Mad Money: 2020年4月21 日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

Jim Cramer says it’s a ‘mistake’ for investors to read too deep into the oil collapse (https://www.cnbc.com/2020/04/21/jim-cramer-it-is-a-mistake-to-read-too-deep-into-the-oil-collapse.html)

• “I think it’s a mistake to read too much negativity into this stuff,” CNBC’s Jim Cramer said of the collapse in the oil market.
• “The oil collapse isn’t the end of the world, but man, this market got ahead of itself after that $2.2 trillion [stimulus package] and now we’re rolling back some of those gains,” the “Mad Money” host said.
• Oil producers are “totally disconnected from reality” because they are “pumping way too much supply,” he said.

 

Off the Chart: Charts show the US could be able to reopen for business in three weeks, Jim Cramer says (https://www.cnbc.com/2020/04/21/jim-cramer-charts-show-the-us-could-reopen-for-business-in-three-weeks.html)

• Legendary market analyst Larry Williams made one of the “boldest contrarian calls” ever heard, CNBC’s Jim Cramer said.
• “I’m still very worried about this pandemic … but the charts, as interpreted by Larry Williams, suggest that the future might be brighter than we expect,” the “Mad Money” host said.
• Williams’ chart analysis suggests the U.S. economy could be ready to reopen in three weeks, Cramer said.

 

Executive Interview: Puritan Medical exec discusses ramping up swab production for coroanvirus testing (https://www.cnbc.com/video/2020/04/21/puritan-medical-exec-talks-ramping-up-coroanvirus-swab-production.html)

Puritan Medical global sales head Timothy Templet broke down the medical equipment manufacturer’s plans to produce tens of millions of testing swabs per month.

 

Executive Interview: Inseego CEO sees ‘surge in demand’ for mobile products during coronavirus shutdown (https://www.cnbc.com/video/2020/04/21/inseego-ceo-sees-surge-in-demand-for-mobile-products-amid-lockdowns.html)

Industrial IoT, cloud and 5G services are “the north star we put in place for the company,” Inseego CEO Dan Mondor said in a “Mad Money” interview.

Ticker: INSG

 

Cramer’s lightning round: I like Broadcom so much (https://www.cnbc.com/2020/04/21/cramer-lightning-round-i-like-broadcom-so-much.html)

• World Wrestling Entertainment: “No. I know they’ve cut costs a lot, but you know what let’s stick with video games. I think those are the best ways to play” the lack of sports entertainment.
• Dow Inc.: “I think the numbers are probably too high, which does worry me, so I think you have to hold off buying it, but I do think that [CEO] Jim Fitterling is doing an excellent job at Dow Chemical.”
• Dover: “It’s an excellent industrial. If the economy comes back, you’re going to be sitting pretty. That’s a big if.”
• New Mountain Finance: The 19% dividend yield “is a definitive red flag and I don’t want to touch it.”
• Broadcom: “Oh man, I like Broadcom so much.”
• Laboratory Corp.: “The Lab Corp. and Quest Diagnostics … I’m not that big fans of either company, but they’ve been good investments. … I prefer Abbott Labs. That’s a real great company.”
• Datadog: “I like Datadog.”
• Bed Bath & Beyond: “The quarter was okay, but remember any retailer pre-Covid and post-Covid are very different, with the exception of the ones with the biggest balance sheet.”
• Dave & Buster’s: “Being in the restaurant business myself it is just too hard right now to try to figure out whether the profitability isn’t just going to be crimped big time by both stay-at-home but also social distancing. So I’m going to say no.”

Ticker: WWE, DOW, DOV, NMFC, AVGO, LH, DGX, ABT, DDOG, BBBY, PLAY

 

These stocks young investors are buying are ‘very good for speculation,’ Jim Cramer says (https://www.cnbc.com/2020/04/21/jim-cramer-millennials-are-investing-in-these-good-speculative-stocks.html)

• CNBC’s Jim Cramer said the top stock picks on investing app Robinhood in the month of March is a “fantastic list” of equities that are “very good for speculation.”
• Robinhood is the commission-free brokerage company that has registered more than 10 million active users, predominantly young adults.
• Below are Cramer’s comments on young investors’ top 10 stock picks on Robinhood for March:
  • Inovio Pharmaceuticals: “I always tell you to own at least one speculative stock, and the younger you are, the more speculative you can be.”
  • Ford: “I have to believe this is all about bargain hunters taking advantage of a stock that’s down close to 50% for the year, and they like these $5 stocks. I think that’s a mistake,” Cramer said, adding, “the stock might be worthless if the company runs out of money.”
  • Aurora Cannabis: “I don’t like penny stocks. They’re penny stocks for a reason,” he said. “If you want to bet on a Democratic sweep in November followed by marijuana legalization, [I’d buy] Canopy.”
  • Disney: “I think this one’s brilliant,” Cramer said. A good buy if you’ve got a long time horizon, and Robinhood’s younger clientele [has] decades.”
  • Microsoft: Cramer called it “the best performing large-cap tech.”
  • American Airlines: “This is another one where I get the temptation. The stock’s down close to 70% from its highs. It’s a big bounce-back candidate if the government bails out the industry — and we always bail out the air industry.”
  • Boeing: “You have to believe it will be saved by Uncle Sam,” Cramer said. “I think it’s a 50 down, 100 up situation. Perfect risk-reward for a younger investor.”
  • Carnival: “I wouldn’t own Carnival if you’re my age, no, but if you’re 30 it might be worth it for speculation.”
  • General Electric: “GE has a fabulous CEO, Larry Culp, and I think it’s a better play on the eventual rebound in air travel than Boeing.”
  • Tesla: “I’m surprised it’s No. 10 and not No. 2 or 3. If you’re a younger investor, it makes a ton of sense to bet on the only car company that’s so popular it doesn’t need to advertise.”

Ticker: INO, F, ACB, CGC, DIS, MSFT, AAL, BA, CCL, GE, TSLA

 

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