Stock Alerts
July 8, 2026 | Daily JAM, Long Term, Morning Briefing, NVDA, Stock Alerts, Top 50 Stocks |
I sold Nvidia (NVDA) out go my long-term 50 Stocks Portfolio on March 18 at a closing price of $180.40 My thinking then was that after a huge run Nvidia’s share had moved to an excessively optomistic valuation and it was time to give the shares a rest with expectations that the shares would correct and offer a lower rick re-entry price.
Turns out I was a “bit” early. Nvidia continued to climb until it hit an all-time high of $235.47. The shares closed at $196.93 on July 7. Now, though, I see the rebuying opportunity I was expecting. After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.
June 30, 2026 | ABBV, Daily JAM, Dividend Income, Jubak Picks, Stock Alerts |
I’ve owned shares of AbbVie (ABBV) in my Diividend Portfolio since January 29, 22020. The gain during that period through the close on June 30 has been 201% plus dvidends. (The stock currently pays a 2.72% forward dividend.)
Besides my adding to me position in the Dividend Portfolio, I will adding a new position in my Jubak Picks Portfolio tomorrow, July 1.
The challenge during most of that time has been how the drug maker would find the revenue growth to make up for the gradual erosion of revenue from its blockbuster Humira as that drug came off patent. AbbVie has done a good job in that transition and the deal to buy Apogee Therapeutics for $10.9 billion will bolster its portfolio of anti-inflammatory drugs amid growing competition for its best-selling Skytizi.
June 1, 2026 | Daily JAM, DE, Long Term, Stock Alerts, Top 50 Stocks |
Last year, America’s crop farmers lost $34.6 billion, and farm bankruptcies surged to numbers not seen since 2020, according to the American Farm Bureau Federation. This year, 70% of farmers surveyed claim they cannot afford all the fertilizers they need. Fuel costs continue to rise as the Strait of Hormuz remains closed. Prices for some fertilizers are up 47% year over year. Meanwhile, farm exports to China, Canada, and other countries have taken a huge hit from U.S. tariff policy. Ninety-four percent of farmers reported that their financial situation has “worsened or remained the same” since last year. Fifteen thousand farms closed in 2025.
Bankruptcies were up 55% in 2024, 46% in 2025 and 70% for 2026 by May.
May 25, 2026 | Daily JAM, Jubak Picks, LLY, Morning Briefing, Stock Alerts |
What do the stocks of AI chip maker Nvidia (NVDA) and weight-loss drug leader Eli Lilly (LLY) have in common? Their lofty valuations depend on years and years of fast growth.
At a trailing 12-month price to earnings ratio, Nvidia isn’t especially expensive–as ling as it can grow revenue at the 81% rate projected for 2027 or even the 39% projected for 2028. The worry–what makes investors nervous about Nvidia is evidence of increasing competition in the are for AI chips. At some point, the worries go, chips from Amazon, Alphabet, Meta Platforms, and Chinese competitors have to start taking market share. How much and when? boom the important issues.
Same with shares of Eli Lily. At a trailing 12-month price to earning ratio of 37 an a forward PE of 28 on the next 12-month’s earnings per share, Eli Lilly isn’t expense as ling as it can keep growing revenue at the 31% projected for 2026. But revenue growth is projected at just 15% for 2027 on analysts belief that patent expirations and competition in the market for GLP-1 weight loss drugs will slow growth.
It’s important for investors in Eli Lilly that growth for 2027 and beyond comes in higher than that.
And the company’s recent earning report band its announcement of the preliminary trial results for a new weight loss drug offer reason for optimism.
March 20, 2026 | Daily JAM, Jubak Picks, LNG, Stock Alerts, Top 50 Stocks, Volatility |
I already own shares of Cheniere Energy (LNG) in my Jubak Picks Portfolio and my Volatility Portfolio. I will add another position in my 50 Stocks Portfolio on on Monday, March 23.
November 19, 2025 | Daily JAM, NVDA, Stock Alerts, Top 50 Stocks |
Nvidia’s (NVDA) revenue rose 62% to $57 billion in the fiscal third quarter, which ended October 26. Earnings were $1.30 a share. Analysts had predicted sales of $55.2 billion and earnings of $1.26 a share.
October 2, 2025 | BEPC, Daily JAM, Dividend Income, Jubak Picks, LNG, Stock Alerts, Top 50 Stocks |
Call this bookkeeping to make sure everYone is on the same page.Yesterday and today I made two picks for me Special Report on the 3 energy crises for the NOW stage in this crisis: BEPC and LNG. Here’s what I wrote:
September 29, 2025 | Daily JAM, Dividend Income, Stock Alerts |
You’re going to have to be patient with Americold. Morningstar sees the upturn in the cold storage sector as arriving in 2028. That long lead tie to work through pricing and excess capacity in the sector–where Americold is the second largest player in the world–is why the stock is down 41% in 2025 through the close on September 26 and why Morningstar calculates that at todays price of $12.49 the shares trade at a 55% discount to fair value. You’ll be nicely compensated while you wait, though. The REIT, which is required to pass through 90% ofnetincome to shareholders, paid a trailing dividend 7.41%. (By the way, the next quarterly dividend will be paid on October 15 to shareholders of record as of the close of trading tomorrow, September 30.)
August 25, 2025 | Daily JAM, Jubak Picks, Morning Briefing, Stock Alerts, WMT |
I think last week’s 3.17% drop in Walmart (WMT) shares is an opportunity to buy the stock of a retailer that seem perfectly matched with this economy. Tariff increases, an up tick in inflation and a slowing economy have left consumers strapped and looking for bargains. Think that might be a sweet spot for Walmart? The company’s second quarter results announced last Thursday argue that those conditions are just right.
August 23, 2025 | Daily JAM, Long Term, NVDA, Stock Alerts, Top 50 Stocks |
what would a week be without an inflation report. And the week will end on Friday with the Personal Consumption Expenditures index report for July. The Fed’s favored inflation gauge, the core PCE was up 2.8% year-over-year in June and 2.7% in May. Another tick higher wouldn’t be good news for investors counting on the Federal Reserve to cut interest rates at its September17 meeting. But THE event of the week will be the earnings report from Nvidia (NVDA) after the close on Wednesday, August 27. Nvidia is expected to report earnings for the fiscal Quarter ending July 2025 of $0.94 a share. The reported earnings per share for the same quarter last year was $0.65. Nvidia faces a challenge to beat lofty expectations. Wall Street analysts expect Nvidia to deliver 53% year-over-year revenue growth in the quarter and expect a 48% increase in earnings.
August 7, 2025 | Daily JAM, Dividend Income, Stock Alerts, Top 50 Stocks |
Cummins is a member of my Dividend Portfolio. Since the August 10, 2018 date of that pick, the position is up 174%. I’m going to hold Cummins through the August 22 record date and then sell these shares out of the Dividend Portfolio.(The appreciation in Cummins stock has lowered the forward dividend yield on the shares to 2.1%) I will keep my position in Cummins in my long-term 50 Stocks Portfolio.
July 17, 2025 | ALB, Daily JAM, Stock Alerts, Top 50 Stocks |
Got to love a global supply chain where trouble at a Chinese lithium producer can lead to today’s almost 7.6% gain in shares of big Chilean producer Albemarle (ALB). Of course, one of the dangers of a global supply chain is that it can be frustratingly opaque. Today, no one is sure exactly why China’s Zangge Mining suspended lithium production at its facility in Qinghai province following directives from local government officials. Or how long the supply shutdown might last.
