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2020年3月5日 11:00 PM #3457
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer channels Warren Buffett in a volatile market: ‘Be greedy when others are fearful’ (https://www.cnbc.com/2020/03/05/jim-cramer-echoes-warren-buffett-be-greedy-when-others-are-fearful.html)
- “Buffett always says that you should be fearful when others are greedy and be greedy when others are fearful,” CNBC’s Jim Cramer said.
- “I’m going with Warren Buffett. He was dead right in 2008, even if his timing — well, let’s just say he was ill-advised — maybe left a little bit to be desired. I think he’s going to turn out to be right this time, too,” the “Mad Money” host said.
- “Just, please, if you’re going to buy, buy gradually on the way down,” he advised in a turbulent market environment.
Ticker: (MSFT, BKNG)
Retailers must ‘fully commit to off-price or online’ to win, Jim Cramer says (https://www.cnbc.com/2020/03/05/jim-cramer-retailers-must-fully-commit-to-off-price-or-online-to-win.html)
- “You need to be off-price or online” to win in retail, CNBC’s Jim Cramer said in deciphering the earnings reports from Kohl’s and Burlington Stores.
- “Everything else is in trouble, especially in this post-coronavirus world where things are getting a whole lot tougher for the whole industry,” the “Mad Money” host said.
- “It has more to do with the buyers not wanting these stocks than it does necessarily with how the companies are doing,” he said.
Ticker: BURL [Its’ a buy], KSS, M [13% yield], WMT, CVS, WBA, KR, COST, DG, DLTR, [To win retail, commit off-price or online], (EA, RAD, BIG)
Cramer’s lightning round: United Technologies is a ‘rocky situation’ (https://www.cnbc.com/2020/03/05/cramer-lightning-round-united-technologies-is-a-rocky-situation.html)
- Nutanix: “You’re going to need a long-time horizon for that because they missed their quarter very, very badly, and it’s not like this is a situation like as a DexCom or something where there’s use for the product no matter what. I just think DexCom is an example of a stock that holds up rather well.”
- Franco-Nevada: “Oh, I like Franco Nevada very, very much.”
- Shockwave Medical: “I like that. I like devices, here.”
- ServiceNow: “I am a big fan and I think that [CEO] Bill McDermott is a bankable guy. Now understand … anything can have a short-term problem but I am with Bill McDermott. I am with ServiceNow.”
- MSCI: “I am sticking with it.”
- Daqo New Energy: “This is a Chinese company and I think that the Chinese market … lacks a level of transparency that I like.”
- United Technologies: “It’s going to be a rocky situation.”
Ticker: NTNX, DXCM, FNV, SWAV, NOW, MSCI, DQ, UTX [UTX is too high]
Executive Interview: Sangamo CEO talks gene-regulation therapies partnership with Biogen (https://www.cnbc.com/video/2020/03/05/sangamo-ceo-talks-gene-regulation-therapies-partnership-with-biogen.html)
Sangamo Therapeutics CEO Sandy Macrae broke down the company’s deal with Biogen to develop solutions for Alzheimer’s and Parkinson’s diseases.
Ticker: SGMO
Executive Interview: Generac CEO talks addressing power grid reliability, decentralizing power generation (https://www.cnbc.com/video/2020/03/05/generac-ceo-the-grid-reliability-problem-is-real.html)
Generac President and CEO Aaron Jagdfeld sat down with Jim Cramer to discuss changes in the energy market and what to expect in the industry to look like in the next decade.
Ticker: GNRC
Executive Interview: American Electric Power CEO talks clean and renewable energy investments (https://www.cnbc.com/video/2020/03/05/american-electric-power-ceo-talks-clean-and-renewable-energy-investments.html)
Jim Cramer caught up with AEP CEO Nick Akins to discuss investing in a low interest rate environment and how the coronavirus outbreak could impact energy use.
Ticker: AEP
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