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2020年4月16日 1:59 AM #3854
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer: 18 stock picks worth owning over the S&P 500 (https://www.cnbc.com/2020/04/15/jim-cramer-18-stock-picks-worth-owning-over-the-sp-500.html)
- “For years, lots of very smart people … told us that index funds were really the best if not only way to invest,” CNBC’s Jim Cramer said.
- “But sometimes trying to mirror the market is a bad strategy” because “you have to own so many have-nots along with the haves,” the “Mad Money” host said.
- “Rule No. 1 for the new abnormal is that you stick with the winners and you leave the raggedy rest to the others,” he said.
Cramer’s recommendations and thoughts for the stay-at-home portfolio: Netflix (NFLX), Activision Blizzard (ATVI), Take-Two Interactive (TTWO), Nvidia (NVDA), Advanced Micro Devices (AMD), Amazon (AMZN), Domino’s Pizza (DPZ), Constelation Brands (STZ), Dollar General (DZ), Walmart (WMT), Costco (COST), Campbell Soup (CPB), Mondelez (MDLZ), PepsiCo (PEP), Conagra Brands (CAG), McCormick (MKC), Zoom Video Communications (ZM), Roku (ROKU)
Executive Interview: Parsley Energy CEO says Texas must cut oil production, which hasn’t happened since the 1970s (https://www.cnbc.com/2020/04/15/parsley-ceo-texas-must-cut-oil-production-or-jeopardize-domestic-crude.html)
- “My stance is if we don’t do something quickly in the face of a pandemic, you are going to cripple this domestic industry on the other side,” Parsley CEO Matt Gallagher said.
- There are “360,000 jobs just in the state of Texas, close to 1 million jobs across the country, supported in [the] oil and gas sector and the service sector,” he said in a “Mad Money” interview.
- “If those companies are shut down for 2-3 months, they will not come back and we will be reliant on domestic imports again like we were before the last decade,” he said.
Ticker: PE
Executive Interview: Carvana CEO expects coronavirus stimulus checks to help vehicle sales (https://www.cnbc.com/2020/04/15/carvana-ceo-expects-coronavirus-stimulus-checks-to-help-car-sales.html)
- Carvana CEO Ernie Garcia III expects coronavirus stimulus checks currently being distributed by the federal government to help U.S. vehicle sales.
- The checks are worth $1,200 for individuals with adjusted gross income below $75,000 and $2,400 for couples earning below $150,000.
- Garcia said Carvana hasn’t experienced declines due to the coronavirus pandemic as much as some others.
Ticker: CVNA
Jim Cramer: Johnson & Johnson vaccine candidate makes these stocks compelling (https://www.cnbc.com/2020/04/15/cramer-potential-johnson-johnson-vaccine-makes-these-stocks-compelling.html)
- “I came away convinced that they have something compelling up their sleeves. Something that will make you wish you owned a travel and leisure stock,” CNBC’s Jim Cramer said about Johnson & Johnson’s quarterly conference call.
- “Of course, vaccines take a very long time, but we’ll get there. JNJ’s experienced at it. They’re way ahead of everybody else. I trust them,” the “Mad Money” host said.
- “The only way to beat this disease for good is a vaccine, one that prevents you from getting symptoms and, more importantly, prevents you from being a carrier,” he said.
Ticker: JNJ
Cramer’s lightning round: Amarin has been ‘too much of a dice roll’ (https://www.cnbc.com/2020/04/15/cramer-lightning-round-amarin-has-been-too-much-of-a-dice-roll.html)
- Taiwan Semiconductor Manufacturing Co.: “TSM reports tonight. I think it’s okay, but … AMD and Nvidia are better.”
- Amarin: “That has been too much of a dice role.”
- Norwegian Cruise Line: “I happen to like cruises … but the problem is is that now it’s become a public health issue and if it’s a public health issue in the time of the coronavirus, I have to say sell. Period.”
- Yext: “I want to buy that stock.”
- Cytosorbents: “I do not know Cytosorbents.”
- Continental Resources: “There’s a chance oil could go down to $15. … Please don’t get hurt.”
- Workday: “I just worry about the gigantic deals in the time of Covid and what it means to try to give a guy a million bucks or ten million bucks, but not look him right in the eye.”
- Store Capital Corp.: “I’m not going to be a landlord of anything.”
Ticker: TSM, AMD, NVDA, AMRN, NCLH, YEXT, CTSO, CLR, WDAY, STOR
Additional Topic (available in Podcast)
Cramer is looking through the turbulent market to find some stocks that are actually raising their dividends — Stocks analyzed: JNJ [buy right here], PG [buy right here], PLD, CL, AMT, DG, (KMB [buy])
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