Mad Money: 2020年 Stay-at-Home Stocks に関するエピソード（～2020年3月31日）

[暮眞★潤 (Jun Kurema)]

2020年の放送でStay at Home株が話題に上ったときのエピソードを探してみました。

 

2020年3月31日：Jim Cramer reveals second-quarter playbook, says the quarter is ‘going to be so ugly’ (https://www.cnbc.com/2020/03/31/jim-cramer-reveals-second-quarter-playbook-it-going-to-be-so-ugly.html)

He likened his investment approach to a barbell. One end is made up primarily of defensive stocks that can work through the economic fallout of the coronavirus pandemic. On the other end are companies that will perform post-pandemic.

Consumer staples such as Mondelez International, PepsiCo and Conagra fit the former basket. Drug plays such as Johnson & Johnson and Bristol-Myers Squibb are also included. Stay-at-home tech names like Zoom Video Communications, RingCentral, Citrix Systems, Cloudflare, Advanced Micro Devices and Nvidia also made Cramer’s cut.

The stocks that Cramer deemed attractive once the epidemic clears up are Disney, Boeing, Costco, Amazon, Walmart, TJX Companies and Honeywell.

Ticker: [Consumer Staples] MDLZ, PEP, CAG, [Drug] JNJ, BMY, [Stay-at-Home tech] ZM, RNG, CTXS, NET, AMD, NVDA; [Attractive once epidemic clear] DIS, BA, COST, AMZN, WMT, TJX, HON

 

2020年3月31日：Cramer’s lightning round: Peloton is the ‘ultimate stay-at-home stock’ (https://www.cnbc.com/2020/03/31/cramer-lightning-round-peloton-is-the-ultimate-stay-at-home-stock.html)

• Peloton (PTON): “I think Peloton is very interesting. I’ll tell you why: ’cause it is the ultimate stay-at-home stock to stay home and work out. I don’t know if we have a real bad recession people will still buy it, but at least it does have a good thesis.”

 

2020年3月26日：Micron’s surprise quarter means a windfall could be in store for AMD and Nvidia, Jim Cramer says（https://www.cnbc.com/2020/03/26/jim-cramer-micron-quarter-means-great-things-for-nvidia-amd.html）

• Micron, which produces DRAM and flash memory chips, benefited from the work-from-home transition as governments and communities around the globe try to get a grip on the coronavirus outbreak. With office and school buildings closed for the near future, workplaces and students are relying even more on laptops and data services to operate them.
• The most bullish story today had nothing to do with the stimulus package and everything to do with the cloud,” Cramer said, highlighting that the stay-at-home economy would affect other tech segments including online shopping, cloud services, 5G and cybersecurity.

 

2020年3月19日：Jim Cramer says these companies can thrive during and after coronavirus pandemic　(https://www.cnbc.com/2020/03/19/jim-cramer-these-companies-can-win-during-and-after-coronavirus-crisis.html)

• “You shouldn’t be too eager to buy sizably here because we have to be prepared for some more ugly headlines,” CNBC’s Jim Cramer said.
• “Still, we need to keep our eyes on the prize, and that prize is what works once the smoke clears,” the “Mad Money” host said.
• Investors should focus on companies that can “thrive even during the pandemic” because the “trend and the pandemic may just be getting started,” he said.

Ticker: [Stay-at-home economy] CSCO, ZM, OKTA, ZS, AMZN, WMT, COST, ATVI, TTWO, NFLX, DPZ; [5G] QCOM, VZ; [Remote Services] DOCU, TDOC

 

2020年3月17日：Many stocks have bottomed; the indexes are still searching, Jim Cramer says (https://www.cnbc.com/2020/03/17/jim-cramer-many-stocks-have-bottomed-the-indexes-are-still-searching.html)

• Stock in the grocery, food and drug sections of the economy managed to rise, he noted, calling them “recession proof.” The day prior, Cramer recommended investors look at consumer staples, or companies of products “we can’t live without,” to find opportunities in this stay-at-home-driven market.
• General Mills popped 11.78% to a new 52-week high. Conagra Brands and J M Smucker Co both surged about 9%, while Clorox spiked more than 13% during the trading day. Among the drug stocks the host has recommended, Merck and GlaxoSmithKline both rose about 7%.
• Investors paid up 7% for Amazon, which benefits from an environment where consumers are staying at home, and 11% for Walmart, who could benefit from the Trump administration’s support to provide direct payments to Americans, Cramer said.

Ticker: [Consumer Staples] GIS, CAG, SJM, CLM, [Drug] MRK, GSK, [Stay-at-home] AMZ, WMT, [Utility] D, AEP

 

2020年3月6日：Jim Cramer: 20 stock picks for the ‘stay-at-home economy’　(https://www.cnbc.com/2020/03/06/jim-cramer-20-stock-picks-for-coronavirus-stay-at-home-economy.html)

• “After another panicked week where doom and gloom dominated the headlines, I want to help you identify stocks that are worth buying into weakness and I think these twenty stay-at-home economy plays” are perfect picks for a potential pandemic, CNBC’s Jim Cramer said.
• “What works in this difficult environment are companies with products that you can enjoy from the comfort of your home,” the “Mad Money” host said.
• “COVID-19 didn’t create the stay-at-home economy. You know, we’ve spent years here moving in that direction,” he said adding “but this outbreak’s pouring fuel on the stay-at-home fire.”

Cramer’s NEW stay-at-home economy index: Facebook (FB), Amazon (AMZN), Apple (APPL), Netflix (NFLX), Alphabet (GOOGL), Shopify (SHOP), Prologis (PLD), Take-Two Interactive (TTWO), Activision Blizzard (ATVI), Nvidia (NVDA), Advanced Micro Devices (AMD), PepsiCo (PEP), McCormick (MKC), Domino’s Pizza (DPZ), Wingstop (WING), Costco (COST), Etsy (ETSY), Campbell Sup (CPB), Okta (OKTA), Zoom Video (ZM)

 

2020年3月2日：Cramer’s lightning round: DocuSign can be a ‘stay-at-home stock’（https://www.cnbc.com/2020/03/02/cramers-lightning-round-docusign-can-be-a-stay-at-home-stock.html）

DocuSign (DOCU): “I think it’s a fantastic product and the company continues to do great. Docusign. By the way: there’s a good example of something that can be a stay-at-home stock.”

 

2020年2月27日：Jim Cramer: 10 tech stocks to buy now in this coronavirus-plagued market (https://www.cnbc.com/2020/02/27/jim-cramer-10-tech-stocks-to-buy-now-in-a-coronavirus-plagued-market.html)

• CNBC’s Jim Cramer recommended 10 tech stocks that he said “don’t need China, they don’t need the Fed, they don’t need enterprise spending and they don’t need us to stop the coronavirus.”
• “If anything, some of them should do even better as this outbreak gets worse,” the “Mad Money” host said.
• Cramer’s basket of stocks are levered to the stay-at-home environment.

Ticker: ADBE, ETSY, MRNR, NVDA, RNG, SHOP, SQ, TDOC, TTD, ZM

 

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