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2020年2月18日 9:25 PM #3260
暮眞★潤 (Jun Kurema)
キーマスターBank stocks were the ‘worst performers’ after Apple’s coronavirus warning, Jim Cramer says (https://www.cnbc.com/2020/02/18/jim-cramer-bank-stocks-took-worst-hit-on-apples-coronavirus-warning.html)
- “The worst performers — ones that there was no news whatsoever — [were] the banks,” CNBC’s Jim Cramer said about Apple’s impact on the stock market Tuesday.
- “Why? Because of a sudden drop in interest rates caused by a worldwide slowdown that could get into a full-blown recession,” the “Mad Money” host said.
- Stocks of Apple semiconductor suppliers, including Qorvo, Skyworks Solutions, Broadcom and Cirrus Logic, were all hit big by the news due to production delays and weak demand in China.
Ticker: APPL, QRVO, SWKS, AVGO, CRUS, NVDA, MU, AMD, AMZN, FB, MSFT, TSLA, EMR, WMT, JPM, C, (AEM, BYND)
Jim Cramer reveals top four stock picks amid coronavirus uncertainty (https://www.cnbc.com/2020/02/18/jim-cramer-reveals-top-four-stock-picks-amid-coronavirus-uncertainty.html)
- “I don’t want to profiteer off an epidemic that’s already killed 2,000 people, but we need to acknowledge how this coronavirus outbreak is changing the world,” CNBC’s Jim Cramer said.
- “And, yes, some companies are benefiting from that, because they benefit from keeping us healthy,” the “Mad Money” host said.
- “You’ve got Clorox, Zoom Video and Teladoc on reality, Gilead on hope. That’s about it,” he said.
Ticker: CLS, ZM, TDOC, GLD, (BBBY, TSN)
CEO says he wants LivePerson to be a ‘trillion-dollar company’ in conversational commerce (https://www.cnbc.com/video/2020/02/18/liveperson-ceo-expects-to-be-a-trillion-dollar-conversational-firm.html)
LivePerson CEO Rob Locascio discusses the investments the conversational commerce company is making in artificial intelligence.
Ticker: LPSN
Cramer’s lightning round: ‘I’m willing to stay side-by-side with Sony’ (https://www.cnbc.com/2020/02/18/cramer-lightning-round-i-am-willing-to-stay-side-by-side-with-sony.html)
- Dupont De Nemours: “Dupont is now run again by Ed Breen. It looks like the previous CEO is now gone. Why is he gone? Because he didn’t deliver. Ed intends to deliver. He isn’t the permanent CEO. It’s not anything that’s done, just temporary.” Buy.
- Chemours Co.: “I’m not a fan ’cause I don’t like the commodities and there are some issues involving a PFAS verdict that could come up soon. So I’m going to take a pass there.”
- Ericsson: “Well, Ericsson is O.K. My problem with Ericcson, as well as Nokia, are that these are companies that are being swamped by — really being crush, frankly — by Huawei and the western nations in Europe don’t seem to be interested in helping their own, which is wrong.”
- Leidos: “Leidos is such a winner. We have liked this company. Ever since the spin-off, we continue to like it. It is not done going higher, even though it had a real big move.”
- Sony Corp.: “Sony’s a great company and the Japanese market is taking a little bit of a header here because people are worried about coronavirus. … I’m willing to stay side-by-side with Sony.”
- Cherry Hill Mortgage Investment: “We don’t know what Cherry Hill really owns. I meant that’s the problem, it’s another one of these black boxes. I do not like the black-box mortgage companies.”
Ticker: DO, CC, ERIC, LDOS, SNE, CHMI
Endeavor Group CEO talks transformation of company, entertainment industry (https://www.cnbc.com/video/2020/02/18/endeavor-ceo-talks-transformation-of-company-entertainment-industry.html)
“I think we’re the best positioned company for where the entertainment business is going,” Endeavor CEO Ari Emmanuel says in a “Mad Money” interview.
Additional Topic (from Podcast)
[at 25:30] Interview with Mr. Mathhew Prince, co-founder and CEO of Cloudflare (NET)
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