Mad Money: 2020年4月3日(金)の放送の要点

  • このトピックは空です。
0件の返信スレッドを表示中
  • 投稿者
    投稿
    • #3611
      暮眞★潤 (Jun Kurema)
      キーマスター

      Cramer’s week ahead: ‘We could be on the verge of a depression’ (https://www.cnbc.com/2020/04/03/cramer-week-ahead-we-could-be-on-the-verge-of-a-depression.html)

      • “I’ve got to be honest with you: We could be on the verge of a depression. Not a recession, a depression if things don’t go right,” CNBC’s Jim Cramer said.
      • “The bad numbers are just beginning, which is why the averages got hit today,” the “Mad Money” host said.
      • “As much as I love that the government’s basically keeping businesses on life support through this difficult period, at the end of the day there are no customers,” he said.

      Ticker: LEVI, WDFC

       

      Executive Interview: Coronavirus shutdowns work ‘to our advantage,’ Constellation Brands CEO says (https://www.cnbc.com/2020/04/03/coronavirus-shutdowns-work-to-our-advantage-constellation-brands-ceo.html)

      • “You see a lot of channel shift and you see this in many recessionary environments,” Constellation Brands CEO Bill Newlands said of the coronavirus pandemic’s impact on business.
      • The company reported top- and bottom-line beats on its fourth-quarter earnings report, but decided against offering guidance due to coronavirus uncertainty.
      • “When you look at our March, our March has been superb, but some of that’s obviously pantry loading and you really don’t know where it’s going to land,” Newlands said in a “Mad Money” interview.

      Ticker: STZ

       

      Executive Interview: Zebra Technologies CEO on USPS contract delay, logistics in time of coronavirus (https://www.cnbc.com/video/2020/04/03/zebra-technologies-ceo-on-usps-contract-logistics-in-amid-coronavirus.html)

      Jim Cramer checks in with Zebra Technologies CEO Anders Gustafsson to get insight into the company’s contract with USPS and changes in retail, including the grocery sector.

      Ticker: ZBRA

       

      Executive Interview: Madrona Venture Group CEO talks raising $30 million to support Seattle coronavirus response (https://www.cnbc.com/video/2020/04/03/madrona-venture-30-million-to-support-seattle-coronavirus-response.html)

      Madrona Venture Group CEO Steve Singh discussed how a group of individuals banded to raise $30 million to support Seattle charities actively helping people hurt by the pandemic.

       

      Cramer’s lightning round: Delta Air Lines is not a buy (https://www.cnbc.com/2020/04/03/cramer-lightning-round-delta-air-lines-is-not-a-buy.html)

      • Alteryx: “Alteryx is the kind of stock that when the smoke comes out of this market and we go back and see what really works it is better software than what we have. People don’t like these stocks right now, but they always come back because they’ve got great growth. So I’m going to say buy.”
      • Invitae Corp.: “Very, very, very dicey. … I would rather just see you buy Johnson & Johnson, to be honest.”
      • Delta Air Lines: “No. No, you’re not interested in Delta Air Lines. You’re not going to be interested in any airline because a lot of these airlines are going to end up having to take money from the government and by the time they do that then you’re going to be so diluted that you’re not going to make any money.”
      • Realty Income: “No. No, you’re 24. I want you to go for growth. You’ve got plenty of time to get income. You’ve got to go for companies that are down and out stocks, but fantastic growth. You should look at a stock like Alterxy. That would be good,” or Okta or Constellation Brands.
      • Upwork Inc.: “That is an interesting idea. You know what, I am glad you brought that to my attention. Let me do some work on that.”
      • Switch Inc.: “If you want to go with Switch, I’m going to bless it. Why? Because the data center is hotter than it’s ever been because of the amazing amount of traffic that people who work at home are generating.”
      • Nokia: “If you want to go there, we had Marvell on the other day. They’ve got a good deal with Nokia … but Nokia itself is not good enough for your money.”

      Ticker: AYX, NVTA, JNJ, DAL, O, OKTA, STZ, UPWK, SWCH, NOK, MRVL

       

      本トピックに関する質問、コメントは親フォーラム「米国での投資」お役立ちフォーラムから新規トピックとしてご投稿ください。

      Disclaimer

0件の返信スレッドを表示中
  • トピック「Mad Money: 2020年4月3日(金)の放送の要点」には新しい返信をつけることはできません。