Good news in yesterday’s U.S.-China trade deal for Visa, MasterCard, and American Express
Yesterday, the day of the announcement of the Part 1 trade deal between the United States and China, shares of Via (V) climbed 1.91%. MasterCard (MA) gained 1.16%. American Express rose 0.79%. On a day when the Standard & Poor’s 500 fell 0.15% and the Dow...
Nektar’s new non-addictive opioid NKTR-181 to finally get an FDA advisory vote tomorrow
I understand why the U.S. Food & Drug Administration has moved so slowly on a decision on Nektar Therapeutic’s (NKTR) new non-addictive opioid NKTR-181. The last thing the FDA wants to do in the midst of epidemic of opioid addiction is to approve a drug...
Norway’s Equinor oil company invests in Bill Gates’ cobalt mapping startup
Norwegian oil company Equinor (EQNR) has decided to take a 10% stake in start-up Kobold Metals. Kobold’s aim is to apply artificial intelligence to big subsurface data to create what it calls a “Google Maps” of the Earth’s crust that will...
Lions Gate Entertainment up 8.27% today on Comcast news
Comcast NBCUniversal and Lions Gate Entertainment (LGF-A) have settled their differences. Comcast (CMCSA) will continue to carry Lions Gate’s STARZ and STARZ Encore channels on its Xfinity TV platform nationwide and NBCUniversal’s Peacock streaming service will...
Danaher and Nvidia get European Union approval for big acquisitions
Looking at the history of intense scrutiny and strict conditions for winning approval, no U.S. technology company can take approval from European Union regulators on a big deal for granted. That’s why the news from regulators on acquisitions planned by Danaher...
Adding General Motors to my Jubak Picks Portfolio
Yesterday, December 16, I made General Motors (GM) Bargain Pick #7 in my Special Report: 12 Bargain Stocks Picks NOW. (That Special Report is available to subscribers to my JubakAm.Com paid site.) And I also added it to my Jubak Picks portfolio. On the bargain front,...
Here’s how to think about Danaher’s offer to exchange shares for the Envista spin off
Danaher (DHR) has announced an exchange offer for shares of Envista Holdings (NVST), the dental services and supplies company recent spun off from Danaher. After Envista’s September IPO Danaher still held 80.6% of Envista shares. The exchange offer would allow...
Lionsgate UK deal with Amazon raises speculation on a U.S. deal for studio’s content
Amazon (AMZN) Â and Lionsgate (LGF/A) have struck a deal that will put Lionsgate’s newest releases on Amazon’s streaming platform. The multiyear deal that begins on January 1, 2020, will give Amazon subscribers access to current box-office star Knives Out...
Selling Synaptics out of my Jubak Picks portfolio tomorrow
When Synaptics (SYNA) traded at $40 I though the shares were undervalued. At $60 I think they’re close to full value. My target price on the stock is $64 and the shares closed at $58.51 today, up 2.94% on the day. Tomorrow I’m going to take advantage of...
Nvidia climbing with chip rally, keeping as Jubak Pick
After the close on November 14 Nvidia (NVDA) announced fiscal third quarter 2020 quarterly earnings of $1.78 a share, 20 cents a share above the Wall Street consensus. Revenue of $3.10 billion was $92.21 million above projections. Chip stocks are currently among the...
Apple beats on earnings per share and raises holiday quarter forecast
After the close today Apple reported fiscal fourth quarter revenue of $64 billion. That was up from $62.9 billion in the fourth quarter of fiscal 2018 and above the $63 billion consensus forecast from Wall Street analysts. Net income dropped to $13.7 billion from...
What are the implications for FinTech disruption from Visa’s earnings?
It’s not exactly a ringing endorsement but it was enough to send share prices higher in after-hours trading by 1.1% on Thursday and by 0.8% in regular trading on Friday. Visa (V) earnings for the fiscal fourth quarter were better than expected. The company...
Microsoft’s earnings beat last night sets up Amazon and Apple earnings to come
Last night, October 23, after the market close, Â Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
Warfare in the cloud as Microsoft and Amazon report earnings this week
This week brings an earnings “showdown” between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft’s cloud...
The tech ETF is actually Apple and Microsoft and a bunch of little guys
The Technology Select Sector SPDR ETF (XLK) may indeed follow the technology sector of the Standard & Poor’s 500 stock index. But don’t expect much in the way of diversification from the ETF. The latest figures on Yahoo Finance show that 19.55% of the...
Emerson Electric moves gradually higher on private equity speculation
On the surface the creeping improvement in the price of Emerson Electric (EMR) shares seems odd. The company is a powerhouse in process manufacturing–you know industrial automation, industrial control and safety, and the Internet of Things. And those...
Barrick Gold at the junction of positive macro and micro trends; raising my target price
It’s by no means a guarantee of gains, but owing shares of a company that is riding the wave of positive macro and micro trends does indeed usually result in solid profits. On the macro side, Barrick Gold has global trends pointing toward toward higher gold...
Riding the Popeye’s chicken sandwich higher; raising target price for Restaurant Brands International
Today I’m raising my target price for Restaurant Brands International (QSR) because I think the new Popeye’s chicken sandwich has legs. A social media storm has accompanied the introduction of a new chicken sandwich at Popeye’s to compete with...
Step #1 (of 5) to get your portfolio ready for the Next Big One–Special Report update
Last night on my JubakAM.com subscription site I added Step #1 to my Special Report 5 Is Your Portfolio Ready for the Next Big? The post below is a cut and paste of the material I added to the Special Report. I’m posting it separately here to make it accessible...
Nektar’s plunge is a buying opportunity–so I’m adding more to my Volatility Portfolio
What we know about Nektar Therapeutics (NKTR) is pretty clear. On Thursday of last week, August 8, trading in shares of Nektar were halted on news from the company had manufacturing problems that resulted in some patients enrolled in the clinical trials for the...
SolarEdge Technologies hits all time high on earnings beat, raising my target price in my Picks portfolio
Wednesday, August 7, SolarEdge Technologies (SEDG) reported second quarter revenue of $325 million, up 43% from the second quarter of 2018 and ahead of analyst projections of $315.5 million in revenue. Adjusted earnings rose 15% year over year to 94 cents a share,...
Adding silver to my market hedges: Buying First Majestic Silver for my Jubak Picks and Volatility Portfolios
Way back last Friday, July 19, in my Friday Trick or Trend post on my subscription JubakAM.com site, I argued for adding silver to a portfolio because 1) it is a good hedge for portfolios in the second half of 2019, and because 2) silver, after lagging gold for the...
Market rally today expands on last week’s “Microsoft rally”
Technology stocks drove the market higher today in an expansion of last week’s subdued but important “Microsoft rally” on that company’s earnings. With earnings from Facebook (FB), Alphabet (GOOG), and Amazon (AMZN) on tap on Wednesday and...
Adding Palo Alto Networks, #6 in my 10 Best Picks for the Rest of 2019 on JubakAM.com, to my Jubak Picks and Volatility Portfolios tomorrow
Today I made Palo Alto Networks (PANW) the sixth pick in my Special Report 10 Best Picks for the Rest of 2019 on my JubakAM.com subscription site. Tomorrow, June 28, I’ll add these shares to my Jubak Picks Portfolio and my Volatility Portfolio with a target...
Oil rallies on U.S. inventory drawdown, record U.S. exports, slip in U.S. production–and, oh yes, those pesky tensions with Iran
U.S. benchmark West Texas Intermediate crude is now up 10% for the week following on a 2.44% jump in price to $59.24 a barrel today. International benchmark Brent crude gained 1.94% to $66.31 a barrel. Continued tensions between the United States and Iran, of course,...
Raising target price on Tencent Holdings , #4 in my 10 Best Picks for the Next 6 months of 2019 Special Report on JubakAM.com
In my first three picks for my Special Report 10 Best Picks for the Next Six Months of 2019 on my subscription site JubakAM.com I’ve focused on index ETFs that, in my opinion, will ride the big trend of lower interest rates higher in 2019. In other words, these...
$416 billion for seawalls in the United States by 2040–that’s a lot of gravel sales for Vulcan Materials
In the next 20 years spending on seawalls to protect communities could cost as much as the initial investment in the interstate highway system. Total spending to defend against rising ocean levels could run to $416 billion in the next 20 years, according to a report...
Adding Vanguard Short Term Treasury ETF to my Picks Portfolio
Last night I made Vanguard Short Term Treasury ETF (VGSH) the No. 2 pick in my Special Report 10 Best Picks for the Next 6 Months of 2019 on my JubakAM.com subscription site. Today I’m adding it to my Jubak Picks Portfolio on all my sites. I’m calling this...
I added Parsley Energy to my Jubak Picks Portfolio back on April 17–but neglected to post it to the portfolio
Back on April 17, I made Parsley Energy (PE) my first disruption in the oil sector pick in my Special Report on Disrupted Sectors on my JubakAM.com subscription site. I didn’t actually post that pick to the portfolio on all my sites, however, and this post,...Jim’s Daily Email Alerts:
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