Mad Money: 2020年3月11日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

Stopping the coronavirus from spreading will include a recession, Jim Cramer says (https://www.cnbc.com/2020/03/11/jim-cramer-stopping-the-coronavirus-spread-has-to-include-a-recession.html)

• “There’s nothing more important than trying to stay home, wash your hands and get your supplies,” CNBC’s Jim Cramer said.
• “Hopefully we can stagger this thing out and our scientists will come up with something to stop or at least slow the spread … and it includes a recession,” the “Mad Money” host said.
• “We need a Malcolm X approach to this thing, as in ‘by any means necessary,’” he said.

Ticker: (On the Phone — UPS [buy stage, $87 now, next stage $82, $76, buy not sell], VTR [Cramer worried about VTR])

 

Bank stocks have become ‘awful investments’ because of the coronavirus impact, Jim Cramer says (https://www.cnbc.com/2020/03/11/jim-cramer-coronavirus-has-rendered-bank-stocks-awful-investments.html)

• “Every one of these industries takes down debt. Every one of these industries is, shall we say, suspect now” and it has affected the banks, CNBC’s Jim Cramer said.
• “If cruise lines and restaurants and retailers and airlines and oils are in trouble, well, so are their bankers,” the “Mad Money” host said.
• “I cannot figure out how to value them right now with all of these industries struggling that are their clients,” he said.

Ticker: JPM, BAC, C, NCLH, WHC, GS

 

Executive Interview: SS&C Technologies CEO talks coronavirus-induced volatility, Algorithmics acquisition (https://www.cnbc.com/video/2020/03/11/ssc-technologies-ceo-on-market-volatility-algorithmics-acquisition.html)

Jim Cramer chats with SS&C Technologies CEO Bill Stone to get his insight of the rough market environment, fourth-quarter deals and integrating Algorithmics.

Ticker: SSNC

 

Cramer’s lightning round: Zoetis could be ‘resistant to recession’ (https://www.cnbc.com/2020/03/11/cramer-lightning-round-zoetis-could-be-resistant-to-recession.html)

• Zoetis: “Zoetis is a humanization-of-pets story. That story is going to be a resistant to recession, however, at the same time, the stock is up gigantically over time so I would buy it on the way down, but I do like it.”
• Coupa Software Inc.: “Coupa Software’s the kind of company that’s probably going to exceed the number and people are probably going to sell it anyway, ‘cause this is the kind of market where while it’s a high-growth stock, which I like, it has gone up so much over multiple years and that’s when I do want you to buy ’cause this company does — is a way for companies to save money. Wait for the report.”
• AMN Healthcare Services: “Susan Salka is a great CEO and that is about finding about people in the health-care system. Temporary health care, well could you think of a better moment for temporary health care. I don’t think I can.”
• Oneok: “Oneok is such a good company and Walter Hulse, who’s the terrific CFO … they do a lot of good stuff. It would be the last one I think that would cut, but they could cut ’cause they’re talking about cutting the capex. … If you have to own one of these how about that, Oneok would be the one to do it. It is the most conservative, but that group is NSH — not so hot.”
• BP: “BP is tough. … It’s just nasty and horrible and it stinks.”

Ticker: ZTS, COUP, AMN, OKE, BP

 

Additional Topics (from Podcast)

[at 18:20] Dow Jones Review: Potential Buy? Too Early? (Part 3) –Pfizer (PFE [Textbook example that you would want to buy it here. Cramer likes it.]),  Procter & Gamble (PG [worth buying at lower level, but not here]), Travelers Companies (TRV [numbers are too high, no to TRV]), United Technologies (UTX [No thanks]), UnitedHealth (UNH [Stock was a lot lower a few week ago; buy some here, and leave a room for lower price]), Verizon (VZ [Cramer’s favorite; Should buy here]),  Visa (V [Stock too expensive]), Walgreen (WBA[Will miss earning estimate, i.e., Does not have growth, rather have CVS]), Wal-Mart (WMT [Cramer loves WMT, but now it is too loved, stock needs to come down more before start picking at, maybe start at $110, then $105, 110, and 109]), Disney (DIS [painful. Cramer loves DIS. Once pandemic ends, DIS will be incredible. Could go down to $100 if park closes. Cramer’s charitable trust sold it when higher, but will buy back at $90 or earlier.]).

Takeaway: Safe stocks among 30 Dow Jones companies are KO, GS, HD, IBM, JNJ, JPM, MRK, MSFT, PFE, UNH, VZ;  With exceptions of PFE and VZ, you need to wait the stocks get lower before start buying them. Cramer likes DIS, WMT and APPL, too, if it comes down, too. Remaining stocks are falling knife.

On the Phone — BABA [OK to buy], ABT [Cramer like ABT]

 

[at 38:20] Cramer talks about Schrodinger (SDGR) [Cramer recommend buying SDGR in stages on the way down.  He likes where the stock is headed long term.]

 

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