Please watch my new YouTube video: Trend of the Week A New Commodity Super Cycle
I’m starting up my videos again–this time using YouTube as a platform. My eighty-ninth YouTube video “Trend of the Week: A new commodity super cycle” went up today. Please watch and subscribe to my YouTube channel. And like my video....
People’s Bank moves to juice China’s economy earlier than I expected
Today, the People’s Bank of China cut its key interest rate for the first time in almost two years to help support China’s economy. The People’s Bank of China lowered the rate at which it provides one-year loans to banks by 10 basis points. Not a huge...
Illumina ups guidance and soars–what this tells us about this stock and market’s growth fears
On January 11, Illumina (ILMN) told analysts at the annual JPMorgan Chase healthcare conference to expect 39% sales growth for 2021 when the company reports earnings on February 10. And that analyst earnings and revenue forecasts for 2022 were too low. Sales would...Big banks deliver mixed start to Q4 earnings season with JPMorgan down and Wells Fargo up
Sing along: One of these banks is not like the others. One of these banks doesn’t belong. This morning big money center banks JPMorgan Chase (JPM) and Citigroup (C) delivered disappointing reports on fourth quarter revenue and earnings. Shares of JPMorgan Chase...
Buying Wells Fargo in Jubak Picks ahead of earnings
Wells Fargo (WFC) is scheduled to report fourth quarter 2021 earnings on Friday, January 14. The bank is expected to be one of the few big money center banks to show a significant increase in earnings for the lat quarter of 2021 from the fourth quarter of 2020 (when...
Please watch my YouTube video: Quick Pick Conoco Phillips
I’m starting up my videos again–this time using YouTube as a platform. My eighty-fifth YouTube video “QuickPick Conoco Phillips” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
Ford gains 11.7% today on news that it will double production capacity of F-150 electric pickup
As of the close New York today Ford Motor (F) shares were up 11.67% after the company announced it would nearly double production capacity to meet demand for its upcoming F-150 Lightning electric pickup truck. The price of $24.31 is a 21-year high for Ford’s...
With sell of Apple tomorrow I’ll start to unwind my end of the year rally buys
When I bought shares of Apple (AAPL) in my Jubak Picks and Volatility Portfolios, I was looking for gains from the end of the year rally (which kind of fizzed out) and the traditional Santa Claus rally (which came through as expected) to drive shares higher in the...
Evergrande shares suspended in Hong Kong; reports say company ordered to demolish 30 buildings
Shares in China Evergrande Group have been suspended from trading in Hong Kong, the property developer announced on Monday. The company did not give a reason. Leaving us to speculate and there’s plenty to speculate with. Evergrande missed new coupon payments of...
Time to shift gears on your selling strategy (if any) as we move to 2022 from 2021–my last two sells for 2021 are Itau Unibanco and Cemex
We’ve got just two more trading sessions left in 2021. And then it’s on to 2022. Which means you should have wrapped up–or making any last minute sells–to harvest tax losses from 2021 in the next day or so. Of course, being the tax-savvy...
Watch my new YouTube video: QuickPick Shimano Update
I’m starting up my videos again–this time using YouTube as a platform. My seventy-ninth YouTube video “QuickPick Shimano Update” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
Ford Motor moves strongly higher on news of huge pre-orders for electric F-150 Lightning pickup
Ford Motor (F) CEO Jim Farley said yesterday, December 9, that pre-orders for the soon-to-launch F-150 Lightning pickup truck are so great that it had to stop taking reservations. “We are completely oversubscribed with our battery electric vehicles, Lightning...
Watch my new YouTube video: Look Out for Earnings Season
I’m starting up my videos again–this time using YouTube as a platform. My seventy-eighth YouTube video “Look Out for Earnings Season” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
CVS Health raises dividend and 2022 revenue guidance
CVS Health (CVS) will raise its annual dividend by 10% to $2.20 from $2.00 effective with the dividend payout scheduled for February 1. The company has also authorized a $10 billion share buyback program. The company also raised guidance for the full 2021 year to...
Remember that volatility creates volatility–time to look to some tax loss selling (like Nektar)
With the VIX “fear index” falling back closer to “normal” levels–it dropped to 21.89 yesterday from 31.12 on December 1–it sure feels like the extreme volatility of the end of November and early December is on the ebb. The move to...
Adding Bristol-Myers Squibb to my Jubak Picks Portfolio tomorrow
As I noted in my posts over the weekend, I think that along with all the general volatility and the rotation away from high moment and higher price-to-earnings ratio technology stocks, the last week or so saw a rotation into “safe” haven stocks such as...
A stock isn’t a buy just because it’s cheaper than it was–Lessons from Disney on when to buy on the dip
After a huge rally like we’re had this year, it’s easy to fall into one of the most common buy on the dip traps. Just because a stock is cheaper than it was, it’s not necessarily a bargain. There’s nothing that says a stock has to return to its...
Danaher is Pick #6 for end of the year momentum and raising target price in Jubak Picks
It’s hard today, November 30, to find any stock with the kind of momentum that I’m looking for in the last month of 2021. Apple (AAPL) looks like a good possibility, which is why I made it Pick #5 in my Market Melt Up Special Report on my subscription site...
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...Jim’s Daily Email Alerts:
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