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2020年5月5日 10:13 PM #4139
暮眞★潤 (Jun Kurema)
キーマスターThe ‘beginning of the end’ of the health-care recession is ‘finally arising,’ Jim Cramer says (https://www.cnbc.com/2020/05/05/jim-cramer-the-beginning-of-the-end-of-the-health-care-recession.html)
- ″[A]s the country gradually reopens, there are some industries that should do much, much better,” CNBC’s Jim Cramer said.
- “As states start to lift their lockdowns, I think that the beginning of the end for the health-care recession has finally arisen,” the “Mad Money” host said.
- “The part of the market that’s working — health care, technology, life sciences, e-commerce — [is] doing so well that it obscures the pain in travel, leisure, banking, industrial, retail [and] restaurants,” he said.
Ticker: AGN, ABBV
Many restaurants would ‘shut down completely’ under Tennessee’s reopening guidelines, Jim Cramer says (https://www.cnbc.com/2020/05/05/jim-cramer-many-restaurants-will-close-under-tennessee-reopening-plan.html)
- About “13 million people work in the restaurant industry, or at least they did a few months ago,” CNBC’s Jim Cramer said.
- “I have no idea how many will be left if we have to operate this way for an extended period of time, but I know it won’t be many,” the “Mad Money” host said of Tennessee’s economic recovery guidelines.
- “Running a business in the time of Covid is a nightmare,” he said.
Ticker DRI, SBUX
Executive Interview: Chegg CEO on Q1 results, future of higher education post-pandemic (https://www.cnbc.com/video/2020/05/05/chegg-ceo-on-q1-results-future-of-higher-education-post-pandemic.html)
Chegg CEO Dan Rosensweig discussed subscriber growth the education technology provider saw amid a coronavirus pandemic.
Ticker: CHGG
Executive Interview: Everbridge CEO talks Q1 earnings report, return-to-work solutions (https://www.cnbc.com/video/2020/05/05/everbridge-ceo-talks-q1-earnings-report-return-to-work-solutions.html)
Everbridge CEO David Meredith discussed business systems to help combat the spread of coronavirus in the workplace.
Ticker: EVBG
Cramer’s lighting round: JPMorgan Chase is an ‘out-of-favor stock’ (https://www.cnbc.com/2020/05/05/cramer-lighting-round-jpmorgan-chase-is-an-out-of-favor-stock.html)
- Tandem Diabetes: “This thing’s heavily shorted. It’s wrong. They had a great quarter earlier this week. DexCom’s my fave … but this Tandem is a good company.”
- Scorpio Tankers: “These are trading stocks. We should always know that the tankers are traders and they don’t offer necessarily a lot of value or necessarily do the right thing at various times, so you have to be very careful.”
- LPL Financial Holdings: “It’s a financial. It says everything you need to know. We are not recommending any financial on this show … except for the fintech stories.”
- Carvana: “They have to start making money and they do have a very interesting model that is not clear to me how soon they’ll make money, but it’s very convenient.”
- JPMorgan Chase: “That right now is an out-of-favor stock. One day it will be back in favor after the pandemic ends.”
- CoStar Group: “It’s kind of a fintech, but there’s only a couple fintechs I’m recommending and I know it’s not in the same exact industry, but I like Mastercard more.”
Ticker: TNDM, DXCM, STNG, LPLA, CVNA, JPM, CSGP, MA
Executive Interview: Masimo CEO discusses rising demand for oxygen monitoring devices (https://www.cnbc.com/video/2020/05/05/masimo-ceo-everything-we-have-done-has-been-for-this-moment.html)
“It feels like everything we’ve done has been for this moment,” Masimo CEO Joe Kiani said on “Mad Money.”
Ticker: MASI
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