Mad Money: 2020年3月10日(火)の放送の要点

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    • #3502
      暮眞★潤 (Jun Kurema)
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      Buy the tech stocks with ‘powerful secular growth stories,’ Jim Cramer says (https://www.cnbc.com/2020/03/10/jim-cramer-buy-the-tech-stocks-with-powerful-secular-growth-stories.html)

      • “Until today, I’d been adamant the only thing you could buy were high-yielding pharma and a handful of utilities,” CNBC’s Jim Cramer said.
      • “Now we’re further along and you’ve got my blessing to buy the tech stocks with powerful secular growth stories,” the “Mad Money” host said.
      • “These kinds of high-growth names do tend to outperform in a recession because they’re riding powerful long-term themes that keep working even in a weaker economy,” he said.

      Ticker: OXY, ADBE, CRM, MSFT, NOW, GOOGL, AMZN, FB, CCL, AAL, DRI, ABBV, AEP, ED, D, SO (X [not buy])

       

      Company balance sheets get a lot more important in ‘tough times,’ Jim Cramer says (https://www.cnbc.com/2020/03/10/jim-cramer-balance-sheets-get-a-lot-more-important-in-tough-times.html)

      • “In times of crisis, I always start with the balance sheet,” because in “tough times, the balance sheet suddenly gets a lot more focus,” CNBC’s Jim Cramer said.
      • Companies in the airline, cruise line and oil industries have “huge fixed costs” and many have “way too much debt,” the “Mad Money” host said.
      • These companies’ “balance sheets are going to crush them” without a breakthrough in stopping the coronavirus spread.

       

      Cramer Remix: Aim to make your portfolio at least 10% gold (https://www.cnbc.com/video/2020/03/10/cramer-remix-aim-to-make-your-portfolio-at-least-10percent-gold.html)

      Amid heightened market volatility stemming from the coronavirus outbreak, Jim Cramer says gold is a terrific investment.

      Ticker: GOLD

       

      Executive Interview: Dexcom CEO previews new glucose monitoring system he says will be the ‘revolution in diabetes data’ (https://www.cnbc.com/video/2020/03/10/dexcom-ceo-new-glucose-monitoring-is-a-revolution-in-diabetes-data.html)

      Jim Cramer sat down with Dexcom CEO Kevin Sayer to discuss the medical device company’s latest quarterly report and how its new G6 Pro Continuous Glucose Monitoring system could do for health care.

      Ticker: DXCM

       

      Cramer’s lightning round: I like Uber as a long-term play (https://www.cnbc.com/2020/03/10/cramer-lightning-round-i-like-uber-as-a-long-term-play.html)

      • Uber Technologies: “I think Uber is a push. I like this stock longer-term, but shorter-term I don’t think you can make the numbers.”
      • YPF SA: “No. I mean we’ve got enough risk already. I’d rather have you own Chevron, to be honest, because there I’m not worried about the balance sheet whatsoever.”
      • Energy Transfer LP: “No. That whole pipeline group is just so under pressure.”
      • NortonLifeLock: “I like the company that Rick Hill put together. He did that, he did Symantec. I think it’s a winner and it’s down a lot.”
      • Aimmune Therapeutics: “It’s speculative and people have crushed all the speculative stocks. But it’s still speculative and I don’t mind if you want to own it. That’s O.K. with me.”

      Ticker: UBER, YPF, ET, NLOK, AIMT

       

      Off the charts: Mapping the path for oil and gas industryhttps://www.cnbc.com/video/2020/03/10/off-the-charts-mapping-the-path-for-oil-and-gas-industry.html

      Jim Cramer gets a breakdown of the oil and gas industry from commodities expert and DeCarley Trading co-founder Carley Garner.

       

      Additional Topics (from Podcast)

      [at 19:20] Dow Jones Review: Potential Buy? Too Early? (Part 2)– Goldman Sachs (GS [current $184 is a huge discount]), Home Depot (HD [start picking here; buy some here, leave room to buy more later]), Intel (INTC [not recommend, Cramer prefers to NVDA and AMD]), IBM (IBM [stock collapse, Balance sheet is not bad as it was, IBM is a buy]),  Johnson & Johnson (JNJ [Premier pipeline, best balance sheet, Buy some, buy some down]), JP Morgan (JPM [cannot believe yesterday’s down, if up no buying, if down start buying]),  MacDonald (MCD [cannot recommend]), Merck [MRK, [like pipeline, not as much as JNJ]), Microsoft (MSFT [Buy some here, some at lower]), Nike (NIKE [it has real earning risk; too loved, too high])

       

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