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2020年4月7日 11:21 PM #3653
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer predicts ‘U’ shape recovery, says economy ‘will bounce back gradually’ (https://www.cnbc.com/2020/04/07/jim-cramer-expect-gradual-u-shape-economic-rebound-from-coronavirus.html)
- “Without a V-shaped recovery, you have to be skeptical of these big moves higher,” CNBC’s Jim Cramer said Tuesday.
- “Because in a U-shaped recovery I’m expecting, the stock market will pull back again and that is when you can put some money to work,” the “Mad Money” host said.
- “If we get the pandemic contained gradually, the economy will bounce back gradually,” he said.
Executive Interview: Prologis is more prepared to weather this downturn, compared to 2008, CEO says (https://www.cnbc.com/video/2020/04/07/prologis-ceo-we-are-more-prepared-to-weather-downturn-than-in-2008.html)
“We’re really a different company and entering this cycle in a very different set of conditions,” Prologis CEO Hamid Moghadam told Jim Cramer.
Ticker: PLD
Off the Chart: Jim Cramer: The VIX shows ‘big fear’ is out of the market, but stocks aren’t ‘ready to roar’ (https://www.cnbc.com/2020/04/07/jim-cramer-big-fear-is-gone-but-the-market-is-not-ready-to-roar.html)
- “The charts, as suggested by Mark Sebastian, the big fear — a total collapse of the economy and the stock market — I think has been taken off the table,” CNBC’s Jim Cramer said.
- ″[H]e’s expecting a choppy market that may give you another leg down as the ugly economic data keeps rolling in,” the “Mad Money” host said.
- ″[T]here’s no need to chase stocks after this week’s rally. You can afford to be patient and buy the dips,” he said.
Executive Interview: IT firm Riverbed Tech CEO discusses the future of remote work infrastructure (https://www.cnbc.com/video/2020/04/07/riverbed-tech-ceo-discusses-the-future-of-remote-work-infrastructure.html)
The “nomadic worker” is the “next iteration of kind of a cloud-based network architecture,” Riverbed Technology President and CEO Rich McBee said in a “Mad Money” interview.
Ticker: RVBD
Cramer’s lightning round: ‘Take a look at Boeing’ (https://www.cnbc.com/2020/04/07/cramer-lightning-round-take-a-look-at-boeing.html)
- IBM: “I think it’s a good defensive stock. … I think that their cloud strategy only proves sound.”
- Fluor Corp.: “No. That company has had – it’s missed the quarter, missed the quarter, missed the quarter, missed the quarter – and [if] you want a quarter misser that I like actually better than that quarter misser I would buy U.S. Concrete, down 62%. It seems like anything that’s in infrastructure is just a big mistake. Ultimately just go buy Caterpillar.”
- Cracker Barrel: “I like Cracker Barrel, for someone your age. It’s got a good yield, but that’s just accidental. I have to tell you, I’ve always felt it represented great value.”
- Boyd Gaming: “Nothing. Nah, nothing. … If you want to be in one, be in Penn Nat, okay, ‘cause they got – you’ve got my man [Dave] Portnoy. I’m not kidding. As between Boyd and Penn, you should go with Penn. They’re both, by the way, better than Wynn and Las Vegas Sands, but I like Penn ’cause I like Portnoy.”
- Hexcel Corp.: “If you like that group, take a look at Boeing.”
- Enphase Energy: “I like Enphase. I like the solar power business. I think it’s a terrific company. This one was hard for me because it’s such a high flyer, but I am a huge solar believer and I think this one works.”
- Dave & Buster’s Entertainment: “Dave & Buster’s has a lot of debt, so this is a good object lesson for us: You’ve got to go look at all that debt. … If they didn’t have a lot of debt, I would say buy it. … So I’m going to say pass.”
- Avita Medical: “Speculative, but I like it. You know I like that skin replacement business. I think it’s very good … and I say I salute you for buying something speculative in this time of COVID.”
Ticker: IBM, FLR, USCR, CBRL, BYD, PENN, HXL, BA, ENPH, PLAY, RCEL
Jim Cramer says there is a key difference between the ‘coronavirus recession’ and Great Recession (https://www.cnbc.com/2020/04/07/cramer-the-coronavirus-recession-is-unlike-the-great-recession.html)
- “I think it’s incredible that there’s still an appetite for risky debt here, and that could make a huge difference for an ultimate economic comeback,” CNBC’s Jim Cramer said.
- The difference between the “coronavirus recession” and the Great Recession is ”[t]his time the companies that really need money can actually get it. This time there’s no financial crisis, at least not yet,” the “Mad Money” host said.
- “Even genuinely troubled companies can raise capital here, a good sign for the economy, at least for now,” he said.
Ticker: CCL
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