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2020年4月23日 10:38 PM #3925
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer: Stop buying index funds and buy these ‘Covid winners’ (https://www.cnbc.com/2020/04/23/jim-cramer-stop-buying-index-funds-and-buy-these-covid-winners.html)
- “Stop circling the wagons around index funds here,” CNBC’s Jim Cramer said.“
- If you want to invest right now, you have to own some stocks from the second bucket — the Covid winners” or “members of the first bucket, the big businesses with deep pockets,” the “Mad Money” host said.
- First Bucket – companies that are “big enough and deep pocketed enough” to weather the economic impact of the coronavirus crisis
- Second Bucket – Companies that have been able to adapt, maintain business and benefit from the coronavirus pandemic
- Retail plays: Amazon, Walmart, Costco and Target
- Consumer goods plays: Kimberly-Clark and Procter & Gamble
- Pantry plays: Hormel Foods, J M Smucker, General Mills, Mondelez International and McCormick
- Stay-at-home plays: Zoom Video Communications, RingCentral, ZScaler, Okta, Crowdstrike, Domino’s Pizza and Netflix
- Third Bucket – industries that have been hit hardest by the global health crisis.
Ticker: (First Bucket) IBM, UNP, (Secod Bucket) AMZN, WMT, COST, TGT, KMB, PG, HRL, SJM, GIS, MOLZ, MKC, ZM, RNG, GS, OKTA, CRWD, DPZ, NFLX
Executive Interview: Domino’s CEO on advertising spending: ‘We’re not slowing down at all’ (https://www.cnbc.com/2020/04/23/dominos-plans-to-keep-spending-money-on-advertising-amid-coronavirus-crisis.html)
- Domino’s CEO Ritch Allison said his company is “not slowing down at all” on advertising spending, despite the coronavirus pandemic.
- “In fact, we think that … at a time like this … we need to lean in even more to get the messages around value and around how we can safely serve our customers,” he told CNBC’s Jim Cramer.
- “I think delivery is going to continue to be important and contactless delivery is going to continue to be part of the new normal for quite some time to come,” he said.
Ticker: DPZ
Executive Interview: Inovio Pharmaceuticals expects to finish recruiting coronavirus vaccine volunteers by the end of April, CEO says (https://www.cnbc.com/2020/04/23/inovio-plans-to-finish-recruiting-coronavirus-vaccine-volunteers-in-april.html)
- “We expect to finish enrollment of all 40 volunteers before the end of April,” Inovio Pharmaceuticals CEO Dr. Joseph Kim told CNBC.
- The small Pennsylvania biotech company initiated phase one trials for a coronavirus vaccine candidate earlier this month. It was the second company to begin a vaccine study in the U.S.
Ticker: INO
Cramer’s lightning round: Marvell Technology is ‘Mr. 5G’ (https://www.cnbc.com/2020/04/23/cramer-lightning-round-marvell-technology-is-mr-5g.html)
- Raytheon: “I think it’s a terrific combination and it should be bought.”
- Crown Castle: “That is a castle keeper. I like that stock. … Will you look at that chart? I mean that chart — that is a reverse head and shoulders I just dream of.”
- Marvell Technology: “That’s a first-round pick. … It is ‘Mr. 5G.’”
- Tronox: “That is just too hard. … I don’t like the chemicals here. I’m going to throw in that I think that Dow should be sold, as much as I like [CEO Jim] Fitterling.”
- Builders FirstSource: “We’re not going to do that. If you want professional construction, why don’t we just go buy Home Depot.”
- Lululemon: “Lululemon is one of the few that you can own.”
Ticker: RTX, CCT, MRVL, TROX, DOW, BLDR, HD, LULU
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