2020 election might not be about class war, and you know what, that is bullish,” he said.
Executive Interview: Clorox CEO on coronavirus outbreak: ‘We’re not seeing an impact on sales just yet’ (https://www.cnbc.com/2020/02/05/clorox-ceo-we-are-not-seeing-an-impact-on-sales-from-the-coronavirus.html)
- “We’re not seeing an impact on sales just yet, but what we are focused on is educating consumers on the proper use” to prevent contracting the coronavirus, Clorox CEO Benno Dorer told CNBC.
- “What I can tell you is that we’re leaning into inventory to be ready, just in case,” he said in a “Mad Money” interview with host Jim Cramer.
- Clorox is prepared to increase supply if needed, but “what we will never do is try to benefit from fears or concerns that consumers have,” he said.
Ticker: CLX
Jim Cramer: Tesla’s pullback was inevitable, but the stock remains ‘too legit to quit’ (https://www.cnbc.com/2020/02/05/jim-cramer-tesla-decline-was-inevitable-but-the-stock-remains-legit.html)
- Tesla’s sharp declines Wednesday were characteristic for a commonly shorted stock, so investors should not be too worried, CNBC’s Jim Cramer said.
- “But unlike so many other heavily shorted names, Tesla’s too legit to quit,” the “Mad Money” host said.
- “I don’t know when it will come back to $968 again. Maybe it will take a while … but when it gets back there, I bet it keeps climbing,” Cramer said.
Ticker: TSLA
Cramer’s lighting round: How to play Tyson Foods on its earnings report (https://www.cnbc.com/2020/02/05/cramer-lighting-round-how-to-play-tyson-foods-on-its-earnings-report.html)
- Builders FirstSource: “It’s in the best sector. That’s a sector that’s homebuilding. It’s connected to them. Lower interest rates help. I like the stock.”
- Bill.com: “I don’t think there’s anything wrong with it, it’s barely down.”
- Berkshire Hathaway: “I think he’s a patient man. I think patience should be rewarded. I am a buyer, unmitigated buyer, of the stock of Berkshire Hathaway.”
- Walgreens Boots Alliance: “No, we can’t go there. Look, you know it is tough enough to own this darn CVS … I don’t want to go down the food chain to the Walgreen.”
- Oracle Corp.: “Oracle’s fine. It’s not great, it’s not bad. That’s the way to look at it and I just, I don’t have a reason to buy and I don’t have a reason to sell.”
- Iridium Communications: “I like Iridium very much. I’ve liked it since it was about $8. Everyone gave up on it, not me. I like the story.”
- Tyson Foods: “Tyson Foods reports tomorrow. Here’s what happens when Tyson reports: They always report the headline numbers, bad. The stock gets crushed, stock goes down, it’s been off lately, [my] charitable trust owns it, we pull the trigger at $80 and that’s how we’re going to make some money in Tyson Foods.”
Ticker: BLDR, BILL, BRK.A, WBA, CVS, ORCL, IRDM, TSN
Additional Topics (from Podcast):
[at 26:23] Executive Interview with Mr. James Cnroy, President & CEO of Boot Barn (BOOT) — “Boot Barn was down nearly 10% after reporting earnings, but could the declines present a buying opportunity? Cramer’s talking to the company’s CEO.”
[at 37:47] Executive Interview with Mr. Jason Gorevic, CEO of Teledoc Health (TDOC) — “The CEO of Teladoc joins Cramer to discuss the future of telemedicine and what the company is seeing this flu season. ”
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