June 18, 2020 | Daily JAM, Stock Alerts |
This is the good news? Delta Air Lines (DAL) said today that it expects to break even by the spring of 2021. Delta, which said it will add 1,000 flights to its schedule in July and again in August, plans to operate 30% of its 2019 schedule by the end of September....
June 12, 2020 | Daily JAM, PANW, Stock Alerts |
Analysts have raised their earnings estimate for cyber-security software company Palo Alto Networks (PANW) by 4.5% to 6.5% (depending on the data source you use) over the last 60 days. For 2020 Wall Street is now looking for $4.79 a share for 2020. That would still be...
May 28, 2020 | Daily JAM, Stock Alerts, XYL |
Xylem (XYL) is that rare coin on raw market--a pure play water stock at a time when foresighted investors are looking for water stocks and realizing how few of them exist. (The basic water story is that Mother Nature isn't making more of it. Rising global populations...
May 26, 2020 | Daily JAM, MPNGF, Stock Alerts |
As of 1 p.m. New York time today Meituan Dianping (MPNGF) shares were up 17.52% after the company reported better than forecast sales of 16.8 billion yuan ($2.4 billion) for the quarter that ended on Mach 31. The company reported a lower than projected loss of 1.58...
May 11, 2020 | HBI, Stock Alerts |
No doubt about it--looking at the loss in my position in Hanesbrands (HBI) of 37.66% since I added it to my Dividend Portfolio on February 21, 2020 isn't pleasant. But since I hold this stock for its dividend payout, the gain/loss at the moment isn't the only...
May 11, 2020 | Daily JAM, GM, Stock Alerts |
On April 27, General Motors (GM) suspended its quarterly dividend. It's a smart move to save cash--about $1.6 billion in the remainder of 2020--but without a dividend the stock doesn't deserve a place in a dividend portfolio. I've waited for the dust to clear on that...
May 7, 2020 | Daily JAM, Stock Alerts, TWLO, Volatility |
I still love Twilio (TWLO) for the long term. It's positioning in the forefront of providing aps and a developer platform for linking multi-device input and replies into a single network makes this a stock that I want in my portfolio for the next five years (a...
May 5, 2020 | Daily JAM, DIS, Stock Alerts |
How did Wall Street analysts get Disney (DIS) earnings today so wrong? Analysts had been projecting earnings of 86 cents a share. The company reported earnings of just 60 cents for the company's second quarter. The bigger-than-Disney takeaway here is "Wonder if it...
April 30, 2020 | AMZN, Daily JAM, Stock Alerts |
Amazon reported first quarter earnings today and fell $1.10 a share short of Wall Street estimates for $5.01 a share (GAAP earnings). That was a 30% year over year decline. Revenue, however, of $75.5 billion was up 26.5% year over year and beat estimates by $1.41...
April 30, 2020 | Daily JAM, KO, Stock Alerts |
Today's shocking announcement from Royal Dutch Shell (RDS-A) that it would cut its 10% dividend, to 16 cents a share is a brutal reminder of one of the big challenges facing dividend investors. Royal Dutch shares were down 12.02% as of 3 p.m. Nw York time today, April...
April 27, 2020 | Daily JAM, OKE, Stock Alerts |
The greatest danger of any dividend position right now is from a cut to the dividend payout. That kind of cut would send even an already crushed stock lower. I think that's the possibility facing shares of ONEOK (OKE) when it reports earnings on April 28. The stock...
April 23, 2020 | Daily JAM, Stock Alerts, WST |
West Pharmaceutical (WST) reported first quarter earnings of $1.01 a share on Thursday, April 23. That beat Wall Street estimates by 19 cents a share and was up 36% year over year. Revenue of $491 million for the quarter was up 10.8% year over year and exceeded Wall...