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2020年5月13日 1:18 AM #4227
暮眞★潤 (Jun Kurema)
キーマスターThe US is running out of time to stave off a depression without reopening, Jim Cramer warns (https://www.cnbc.com/2020/05/12/jim-cramer-the-us-is-running-out-of-time-to-stave-off-a-depression.html)
- “Ideally, we’d keep everything closed until the federal government massively ramps up its testing and contact tracing capacity,” CNBC’s Jim Cramer said.
- ″[W]ithout more aggressive action from the federal government, we may have no choice but to reopen as the economy spirals into a depression,” the “Mad Money” host said.
- “The whole point of the lockdown is to buy time for the federal government to build out testing and contact tracing, but if the government’s not doing that with alacrity, we’re buying time for nothing,” he said.
Ticker: WMT, AMZN, TGT, COST, HD, CMG, DPZ
Executive Interview: House Speaker Nancy Pelosi: $3 trillion coronavirus relief bill is a ‘big ticket’ for a ‘big problem’ (https://www.cnbc.com/2020/05/12/nancy-pelosi-3-trillion-coronavirus-bill-is-a-big-ticket-for-big-problem.html)
- “I think that there’s an opportunity here for us because this is only centered — only centered — on the coronavirus,” House Speaker Nancy Pelosi said of her party’s latest push to fight the coronavirus pandemic.
- “All of these provisions have had provenance in our former four bills that passed in a bipartisan way. All of them are supported by Democrats and Republicans across the country,” she said in a “Mad Money” interview.
- The $3 trillion spending package includes funding for state and local governments, a contentious issue; more direct payments for Americans and additional funds for Covid-19 testing and contact tracing.
Uber should be willing to pay more in ‘genius move’ to buy GrubHub, Jim Cramer says (https://www.cnbc.com/2020/05/12/jim-cramer-uber-bid-for-gubhub-is-a-genius-move.html)
- “All day we heard rumors that Uber’s about to acquire GrubHub in an all-stock deal that would value the business at roughly $6.25 billion,” CNBC’s Jim Cramer said.
- “If I were Matt Maloney, the CEO of GrubHub, I would hold out. I bet you he can get 2.5 shares of Uber for each share of GrubHub,” the “Mad Money” host said.
- “In one fell swoop, this deal would create an incredible amount of value for Uber and GrubHub’s shareholders,” he said.
Ticker: UBER, GRUB
Novavax CEO talks receiving $384 million in CEPI funding for coronavirus vaccine candidate (https://www.cnbc.com/video/2020/05/12/novavax-ceo-talks-384-million-in-cepi-funding-for-coronavirus-vaccine.html)
Novavax CEO Stanley Erck discussed the biotech company’s efforts to develop a Covid-19 vaccine, including millions in funding to help clinical trials and production.
Ticker: NVAX
Executive Interview: Logitech CEO talks strong Q4 results, remote work trends (https://www.cnbc.com/video/2020/05/12/logitech-ceo-talks-strong-q4-results-remote-work-trends.html)
Logitech CEO Bracken Darrell discussed the secular trends driving the electronics company’s growth, including video, esports, streaming and remote work.
Ticker: LOGI
Cramer’s lightning round: Dow Inc is ‘not doing well’ (https://www.cnbc.com/2020/05/12/cramer-lightning-round-dow-inc-is-not-doing-well.html)
- Sprout Social: “Your first stock, you just started, this is what you do: you sell 50% right now. That’s going to cushion any loss, and then you can let the rest ride. Congratulations, you understand the value of investing. … maybe trading.”
- Dow Inc.: “I say take the profit. I think that it’s got a good yield, but I think that the business is not doing well. It just has to do with the weakness in the economy.”
- Fiverr International: “That thing is way too hot. … I wouldn’t go to that [one]. … Too fast. Too big, too fast.”
- Braskem: “You’re betting on a big turnaround in the economy and I’m going to have to nix that. I don’t see it happening. I’m going to say that’s a dangerous stock. I even question the yield.”
- Ventas: “Ventas was a really tough quarter. [CEO] Deb Cafaro’s got her hands filled. These nursing homes [are a] very tough situation. I can’t recommend this stock. That quarter was really difficult. The rating agencies are all over it. You should read that quarterly before you do some buying.”
- Inseego Corp.: “Yeah, that’s O.K. That’s a big 5G. That’s like a pure 5G. We like it. It’s a little overheated, but we like it.”
- Vectoiq Acquisition: “That thing’s insane, man. That’s way too hot. … I like [CEO] Steve Girsky very much, but that last spike up — I can’t let you do it. It could be too heartbreaking.”
- Delphi Technologies: “Stop wondering. It’s not going anywhere. Why would you want to touch that? We have enough problems.”
- Yext: “I like that. … I like that story. I think it’s a good story.”
Ticker: SPT, DOW, FVRR, BSK, VTR, INSG, VTIQ, DLPH, YEXT
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