Mad Money: 2020年5月14日(木)の放送の要点

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    • #4239
      暮眞★潤 (Jun Kurema)
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      The big chains will be the last survivors without more stimulus relief, Jim Cramer warns (https://www.cnbc.com/2020/05/14/jim-cramer-only-big-chains-will-survive-without-more-stimulus-relief.html)

      • “Without more stimulus, I think you should just buy the big chains that can survive the lockdown and a slow reopening of the economy,” CNBC’s Jim Cramer said.
      • “I think that’s terrible for the country. It’s like an economic coup by big business at the expense of everyone else, but it doesn’t have to be terrible for your portfolio,” the “Mad Money” host said.
      • “If the government forces your enterprise to shut down, it should compensate you for the business you’re losing,” he said.

      Ticker: WMT, AMZN, TGT, COST, CMG, SBUX, WEN, MCD, DPZ, WING, QSR

       

      Executive Interview: New membership sign-ups ‘on par’ with last year, Planet Fitness CEO says (https://www.cnbc.com/2020/05/14/planet-fitness-ceo-new-membership-sign-ups-on-par-with-last-year.html)

      • ″[I’m] really encouraged by what I’m seeing,” Planet Fitness CEO Chris Rondeau said.
      • Despite a “slight cancellation bump” in membership at the beginning of the month, May has been as “normal as a normal May would be” for Planet Fitness, he said in a “Mad Money” interview.
      • “This is just a soft opening. So, the fact that we’re doing this many joins on just a normal May opening, I’m really pleased so far,” he said.

      Ticker: PLNT

       

      Off the Charts: Charts suggest more pain is in store before market reaches a ‘buyable bottom,’ Jim Cramer says (https://www.cnbc.com/2020/05/14/jim-cramer-charts-suggest-wall-street-should-expect-more-market-pain.html)

      • “The bad news is that the charts, as interpreted by Mark Sebastian, suggest that today’s rebound is just a temporary reprieve from what could be a bigger sell-off,” CNBC’s Jim Cramer said, citing research from a volatility expert.
      • “But once the last leg lower runs out, well, then, he thinks we could get a real, buyable bottom,” the “Mad Money” host said.
      • “For weeks, Sebastian’s been waiting for the other shoe to drop, and he thinks this is it,” he said.

      Ticker: VIX (= CBOE Volatility Index, fear gauge)

       

      Cramer’s lightning round: Callaway Golf is a stock investors can get long on (https://www.cnbc.com/2020/05/14/cramer-lightning-round-callaway-golf-is-one-stock-to-get-long-on.html)

      • Ubiquiti: “If you want enterprise it’s Cisco, and if you want individual we’re going to go with Zoom. We’re not going to out-think this one.”
      • Callaway Golf: “I think this is an interesting level to get long on this stock.”
      • Halozyme Therapeutics: “I don’t want to take on too much risk right here.”
      • Cardlytics: “I’m going to say yes, this is what we’ve been waiting for.”
      • Mercadolibre: “That is one great company. … We’ve got the Spotify, we’ve got the Mercadolibre and we’ve got the Alibaba, and all of those are three foreign stocks … and they’re all good. They’re all buys.”
      • Martin Marietta Materials: “I like the company, but you see right now we’re going into a recession. We ain’t coming out of it yet and we don’t have an infrastructure bill, we don’t have the $3 trillion that I want, we don’t have anything.”

      Ticker: UI, ELY, HALO, CDLX, MELI, SPOT, BABA, MLM

       

      S&P Global CEO breaks down how the corporate debt market operates (https://www.cnbc.com/video/2020/05/14/sp-global-ceo-breaks-down-how-the-corporate-debt-market-operates.html)

      S&P Global CEO Doug Peterson explained why the market is defined by liquidity and the rating agency is seeing heavy demand for research.

      Ticker: SPGI

       

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