Mad Money: 2020年4月28日(火)の放送の要点

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      暮眞★潤 (Jun Kurema)
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      Wall Street’s ‘incredibly strong month’ is based on ‘hope,’ Jim Cramer warns (https://www.cnbc.com/2020/04/28/jim-cramer-incredibly-strong-wall-street-month-is-based-on-hope.html)

      • “We [haven’t] adopted universal testing … we don’t have contact tracing, we don’t have enough gloves and masks to keep everybody protected, yet the market’s having an incredibly strong month,” CNBC’s Jim Cramer said.
      • ″[Y]ou’ve also got a lot of hope driving this market. Some of these hopes make more sense than others,” the “Mad Money” host said.
      • “The stocks that are running this week are the cooped-up stocks … and they’ll do better when we reopen, so they’ll continue to run — doesn’t mean that business will be good,” he said.

      Ticker: SPG, LB, GAP

       

      Executive Interview: Nucor CEO sticks by dividend, predicts steel price bottom in second quarter (https://www.cnbc.com/2020/04/28/nucor-ceo-commits-to-dividend-expects-bottom-in-steel-prices-in-q2.html)

      • “We’ve been providing a dividend since I was five years old and I’m not going to be the first CEO in Nucor’s history to stop that,” new Nucor CEO Leon Topalian said.
      • “We are optimistic that we’ll see the bottom [in steel prices] in Q2 and move out of that as we enter the third and fourth quarters,” he said in a “Mad Money” interview.
      • The steel producer reported a top- and bottom-line beat in the first quarter, but revenue was down nearly 8% from the year prior.

      Ticker: NUE

       

      Executive Interview: Centene CEO talks Q1 earnings, ‘very unusual time’ for American businesses (https://www.cnbc.com/video/2020/04/28/centene-ceo-talks-q1-earnings-very-unusual-time-for-america.html)

      Centene CEO Michael Neidorff discussed the health insurer’s latest quarterly report and his outlook for a post-pandemic world.

      Ticker: CNC

       

      Cramer’s lightning round: ‘I have no long case for GM’ (https://www.cnbc.com/2020/04/28/cramer-lightning-round-i-have-no-long-case-for-gm.html)

      • Prudential Financial: “I think that payout is too high and it concerns me. … I think you’re reaching for yield, and when I’ve reached for yield in my career, it’s very rare that it’s ever been right.”
      • Spirit AeroSystems: “I think that aerospace is on hold and this stock can bounce … but I don’t want to be there.”
      • General Motors: “I have no long case for GM, other than the fact that there are animal spirits right now buying a lot of the down” and out stocks.
      • American Airlines: “Take half off.”
      • Dynatrace: “That stock should go higher … I’m going to say yes to that one.”
      • Health Catalyst: “Just go with” Veeva Systems. “Let that stock come down a little bit.”
      • Helmerich and Payne: “Well that’s a house of pain. … It’s the best, but in a bad neighborhood of drilling and oil service.”
      • Chemed: “No. … it’s just too hard a company, but we’ll do homework on it.”

      Ticker: PRU, SPR, GM, AAL, DT, HCAT, VEEV, HP, CHE

       

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