Watch my new YouTube video: “QuickPick Palo Alto Networks”
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My forty-fifth YouTube video “QuickPick: Palo Alto Networks” went up today.
Jubak Picks
Ford gains on doubling of production target for electric F-150 pickup
Shares of Ford Motor (F) are up 3.02% as of 3:15 p.m. New York time 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 automaker is targeting annual production of more than 80,000 in 2024, up from its prior target of more than 40,000.
Why Microsoft outpaced the market and techs today
Today Microsoft (MSFT) closed up 2.08%. The NASDAQ 100 was ahead just 0.51% and the Standard & Poor’s 500 gained only 0.13%. The gains took Microsoft shares to a record intraday high of $297.35. Why the extra pop in Microsoft shares? Because today Microsoft raised the price of its Microsoft 365 productivity suite (Word, Excel, PowerPoint, Teams, Outlook and Enterprise Mobility) by as much s 20%, effective March 1. The price increase is the first since the launch of Office 365 ten years ago.
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, on a big day down day like July 16, when the Dow Jones Industrial Average fell 725 points, I looked to see if 1) the hedges I owned worked to reduce or better yet eliminate my downside losses, and 2) how much those hedges were costing me in opportunities for upside gains postponed.
VISA: Long-term bucket pick #4 for my Special Report on how to fix your income investing crisis
Long-term bucket pick #4: Visa (V). Think of Visa not as a credit card but as a network. We know from watching other networks–Amazon (AMZN) and Apple (AAPL), for example that a the more customers are plugged into a network, the more attractive that network is for merchants, and therefore the more convenient the network is for consumers. All this adds up to extraordinary profitability with operating margins of 65% in 2020
Saturday Night Quarterback says, For the week ahead expect…
I hope it’s no surprise to you–I’ve been yammering away on this topic for the last two weeks after all–but next week is a big week for earnings from bellwether tech companies. The market reaction to those earnings will determine whether the current earnings based rally goes on for a while or if, instead, we get a sell on the news retreat. Tuesday, April 27, is the first big day with Apple (AAPL), Advanced Micro Devices (AMD), Alphabet (GOOG) and Microsoft (MSFT) all reporting.
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 on the wrong side of a strong earnings report so the days before a company is due to report earnings brings a raft of new, higher target prices.
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 revenue guidance for the third quarter to a range of $14.6 billion to $14.9 billion. The midpoint of that range, $14.75 billion, was above the Wall Street consensus estimate of $14.57 billion. Sales in the third quarter of 2020 are $12.4 billion.Taiwan Semiconductor said that it now expects sales to grow more than 20% this year, an increase from the 20% target announced earlier in the year. For 2020-2025, the company raised its revenue forecast to a compound annual growth rate of 15% from a previous target of 10% to 15%. But the stock dropped 5.5% on July 15 and fell another 1.52% on Friday, July 16. Why?
Watch my new YouTube video: “QuickPick: 3 reasons to buy Deere
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My thirty-fourth YouTube video “QuickPick: 3 reasons to buy Deere” went up today.
Special Report: 5 Post-Pandemic Picks and 5 Post-Pandemic Pans for a “New Normal”–my third pick Lululemon
In this Special Report: 5 Post-Pandemic Picks and 5 Post-Pandemic Pans for a New Normal I’m going to highlight 5 stocks that will see big benefits from changes in behavior after the pandemic and 5 stocks that are looking at negative after-effects. I started with two picks for what I called the wonderful world of logistics, Applied Materials (AMAT) and Zebra Technologies (ZBRA). For this post I’m going to move on to one of the key, and maybe surprising, features of the Post-Pandemic economy: The pandemic and the measures implemented to recover from the Pandemic recession of 2020 have exacerbated an already huge wealth imbalance in the U.S. economy. My pick for the very unequal, Post-Pandemic New Normal is Lululemon Athletica
More on why I added Zebra Technologies, my second Post-Pandemic picks for a New Normal, to my Jubak Picks Portfolio on June 28
On June 28 I added Zebra Technologies (ZBRA), my second pick in my Special Report: 5 Post-Pandemic Picks and 5 Post-Pandemic Pans for a New Normal, to my Jubak Picks Portfolio. In that day’s update on this Special Report set a target price of $596. (The shares closed at $510.65 on June 25 and at $539.94 on July 2.) Today let me give you some more of my logic behind this pick as well as an update on why the stock climbed 1.49% on July 2.
Trick or Trend: A huge ransomware attack says “Buy another cybersecurity stock” and I’ll post my pick on Tuesday
Another day; another ransomware attack. This one is being called the largest non-national-state supply-chain cyberattack ever seen (and possibly the largest cyberattack ever, period.)
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