October 20, 2020 | Daily JAM, NFLX, Stock Alerts |
Netflix (NFLX) shares fell 5.42% in after-hours trading (after closing 1% lower in the regular session) after the company reported additions to paid subscribers the missed estimates and lower guidance for the rest of 2020. Revenue for the company's third quarter was...
October 20, 2020 | Daily JAM, ERIC, Jubak Picks, Stock Alerts |
For  the second quarter Ericsson (ERIC) reported a 43% positive earnings surprise. Could the company surprise again tomorrow? Analysts are looking for the company to report third quarter earnings on October 21 of 16 cents a share. That would be a huge improvement of...
October 20, 2020 | Daily JAM, PE, Stock Alerts |
A day after  ConocoPhilips (COP) announced it would buy big Permian Basin oil shale play Concho Resources (CXO) for $9.7 billion, the Wall Street Journal reported that Pioneer Natural Resources, by some measures the biggest oil shale operator in the Permian Basin, is...
October 16, 2020 | Daily JAM, Dividend Income, PFE, Stock Alerts |
In a public letter Pfizer (PFE) CEO Albert Bourla wrote that the company hopes to have initial data from its Phase 3 clinical trail of a coronavirus vaccine by the end of October and that it will wait until the third week in November to file an emergency use...
October 15, 2020 | Daily JAM, Stock Alerts, Top 50 Stocks, TSM |
Taiwan Semiconductor Manufacturing (TSM) reported earnings of 90 cents per American depositary receipt today on sales of  $12.14 billion for the company's September quarter. Net income climbed 36% year over year. Analysts had expected the company to earn 81 cents an...
October 14, 2020 | Daily JAM, Stock Alerts, Volatility, VXRT |
Shares of Vaxart (VXRT) closed down 10.04% today, October 14, giving back all of its 8.8% gain from Tuesday. The shares finished the October 14 session at $6.90. Yesterday, the company, which is working on a coronavirus vaccine in pill form, reported that hamsters who...
October 2, 2020 | Daily JAM, Jubak Picks, Stock Alerts, Top 50 Stocks, TWLO |
Twilio (TWLO), which makes cloud-based software, climbed 13% today after analysts raised price-target after Thursday's investors day event. (For example Morgan Stanley raised its price garget for Twilio to $270 from $240. I would note the stock closed at $290 today,...
September 23, 2020 | Daily JAM, ILMN, Jubak Picks, Stock Alerts, Top 50 Stocks |
With the Standard & Poor's 500 falling 2.37% at the close and the NASDAQ 100 down 3.16% for the day, shares of Illumina (ILMN) climbed 1.67%. Yesterday and today the selling of Illumina looks to have exhausted itself. The stock traded at $400.74 as recently as...
September 15, 2020 | Daily JAM, Stock Alerts, Volatility, VXRT |
Yesterday shares of Vaxart (VXRT) were up 46.79%. Today they're down 16.13% as of noon in New York. And, of course the shares are down 55.38% since I bought them on July 22, 2020 at $14.79. Why so much, such extraordinary volatility? Some is because this is the kind...
August 31, 2020 | BRK/B, Daily JAM, Jubak Picks, Stock Alerts |
Warren Buffet's Berkshire Hathaway (BRK-B) hit the headlines today on news that it had made a big buy in shares of Japanese trading companies. To me that looks like a typical Buffett value play on commodities and international trade at a time when the market in...
August 28, 2020 | Daily JAM, Dividend Income, PFE, Stock Alerts |
You remember how in Part 3A of my Special Report: Meeting Your Retirement Challenge, I suggested that when temporary factors created an opportunity to buy the shares of a solid, predictable, cash flow generating company, with a yield of 4% you should jump at the...
August 17, 2020 | Daily JAM, Dividend Income, GOLD, Jubak Picks, Stock Alerts, Top 50 Stocks |
Shares of Barrick Gold (GOLD) are up 11.10% today to $29.99 as of 1:30 p.m. New York time on Monday, August 17. The continued climb in Barrick Gold shares comes on the strength of an ongoing rally in gold prices and news that broke on Friday that Warren Buffett's...