Mad Money: 2020年5月4日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

Warren Buffett’s exit from airline stocks is a wake-up call for index investors, Jim Cramer says (https://www.cnbc.com/2020/05/04/jim-cramer-warren-buffett-exit-from-airline-stocks-was-a-big-deal.html)

• Warren Buffett’s move to dump airline holdings is an indictment of the S&P 500′s exposure to weak parts of the market, CNBC’s Jim Cramer said.
• “I recommend selling” some position in the S&P 500 index fund “if the [upward] streak continues,” the “Mad Money” host said about the market.
• “If you’re in individual stocks and they can grow even in tough times, then you should be in much better shape than the index-fund investors, who are really stuck holding the bad with the good,” he said.

Ticker: BRK.A, AAL, DAL, LUV, UAL

 

Executive Interview: ‘She had the vision’ — Marc Benioff credits Rhode Island governor for inspiring Salesforce’s contact tracing tools (https://www.cnbc.com/2020/05/04/salesforce-benioff-says-rhode-island-governor-inspired-contact-tracing-tools.html)

• “She had the vision that she needed to couple contact tracing with [coronavirus] testing” that helped in the launch of Work.com, Salesforce CEO Marc Benioff said.
• Enterprises and organizations are “going to need to be able to deploy information technology, like contact tracing, to mitigate the spread of the virus” as the country begins to reopen, he said in a “Mad Money” interview.
• He said “next-generation apps” will need to be deployed to customers rapidly.

Ticker: CRM

 

Executive Interview: Emergent Biosolutions CEO on Trump’s wishes to develop a vaccine by year end — ‘Nobody can guarantee anything’ (https://www.cnbc.com/2020/05/04/emergent-biosolutions-ceo-no-guarantee-vaccine-will-be-ready-this-year.html)

• “Nobody can guarantee anything,” Emergent Biosolutions CEO Robert Kramer said of President Donald Trump’s promise for a coronavirus vaccine by end of 2020.
• “We’re here, as well as all of our partners and collaborators, doing everything we can to make sure that a vaccine and treatments are available as soon as possible,” he said in a “Mad Money” interview.
• “We can look for ways to shorten that time frame and make significant number of doses available to the public as soon as possible,” he said.

Ticker: EBS, JNJ, VXRT, NVAX

 

Cramer’s lightning round: ‘If I really want solar, I want Tesla’ (https://www.cnbc.com/2020/05/04/cramers-lightning-round-if-i-really-want-solar-i-want-tesla.html)

• Meredith Corp.: “We’re not a buyer, Nick. What we see is that this is exactly what Warren Buffett was talking about. Some industries just went away.”
• Nokia: “I want growth. I mean, tonight, you had Cirrus Logic [post] a great number. Skyworks Solutions had a great number. You’ve got 5G writ large with Skyworks. Let’s go with that.”
• SunPower: “If I really want solar, I want Tesla.”
• Rubicon Project: The better one is Trade Desk, but I don’t want to push Trade Desk because it’s about to report and if it does some number that’s bad, people will just say, ‘Oh, you idiot,’ but Trade Desk has been the way we’ve been doing it.”
• Baidu: “See, I just want the best” and “I think we just stick with Alibaba.”
• American Express: “I like Mastercard first, PayPal second, Visa third and American Express fourth. Sorry, it’s got too much travel and entertainment.”
• Intel: “I don’t like Intel as much as Advanced Micro, AMD. I’d rather bank with [CEO] Lisa Su down here.”

Ticker: MDP, NOK, CRUS, NMS, SPWR, TSLA, RUBI, TTD, BIDU, BABA, AXP, MA, PYPL, V, INTC, AMD

 

Executive Interview: Alexandria Real Estate Equities CEO talks supporting coronavirus research efforts (https://www.cnbc.com/video/2020/05/04/alexandria-real-estate-equities-ceo-on-supporting-covid-19-rd-efforts.html)

Alexandria Real Estate Equities CEO Joel Marcus discussed providing resources to pharmaceutical companies, such as Moderna, racing to find Covid-19 remedies.

Ticker: ARE

 

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