2020年5月28日 11:55 午後 #4491暮眞★潤 (Jun Kurema)キーマスター
Wall Street is still in for a ‘rough ride,’ Jim Cramer says (https://www.cnbc.com/2020/05/28/jim-cramer-wall-street-is-still-in-for-a-rough-ride.html)
- “These stocks have been big winners since the bottom in March, and while many of them have fallen out of favor this week, I think that’s temporary,” CNBC’s Jim Cramer said of remote work tech stocks.
- “There’s been too much carnage among the small- and medium-sized service operations that do form the backbone of America’s economy and job creation,” the “Mad Money” host said.
- “I think the ‘V for victory’ crowd may have gotten ahead of themselves. We’re still in for a rough ride, even if it’s not the end of the world or the Great Depression redux,” he said.
Executive Interview: PayPal CEO discusses three big shifts powering digital payments (https://www.cnbc.com/video/2020/05/28/paypal-ceo-discusses-three-big-shifts-powering-digital-payments.html)
“You’ve got the world moving from physical to digital” and it’s creating “tailwinds” for PayPal, CEO Daniel Schulman told CNBC.
Executive Interview: Salesforce’s deal with AT&T is one of the ‘largest transactions we’ve ever done,’ Marc Benioff says (https://www.cnbc.com/2020/05/28/salesforces-marc-benioff-on-deal-with-att.html)
- “This is a transformational opportunity for AT&T wireless,” Salesforce CEO Marc Benioff told CNBC.
- “It’s one of the most significant and it’ll be one of the largest transactions we’ve ever done,” he said in a “Mad Money” interview.
- “AT&T has many customer touchpoints” and “when you go to any one of these customer touchpoints, they’re going to know who you are through our single source of truth,” he said.
Cramer’s lightning round: Buy AMD over Intel (https://www.cnbc.com/2020/05/28/cramer-lightning-round-buy-amd-over-intel.html)
- Teva Pharmaceutical Industries: “No. It’s a generic drugmaker and those stocks are all pretty awful when you’ve got such fabulous companies like a Merck, like a Pfizer, like a Bristol-Myers.”
- Starwood Property: “I feel the same way. It’s down 44%, the yield is 13%, but this guy [CEO Barry] Sternlicht has always impressed me as a straight shooter. We need him on. … I’m getting to the bottom of this.”
- Oxford Industries: “If you like apparel, you’ve got to buy PVH, [CEO] Manny Chirico. I don’t really care for apparel right now. Too much inventory.”
- Amgen: “I like Amgen.”
- Intel: “No, not right now because AMD’s got some chips that are smokin’ hot that have come out and I think will take some share from Intel, so we’ll be a buyer of AMD.”
- General Electric: “I think Mr. Culp is doing a fantastic job against tremendous circumstances, but I would — I think you’ll do OK, but I don’t really call that … the word diversification does not come to mind with that strategy.”
- SpartanNash: “First time that’s been asked about. I like it a lot more than Aeromark, sorry Philadelphia’s own, and I think that if it hasn’t come down with — something must be going on there because almost everybody else in that business is getting crushed. I think he’s got a good one.”
- Ingevity: “I think it may be time to do a little” selling because it’s a “pastiche, if not mosaic of industrial companies, of which I want you to sell half tomorrow morning and let the rest run.”
Ticker: TEVA, MRK, PFE, BMY, STWD, OXM, PVH, AMGN, INTC, AMD, GE, SPTN, NVGT
Executive Interview: Zebra Technologies CEO talks supporting coronavirus response (https://www.cnbc.com/video/2020/05/28/zebra-technologies-ceo-talks-supporting-coronavirus-response.html)
Zebra Technologies CEO Anders Gustafsson joined “Mad Money” host Jim Cramer to explain how the company navigated supply chain challenges.
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