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2020年2月13日 10:06 PM #3203
暮眞★潤 (Jun Kurema)
キーマスターThe coronavirus outbreak has made ‘buy high and sell higher’ a winning playbook, Jim Cramer says (https://www.cnbc.com/2020/02/13/jim-cramer-coronavirus-has-broken-the-buy-low-sell-high-rule.html)
“The bottom line is that amazingly and, yes, counterintuitively, buy high and sell higher is working here. Buy high and not selling is the best,” CNBC’s Jim Cramer said.
- “It’s a virtuous circle, with subjective assessments of the coronavirus fueling these subjective growth stock valuations. I bet it keeps going until the outbreak runs its course,” the “Mad Money” host said.
- He broke down the movements behind the stocks of Caterpillar and Tesla to decipher the difference between objective and subjective valuations.
Ticker: CAT, TSLA, CSCO, SHOP, RNG, (ERI, PTON)
Jim Cramer: Ollie’s Bargain Outlet is bargain stock in a market near its highs (https://www.cnbc.com/2020/02/13/jim-cramer-ollies-bargain-outlet-is-bargain-stock-in-this-hot-market.html)
- “If you want to go bargain hunting in this market, I urge you to look no further than Ollie’s Bargain Outlet Holdings,” CNBC’s Jim Cramer said.
- The “Mad Money” host was hesitant to endorse the stock in the wake of founder and former CEO Mark Butler’s death in December.
- “Now that I’ve done my homework, though, I think his successor is up for the challenge and the stock has become ridiculously cheap here and deserves to be bought,” Cramer said.
Ticker: OLLI, (WMT, KSS)
Executive Interview: RingCentral CEO on achieving $1 billion revenue run-rate in Q4: ‘fantastic market’ (https://www.cnbc.com/video/2020/02/13/ringcentral-ceo-talks-reaching-1-billion-revenue-run-rate-in-q4.html)
RingCentral, a SaaS company, reported a strong beat and raise in its fourth-quarter. Vlad Shmunis CEO says they’re “very, very early in penetrating that market.”
Ticker: RNG
Cramer’s lightning round: ‘I cannot condone buying Exxon Mobil’ (https://www.cnbc.com/2020/02/13/cramer-lightning-round-i-cannot-condone-buying-exxon-mobil.html)
- Align Technology: “Now, understand that I’ve gotten this one wrong before … but I still think there is too much competition in the align-technology business.”
- LCI Industries: “This is RV related. I have felt that the RV business has gotten too cyclical, so I want to stay away, especially after this nice run.”
- OneMain: “I’ve always felt this is a financial services company where I can’t really understand what they have inside their business. It just had a very big run, ’cause interest rates dropped. I’m going to say stay away.”
- Vertiv: “I want to bank with Dave Cote, the man who turned Honeywell into a powerhouse from a disaster, which means i want to buy Vertiv.”
- Veeva Systems: Buy.
- Exxon Mobil: “Exxon Mobil is, obviously, a fossil fuel company. I think these are sells as they rally, and they can rally because they’re so heavily shorted negative. But I cannot condone buying Exxon Mobil. Fossil fuels are a thing of the past, not the future.”
Ticker: ALGN, LCII, OMF, VRT, VEEV, XOM
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