Mad Money: 2020年2月27日(木)の放送の要点

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    • #3378
      暮眞★潤 (Jun Kurema)
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      Jim Cramer: 10 tech stocks to buy now in this coronavirus-plagued market (https://www.cnbc.com/2020/02/27/jim-cramer-10-tech-stocks-to-buy-now-in-a-coronavirus-plagued-market.html)

      • CNBC’s Jim Cramer recommended 10 tech stocks that he said “don’t need China, they don’t need the Fed, they don’t need enterprise spending and they don’t need us to stop the coronavirus.”
      • “If anything, some of them should do even better as this outbreak gets worse,” the “Mad Money” host said.
      • Cramer’s basket of stocks are levered to the stay-at-home environment.

      Ticker: ADBE, ETSY, MRNR, NVDA, RNG, SHOP [you can start buying SHOP right here], SQ, TDOC, TTD, ZM [buy ZM at any pull back], (DIS [closed at $118, buy some at $112, DIS is fine], NEE)

       

      Etsy shares pop 14% on strong quarterly report. CEO says company feels ‘very resilient’ to coronavirus impact (https://www.cnbc.com/2020/02/27/etsy-stock-pops-14percent-ceo-says-it-feels-very-resilient-to-coronavirus.html)

      • “A lot of people are worried about their supply chain” due to the coronavirus outbreak, CEO Josh Silverman said, adding “Etsy makers are already working from home, so we feel resilient.”
      • Silverman made the comments in a “Mad Money” interview after Etsy stock rallied 14% on a better-than-expected quarterly report.
      • Cramer endorsed Etsy as a stock that can work in this volatile trading environment.

      Ticker: ETSY

       

      Trade Desk is behind seemingly ubiquitous 2020 online political ads, CEO says (https://www.cnbc.com/2020/02/27/trade-desk-ceo-2020-election-ads-are-driving-our-business-this-year.html)

      • “We’re having an amazing start to our 2020 and … we’re just feeling really great about our Q1,” The Trade Desk CEO Jeff Green told CNBC.
      • “We’re feeling really great about the year, of course, as well and that’s largely driven by political advertising,” he said in a “Mad Money” interview.

      Ticker: TTD

       

      Cramer’s lightning round: Expect Boeing to get 737 Max approval within two months (https://www.cnbc.com/2020/02/27/cramer-lightning-round-boeing-737-max-may-get-cleared-in-two-months.html)

      • McKesson Corp.: “Well the problem with the McKesson train is Bernie [Sanders]. See, people now feel that [2020 candidate] Bernie is in ascension and if Bernie is in ascension, McKesson gets cut out. I do not share this view. I am not worried about it, but it’s just still not one of my favorite company because I just think they are middlemen and therefore no real value added.”
      • Cardtronics: “It’s O.K. It’s down a lot. I have no particular edge. It’s just O.K. It’s neither here nor there.”
      • Boeing: “I think it’s a moving target, Boeing. I do believe that they’re probably going to get approval for the [737] Max within, let’s say, the next two months. … Let’s say you wanted to buy like 200 shares: I would buy 50 tomorrow and then I’d wait 25 points.”
      • Xilinx: “They were in the wrong part of 5G, actually, and that’s why the stock keeps going lower. At this point it’s a little absurd to sell, but just understand that 5G is completely on hold and the people who own the stocks are frantically trying to sell them and Xilinx is still frantically being sold, even though I recognize there could be some value there. It is not my cup of tea when there’s so many other great semis going down.”

      Ticker: MCK, CATM, BA, XLNX

       

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