Mad Money: 2020年2月21日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

Cramer’s week ahead: February could ‘end with a nasty whimper’ (https://www.cnbc.com/2020/02/21/cramer-week-ahead-coronavirus-will-color-everything.html)

• “The most important thing you need to know about next week is that the coronavirus will color everything,” CNBC’s Jim Cramer said.
• “If the situation remains as fluid … or if it remains dynamic, get ready for February to end with a nasty whimper and a bear full of bang,” the “Mad Money” host said.

Ticker: HPQ, PANW, HD, M. CRM, TOL, REAL, SPCE, LOW, TJX, MAR, ETSY, SQ, BBY, BUD, KDP, DEL, VMW, OXY, EOG, WDAY, TTD, W, (DBX)

 

Jim Cramer says Facebook, Snap, Twitter and Pinterest earnings were ‘about the expectations’ (https://www.cnbc.com/2020/02/21/jim-cramer-facebook-twitter-earnings-were-about-the-expectations.html)

“It was about the expectations,” CNBC’s Jim Cramer said about the earnings reports from Facebook, Snap, Twitter and Pinterest.

• “None of them had perfect results, but Facebook and Snap had run going into the quarter, while Twitter and Pinterest had sold off ahead,” the “Mad Money” host said.
• “So Facebook and Snap got pulverized while Twitter and Pinterest caught fire,” he said.

Ticker: FB [Cramer is a believer of FB for a long term; safest social media stock], SNAP [you can buy it, not too late], TWTR, PINS [Takdaway: Cramer likes all four stocks]

 

Cramer’s lightning round: ‘Roku is a great way to play cord-cut’ (https://www.cnbc.com/2020/02/21/cramers-lightning-round-roku-is-a-great-way-to-play-cord-cut.html)

• Cree: “I have never, ever, ever been a fan of Cree. I’ve always felt that it was too episodic in this lighting business. I’m going to have to say no to you.”
• Aecom: “Everyone — I mean I’ve liked this one, by the way, since it came public — and you know everyone keeps saying it’s going to be acquired. When I hear that everybody says it’s going to be acquired, it probably will be, but I don’t want to overstay my welcome.”
• Transocean: “They are not a stock to own. They are old, yesterday kind of stocks. I’m talking about the oil and oil services stocks. As I have said, to many, history. They are history.”
• EPR Properties: “You know, it’s not going to set the world on fire, but it’s going to give you that monthly dividend check.”
• Roku: “I think Roku is a great way to play cord-cut. I like Trade Desk. Trade Desk is going to report next week. I think they could have a very good quarter.”

Ticker: CREE, ACM, RIG, EPR, ROKU, TTD

 

Additional Discussions (from Podcast)

[at 12:40]  Further talk about Coronavirus — (CVS, MRNA)

[at 29:00] Executive Interview with Gary Steele, Chairman & CEO of Proofpoint (PFPT).  PFPT is a cybersecurity play that aims to protect the integrity of elections.

[at 39:20] NLOK — “The artist formerly known as Symantec has a new look. Cramer’s digging into NortonLifeLock’s recent performance and helping you navigate the future of the stock.” [Takeaway: NLOK is still cheap, and has more room to run.]

 

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