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2020年2月20日 10:44 PM #3281
暮眞★潤 (Jun Kurema)
キーマスターExpect more sell-offs without good news on the coronavirus, Jim Cramer says (https://www.cnbc.com/2020/02/20/jim-cramer-expect-more-sell-offs-without-good-coronavirus-news.html)
- “Breathers like this one can extend the life of a rally,” CNBC’s Jim Cramer said after the market sold off Thursday.
- “But without good news on the virus, I’m pretty certain that we’ll have more breathers down the pike, so be prepared,” the “Mad Money” host said.
- Still, he said it was an “odd day for the market to take a dive.”
Ticker: AMD, SPCE, MS, ETFC, SCHW, AMTD, PG, VIAC, NCLH, DPZ, Z, (MPC, Z, DXCM, HP, XRX)
Executive Interview: Domino’s CEO doubles down on carryout strategy in a world of delivery competition (https://www.cnbc.com/2020/02/20/dominos-ceo-focuses-on-carryout-in-a-world-of-delivery-competition.html)
- Carryout will be a profit driver for Domino’s Pizza in the future, CEO Ritch Allison told CNBC after shares popped 26% on a strong quarter report.
- “While most of the industry is running headlong into delivery … [we’re] growing that carryout channel,” he said in a “Mad Money” interview. Carryout “is going to be an important part of the profit equation going forward.”
- “This gets particularly pronounced on the coastal regions of the country where minimum wage has risen so rapidly,” increasing delivery costs, he said.
Ticker: DPZ
Vertex Pharma ‘got dinged’ after Democratic debate, creating a ‘very buyable dip,’ Jim Cramer says (https://www.cnbc.com/2020/02/20/jim-cramer-democratic-debate-creates-buying-opportunity-in-vertex.html)
- “Vertex Pharma got dinged today, and I think this is a very buyable dip in what’s widely considered to be the hottest biotech story of the year,” CNBC’s Jim Cramer said.
- The “Mad Money” host blamed a tough day of trading for drug stocks on the strong Democratic presidential debate showings from single-payer health care advocates Sen. Elizabeth Warren and Sen. Bernie Sanders.
- “As much as I hate to chase, I honestly don’t think you’re that late to the party with Vertex if you buy it at these levels,” he said.
Ticker: VRTX, IBB
Cramer’s lightning round: ‘I think GM is of the past’ (https://www.cnbc.com/2020/02/20/cramers-lightning-round-i-think-gm-is-of-the-past.html)
- General Motors: “No. I think GM is of the past. … I think it’s going to perform less in the market.”
- Okta: “Well look, that’s a Cramer-family fave, Okta. … It is a high flyer. [CEO] Todd McKinnon is doing a great job. I would not buy it all at once. Zscaler is down tonight. That could make Okta go lower. Maybe you pick at it that way.”
- Franco-Nevada Corp.: “I like Franco-Nevada. … Here’s the problem: I happen to like Barrick Gold even more than FNV.”
- Intelsat: “This thing is such a battleground. … I decided it was a dice roll.”
Ticker: GM, OKTA, ZS, FNV, XTSE, I
Additional Topics (from Podcast)
[at 39:20] Am I diversified?
- AMZN (retailer), CSCO (tech), JNJ (one of the best pharm), MSFT (tech), PEP (food) => eliminate CSCO and add industrial such as HON
- MPLX (oil MLP), RING (software) [one of the best internet stocks], VTR (REIT), DIS (entertainment), APPL (tech) => diversified
- BP (oil), BTI (tabacco), GSK (drug) [king of vaccine], NGG (utility), RIO (mineral) => diversified
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