Mad Money: 2020年2月24日(月)の放送の要点

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    • #3334
      暮眞★潤 (Jun Kurema)
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      Five things investors must consider after major coronavirus-induced sell-off, according to Jim Cramer (https://www.cnbc.com/2020/02/24/jim-cramer-five-things-investors-consider-after-coronavirus-sell-off.html)

      • “Once you ask yourself [these] five questions, then yes, for some people it may make sense to start picking at beaten-down stocks, especially if they keep falling,” CNBC’s Jim Cramer said.
      • The “Mad Money” host said investors must consider what’s in their bank account and their priorities before deciding whether to buy after Monday’s big sell-off.
      • “If you don’t have a decent amount of cash on the sidelines, you shouldn’t do any buying here,” he said.

      Ticker & Takeaways: APPL [cannot recommend to buy at this very moment, as there is more downside risk], CCL, RCL,  NCLH [travel & leisure stocks (eg. cruise stocks) are going to be under tremendous pressure] [Cramer would not touch hotel stocks], [Software stocks will be fine], [The banks are a problematic group – they’re never the place to go in a selloff] 

       

      Jim Cramer reveals stand-out sectors after the market tanks on coronavirus outbreak (https://www.cnbc.com/2020/02/24/jim-cramer-reveals-stand-out-sectors-in-wake-of-coronavirus-sell-off.html)

      • Consumer staples, pharmaceuticals, utilities and gold stocks can stand a chance in the market after Wall Street took a major hit on coronavirus worries, CNBC’s Jim Cramer said.
      • “I wish I could be optimistic about more groups, but I don’t think it’s worth the risk for many of them,” the “Mad Money” host said.
      • Consumer staples are the defensive stocks “you buy in a slowdown, and we’re getting a slowdown,” he said.

      Ticker: KO, MDLZ, GILD, MRK, LLY, JNJ, XLU, D, AEP, ED, (LUV [not recommend until it goes below $50], DIS [$120 would be great], MSFT [own not trade; If you missed the rally, get back in to MSFT], LMT [LHX is superior])

      Bottom Line: “Don’t try to be a Hero. If you want to buy stock into weakness, take your time”.

       

      Executive Interview: Five9 CEO talks recent acquisitions to improve the cloud software provider’s services (https://www.cnbc.com/video/2020/02/24/five9-ceo-talks-recent-acquisitions-to-improve-firms-cloud-services.html)

      Five9 CEO Rowan Trollope sits down with CNBC’s Jim Cramer to discuss how the cloud software provider has positioned itself to grow and improve its call centers.

      Ticker: FIVN

       

      Cramer’s lightning round: IBM is going heavily into the cloud (https://www.cnbc.com/2020/02/24/cramers-lightning-round-ibm-is-going-heavily-into-the-cloud.html)

      • Cracker Barrel Old Country Store: “Well Cracker Barrel has been a stock that I have liked literally forever. It’s just up on a spike. If it comes down, I’d be a buyer. I know that it is deeply related to gasoline prices and also to travel, but that’s O.K. It’s an inexpensive long-term holding.”
      • International Business Machines: “I like the management changes. They’re going heavily into the cloud, which is where I think they should be. It yields 4.4%, but it is not going to be the kind of stock that is just going to bounce right back ’cause it’s just not like that. It’s a big enterprise company.”
      • Texas Roadhouse: “I was shocked that that business is as good as it is and I’ve got to tell you: if it comes down into coronavirus worries or we get an outbreak here, I want you to buy that. That was a really impressive quarter. That was their breakout quarter, and it will be that way for a long time.”
      • PG&E Corp.: “Too much of a mess.”
      • Zix Corp.: “I don’t know Zix. I don’t know that. I wish I knew it, I don’t know it.”
      • Stamps.com: “That was a pure short-squeeze. It was part of the froth that we had last week. I don’t want anything to do with that. I think it’s time to ring the register.”

      Ticker: CBRL, IBM, TXRH, PCG, ZIXI, STMP

       

      Executive Interview: Deluxe CEO Barry McCarthy on the financial service company’s vision for future growth (https://www.cnbc.com/video/2020/02/24/deluxe-ceo-on-the-financial-service-company-vision-for-future-growth.html)

      Deluxe CEO Barry McCarthy explains to CNBC’s Jim Cramer how the legacy financial service company’s plans to innovate and compete in the digital world.

      Ticker: DLX

       

      Additional topic (from podcast)

      • [at 19:40] “What should you make of gold’s rally amid market declines? Cramer’s digging into the precious metal and making sense of the catalyst behind the gold bull market.” — How to play gold in stock way?  GLD [rather buy GOLD], GOLD [The lowest total cash cost of the larger gold miners and it’s a superior operator with great scale,  It is not too late to buy GOLD], KL [Cramer like KL, but Wall St. loves simplicity & KL’s Detour Gold acquisition made the Co. more complicated]

       

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