April 22, 2020 | Daily JAM, QSR, Stock Alerts |
There was that little detour for the complete and utter meltdown in the oil market, but now I'm resuming my plan to sell into the "re-opening the economy rally." That rally is in its last stages I believe, with its life extended by another coronavirus rescue bill, the...
April 21, 2020 | Daily JAM, Stock Alerts |
Coca-Cola (KO) beat on earnings and revenue in the first quarter. But, the company said today, April 21, monthly volumes have slumped in April by about 25% globally. The most likely cause of the pattern: Consumers stocked up on Coke products as the coronavirus...
April 20, 2020 | Daily JAM, FXI, Perfect Five-ETFs, Stock Alerts |
Right now it's hard to find a good asset to use to diversity a low-risk portfolio such as my Perfect 5 ETF Portfolio. Gold works most of the time except when stock investors and traders use it as a source of cash to meet margin calls on stocks. Utilities work at least...
April 16, 2020 | Daily JAM, Stock Alerts, TSM |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
April 16, 2020 | Daily JAM, NJDCY, Stock Alerts |
No, the problems in the Chinese auto industry--a big customer for Nidec's (NJDCY) small motors and electric drive trains--didn't suddenly spike and cut Nidec's share price in half. The Japanese company executed a 2/1 split on April 9. I bought these shares in my 50...
April 8, 2020 | Daily JAM, DIS, Stock Alerts |
You know that Disney (DIS) is really serious about the likelihood of continued social distancing measures disrupting movie going for months when it delays the release date of Black Widow, once intended as the tentpole of its summer schedule. Black Widow has been...
April 6, 2020 | Daily JAM, Stock Alerts, URI |
This sell follows the same logic as my immediately prior sell of Vulcan Materials. Last week House Speaker Nancy Pelosi threw in the towel on any near-term chance for a big infrastructure spending package. The horrific jobs numbers had convinced her, she said, that...
April 6, 2020 | Daily JAM, Stock Alerts, VMC |
Last week House Speaker Nancy Pelosi threw in the towel on any near-term chance for a big infrastructure spending package. The horrific jobs numbers had convinced her, she said, that sending more aid to unemployed workers and small businesses took a higher priority....
April 3, 2020 | Daily JAM, Stock Alerts |
When I sold Commonwealth Bank of Australia (CMWAY) a few moments ago I wrote "I've only got a small bit of exposure to the global banking system and, frankly, I think it's past time to get rid of even that exposure. We're in one of those banking sector moments where...
April 3, 2020 | CMWAY, Daily JAM, Stock Alerts |
I've only got a small bit of exposure to the global banking system and, frankly, I think it's past time to get rid of even that exposure. We're in one of those banking sector moments where we know that banks are loaded up with assets that can't be priced (in the case...
April 2, 2020 | Daily JAM, DIS, Stock Alerts |
Gugenheim analyst Michael Morris issued a deeply pessimistic call on Walt Disney (DIS) shares on Thursday, April 2. He's still more positive on the stock than I am in the next six months or so. Â While I continue to hold Disney shares in my long-term 50 Stocks...
April 2, 2020 | Daily JAM, Dip-O-Meter, Stock Alerts |
This morning the board of Luckin Coffee (LK), the fastest growing coffee brand in the world, announced that it had told the U.S. Securities & Exchange Commission that it had initiated an internal investigation into the possibility that former  COO, Jian Liu had...