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2020年3月31日 11:55 PM #3597
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer reveals second-quarter playbook, says the quarter is ‘going to be so ugly’ (https://www.cnbc.com/2020/03/31/jim-cramer-reveals-second-quarter-playbook-it-going-to-be-so-ugly.html)
- “Just like the first quarter, I’m betting the second quarter will be bad — maybe not as bad as it could be, though,” CNBC’s Jim Cramer said.
- “Still going to be very tough, though, which is why you need to stick with the staples, the utilities and the stay-at-home-economy tech stocks,” the “Mad Money” host said.
Ticker: MDLZ, PEP, CAG, JNJ, BMY, ZM, RNG, CTXS, NET, AMD, NVDA, DIS, BA, COST, AMZN, WMT, TJX, HON, APPL, GOOGL, FB
Executive Interview: Palo Alto CEO forgoes salary, commits to ‘no COVID-19 layoffs’ during pandemic (https://www.cnbc.com/2020/03/31/palo-alto-ceo-forgoes-salary-commits-to-no-covid-19-layoffs.html)
- “We have committed to no COVID-19 layoffs in our company because people are very insecure, people are concerned about whether they’ll have a job once this economic thing comes back around,” Palo Alto CEO Nikesh Arora told CNBC.
- “We’re hoping to have $5 million-plus raised very quickly, and the intent is to help our employees in need, first and foremost, to help our hourly wage workers,” he said in a “Mad Money” interview.
- “I think we will come out of this strong both as an economy and as a company,” he said.
Ticker: PANW
Executive Interview: People are having ‘flashbacks to their childhood’ as Chef Boyardee sales tick up, Conagra CEO says (https://www.cnbc.com/2020/03/31/conagra-ceo-chef-boyardee-sales-uptick-is-a-flashback-to-childhood.html)
- “Chef Boyardee was growing nicely before COVID. It’s doing very well now,” Conagra Brands CEO Sean Connolly said.
- “People are having flashbacks to their childhood … and hopefully they’re having a good eating experience,” he said in a “Mad Money” interview.
- “We’re selling everything we can make. Times like these call for extraordinary resiliency,” he said.
Ticker: CAG
Cramer’s lightning round: Peloton is the ‘ultimate stay-at-home stock’ (https://www.cnbc.com/2020/03/31/cramer-lightning-round-peloton-is-the-ultimate-stay-at-home-stock.html)
- Peloton: “I think Peloton is very interesting. I’ll tell you why: ’cause it is the ultimate stay-at-home stock to stay home and work out. I don’t know if we have a real bad recession people will still buy it, but at least it does have a good thesis.”
- Solaredge Technology: “Solaredge is pretty dangerous, I think, but you made it. Don’t go back to the same one.
- Uber, we’ve got to have a better balance sheet, but I support that deal long term.”
- Nucor: “Nucor got upgraded today. It was a very thoughtful upgrade. … It yields 4.4%. If it yields 5%, I like it, but remember: we are going into a serious recession where a lot of things aren’t going to get built.”
- Planet Fitness: “Before the [pandemic], it was one of my favorite stocks, but now we’ve got to see the curve be bent and we’ve got to see the physical distance. We’ve got to see all these things that are real bad for business. So I prefer to wait now and see what happens.”
Ticker: PTON, SEDG, UBER, NUE, PLNT
Executive Interview: AGCO CEO explains the impact of coronavirus on factories and farm equipment production (https://www.cnbc.com/video/2020/03/31/agco-ceo-explains-coronavirus-impact-on-farm-equipment-production.html)
Factories are back open in China and “as soon as the window opens again I will buy AGCO shares,” CEO Martin Richenhagen told CNBC’s Jim Cramer.
Ticker: AGCO
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