Mad Money: 2020年2月25日(火)の放送の要点

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    • #3357
      暮眞★潤 (Jun Kurema)
      キーマスター

      The slowdown still isn’t fully baked in these stocks, Jim Cramer says (https://www.cnbc.com/2020/02/25/jim-cramer-coronavirus-impact-still-is-not-fully-baked-in-these-stocks.html)

      • “Given that the averages hit record levels last week and the froth was as thick as I’ve seen it in ages, I think the slowdown still isn’t [fully baked] in these stocks,” CNBC’s Jim Cramer says.
      • “That’s why I continue to recommend this heavy cash position,” the “Mad Money” host says.
      • “If the virus strikes here in a big way, then I think we’ll end up having a lot more downside,” he says.

      Ticker: ATVI, HD [Charitable trust sold ATVI and HD today to raise cash], MA [MA had worst day since August 2011 due to cut of earning forecast], M [good quarter but stock down], [what to avoid — cruise line, retailer, restaurant, oil, gas], NFLX, AMZN, DIS [DIS is not for Cramer], GOOGL, FB [GOOGL and FB do not have much exposure to China, so they will good this environment], ZM, MRNR, GILD [ZM, MRNR, GILD are the Three Musketeers.], (BMY [Price went down due to fear of Sander might be a winner. Cramer’s charitable trust might buy more at price below $58-59. Craimer likes BMY than JNJ], NVDA)

       

      Executive Interview: Mastercard CEO says it’s important to know when it’s time to step aside (https://www.cnbc.com/2020/02/25/mastercard-ceo-it-is-important-to-know-when-it-is-time-to-step-aside.html)

      • “When I joined I told everybody that I’d give it a 10-year crack. This is the 11th year and so it’s fine,” Mastercard President and CEO Ajay Banga told CNBC.
      • Banga plans to pass the chief executive position to Chief Product Officer Michael Miebach on Jan. 1 and the president title later that quarter.
      • “Knowing when to step aside is as important as knowing when to drive,” Banga said.

      Ticker: MA

       

      Off the Chart: Intel and Caterpillar chart actions show Wall Street may have ‘a lot more downside,’ Jim Cramer says  (https://www.cnbc.com/2020/02/25/jim-cramer-intel-caterpillar-stocks-show-more-market-downside-to-come.html)

      • “This market’s been put through the meatgrinder, but the charts of Intel and Caterpillar, as interpreted by Tim Collins, suggest that some major stocks could still have a lot more downside,” CNBC’s Jim Cramer said.
      • The “Mad Money” host broke down why there could be more negative trading in Caterpillar and Intel.

      Ticker: CAT, INTC [takeaway: CAT and INTC have more downside risk.], (F [do not buy F])

       

      Salesforce’s Marc Benioff talks Q4 earnings, Keith Block’s departure (https://www.cnbc.com/video/2020/02/25/salesforces-marc-benioff-talks-q4-earnings-keith-block-departure.html)

      Salesforce CEO Marc Benioff breaks down the company’s quarterly earnings report and weighs in on Keith Block’s departure as co-CEO in a “Mad Money” interview with Jim Cramer.

      Ticker: CRM

       

      Cramer’s lightning round: ‘Nothing’s immunized from the coronavirus’ (https://www.cnbc.com/2020/02/25/cramer-lightning-round-nothing-is-immunized-from-the-coronavirus.html)

      • Axon Enterprise: “Nothing’s immunized from the coronavirus, but you know I like Axon … It’s been a big win for us and we’re reiterating that we still like it.”
      • Inseego: “Oh, man. It’s got 5G and it’s got SaaS, and therefore it means that they ought to come on this show ’cause there’s too many of those other companies like that and I can barely keep them straight anymore.”
      • Amcor: “Simple packaging company. I like simple packaging companies. It’s come down a lot. I don’t think it should have. I actually think the stock’s [good] right here.”
      • Esperion Therapeutics: “That’s a crowded market. The stock has run up very big …. and I think this stock has run too much and I don’t want to be there right now. Too crowded an area with too many players.”
      • Match Group: “I don’t know. I didn’t like that last quarter that much. Remember, everything’s got to be pretty darned pristine and in an era of the coronaviurs, Match.com may not be” what “I ant to be a buyer of.”
      • Energy Transfer: “Why do you want to reach for yield? Why do you want to create problems for yourself? Why do you want to hurt yourself? We have enough problems already. The answer is no.”

      Ticker: AAXN, INSG, AMCR, ESPR, MTCH, ET

       

      Additional topic (from Podcast)

      [at 39:40] Interveiw with Melissa Smith, CEO of Wex Inc. (NYSE: WEX)

       

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