Mad Money: 2020年4月8日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

This new normal ‘matters for your life and your portfolio,’ Jim Cramer says (https://www.cnbc.com/2020/04/08/jim-cramer-this-new-normal-matters-for-your-life-and-your-portfolio.html)

• “I know Dr. Fauci’s not signaling an all clear. He’s saying the lockdowns are working, which is why we need to keep up the social distancing,” CNBC’s Jim Cramer said.
• “Even when the lockdown ends you’ve got to be prepared for a new world that looks very different from the old one and a lot more investable for the big guys and not for the little guys,” the “Mad Money” host said.
• “That’s why, when we do open for business, the new normal won’t be like the old normal and you must understand that because it matters for your life and your portfolio,” he said.

Ticker: WMT, COST, TGT, AMZN, DXCM, APPL, TJX, DIS, WING, DPZ, DRI, EL

 

Executive Interview: Salesforce is working to bring another load of medical gear to the US this week (https://www.cnbc.com/2020/04/08/salesforce-is-transporting-another-load-of-medical-gear-to-us-this-week.html)

• “We brought now more than 50 million pieces of PPE throughout the entire world, and we’re working to bring more PPE in even this week,” Salesforce CEO Marc Benioff said.
• The internet entrepreneur teamed up with Alibaba to deliver the personal medical gear to New York state earlier this week to help in the coronavirus fight.
• “This is a moment where business has to be the greatest platform for change,” he said in a “Mad Money” interview.

Ticker: CRS

 

Executive Interview: Pharmaceuticals company Perrigo CEO says ‘all trends are heading toward self-care’ (https://www.cnbc.com/video/2020/04/08/drugmaker-perrigo-ceo-says-all-trends-are-heading-toward-self-care.html)

Perrigo CEO Murray Kessler in a “Mad Money” interview discusses trends in the health-care industry and “transforming ourselves to a self-care company.”

Ticker: PRGP

 

Executive Interview: Biohaven CEO says new migraine treatment is a ‘game changer for patients’ (https://www.cnbc.com/video/2020/04/08/biohaven-ceo-new-migraine-treatment-is-a-game-changer-for-patients.html)

Biohaven CEO Vlad Coric discusses Nurtec ODT, the pharmaceutical company’s newly launched oral tablet for migraines, and the importance of listening to patients.

Ticker: BHVN

 

Cramer’s lightning round: I like Uber more than Lyft (https://www.cnbc.com/2020/04/08/cramer-lightning-round-i-like-uber-more-than-lyft.html)

• Lyft: “I like Uber more than Lyft because Uber’s down a lot and I think people have given up on it.”
• LPL Financial: “I like that company right here. I think more and more people want to be able to do a little bit of work and also have a professional, and that’s a great place to go.”
• Yelp: “This stock’s reflecting that restaurants are never going to come back and I think that’s a mistake and I think [CEO Jeremy] Stoppelman should come on this show and talk about what’s going to happen when they do open up. I think it’s worth more than $1.5 billion, that’s why I want to look at the company.”
• Brinker International: “I have to tell you the restaurant business is going to be very tough. They will survive, but I do prefer Darden because I think Darden’s got more optionality.”
• Vertex Pharmaceuticals: “Vertex is probably the best-acting stock in this market … and I bless buying it.”
• U.S. Concrete: “I don’t think there’s going to be anything infrastructure. … My feeling is this: if you want to do infrastructure, do Caterpillar because China is coming back and I think Caterpillar is going to get a lot of orders from China.”
• Bristol-Myers Squibb: “Bristol-Myers should be at $65-$70. This is nuts that it’s a $58. Dr. Caforio come back on … this is your time.”
• Nordic American Tanker: “You’ve got to be careful. …. I think you should just hold it now.”

Ticker: LYFT, UBER, LPLA, YELP, EAT, DRI, VRTX, USCR, BMY, NAT

 

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