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2020年4月27日 9:08 PM #3991
暮眞★潤 (Jun Kurema)
キーマスターThe ‘new normal’ is a lot less investable as states reopen, Jim Cramer says(https://www.cnbc.com/2020/04/27/cramer-new-normal-is-less-investable.html)
- ″[W]e all want to go back to normal, but even after we lift the lockdown, the new normal is going to be very different from the old normal,” CNBC’s Jim Cramer said.
- “For starters, the new normal’s a lot less investable,” the “Mad Money” host said.
- ″[U]ntil we get a vaccine, you need to approach this market as though the world has changed,” he said.
Ticker: KSS, PVH, GPS, JVN, TPR, LB, LYV, MGM, HBI
Executive Interview: Nvidia completes ‘homerun deal’ after closing $7 billion acquisition of Mellanox (https://www.cnbc.com/2020/04/27/nvidia-ceo-calls-mellanox-acquisition-a-homerun-deal.html)
- “This is a homerun deal. Man, I’ve been dreaming about this,” Nvidia CEO Jensen Huang told CNBC of the gaming graphics manufacturer’s $7 billion acquisition of Mellanox Technologies.
- “We’re combining the leaders of AI computing and high speed networking and data processing into one company and, so, this is really quite extraordinary,” he said in a “Mad Money” interview.
- “With that, hopefully we could, you know, accelerate the innovation and create amazing things for data centers going forward,” he said.
Ticker: NVDA
Jim Cramer reveals his ‘Mad Covid-19 Index’ of stocks for this ‘tricky environment’(https://www.cnbc.com/2020/01/02/jim-cramer-knowing-cyclical-secular-stocks-is-the-trick-to-investing.html)
- “You want to remember this list the next time the market rolls over,” CNBC’s Jim Cramer said.
- The whole point of this exercise to demonstrate that stock picking makes more sense than traditional index investing now,” the “Mad Money” host said.
- “There are just so many obvious winners and obvious losers. Please don’t make life difficult for yourself by owning the losers,” he said:
- Beverages:PepsiCo, Boston Beer
- Cloud software: Salesforce, Adobe, Zoom Video, RingCentral, Slack, CrowdStrike, Okta, Zscaler, Cloudflare, Coupa Software,
DocuSign, Everbridge, Veeva Systems - Consumer packaged goods: Clorox, Colgate-Palmolive, Kimberly-Clark Procter & Gamble
- E-commerce: Chewy, EBay, Shopify, Prologis
- Financials: MarketAxess, Tradeweb, Square, PayPal
- Video games: Activision Blizzard, Electronic Arts, Take-Two Interactive
- Home entertainment providers: Netflix, Roku, Snap, Spotify,
Akamai Technologies, The Trade Desk - Health care: Abbott Laboratories, AbbVie, Centene, UnitedHealth Group, Gilead Sciences, Regeneron, Sanofi, Danaher, Thermo Fisher, Eli Lilly, Baxter, Becton Dickinson, DexCom, GlaxoSmithKline, Johnson & Johnson, Masimo, Perrigo, Pfizer, ResMed, Zoetis
- Mega-cap technology: Alphabet, Amazon, Apple, Microsoft
- Samll-cap tech: Citrix Systems, Logitech
- Packaged food: Campbell Soup, Conagra, General Mills, Hormel, J M Smucker, Kellogg, McCormick, Mondelez
- REITs: American Tower, Crown Castle, CoreSite Realty, Digital Realty, Equinix
- Restaurant survivors: Chipotle, Domino’s Pizza, Wingstop
- Retail survivors: Costco, Walmart, Dollar General, Home Depot
- Semiconductors: Advanced Micro Devices, Nvidia, Marvell Technology
- Safety stocks: Dominion Energy, NextEra Energy, Verizon
- ‘Exotics’: BioNTech, Inovio, Moderna, Livongo, Teladoc Health, Barrick Gold, Beyond Meat, Freshpet, Inseego, Owens & Minor,
Peloton
Ticker: PEP, SAM, CRM, ADBE, ZM, RNG, WORK, CRWD, OKTA, ZS, NET, COUP, DOCU, EVBG, VEEV, CLX, CL, KMB, PG, CHWY, EBAY, SHOP, PLD, MKTX, TW, SQ, PYPL, ATVI, EA, TTWO, NFLX, ROKU, SNAP, SHOP, AKAM, TTD, ABT, ABBV, CNC, UNH, GILD, REGN, SNY, DHR, TMO, LLY, BAX, BDX, DXCM, GSK, JNJ, MASI, PRGO, PFE, RMD, ZTS, GOOGL, AMZN, APPL, MSFT, CTXS, LOGI, CPB, CAG, GIS, HRL, SJM, K, MKC, MDLZ, AMT, CCI, COR, DLR, EQIX, CMG, DPZ, WING, COST, WMT, DG, HD, AMD, NVDA, MRVL, D, NEE, VZ, BNTX, INO, MRNR, LVGO, TDOC, GOLD, BYND, FRPT, INSG, OMI, PTON
Off the Chart: Charts suggest oil prices could rebound this summer, Jim Cramer says (https://www.cnbc.com/video/2020/04/27/charts-suggest-oil-prices-could-rebound-this-summer-jim-cramer-says.html)
The charts, as interpreted by Carley Garner, suggest that oil could rebound substantially over the summer, the “Mad Money” host said.
Cramer’s lightning round: I would be a buyer of Slack (https://www.cnbc.com/2020/04/27/cramer-lightning-round-i-would-be-a-buyer-of-slack.html)
- Archer Daniels Midland: “If I want yield, I’ll go for Verizon.”
- Scorpio Tankers: “If you believe, like I do, that you’ve got another couple of weeks before this trade is over, Scorpio is fine.”
- BioCryst Pharmaceuticals: “I just don’t see any momentum.”
- Slack Technologies: “I like it ’cause I think they can” compete with Microsoft. “I think they offer a good product and I’d be a buyer of the stock.”
- Inmode: “Radio-frequency technology is not my style.”
Ticker: ADM, VZ, STNG, BCRX, WORK, INMD
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