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2020年4月2日 1:03 AM #3603
暮眞★潤 (Jun Kurema)
キーマスターWall Street must retest lows after ‘rude awakening’ from White House on coronavirus, Jim Cramer says (https://www.cnbc.com/2020/04/01/jim-cramer-wall-street-to-retest-lows-after-rude-awakening-on-coronavirus.html)
- “If you’ve been following the experts, then a potential death toll in the hundreds of thousands might not have surprised you, but for a lot of investors it was a rude awakening,” CNBC’s Jim Cramer said.
- “I can’t blame anyone for selling after that miserable first quarter with very little good news on any front in the battle against COVID,” the “Mad Money” host said.
- “I’ll get more constructive when we give up last week’s gains or when we’re retesting March lows. I think that’s a better time to buy,” he said.
Executive Interview: Cisco CEO talks supporting hospitals, surging Webex traffic amid coronavirus outbreak (https://www.cnbc.com/video/2020/04/01/cisco-ceo-on-helping-hospitals-surging-webex-traffic-amid-virus-crisis.html)
Cisco CEO Chuck Robbins discussed why the company is sending equipment to hospitals, how its products are being used and what societal impacts will become of the coronavirus pandemic.
Ticker: CSCO
Executive Interview: ResMed details plans to ramp up ventilator production to combat COVID-19 (https://www.cnbc.com/video/2020/04/01/resmed-talks-ramping-up-ventilator-production-to-combat-covid-19.html)
ResMed CEO Michael Farrell discussed the company’s global COVID-19 task force mission and efforts to triple ventilator production to address ventilator shortage.
6 HOURS AGOTicker: RMD
Executive Interview: Nestle CEO talks ‘scrambling to meet demand’ due to coronavirus crisis (https://www.cnbc.com/video/2020/04/01/nestle-ceo-talks-scrambling-to-meet-demand-due-to-coronavirus-crisis.html)
“This was an upsurge that no one was prepared for and we’re scrambling to meet demand and working hard at it,” Nestle CEO Mark Schneider said in a “Mad Money” interview.
Executive Interview: Calvin Klein-parent PVH CEO: Pandemic will ‘accelerate’ consolidation, store closures in industry (https://www.cnbc.com/video/2020/04/01/pvh-ceo-pandemic-will-accelerate-industry-consolidation-closures.html)
PVH CEO Manny Chirico discussed how the coronavirus outbreak is impacting the apparel industry and explained how he thinks retail will come out on the other side.
Ticker: PVH
Cramer’s lightning round: Procter & Gamble has ‘unbelievable numbers’ (https://www.cnbc.com/2020/04/01/cramer-lightning-round-procter-gamble-has-unbelievable-numbers.html)
- Dunkin’ Brands: “I think it’s okay to sell it, frankly.”
- Virgin Galactic: “That’s a very speculative stock. You know it ran all the way up — it had an incredible run, frankly — it went up to $42, but it was a short squeeze. There were so many people betting against it. At these level’s, it’s come all the way back down. I say it’s a decent spec. It’s not my favorite because I think I would prefer, if you want spec, I would actually go with Tesla.”
- Marathon Oil: “If you want to own an oil, and I do not encourage, the only one that I think has the balance sheet to get through this period unscathed is Chevron and it yields 7.5% and they’re deeply committed to that dividend.”
- Idexx Laboratories: “I like Chewy, which I think is a way to get … pet food into your house. I also like Nestle … There’s a lot of great humanization of pets stories that are out there.”
- Procter & Gamble: “Procter & Gamble’s had some unbelievable numbers. In the last two months, the numbers there are probably stronger for their business than I can ever recall. Procter & Gamble with a 2.7% yield and a great balance sheet is a buy.”
- First Horizon National: ”[CEO] Bryan Jordan is terrific. This thing yields 8%. … Bryan runs a fantastic bank in the strongest part of the country. I understand there’s got to be loan forgiveness, but I think at $8, wow I mean $7, enough. Enough with the selling.”
- Apache: “That’s the worst-performing stock in the S&P. … It’s just not a good situation.”
Ticker: DNKN, SPCE, TSLA, MRO, IDXX, CHWY, PG, FHN, APA
Jim Cramer: Investors can ‘learn a lot’ from first-quarter winners and losers (https://www.cnbc.com/2020/04/01/jim-cramer-investors-can-learn-a-lot-from-q1-winners-and-losers.html)
Winners
- Regeneron Pharmaceuticals surged 30%, according to Factset.
- Citrix Systems rallied 28%.
- Digital Realty Trust gained 17%.
- Netflix matured 16%.
- Gilead Sciences moved 16%.
Losers
- Apache plummeted nearly 84%, according to Factset.
- Norwegian Cruise Line declined 81%.
- Royal Caribbean dropped almost 76%.
- Marathon Oil sank nearly 76%.
- Noble Energy declined almost 75%.
Ticker: REGN, CTXS, DLR, NFLX, GILD, APA, NCLH, RCL, MRO. NBL
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