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2020年5月1日 9:32 PM #4080
暮眞★潤 (Jun Kurema)
キーマスターCramer’s week ahead: Wall Street is having a ‘curb-your-enthusiasm moment’ (https://www.cnbc.com/2020/05/01/cramer-week-ahead-wall-street-is-having-a-curb-your-enthusiasm-moment.html)
- ″‘Sell in May and go away’ is suboptimal advice, people, but this May, it just so happens that the market’s run too much versus the fundamentals,” CNBC’s Jim Cramer said.
- “I really do believe it’s worth waiting for the market to go lower to do any buying unless we got some incredible vaccine news over the weekend, and I don’t think we’re going to get that,” the “Mad Money” host said.
- “The market got ahead of itself,” he added, “so now we’re having a curb-your-enthusiasm moment, so please be careful out there.”
Ticker: TSN, SWKS, REGN, DIS, OXY, CVS, GM, WM, SHOP, MRNR, BMY, VTR
Executive Interview: Clorox CEO boosts ad spend by $50 million as disinfectant demand surges amid coronaviurs pandemic (https://www.cnbc.com/2020/05/01/clorox-boosts-ad-spend-50-million-as-demand-surges-amid-virus-pandemic.html)
- “The Clorox Company will invest $50 million more in advertising sales promotion in the back half of our fiscal year” as part of efforts to meet demand during coronavirus pandemic, CEO Bonner Dorer said.
- “We saw demand surge in some of our disinfecting categories by 500%” last quarter “and no supply chains in the packaged goods industry is currently set up that way,” he said in a “Mad Money” Interview.
- “We’re investing in future capacities so that we’re better equipped to meet the demand in future surges, hopefully, and we expect to be in a much better shape with substantial improvements this summer,” he said.
Ticker: CLX
Executive Interview: Estee Lauder CEO: ‘Consumer finds a way to get the product they want,’ as online sales grow double digits (https://www.cnbc.com/2020/05/01/estee-lauder-sees-online-sales-grow-double-digits-during-coronavirus.html)
- Estee Lauder reports a top- and bottom-line beat in its third-quarter report for the 2020 fiscal year, despite coronavirus shutdowns.
- “The consumer finds a way to get the product they want” and “found a way to buy our product online more than usual,” CEO Fabrizio Freda told CNBC’s Jim Cramer.
- “Consumers around the world are buying more skin care” and it’s “thriving as a category,” he said.
Ticker: EL
Executive Interview: Seattle Genetics CEO on Q1 earnings, Padcev bladder cancer drug (https://www.cnbc.com/video/2020/05/01/seattle-genetics-ceo-on-q1-earnings-padcev-bladder-cancer-drug.html)
Seattle Genetics CEO Clay Siegall discussed early reception of Padcev, an antibody-drug conjugate for bladder cancer that received FDA approval in December.
Ticker: SGEN
Cramer’s lightning round: I am worried about Twilio (https://www.cnbc.com/2020/05/01/crames-lightning-round-i-am-worried-about-twilio.html)
- Shake Shack: “They report next week. I was none too happy they submitted for that PPP. I was just not too happy. Let’s see what they have to say for themselves.”
- Virgin Galactic: “You’ve got the right time frame, believe me. I mean this is the ultimate spec on what could go right in the future involving space travel and why not, why not own some. To me it’s overvalued. I think the time frame may take as long as you mentioned.”
- Blackstone Group: “I want it lower. I think it can go lower.”
- Chimera Investment: “I don’t trust the book value. I don’t trust the stock. I don’t want you to own it.”
- Copart: “I like the salvage vehicle business.”
- Eldorado Resorts: “I don’t want to own that stock.”
- Floor & Decor Holding: “I’d rather see you in Fortune Brands” which has “a more stable situation.”
- Twilio: “I’m worried because they had” a lot of small business clients, “but now small business is on life support.”
Ticker: SHAK, SPCE, BX, CIM, CRPT, ERI, FND, TWLO
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