August 20, 2018 | Daily JAM, NKTR, Stock Alerts |
I'm on vacation through August 26. I'm trying to use this down time to catch up on earnings results that I missed during the very busy second quarter earning season. After the market close on Wednesday, August 8, Nectar Therapeutics (NKTR) reported earnings of $5.33 a...
August 14, 2018 | Daily JAM |
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August 13, 2018 | AAPL, AMZN, DIS, NFLX, Notes You Need |
Sector Monday is my regular (or occasionally regular) post on the investible trends in a timely sector. I'm filling the first of the two weeks while I'm on break in Sicily (it's nasty work but some has to do it) with a week of Sector Monday posts. Normally these posts...
August 10, 2018 | CMI, Daily JAM, Stock Alerts |
In my on-going Special Report: 10 Best Stocks in 10 Sectors I laid out the case for buying Cummins (CMI) now a a dividend stock with the expectation that as the current depression over the share price of industrial exporters lifts, the buy will also generate very...
August 10, 2018 | ALB, Daily JAM, Stock Alerts |
Who says the collapse of the Turkish lira and of the Turkish stock market isn't good news for anyone? While it's certainly true that the troubles in Turkey--which have become worse as the country's relationship with the United States has tipped for mild disagreement...
August 10, 2018 | Daily JAM, Stock Alerts |
When  I sold my options on Equinor (EQNR) out of my Volatility Portfolio back on July 18, the idea was to take some profits (I was looking at a better than 50% gain and the shares were trading at $26.42) and to roll the calls with an October 19, 2018 expiration with a...
August 10, 2018 | Daily JAM, Short Term |
Today, August 10, the International Energy Agency raised its forecast for global oil demand growth for 2019 by 110,000 barrels a day for a total increase of 1.5 million barrels a day. In its monthly report, the oil market watchdog for the world's advanced economies...
August 10, 2018 | Daily JAM, Morning Briefing |
Granted the Federal Reserve watches the Personal Consumption Expenditures Index to measure inflation, but the big jump in the July Consumer Price Index should remove the last doubts (if any remain) about a September interest rate increase from the Fed. The headline...
August 9, 2018 | Daily JAM, Morning Briefing, Volatility, You Might Have Missed |
The United States has imposed new sanctions on Russia as punishment for that country's use of nerve agents in a March 4 attack on former spy Sergei Skripal and his daughter in the United Kingdom. The sanctions are required under the 1991 Chemical and Biological...
August 8, 2018 | Daily JAM, MIDD, Stock Alerts |
That's better. Today, before the market opened in New York, Middleby (MIDD) reported second quarter earnings of $1.63 a share. That was 7 cents a share above Wall Street projections and 20.&% higher than the $1.35 a share reported for the second quarter of 2017....
August 8, 2018 | Daily JAM, Morning Briefing, Short Term |
Today the Chinese Commerce Ministry announced 25% tariffs on an additional $16 billion in U.S. exports. The tariffs will go into effect on August 23 and target cars, crude oil, medical instruments, natural gas, and coal along with hundreds of other items.. The tariffs...
August 7, 2018 | ALB, CMI, Daily JAM, Mid Term, PYPL, Special Reports |
Sorry getting all 10 picks up took so long. But this Special Report is finally done. I've been arguing for months--and in two previous Special Reports that you can find on the JubakAM.com home page, "How to Invest in a Late Cycle Market" and "5 Place to Hide in this...