Millennial
January 18, 2022 | AMAT, Daily JAM, Jubak Picks, Millennial, MSFT, Short Term, Special Reports, Top 50 Stocks, TSM |
In the first section of this Special Report: When will the selling stop? When to buy What to buy” posted back on January 11, I said that I’d look to buy in tiers. And thus stagger my buying to take account of any earnings season selling and any volatility around the Fed’s January 26 meeting. In the first tier, I said, back on January 11, I said I’d look for former momentum and earnings growth favorites, especially in the technology sector, that had taken big hits in the selling from the November 19 high. The three first tier buys were Nvidia (NVDA), Advanced Micro Devices (AMD), and and the first three buys back on January 11 were Nvidia (NVDA), Advanced Micro Devices (AMD, and Adobe (ADBE). I said I’d name my second tier picks after bank earnings. Which means today.
January 12, 2022 | Daily JAM, FQVLF, Millennial, Stock Alerts |
Copper prices rose 3.54% on the London Metals Exchange today to $10,064 a metric ton. And that looks like just the beginning of a classic commodity run based on supply shortages in the copper industry and increases in demand from growth in electric cars and renewable energy technologies. Inventories at the London Metals Exchange now sit at multi-year lows. Goldman Sachs recently increased its forecast for copper to $12,000 a metric ton and sees a 20% upside for copper in 2022. Bank of America recently put a $20,000 price target on copper by 2025. Today, January 12, copper stocks were on the march.
January 11, 2022 | Daily JAM, Jubak Picks, Millennial, Special Reports, Top 50 Stocks, You Might Have Missed |
If you worry about what worries me right now, I know what you want to know. When will the selling stop? When will it be a good time to buy “bargains”? And What stocks should you buy when you begin to buy? Those are the three questions that I’ll answer in this Special Report. Along with listing my first three buys on this selling.
December 14, 2021 | Daily JAM, LICY, Millennial |
Li-Cycle Holdings LICY), a recycler of rechargeable lithium-ion batteries, has entered into a non-binding letter of intent to supply LG Chem, Korea’s largest diversified chemical company and LG Energy Solution, a leader in the market for lithium-ion batteries for electric vehicles, with 20,000 metric tons of nickel from recycled waters over the 10 year beginning in 2023. Upon signing of the final agreement, LG Chem and LG Energy Solutions will together make a $50 million buy of shares in Li-Cycle.
December 2, 2021 | Daily JAM, Millennial, NVDA, Top 50 Stocks |
Today, December 2, the Federal Trade Commission sued to block Nvidia’s (NVDA) $40 billion acquisition of ARM. “The FTC is suing to block the largest semiconductor chip merger in history to prevent a chip conglomerate from stifling the innovation pipeline for next-generation technologies,” Holly Vedova, director of the commission’s Bureau of Competition, said in the statement.
December 1, 2021 | AMAT, Daily JAM, DIS, Jubak Picks, MGM, Millennial, OTLY, Top 50 Stocks, Volatility |
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 previous price after a dip. And especially that it has to return to that former price on your schedule. Let me use Disney (DIS), one of the stocks I’m tracking in my Dip-O-Meter, as an example.
November 17, 2021 | Daily JAM, Millennial, Morning Briefing, NVDA, Top 50 Stocks |
On Saturday I posted 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 the magnitude of any year-end, market melt up rally.
Wall Street analysts were projecting that the company would announced earnings of 95 cents a share for the quarter that ended in October. That would be a huge 58% increase from the 60 cents a share reported for the October 2020 quarter, I
But, I worried, that much of that number was already in the share price. The stock was up 47% in the last month and 133% for the year to the November 15 close. Would the stock drop if all the company did was meet expectations?
November 15, 2021 | Daily JAM, Millennial, OTLY, Volatility |
Back in October when I made Oatly Group (OTLY) the No. 4 pick in my Buy on the Dip Special Report, I advised waiting until after the company’s November 15 earnings report because there was a good chance that the company would miss estimates and disappoint on guidance. Exactly. Today the company did both and the stock dropped 20.8% on the day. That’s a big one-day plunge, especially since even before today’s beating the stock was down 59% formats June 11, 2021 high. I think it’s safe to say that much of the risk is now out of these shares
November 13, 2021 | Daily JAM, LICY, Millennial |
On Friday, November 12, I made lithium battery recycling company Li-Cycle Holdings my Quick Pick video. On Monday, November 15, I will add it to my Millennial (for those who have more time than money) Portfolio.
November 8, 2021 | Daily JAM, Millennial, NVDA, Top 50 Stocks |
When I started Special Report for how to Buy on the Dip, What to Buy on the Dip and When to Buy on the Dip I was only looking to have three strategies (and 10 picks). The more I look at the current market, the more complex it seems with more moving parts that could generate an Oh, No! moment for this stock or that stock.Which is why, in my last update to this Special Report, I added a fourth strategy, one I’m calling “The China bomb” and four more picks to my Buy on the Dip Special Report. Today, I’m going to complete this Special Report with this post on the strategy that was, initially, going to be Strategy #3 (when there were just three strategies in the report.) Because I inserted “The China Bomb” strategy as a new Strategy #3, the original Strategy #3, Buy on the Regret, got bumped to today’s Strategy #4.
November 6, 2021 | Daily JAM, Jubak Picks, Millennial, Volatility |
Expect a scramble this week as Wall Street tries to identify the winners from the $1.2 trillion ($550 billion in new money) infrastructure bill passed by the House of Representatives (finally) late on Friday night. President Joe Biden will sign the bill, which passed the Senate in August, early in the coming week. Frankly, the bill has been so long in the baking that I had forgotten what was in it. So I looked it up. (And I’ve suggested some potential stock market winners from this new spending.)
October 18, 2021 | AMAT, AMD, AMSC, ASML, Daily JAM, EVGO, F, FCX, Jubak Picks, Mid Term, Millennial, NJDCY, NVDA, SEDG, Special Reports, TSLA, Volatility, VWAPY |
Yes, we want to buy on the dip. Whenever we get a significant dip. (And significant to me is 5% or more in the major indexes–and 10% or more in specific sectors.) But, we need new strategies for buying on the dip that take into account the market’s valuation problem, the central bank tightening that looks to be in the cards, and the real possibility of a dip in growth below forecasts in 2022. I’ve got fouir strategies to suggest for buying in this market on these dips. And 14 picks to use to execute those strategies.
