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2020年6月4日 12:16 AM #4528
暮眞★潤 (Jun Kurema)
キーマスターJim Cramer: Investors are rotating into and out of these stocks (https://www.cnbc.com/2020/06/03/jim-cramer-investors-are-rotating-into-and-out-of-these-stocks.html)
- “Normalcy is shop until you drop. And today’s action says that’s exactly where we’re headed,” CNBC’s Jim Cramer said.
- “Today, we cheered when we saw that ADP report, even though it could potentially be an aberration, a number that’s too bullish,” the “Mad Money” host said.
- “We’ll find out for sure on Friday when we get the Labor Department’s nonfarm payroll report,” he said.
- “Cramer said there was a “wholesale shift” in what stocks investors are buying on hopes of a V-shaped recovery from the Covid-19 lockdown.”
- Investors Routing Out of — Bonds, Drug Stocks, Gold, Stay-at-Home Stocks, FAANG
- Investors Routing Into — Easy Comparisons, Retailers, The Banks, Casinos
Ticker: SWK, LOW, HD, SPG, WYNN
Executive Interview: Crowdstrike CEO explains how the future of remote work and security will look (https://www.cnbc.com/2020/06/03/crowdstrike-ceo-on-how-the-future-of-remote-work-and-security-will-look.html)
- “I think it will be a hybrid environment,” Crowdstrike CEO George Kurtz told CNBC’s Jim Cramer about the future of work.
- “You’re going to have some folks go back to work” in office, and “you’re going to have split shifts,” he said in a “Mad Money” interview.
- “I call it work from anywhere, and that’s a movement” and a “subset of digital transformation,” he said.
Ticker: CRWD
Executive Interview: B&G Foods CEO on record March results, innovation piepline and dividend (https://www.cnbc.com/video/2020/06/03/bg-foods-ceo-on-record-march-results-innovation-piepline-and-dividend.html)
B&G Foods CEO Ken Romanzi joined Jim Cramer on “Mad Money” to discuss emerging from the coronavirus pandemic.
Ticker: BGS
Cramer’s lightning round: Microsoft fits the pattern of what this market wants (https://www.cnbc.com/2020/06/03/cramer-lightning-round-microsoft-fits-what-this-market-wants.html)
- Edwards Life Sciences: “I like Edward Life Sciences, but you must understand that right now that stock is going to be under distribution … because it is not fitting with the awaken-America trade, but I bless it when it comes down because they’ve got the best, absolute best, medical equipment.”
- Flex: “They were in the dog house for a while for accounting, ubt I think everything’s come around and I still see them being used by a lot of companies. I’m going to say that’s a buy. I like that idea.”
- Microsoft: “I think Microsoft fits the pattern of what this market wants even as it is not a deep cyclical.”
- Oracle: “For the long term it’s OK. … There’s so many others that I think are better.”
- Roku: “You want to be long Roku. I’m fine with Roku. I think it’s good, but, again, Roku is a stay-at-home stock in an era where we’ve suddenly decided we don’t have to stay at home anymore, so I expect it to be under pressure short term.”
- Akamai Technologies: “I don’t blame you for being conflicted because, you know, the stock’s had a very big run and it seems it’s kind of stalled out … I’m not going to rave about it.”
Ticker: EW, FLEX, MSFT, ORCL, ROKU, AKAW
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