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2020年3月19日 11:49 PM #3547
暮眞★潤 (Jun Kurema)
キーマスターThursday’s ‘snapback’ gives investors ‘a glimpse into the future,’ Jim Cramer says (https://www.cnbc.com/2020/03/19/jim-cramer-thursday-snapback-gives-a-glimpse-into-the-future.html)
- “This was an important snapback because it gives us a glimpse into the future,” CNBC’s Jim Cramer said.
- “With any good news on the coronavirus front, that bull’s going to stampede,” the “Mad Money” host said.
- “That’s why, as I said yesterday, it’s too late to sell. At this point, if you want out, you’ve got to wait for more of a bounce,” he said.
Jim Cramer says these companies can thrive during and after coronavirus pandemic (https://www.cnbc.com/2020/03/19/jim-cramer-these-companies-can-win-during-and-after-coronavirus-crisis.html)
- “You shouldn’t be too eager to buy sizably here because we have to be prepared for some more ugly headlines,” CNBC’s Jim Cramer said.
- “Still, we need to keep our eyes on the prize, and that prize is what works once the smoke clears,” the “Mad Money” host said.
- Investors should focus on companies that can “thrive even during the pandemic” because the “trend and the pandemic may just be getting started,” he said.
Ticker: [Stay-at-home economy] CSCO, ZM, OKTA, ZS, AMZN, WMT, COST, ATVI, TTWO, NFLX, DPZ; [5G] QCOM, VZ; [Remote Services] DOCU, TDOC
Executive Interview: Web traffic spiked 20% in one week amid coronavirus shutdown, Verizon CEO says (https://www.cnbc.com/2020/03/19/verizon-ceo-web-traffic-up-20percent-in-one-week-amid-coronavirus-shutdown.html)
Verizon CEO Hans Vestberg says data usage for gaming, virtual private network, internet and streaming has surged double digits in the past week and explains what the future holds.
Ticker: VZ
Zscaler CEO talks outfitting companies with tools for telework (https://www.cnbc.com/video/2020/03/19/zscaler-ceo-talks-outfitting-companies-with-tools-for-telework.html)
Zscaler CEO Jay Chaudhry discusses the “unprecedented time” for web security as the cloud company helps businesses transition to a remote work environment amid the coronavirus outbreak.
Ticker: ZS
Executive Interview: Big companies are relying on VMware ‘for that future world of 5G,’ CEO says (https://www.cnbc.com/video/2020/03/19/vmware-coo-big-companies-rely-on-us-for-that-future-world-of-5g.html)
VMware COO Sanjay Poonen discusses the impact of the coronavirus epidemic on the world of work and demand for stronger bandwidth service.
Ticker: VMW
Cramer’s lightning round: Snap makes me look ‘like a complete bozo’ (https://www.cnbc.com/2020/03/19/cramer-lightning-round-snap-makes-me-look-like-a-complete-bozo.html)
- Inmode: “I like it. … It’s in the sweet spot of where I am.”
- Snap: “I started liking Snap because there’s not enough companies that are in that segment anymore, and then this stock got cut in half, so I look like a complete bozo. All I know is to have [CEO] Evan Spiegel on [the show] because I think Evan Spiegel can explain why he and I both think that Snap is an interesting choice.”
- US Foods: “That thing has just been beaten like a red-headed step child. … People have decide that that industry is just awful, so let’s buy Hormel instead.”
- Enterprise Products Partners: “We’re not recommending anything in the oil patch.”
- Tandem Diabetes: “A lot of people feel somehow that DexCom’s going to cut them out. I don’t think that’s the case, although I do like DexCom even more than Tandem Diabetes.”
Ticker: INMO, SNAP, USFD, EPD, TNDM, DXCM
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