Why is Apple green today when everything else is red?
Even as losses accelerate for almost all stocks as we head into the close today–the Standard & Poor’s 500, which was down 1.31% at 2:30 In New York had moved to a loss of 1.74% as of 3:30–shares of Apple (AAPL) continue to hang onto the green....
Apple is Pick #5 for my Special Report: It’s a Market Melt Up!! on my subscription JubakAM.com site (and for my Jubak Picks and Volatility portfolios)
It was sure hard to see a market melt up today, November 22. The Standard & Poor’s 500 was down 0.32% and the NASDAQ Composite fell 1.26%. Market leaders in the melt up rally like Applied Materials (AMAT) and Microsoft (MSFT) were down 1.65% and 0.96%,...
Apple is Pick #5 for my Special Report: It’s a Market Melt Up!! on JubakAM.Com. (And for my Jubak Picks and Volatility portfolios tomorrow)
It was sure hard to see a market melt up today, November 22. The Standard & Poor’s 500 was down 0.32% and the NASDAQ Composite fell 1.26%. Market leaders in the melt up rally like Applied Materials (AMAT) and Microsoft (MSFT) were down 1.65% and 0.96%,...
Nvidia beats: Does this set the stage for the next leg up in stocks?
On Saturday I posted–on my subscription JubakAM.Com site, that Nvidia’s (NVDA) earnings report on November 17–that is today–and the market reaction to the company’s quarterly earnings report would tell us a lot about market sentiment and...
Please watch my new YouTube Video: Trend of the Week Big Pharma for Safety
I’m starting up my videos again–this time using YouTube as a platform. My sixty-ninth YouTube video “Trend of the Week Big Pharma for Safety” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
Ford raises 2121 earnings forecast and reinstates dividend
So far Ford Motor (F) is meeting the expectations I had when I added it to the Jubak Picks Portfolio on June 9, 2021. On Wednesday, October 27, the company raised its earnings forecast (EBITDA) for 2121 to $10.5 billion to $11.5 billion on an improved supply of chips,...
Selling Ericsson out of my Jubak Picks Portfolio
I bought Ericsson (ERIC) back on August 5, 2020 because of the growth it would see, I thought, from the roll out of the next generation–5G–of wireless systems. The problem for the company–and the stock–is that it has been hit hard the global...
Watch my new YouTube video: Trend of the Week Alternative Energy Stocks
I’m starting up my videos again–this time using YouTube as a platform. My sixty-third YouTube video “Trend of the Week: Alternative Energy Stocks” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see...
Watch my new YouTube video: Quick Pick Orsted
I’m starting up my videos again–this time using YouTube as a platform. My fifty-ninth YouTube video “QuickPick: Orsted” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
Taiwan Semiconductor beats on earnings, flags continued tight chip supply throughout 2022
Taiwan Semiconductor Manufacturing (TSM), the dominant independent chip manufacturer in the world, reported earnings today, October 14, of $1.08 per share for the September quarter. Wall Street analysts hd expected earnings of $1.04 a share. The stock closed up 2.35%...
Apple reportedly to cut iPhone 13 production targets on chip shortage
This doesn’t help a chip sector already in a correction and on the verge of breaking major technical support. (The iShares Semiconductor ETF (SOXX) fell 1.25% yesterday to $435. That’s well below the 50-day moving average at $459 and just slightly above...
Watch my new YouTube video: QuickPick Xylem
I’m starting up my videos again–this time using YouTube as a platform. My fifty-sixth YouTube video “QuickPick Xylem” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
Selling Advanced Micro Devices out of Jubak Picks tomorrow, September 30
With supply chain “glitches” continuing to shred revenue and earnings forecasts for technology companies such as Micro Technology (MU) on Tuesday of this week, I think the risk/reward trade off from a high momentum chip stock such as Advanced Micro Devices...
Ford one of few stocks in green today on electric F150 moves
Shares of Ford Motor (F) were one of the few stocks closing in the green today with a gain of 1.20% to $14.33 a share. Yesterday, September 27, Ford announced that it looking to hire 11,000 new workers and that it would spend an additional $11.4 billion to build...
Will a 5% drop bring out the buy on the dippers? Not, I’d argue, until the People’s Bank makes a move
The Standard & Poor’s 500 fell another 1.70% today and it’s now down 3.94% from the September 2 high. As the index dropped last week (again) and over the weekend, lots of Wall Street money managers said Hey, stocks were over-valued and news from...
As promised in my YouTube QuickPick video on PANW, I’m adding OKTA to my cybersecurity picks
In last week’s YouTube video QuickPick of Palo Alto Networks (PANW) I promised a longer take on the cybersecurity sector and another pick for my portfolios to go with Palo Alto Systems and CrowdStrike (CRWD). This post is that (somewhat) longer take and OKTA...
The big tech earnings reports may be over, but now tech earnings get interesting
We’ve heard from Amazon, Alphabet, Facebook, Microsoft, and Apple. The earnings from the BIG GUYS are IN. But this week brings a bushel of earnings reports from the next generation in technology. And on recent performance these stocks have been out gaining most...
Watch my new YouTube video: “QuickPick Palo Alto Networks”
I’m starting up my videos on again–this time using YouTube as a platform. My forty-fifth YouTube video “QuickPick: Palo Alto Networks” went up today. The post to add another cybersecurity pick to my portfolios will go up this evening. Palo Alto...
Click your heels together and repeat, “There is no inflation”
Taiwan Semiconductor Manufacturing (TSM), which makes chips for everybody and everything, plans to raise prices on its silicon by 10% to 20% in 2022, DigiTimes reported today. The company will raise prices on “mature-technology chips” manufactured on 16...
Ford gains on doubling of production target for electric F-150 pickup
Shares of Ford Motor (F) are up 2.75% as of the close in New York today, August 24, on news that the company has doubled its production target for the F-150 Lightning because of strong early demand for the full-sized electric pickup truck ahead of its 2022 launch. The...
Watch my new You Tube Video: 3 China stocks to buy but not now
I’m starting up my videos again–this time using YouTube as a platform. My forty-second YouTube video “3 China stocks to buy but not now”-went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it below:...
How much of a hedge do you need–and how much can you afford
I try to use big up and (especially) down days in the stock market to stress test my portfolio. One of the things I look to learn from a high volatility down days is how the hedges that I’ve put on to protect my portfolio work under big stress. So, for example,...
Watch my new YouTube Video: “QuickPick Cummins”
I’m starting up my videos again–this time using YouTube as a platform. My thirty-eighth YouTube video “QuickPick: Cummins”-went up today. (I’d also note that Cummins has been a member of my long-term 50 Stocks Portfolio since May 3, 2013....
Selling Meituan and Naspers to cut China exposure
Last Wednesday, July 28, Chinese financial regulators told big investors–banks and investment groups heavily exposed to China’s stock market–not to worry. China’s financial markets were sound and despite the fears engendered by the...
A tried and true earnings game boosts Microsoft another 1.23% today
After picking up; 1.3% yesterday, shares of Microsoft added 1.23% today, Friday, July 23, as Wall Street analysts raised earnings estimates ahead of the company’s July 27 earnings report. It’s a tried and true earnings season game: No analyst wants to be...
Nvidia finally trades at post-split price and gains 4.29% today
Nvidia (NVDA) finally began trading at a price adjusted for the stock’s announced 4 for 1 split. At the close the shares traded at $194.10, a gain of $7.98 a share (or a pre-split $31.92 gain), up 4.29% on the day. The solid move higher bodes well for...
Taiwan Semiconductor earnings on Thursday upended chip stocks–here’s why
On Thursday, July 15, Taiwan Semiconductor Manufacturing (TSM), the world’s leading chip foundry, reported earnings of 93 cents a share for the second quarter, up 18% year over year. That was inline with analyst estimates. Sales rose 28%. The company raised its...
China GDP growth misses but not by as much as feared
China’s economy grew by 7.9% in the second quarter of 2021 from the second quarter of 2020. That was a huge slowdown from the 18.3% year over year growth in the first quarter. No one had expected that growth surge from the end of pandemic lockdowns to be...
Watch my new YouTube video: 3 Picks for the Earnings Blowout
I’m starting up my videos again–this time using YouTube as a platform. The thirtieth YouTube video “3 Picks for the Earnings Blowout” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...Jim’s Daily Email Alerts:
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