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2020年3月9日 10:50 PM #3495
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer: Four steps the federal government should take to stave off coronavirus-induced recession(https://www.cnbc.com/2020/03/09/cramer-trump-must-take-action-to-avoid-coronavirus-induced-recession.html)
- “Rightly or wrongly, people are terrified of this pandemic. It’s very hard to be constructive about most stocks when the government’s focused more on optics than on appropriate precautions,” CNBC’s Jim Cramer said.
- “If the President wants to reassure the markets, he needs to consider a new approach — and if he takes it, call me a buyer,” the “Mad Money” host said.
- Cramer spelled out three steps he thinks the White House should take to boost confidence and avoid a coronavirus-induced recession.
Ticker: (CLX [Up way too much, wait to buy till it comes down], ROKU [problematic stock, high priced-to-earning multiple, if you had already have, not sell, not start buying], WORK [could be stay-at-home stock, but spotty])
Investors should sell oil stocks on any rumored OPEC deal, Jim Cramer says (https://www.cnbc.com/2020/03/09/jim-cramer-investors-should-sell-oil-stocks-on-any-rumored-opec-deal.html)
- “If there’s any kind of rumor that the Saudis and the Russians have a new deal to save OPEC and reinstate the old order, I think you use that as a chance to sell,” CNBC’s Jim Cramer said.
- “If you need the money, by all means sell [Tuesday] if it’s an oil company with a terrible balance sheet like Occidental,” the “Mad Money” host said.
Ticker: OXY, (F [not to buy, balance sheet is not good])
Cramer’s lightning round: Canopy Growth is ‘too dicey’ in a ‘dicey environment’ (https://www.cnbc.com/2020/03/09/cramers-lightning-round-canopy-is-too-dicey-in-a-dicey-environment.html)
- Canopy Growth: “I’m trying to figure out what to do with AbbVie, which is one of the greatest drug companies on earth. Here, you’ve got Canopy not sure quite what to do. They just closed some factories — it’s a little too dicey for me in a very dicey environment where I want to be less dicey.”
- Iron Mountain: “I like it.”
- Stamps.com: “It’s a battleground stock. I don’t want to own battleground stocks when I — I’ve got to own pristine stocks into a sell-off.”
- Cypress Semiconductor: “I can’t touch that thing.”
- Anheuser-Busch: “Big downgrade today. When I see that it tells me, you know what, if you can’t hide in beer where can you hide? We’re going to have to stay away from Bud. I did like Constellation at certain levels, but I’ve got to tell you: beer sales are slowing.”
- Service Corporation International: “Service care has been a long-standing situation that I’ve liked. … It’s death care services and death and taxes they both work.”
Ticker: CGC, ABBV, IRMD, STMP, CY, BUD, STZ, SCI
Executive Interview: Nearly 3 in 5 Medicare beneficiaries oppose Medicare for All, eHealth CEO says (https://www.cnbc.com/2020/03/09/ehealth-ceo-58percent-of-medicare-recipients-oppose-medicare-for-all.html)
- Most Medicare recipients oppose “Medicare for All” or a Medicare-like plan to extend health insurance to all Americans, eHealth CEO Scott Flanders told CNBC.
- “They just don’t think that those under 65 should be able to participate, and you can’t really blame them,” he said in a “Mad Money” interview one day before an eHealth survey of Medicare beneficiaries is set to release.
- “What’s going on, really, when [Sen.] Elizabeth Warren published her plan, it became common knowledge that it’s not an affordable solution,” he said.
Ticker: EHTH
Additional Topics (from Podcast)
[20:30] Dow Jones Review: Potential Buy? Too Early? (Part 1)– 3M (MMM [cannot recommend right now right here], Apple (APPL [wait for downgrade before start buying]), American Express (AXP [more earning risks than other DOW stocks, because of exposure to small business and travel]), Boeing (BA [hard pass]), Caterpillar (CAT [if you think recession is unavoidable this is tough one to buy, but pretty cheap]), Chevron (CVX, [really bad, people don’t like it from environmental point of view]), Cisco (CSCO [numbers are too high, not much reason to own, dividends is not enticing until the price falls to $36]), Coca-Cola (KO [Buy, Safe heaven, this price level is a gift]), Dow Chemical (DOW), Exxon Mobile (XOM)
[29:00] On the Phone — DODGX, BAC [do not sell now], TSLA [buy a little bit here ($605), buy more at $500]
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