Mad Money: 2020年4月7日(火)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
    • #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

       

      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7日(火)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。