Mad Money: 2020年3月2日(月)の放送の要点

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    • #3424
      暮眞★潤 (Jun Kurema)
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      Coronavirus facts allowed Wall Street to rally Monday, Jim Cramer says (https://www.cnbc.com/2020/03/02/coronavirus-facts-allowed-wall-street-to-rally-monday-jim-cramer-says.html)

      • “I think the facts, and the concomitant reversal of [interest] rates from the ridiculous lows that they allowed, that’s what allowed the market to roar today,” CNBC’s Jim Cramer said Monday.
      • “I think stocks soared today because Wall Street realized that the coronavirus might be the equivalent of a severe flu season,” the “Mad Money” host said, citing a report from a public health voice he trusts most.
      • “This is a public health problem. You can’t cure the coronavirus with monetary policy,” he said, dismissing the possibility a Fed rate cut could help fend off the virus’ potential economic impact.

      Ticker: (WEN [WEN down too much. Had good reading about breakfast. WEN is in a great shape.], UPS [Cramer likes UPS])

       

      Executive Interview: Beyond Meat maintains plans to open a production facility in Asia, despite coronavirus outbreak (https://www.cnbc.com/2020/03/02/beyond-meat-plans-to-open-plant-in-asia-this-year-despite-coronavirus.html)

      • “Right now is a moment in time for us. It’s an opportunity for hyper growth, so I’m looking very seriously to Asia,” Beyond Meat CEO Ethan Brown told CNBC as the company continues plans to open up a production facility in the region.
      • “I made a commitment that we’re going to be producing in Asia by the end of this year. We’ll do that regardless of, I think, of this health epidemic occurring right now,” he said in a “Mad Money” interview.
      • “We have to be active in China, regardless of what’s going on” with the coronavirus epidemic, he said.

      Ticker: BYND

       

      Jim Cramer sides with Elliott Management over Jack Dorsey, says Twitter needs a new CEO (https://www.cnbc.com/2020/03/02/jim-cramer-is-with-elliott-on-jack-dorsey-says-twitter-needs-new-ceo.html)

      • “I think Twitter’s a buy, whether Jack Dorsey’s running it or not,” CNBC’s Jim Cramer said, siding with activist hedge fund Elliott Management on efforts to bring in a new chief executive of the social platform.
      • The “Mad Money” host said “I think the best thing he could do for his shareholders is just retire as CEO of Twitter and focus on running Square full time — or vice versa.”
      • “If Elliott can succeed in electing three candidates to the board [of directors], I bet this is going to happen,” he said.

      Ticker: TWTR [TWTR is buy with or without Jack Dorsey], SQ, (RVLV [Quarter was not good.  Cramer is not a big fan of retailer.], IQ [Not a fan. Only stock Cramer recommends is BABA. IQ is a sell, not a buy] )

       

      Executive Interview: Pegasystems CEO: Customers need us most ‘when an industry is in upheaval’ (https://www.cnbc.com/video/2020/03/02/pegasystems-ceo-we-are-needed-most-when-an-industry-is-in-upheaval.html)

      Jim Cramer sat down with Pegasystems CEO Alan Trefler to get a read into how clients are utilizing the software firm for customer relationship and business process managmenet.

      Ticker: PEGA

       

      Cramer’s lightning round: DocuSign can be a ‘stay-at-home stock’ (https://www.cnbc.com/2020/03/02/cramers-lightning-round-docusign-can-be-a-stay-at-home-stock.html)

      • DocuSign: “I think it’s a fantastic product and the company continues to do great. Docusign. By the way: there’s a good example of something that can be a stay-at-home stock.”
      • Penn National Gaming: “The problem is that any place that is a gathering place, even as good as Penn National Gaming, which does not have China [exposure] … is going to be suspect. Gathering, no. At home, yes. But this one has Barstool and it will only be a matter of time before it comes back.”
      • Chewy: “I think now is a time to buy Chewy. … I think that Chewy is a good buy because I see all those boxes, like everybody else. I know their sales are going up.”
      • Tyson Foods: “Tyson is uniquely challenged in the sense that my charitable trust bought it and all it does is go down and I do believe the company is a better story than it’s telling. If I worked at Tyson I would talk about the long-term future, not the short-term, but they are totaling emphasizing the short-term and it’s beginning to get me discouraged.”
      • Sirius XM Holdings: “The stock has suddenly come down a lot and I think this stock is back in my zone where I want to buy it. I think you’ve got a good one.”
      • Occidental Petroleum: “I think it can bounce, but I’m worried about that balance sheet and I’m worried about the price of oil. … I think it’s too dicey to reach for that yield, frankly.”

      Ticker: DOCU, PENN, CHWY, TSN, SIRI, OXY, WM

       

      Additional topics (from Podpast)

      [38:10] High-yielders: Worth the Risk? — XON, CVX [More downside for XON and CVX ], IBM [Wait & See situation with IBM], PFE [It’s worth being a part of any higher-yield portfolio], VN [Cramer likes where VZ stands – consider buying it here & buying more lower], WBA [Cramer worried that WBA could be eviscerated by AMZN, Plus, its an a political risk in an election year. Yield is in suspect.], MMM [MMM are underestimated how much money it has to pay cash], CSCO [CSCO doesn’t have revenue growth to speak of vs. other technical names], CAT [highly cyclical, heavily depends on Oil and China] 

       

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