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2020年3月13日 11:09 PM #3529
暮眞★潤 (Jun Kurema)
キーマスターCramer’s week ahead: Key metrics for the market are new coronavirus infections (https://www.cnbc.com/2020/03/13/cramer-week-ahead-key-metrics-for-the-market-are-new-coronavirus-infections.html)
CNBC’s Jim Cramer breaks down the earnings reports and data updates he has circled on his calendar in the coming week.
Ticker: Coupa (COUP), Fedex (FDX), General Mills (GIS), Williams-Sonoma (WSM), Five Below (FIVE), Darden (DRI), Lennar (LEN), Accenture (ACN), Crowdstrike (CRWD)
Executive Interview: Eli Lilly CEO aims to start testing coronavirus cure ‘this summer’ (https://www.cnbc.com/2020/03/13/eli-lilly-ceo-hopes-to-start-testing-coronavirus-cure-this-summer.html)
- Eli Lilly CEO David Ricks told CNBC on Friday that his company aims to start testing a treatment for the globally spreading coronavirus in the coming months.
- The pharmaceutical giant on Thursday announced that it has teamed up with the privately held AbCellera Biologics to co-develop a medicine for COVID-19,
Ticker: LLY
Executive Interview: DocuSign CEO talks strong quarter report, says company has a component of a ‘stay-at-home stock’ (https://www.cnbc.com/video/2020/03/13/docusign-ceo-says-the-company-has-component-of-a-stay-at-home-stock.html)
Jim Cramer chats with DocuSign CEO Dan Springer about its latest quarterly report and guidance. Springer discusses the impact of coronavirus on business and how it’s helping clients.
Ticker: DOCU
Cramer’s lightning round: General Dynamics stock is a bet on a second Trump term (https://www.cnbc.com/2020/03/13/cramer-lightning-round-general-dynamics-is-a-bet-on-a-two-term-trump.html)
- Bed Bath & Beyond: You’d be “buying this thing for much less than cash, so I think it’s O.K. The problem is, of course, retail is hated.”
- Raytheon: “I think Raytheon’s O.K.”
- General Dynamics: “You’re basically betting that President Trump is going to win a second term because if the Democrats get in, I do not think that you’re going to be able to expect that you’re going to have military appropriation as big as you get with this current president.”
- Churchill Downs: “This is a bad place to be.”
- Allscripts Healthcare Solutions: What the heck is going wrong with that thing? This is electronics records keeping and it has just been destroyed and there’s huge insider buying. Let’s get the CEO on, who just bought a ton of stock.”
Ticker: BBBY, RTN, GD, CHDN, MDRX
Additional Topics (from Podcast)
[at 19:50] Off-the-Chart with a IX expert (Mark Sebastian – The founder of OptionPit.com): Cramer talks SPX vs. VIX,
- SPX vs VIX
- “The VIX was introduced in 1993 & is considered an indicator of investor mood & Market volatility”
- “Historically, the VIX ans the S&P 500 are supposed to trade in opposite directions”
- “The chartist is insistent that peak volatility doesn’t equal peak pain”
- “The chartist notes that the VIX is still near 60, meanong the smart money remains scared”
- VIX s VVIX
- The VIX action tells the chartist that this rebound is built on shaky foundations
- VVIX is saying that this period of intense volatility might not be over yet.
- Bottomline: The charts suggest that today’s move was really a dead cat bounce, and there may be more pain.
On the phone – United Rentals (URI [buy when economic boom, and sell when recession, too much risk]), Prudential (PRU [use to like it, but so much more risk than it used to be]), Starwood Property Trust (STWD [accidental-high-yielder, but might work out ok])
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