Mad Money: 2020年5月11日(月)の放送の要点

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    • #4182
      暮眞★潤 (Jun Kurema)
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      Jim Cramer reviews top 10 stocks ‘for this difficult moment’ on the ‘Cramer Covid-19 Index’ (https://www.cnbc.com/2020/05/11/jim-cramer-reviews-the-top-10-stocks-on-the-cramer-covid-19-index.html)

      • ″[W]hen it comes to the pandemic, the components of the Cramer-Covid Index are part of the solution. They’re not getting hurt, they’re helping,” CNBC’s Jim Cramer said.
      • “That’s a big difference versus much of the S&P 500, where you’ve got a lot of stocks that are coronavirus roadkill,” the “Mad Money” host said.
      • “Remember, there’s nothing irrational about these rallies,” Cramer said. “The stay-at-home names are simply the right stocks for this difficult moment.”

      Top 10 Paformers in Cramer’s COVID-19 Index: Peloton Interactive (PTON), Moderna (MRNA),  Livongo Health (LVGO), Everbridge (EVBG), Coupa Software (COUP), DexCom (DXCM), Cloudflare (NET), Square (SQ), Masimo (MASI), Beyond Meat (BYND)

       

      Executive Interview: Upwork CEO: Coronavirus pandemic highlights productivity, environmental benefits of remote work (https://www.cnbc.com/video/2020/05/11/upwork-ceo-pandemic-highlights-remote-work-benefits-for-workers-environment.html)

      Upwork CEO Hayden Brown discussed remote work trends and how the company connects clients with freelance workers.

      Ticker: UPWK

       

      Executive Interview: Coronavirus has ushered in the ‘death of the call center,’ LivePerson CEO says (https://www.cnbc.com/2020/05/11/coronavirus-ushered-in-the-death-of-the-call-center-liveperson-ceo.html)

      • “What we ushered in is, really, the death of the call center,” LivePerson CEO Rob Locascio said of the coronavirus pandemic.
      • “I’ve been talking about this for two years and now it’s come and that’s why we saw all this demand, you know, come to us and we’re just doing great with it,” he said in a “Mad Money” interview.
      • “We’re out there taking advantage and really capturing the market that’s there today,” he said.

      Ticker: LPSN

       

      Cramer’s lightning round: ‘You don’t want to be around any company cutting dividends’ (https://www.cnbc.com/2020/05/11/cramer-lightning-round-steer-clear-of-companies-cutting-dividends.html)

      • Cisco Systems: “You already have a position. Let’s wait to see how they do.”
      • Cerus: “I think they’re real. I mean, I agree with you, doc. I think that they’re a real company and I know that’s only a $5 stock but it was a good quarter. So I’m with you. I’m going to stick with you, I think you stick with it.”
      • Westrock: “Westrock bit off more than it could chew. Westrock did not have a sense of the fact that there were many companies expanding capacity all at the same time. It took down a lot of debt and that’s why they had to cut that dividend and that was brutal. … You don’t want to be around any company cutting dividends.”
      • Uber Technologies: “You have to take a really, really long-term view on Uber. … I do believe in them long term.”
      • Vertex Pharmaceuticals: “Vertex is amazing. … It is a good stock. Is it too late? I don’t know. It hit an all-time high today, but I’ve got to tell you I think it goes higher.”
      • HMS Holdings: “I like it. … I think it’s a really good stock. I don’t know why it’s down.”
      • Mirati Therapeutics: “I like a lot of the oncology stocks, and this is a good one.”

      Ticker: CSCO, CERS, WRK, UBER, VRTX, HMSY, MRTX

       

      American Electric Power CEO talks power consumption trends during coronavirus pandemic (https://www.cnbc.com/video/2020/05/11/american-electric-power-ceo-talks-power-consumption-trends-amid-pandemic.html)

      American Electric Power CEO Nick Akins explained why the utility company’s commercial business dropped off and residential business picked up in April.

      Ticker: AEP

       

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