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2020年6月13日 12:10 AM #4622
暮眞★潤 (Jun Kurema)
キーマスターCramer’s week ahead: This is the ‘most overbought market in history’ (https://www.cnbc.com/2020/06/12/cramer-week-ahead-this-is-the-most-overbought-market-in-history.html)
- “It got too easy and now we all have to suffer as the get-rich-quick crowd gets blown out,” CNBC’s Jim Cramer said about Friday’s volatile market.
- “As long as you think we aren’t going into a second lockdown, even as Covid cases spike, then you want to buy your favorite stocks into weakness here,” the “Mad Money” host said.
- He gave a preview of what’s circled on his calendar next week.
Ticker: LEN, ORCL, KR, KMX, JBL, APPL
Cramer recommends buying these 17 cloud stocks based on the ‘Rule of 40’ (https://www.cnbc.com/2020/06/12/cramer-recommends-buying-these-17-cloud-stocks-based-on-the-rule-of-40.html)
- CNBC’s Jim Cramer recommended more than a dozen cloud stocks that investors can play in a recessionary environment.
- The “Mad Money” host determined the stock picks based on the Rule of 40 investment strategy.
- The Rule of 40: “You add the company’s revenue growth rate to its earnings before interest, taxes, depreciation and amortization margin,” he said. “If the combination’s over 40, you’ve got a good one. If it’s under 40, you’ve got a riskier one.”
Cramer’s picks: Adobe (ADBE), Chegg (CHGG), Salesforce.com (CRM), VMware (VMW), Zoom Video (ZM), Livongo Health (LVGO), Crowdstrike (CRWD), Veeva Systems (VEEV), Datadog (DDOG), ServiceNow (NOW, Atlassian (TEAM), DocuSign (DOCU), Fastly (FSLY), Dynatrace (DT), Zscaler (ZS), Dropbox (DBX), Wix.com (WIX)
Executive Interview: Zuora CEO: People are starting to ‘wake up to the power of recurring revenue’ (https://www.cnbc.com/video/2020/06/12/zuora-ceo-people-are-realizing-the-power-of-recurring-revenue.html)
Zuora CEO Tien Tzuo discussed the subscription business’ strategies and performance during the coronavirus pandemic with CNBC host Jim Cramer.
Ticker: ZUO
Cramer’s lightning round: Alibaba is the only Chinese stock I recommend (https://www.cnbc.com/2020/06/12/cramer-lightning-round-alibaba-is-the-only-chinese-stock-i-recommend.html)
- Sony: “Sony is a very inexpensive stock. It has been for a long time. … I would stick with it.”
- Alibaba: “Alibaba is a winner. Alibaba is the Chinese Amazon. It is the only Chinese stock I am recommending. Why? Because the financials look just like American ones.”
- DXC Technology: “Don’t own the stock.”
- Cardinal Health: “It’s a very tough business. Low margins. I’d rather see you in an actual pharmaceutical company … I’m not crazy about that group over the long term.”
- Exxon Mobil: “I think that if you’re going to own an oil for the long term, you’ve got to go with [CEO] Mike Wirth in Chevron because they’ve got the best coverage of the dividend. Now, I personally don’t favor buying any of these companies because of fossil fuel, but I like them, i like Diamondback, I like EOG, I like Pioneer and I like Parsley.”
- Astrazeneca: “They have made a major turn. They are doing so many good things.”
- American States Water: “I have liked them, absolutely, forever. It’s the kind of stock you just kind of own it.”
Ticker: SNE, BABA, AMZN, DXC, CAH, XOM, CVX, FANG, EOG, PXD, PE, AZN, AWR
Executive Interview: Centene CEO calls for better education for at-risk youth as one solution to racial disparities (https://www.cnbc.com/2020/06/12/centene-ceo-we-must-improve-the-educational-system-for-at-risk-youth.html)
- “One of the things we have to do to correct this is improve the educational system in the inner city,” Centene CEO Michael Neidorff told CNBC when asked how corporations can address racial disparities.
- If “we can do that, you can start turning people’s lives around,” he said in a “Mad Money” interview.
- Neidorff said 52% of Centene’s workforce is made up of minorities and that it’s “something I feel good about.”
Ticker: CNC
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