Mad Money: 2020年2月12日(水)の放送の要点

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    • #3195
      暮眞★潤 (Jun Kurema)
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      Carnival stock’s rally is a sign ‘this market is driven by hope,’ Jim Cramer says (https://www.cnbc.com/2020/02/12/jim-cramer-carnival-stock-rally-shows-this-market-is-driven-by-hope.html)

      • Wall Street is “blessing any company that spells out its China losses, from Carnival, with its highly visible duo of plague ships, [to] PVH and Nike,” CNBC’s Jim Cramer said.
      • “When you see Carnival stock up 2.6% today on the possibility of a big but quantifiable chunk of earnings going away, well, you know this market is driven by hope,” the “Mad Money” host said.
      • While Carnival’s projection is “not great, it’s really … a lot less harsh than many of us were expecting — meaning plenty of people are still willing to go on cruises,” he said.

      Ticker: CCL, APPL, MU, AMAT, SWKS, QCOM*, SBUK*, WYNN, LVS, UNH, HUM, CNC, SHOP, CVS*, DBX, MSFT, VZ

       

      Direct-to-consumer ‘is no longer a fad,’ Shopify COO says after strong Q4 earnings report (https://www.cnbc.com/2020/02/12/shopify-coo-on-q4-earnings-direct-to-consumer-is-no-longer-a-fad.html)

      • Shopify’s holiday quarter performance “is the example where direct-to-consumer is no longer a fad,” COO Harley Finkelstein told CNBC’s Jim Cramer.
      • “It is now a steady state, and it’s being powered by Shopify. We’re at the center of that,” he said in a “Mad Money” interview.
      • “We think we can be the entrepreneurship company. While other companies are trying to build empires, we are arming the rebels,” he said.

      Ticker: SHOP

       

      Executive Interview: Signet Jewelers CEO on three-year transformation: ‘The strategy is working’ (https://www.cnbc.com/video/2020/02/12/signet-jewelers-ceo-on-transformation-the-strategy-is-working.html)

      Signet Jewelers CEO Gina Drosos discusses the company’s three key strategies to update the business and adopting a “cost-conscious mindset.”

      Ticker: SIG

       

      Cramer’s lightning round: I’m not recommending fossil fuels or pipelines — ‘they’re history’ (https://www.cnbc.com/2020/02/12/cramer-lightning-round-fossil-fuels-and-pipelines-are-history.html)

      • JD.com: “No. We like Alibaba. We’re willing to give you Alibaba, [but] we’re not going to give you anything else. Why? Because we don’t trust them.”
      • Diebold Nixdorf: “I don’t even know what to say about them. They’re going nowhere fast.”
      • Iqiyi: “That’s the Chinese Netflix with a lot of people at home. You’d figure they are doing well and the stock reflects that — I like Alibaba.”
      • Crispr Therapeutics: “I like the spec. I like the spec. As long as you recognize it is a spec, I do like it.”
      • Enterprise Products: “It is the best of the lot, but I don’t like to recommend fossil fuels or pipelines. They are going — they’re history. And a good example is how great a company Enterprise Products is, but it doesn’t matter. Yields 6.7%, nobody wants it so I’ll be the last to tell you to buy it.”
      • AT&T: “I think AT&T’s fine. I’m a believer in the bull case. I am aligned with the bull case of Elliot Partners. I am not with the bear case of MoffettNathanson. I think you’re fine there.”
      • Virgin Galactic: “It’s a short squeeze right now. It’s way up too much. It goes up a little bit everyday. There’s not a lot of stock around. I say do not touch it.”

      Ticker: JD, BABA, DBD, IQ, CRSP, EPD, T, SPCE

       

      Additional topic (from Podcast)

      [at 20:40]  Canada Goose (GOOS) — Analysts are mixed regarding the future of Canada Goose, and Cramer’s sharing whether he believes a turnaround story is in the cards for the high-end parka manufacturer.

      [at 40:20] Casper Sleep (CSPR)

       

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