Mad Money: February 6, 2020 (Thursday) – Key Points

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      暮眞★潤 (Jun Kurema)
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      ‘The market is anything but mercurial or arbitrary’ amid the coronavirus outbreak, Jim Cramer says (https://www.cnbc.com/2020/02/06/jim-cramer-the-market-is-anything-but-mercurial-amid-coronavirus-fears.html)

      • “Flow of funds can be a fickle way to invest, but right now the market is anything but mercurial or arbitrary,” CNBC’s Jim Cramer said.
      • “It’s redoubtable. It’s implacable. It’s resolute. To buy on weakness isn’t a stooge thing to do; it’s the stooges who don’t do the buying,” the “Mad Money” host said.

      Ticker: APPL,  SBUX, YUMC, NKE, DIS, CMG, TSN, TSLA, GOOGL, VZ

       

      Executive Interview: Cigna CEO on Express Scripts deal: ‘We’re proving the combination works’ (https://www.cnbc.com/2020/02/06/cigna-is-proving-the-express-scripts-combination-works-ceo-says.html)

      • “We’re proving the combination works. We’re growing the company, as you noted,” Cigna CEO David Cordani said of the company’s $54 billion merger with Express Scripts in 2018.
      • “We increased our revenue guidance and our earnings guidance each of the last quarters of 2019 and we ended the year with another beat,” he said in a “Mad Money” interview.
      • “Then we’re stepping into 2020 with a 10% revenue growth outlook and another double-digit earnings outlook in front of us,” he said.

      Tickers: CI, CVS, UNH

       

      Executive Interview: McCormick CEO says it’s ‘hard to know the impact of the coronavirus in China’ (https://www.cnbc.com/2020/02/06/mccormick-ceo-says-coronavirus-can-not-be-a-positive-for-the-business.html)

      • “Right now, it’s hard to know the impact of the coronavirus in China. We have a large business in China,” McCormick CEO Lawrence Kurzius told CNBC.
      • “Part of it is supplying consumers, part of it is supplying restaurants. Consumers are not, you know, going out. A lot of the country’s on lockdown,” he said in a “Mad Money” interview.
      • “Right now, our No. 1 concerns are for the health and safety of our employees and the quality and integrity of our products,” he said.

      Ticker: MKC

       

      • STMicroelectronics: “I think that’s a good semi company and that group’s going higher. Micron is leading the way again.”
      • ConocoPhillips: “Well look, I’m not a big fan of the fossil fuel stocks for a variety of reasons. You are in the one with the best growth profile, the large ones. Look, if you want to own it, it’s got a 3% yield. It’s O.K.”
      • Nucor: “If you like a steel company, it’s the best steel company. I don’t prefer steel companies. I think there’s too much competition, but if you like them they are the one.”
      • Crown Castle: “I think you’re in good shape.”
      • Nio: “I like to do more than just dice rolling.”
      • Tandem Diabetes: “Just ’cause a stock goes down does not mean it’s a bad company. Tandem Diabetes … is a good situation.”
      • Iron Mountain: “I think it’s a buy.”

      Tickers: STM, COP, NUE, CCI, NIO, TNDM, IRM

       

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