Blog

Archive for June, 2019

Trick or Trend: How much is already priced in?

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. As we wait for U.S. markets to open on Monday for a holiday-shortened three-and-one-half day […]

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Saturday Night Quarterback says, For the week ahead expect…

...a rally in U.S. financial markets as the markets got what they were hoping for out of the talks today between President Donald Trump and President Xi Jinping at the G20 conference. There are major differences in what the two countries are saying about what was agreed at the meeting, but not in dispute is […]

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Bonus Dividend Pick for my Volatility Portfolio–DOW, a cash cow with a 5.5% yield

Today, June 28, I added Corteva (CTVA), one of the three stocks to emerge from the merger, reorganization, and then breakup of Dow and DuPont, to my Volatility Portfolio.  . On Monday,  I'll be adding another from that breakup to my Volatility Portfolio. This time it's Dow (DOW), the commodity chemicals vertical that resulted from […]

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No. 2 Value Pick Constellation Brands up 4.73% today on earnings

On June 26 I added Constellation Brands (STZ), my No. 2 pick in my 5 Best Value Picks Special Report to my Volatility Portfolio. Today, June 28, Constellation Brands closed 4.73% higher on final first quarter earnings. Revenue grew 2.4% year over year. (The company's Mexican import Modello Especial was the top market share gainer […]

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Is that inflation we see?

The core Personal Consumption Expenditures Index, the Federal Reserve’s preferred measure of inflation, picked up in May by 0.2% from April. That took the annual inflation rate to 1.6%. That was just above the median estimate from economists surveyed by Bloomberg and still way under the Fed's target of 2% inflation. But if you look […]

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Adding Corteva, #8 in my 10 Best Picks for the Rest of 2019, to my Volatility Portfolio

Last night I added seed and agricultural chemicals company Corteva (CTVA) to my 10 Best Picks for the Rest of 2019 Special Report. Tomorrow June 28, I'll add it to my Volatility Portfolio. Confusion is your friend when you're looking for a stock that the market has undervalued. The confusion surrounding a stock can be […]

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Adding Palo Alto Networks, #6 in my 10 Best Picks for the Rest of 2019, to my Jubak Picks and Volatility Portfolios tomorrow

Today I made Palo Alto Networks (PANW) the sixth pick in my Special Report 10 Best Picks for the Rest of 2019. Tomorrow, June 28, I'll add these shares to my Jubak Picks Portfolio and my Volatility Portfolio with a target price of $260. The stock closed at $204.89 today, June 27. Catalysts to drive this […]

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How low can 10-year Treasury yields go? How about another 25 basis points

Today with the yield on the 10-year Treasury down to 2.02%, a drop of 2 basis points, two Wall Street heavy weights are predicting that we haven't seen a bottom in yield yet. Not by a long shot. Goldman Sachs today cut its forecast for the year-end yield on the 10-year Treasury to 1.75%. That […]

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Notes You Need for June 26: Tesla sales, General Mills earnings, consumer staples, Micron Technology

In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes You Need. I launched this new […]

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Oil rallies on U.S. inventory drawdown, record U.S. exports, slip in U.S. production–and, oh yes, those pesky tensions with Iran

U.S. benchmark West Texas Intermediate crude is now up 10% for the week following on a 2.44% jump in price to $59.24 a barrel today. International benchmark Brent crude gained 1.94% to $66.31 a barrel. Continued tensions between the United States and Iran, of course, have kept the trend pointing upwards. But today's big move […]

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