How much can Pioneer Natural Resources increase production?
When West Texas Intermediate crude was struggling to stay above $50 a barrel, the important issues for a U.S. oil shale producer such as Pioneer Natural Resources (PXD) were How much of production in 2018 was hedged above $50 a barrel? and How quickly the company...
Adding lithium producer SQM to my long-term 50 Stocks Portfolio
Shares of Tesla (TSLA) were down 3.15% in today’s (November 29) session on a report from Reuters that up to 90% of its Model S and Model X vehicles showed defects during quality checks. (Tesla disputes the Reuters story.) On the news, though, lithium stocks fell...
Time to buy Incyte on the biotech dip
Maybe you didn’t even know there was a biotech dip. If all you’ve been following in the sector is a stock like Nektar Therapeutics (NKTR), a Jubak Picks member (and the call options are a holding in my Volatility Portfolio), you’re likely to respond...
No signs of danger to HDFC Bank from India’s online revolution–in fact, on the contrary…
It’s only sensible to worry about numbers like these–they’re just so deliciously good. For the last 10 years, India’s HDFC Bank has been able to grow its loan portfolio by 31% annually. It’s deposit base has expanded at almost the same...
Cheniere Energy reports third quarter earnings below consensus but revenues show a strong beat–I’m raising my target price to $62
Yesterday Cheniere Energy (LNG) reported a loss for the third quarter of $1.24 a share, 74 cents a share worse that the Wall Street consensus. Revenue climbed 202% hear over year to $1.4 billion against Wall Street projections of $1.27 billion. Â The company also...
Robots, robots everywhere: Good for long-term pick Fanuc
The International Federation for Robotics latest report forecasts a 15% compounded annual growth rate for global shipments of industrial robots through 2020. That would follow 16% to 18% annual growth in 2016-2017. By 2020 annual unit shipments are estimated to reach...
Autoliv earnings: So when is the future?
On October 26 Autoliv (ALV) reported third quarter earnings of $1.47 a share, 12 cents a share above the Wall Street consensus. Revenue climbed just 1.6% year over year to match the analyst projection at $2.5 billion. Â The problem in the quarter was revenue...
Nektar soared today on cancer drug data–but remember that new opioid? That’s why I say “Buy” in Jubak Picks even after this run
Nektar Therapeutics (NKTR) shares finished the day up 14.15% on fairly preliminary, but very important data from the trials of the company’s lead cancer drug. Those results go a long way to validating the company’s entire pipeline of drug candidates to...
Synaptics reports earnings: So how’s that transition going?
Synaptics (SYNA) announced September quarter (first fiscal 2018 quarter) earnings after the market close on November 7. Earnings of $1.03 a share were 7 cents a share above the Wall Street consensus. Revenue climbed 8.1% year over year to $417 million against the $399...
Alibaba plans to use Singles’ Day shopping frenzy to lock in market dominance for years
Alibaba (BABA) generated $1 billion in gross merchandise volume in just the first three minutes of the Singles’ Day shopping event in China today. By the end of two hours the sales volume was just shy of $12 billion. The company’s Alibaba Cloud unit...
Selling eBay out of my long-term 50 Stocks Portfolio
When eBay (EBAy) and PayPal (PYPL) split up in July 2015 (with eBay shareholders getting one share of eBay and one share of PayPal) I told myself (and readers) that I wanted to keep PayPal in my long term 50 Stocks Portfolio but would one day sell eBay out of that...
Johnson Controls moves closer–maybe–to breaking out of doldrums
Johnson Controls (JCI), a member of my long-term 50 Stocks portfolio, hasn’t done much of anything for a year now. Over the last 12 months the shares are up just 0.66% and in 2017 to date they’re down 0.1%. That performance isn’t surprising. The...
Alibaba’s core business is going great; worries are at the investment margins
Yesterday before the market opened in New York China’s e-commerce giant Alibaba (BABA) reported September quarter earnings of $1.29 a share (excluding one-time items.) That was 26 cents a share better than Wall Street projections. Revenue climbed 61% to $8.63...
Facebook reports earnings beat; good set up for Apple earnings tomorrow
Facebook (FB) announced third quarter earnings of $1.59 a share today after the market closed. That was 31 cents a share better than the Wall Street consensus. Revenue climbed 47.3% year over year to $10.33 billion, ahead of projections for $9.84 billion. Last quarter...
Will PayPal be a FinTech winner?
When eBay (EBAy) and PayPal (PYPL) split up in July 2015 (with eBay shareholders getting one share of eBay and one share of PayPal) I told myself (and readers) that I wanted to keep PayPal in my long term 50 Stocks Portfolio but would one day sell eBay out of that...
Tech giants crush earnings after close today: AMZN, GOOG, MSFT, INTC
Just the bare facts. And on the bare facts of earnings from Alphabet, Amazon, Microsoft, and Intel it’s hard to see the market doing anything but climbing tomorrow. Â Alphabet (GOOG) beats by $1.17 a share on earnings. Revenue climbed 23.7% yer over year to...
Visa beats on earnings and revenue as payment volumes climb by 9.8%
Today October 25 Visa (V) reported September quarter earnings of 90 cents a share, 5 cents a share above Wall Street projections. Revenue climbed 13.9% year over year to $4.86 billion vs. Wall Street projections of $4.63 billion. Â Payments volume, on a constant...
Jubak Picks Danaher reports breakout quarter
On October 16 Jubak Picks Danaher (DHR) reported third quarter earnings of $1.00 a share, five cents a share above Wall Street expectations. Revenue grew by 9.7% year over year to $4.53 billion, above Wall Street projections of $4.47 billion. The company raised its...
Apple’s supplies of iPhoneX to be extremely limited at November launch, sales getting pushed into 2018?
Best explanation I’ve seen so far of the details of Apple’s (AAPL) problems with the iPhoneX comes from KGI Securities analyst Ming-Chi Kuo. That report was summarized on MacRumors.com last night. According to the KGI report, the biggest hurdle has likely...
Earnings day of truth for General Electric tomorrow
There’s little doubt that tomorrow’s third quarter earnings report from General Electric–due before the market opens–will be one of those kitchen sink quarters. New CEO John Flannery is sure to want to mark his accession to the corner office...
Kinder Morgan affirms 2018 dividend hike
Kinder Morgan (KMI) ) reported third quarter earnings today a scant penny a share above Wall Street’s projections at 15 cents a share. Revenue slipped 1.5% year over year to $3.28 billion but still exceeded expectations of $3.21 billion. Most...
I’m buying China’s online travel leader CTRP for my Jubak Picks portfolio today
There are three things to think about before buying Ctrip.com International (CTRP), the leader in China’s online travel market. Two of these things are positive and one negative. I think the balance comes down on the positive side but the negative element means...
The heavy truck market takes a another big step toward recovery–and that’s good for Cummins
North American orders for Class 8 heavy trucks jumped 62% year over year in September and analysts and economists are predicting that a strong U.S. economy will push orders even higher in the fourth quarter. Net orders for heavy trucks, the semis that haul freight on...
Some signs the bottom is in for Incyte
This qualifies as a horrendous six months for any stock: Shares of Incyte (INCY) are down from $152.66 on March 15 to $115.19 at the close today, October 2. The shares have been even lower, which is one thing giving me some hope that the pain is coming to an end. The...
How much risk and reward are there in Schlumberger’s new business model? Does this stock remain a long-term 50 Stocks portfolio pick?
Schlumberger’s (SLB) next quarterly earnings report on October 20 will be a major test of the company’s new business model. I hold the shares in my long-term 50 Stocks portfolio. For me the quarter will provide an early indication of how much volatility...
Chesapeake Energy lowers production forecast
Today, Chesapeake Energy (CHK), the second largest U.S. producer of natural gas, said that it expects to see production in the third quarter of 542,000 barrels of oil equivalent a day versus the previous estimate of 550,000. The company also lowered its forecast for...
Facebook cancels plans for Class C stock; Zuckerberg to sell 35-70 million shares in next 18 months
The good news is that Facebook (FB) has cancelled plans to create a new C class of shares. Let’s be very clear, Class C shares like these that give a seller, such as CEO Mark Zuckerberg, the ability to sell millions of shares while continuing to control voting...
Buy Arco Dorados Holdings in my Jubak Picks portfolio
Arco Dorados Holdings (ARCO) is a twofer. The New York traded ADRs of the largest operator of McDonald’s (MCD) franchises in the world, is soaring on the recovery in its two biggest markets Brazil and Argentina. The ADRs are up 76.7% in 2017 as of the close on...
Wall Street starts to pick at the new iPhones–and at Apple shares
Wall Street has started to pick at the details of Apple’s (AAPL) September 12 iPhone event. And it’s not liking all the details on second (or third) look. Apple’s shares finished down 0.86% today, September 14. Apple has closed lower in all three...Jim’s Daily Email Alerts:
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