My 10 stocks for a core portfolio–you’ll have to sign up as a member (it’s free) to read the post with all the “why’s” in the Jim’s Extra section of this site
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
Your 10 Best Stocks for a Core Portfolio–and the “Why” for each pick
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...My 10 Stocks for the AI Gold Rush–Why these picks?
Artificial intelligence really is a paradigm-breaking, transformative technology. Right now, investors are so enthusiastic about the sector, especially the obvious leader Nvidia (NVDA), that we’re looking at a potential bubble that will collapse with much...
Another chip maker–this time is Micron–warns and chip stock take a hit
First, it was Nvidia (NVDA) cutting its guidance for revenue and earnings due on August 24. Today, August 9, it was Micron Technology (MU) warning that its revenue for the fourth-quarter revenue may come in at or below the bottom end of a forecast range provided in...
Chips bills moves closer to passing; and the winners are…
The Chips for America Act looks headed to a cloture vote in the Senate on Thursday. As the $52 billion bill now stands, it includes $39 billion for semiconductor companies to “build, expand, or modernize domestic facilities.” This funding is targeted at new...
Please watch my new YouTube video : Steady vs. hot hands
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth-and second YouTube video “Strong vs. hot hands” went up today. Hello there! Today I’m looking at a few stocks that exemplify what most experienced...
There looks to be enough fuel for the Santa Claus rally
Judging from the close of Monday’s trading session, there looks to be enough fuel for a Santa Claus rally to end 2021. The Standard & Poor’s 500 closed up 1.38% and the Dow Jones Industrial Average gained 0.98%. The NASDAQ Composite was ahead by 1.39%...
Be careful out there: This is one insanely volatile market both on the up and down sides
Want to know exactly how volatile the stock market is right now? Yesterday investors and traders got news that the first case of the Omicron Variant had been recorded in California. On that, and some “We’ll tighten sooner than expected” remarks from...
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...
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%...
It’s already correction time in the chip sector
The Philadelphia Semiconductor Index is now down 8.7% from its September 16 peak. The slump comes as investors and traders sell on fears of supply-chain problems in the sector and especially in the memory chip market. The drop has left the index testing its 200-day...
Watch my new YouTube video: “3 picks for the fall tech rotation”
I’m starting up my videos again–this time using YouTube as a platform. My fortieth YouTube video “3 picks for the fall tech rotation”-went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it below:...
Today brings the selling that many expected after Wednesday’s Fed meeting
Yesterday, growth stocks climbed in the face of signals from the Federal Reserve on Wednesday that interest rates increase were coming sooner–as soon as the end of 2022–than expected. That seemed puzzling. May be, one line of thought (mine) had it,...
Taiwan Semiconductor says the auto chip shortage will be done by the end of the third quarter
Taiwan Semiconductor Manufacturing (TSM), the globes biggest independent chip foundry, said last week that it expects the chip shortage that has left automakers scrambling for silicon and cutting back production will be over by the end of the third quarter. Whether...
Apparently everybody decided today that tomorrow’s March jobs report will show accelerating economic growth
With the financial markets closed tomorrow for Good Friday, traders and investors jumped in to buy today ahead of what is expected to be a jobs report tomorrow morning showing unemployment dropping to 6.0% (by the official measure) from 6.2% in February. The Standard...
Rotation turns to general selling
At 11:07 a.m. today the Standard & Poor’s 500 was up 0.80%. At the close it was down 0.55%. Same picture for the small cap Russell 2000 index. Up 1.65% at 10:54 a.m. New York time. Down 2.26% at the close. What looked like one of the rotation markets...
Market squares positions ahead of weekend, but doesn’t quite make up for yesterday’s losses as trend remains to the downside
The Standard & Poor’s 500 closed down 0.06% today, March 19. About as exciting as watching paint dry. The NASDAQ Composite, down yesterday, reversed that drop and a little bit more by adding 0.76%. The iShares MSCI Emerging Markets ETF (EEM), down 1.84%...
Watch my new YouTube video: 3 Picks for Continued Volatility
I’m starting up my videos again–this time using YouTube as a platform. The fourteenth YouTube video “3 Picks for Continued Volatility” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
The rotation gets extreme–Dow hits record intraday high while NASDAQ Composite falls into a correction
Two indexes will tell you what you need to know about today’s stock market action. The Dow Jones Industrial Average, driven by cyclicals, vaccine recovery stocks, and consumer stocks rose to an intraday record high. After a slight retreat at the end of the...
Everything is down this morning! I’m nibbling at these stocks
Yesterday tech tumbled but utilities, commodities like copper and even gold, and many “vaccine recovery” plays gained. Today almost everything is down. Which to me is a sign that this now 6-day downturn is getting closer to an end. Right now, as of 1:30...
A wild day for stock gains–although you wouldn’t know it from the indexes
At the close today the Standard & Poor’s 500 was down 0.19%. The Dow Jones Industrial Average ended dead even. The NASDAQ Composite “soared” 0.07%. It wasn’t until you looked at the Russell 2000 small cap index that you saw any signs of...
Jubak Picks recommendation Applied Materials blows out the quarter and raises guidance
Given how strong the earnings beat was for the last quarter and how big the increase in guidance was for the next quarter from Applied Materials (AMAT) after the market close last night (February 18) today’s stock gain of 5.19% was actually rather modest. For...
Adding Applied Materials to my Jubak Picks Portfolio on chip shortage
As I noted in my January 13 video “4 picks for the chip shortage,” investors are looking at shortage of silicon chips that has hit the auto industry especially hard and that argues for a multi-year increase in capital spending to expand chip production at...
Watch my new YouTube video on 4 stock picks for the chip shortage
I’m starting up my videos again–this time using YouTube as a platform. The sixth YouTube video “4 stock picks for the chip shortage” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
On the fifth day of Christmas my stock pick is Applied Materials–and five golden rings
All the work by Nvidia, Intel, Applied Micro Devices, and Alphabet that I described in my fourth day of Christmas stock pick post means lots of orders for the companies that make the machines that make the chips for new markets in artificial intelligence, data mining,...Update ASML Holding (ASML)
The semiconductor equipment race is heating up even faster than I laid out in my January 14 post on Intel https://jubakpicks.com/2011/01/18/the-chip-war-thats-bad-for-intel-is-good-for-the-shares-of-chip-equipment-makers/ Samsung Electronics, perhaps Intel’s biggest...The chip war that's bad for Intel is good for the shares of chip equipment makers
The same logic that has pushed shares of chipmaker Intel (INTC) down despite record earnings and revenue is pushing up the shares of semiconductor equipment makers Look what happened on January 14, the day after Intel announced its earnings. For the day Intel fell by...Jim’s Daily Email Alerts:
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