April 2, 2020 | Daily JAM, Dip-O-Meter, PANW, Stock Alerts |
The problem isn't that there's no good news out of individual companies. It's just that good news on specific stocks doesn't count for much in a bear market when everything moves together in a single direction--most usually down. Take Palo Alto Networks (PANW), a...
April 2, 2020 | Daily JAM, EMR, Stock Alerts, Volatility |
I'm using today's bounce to sell Emerson Electric (EMR) out of my Jubak Picks Portfolio today. The shares are up 3.54% today. I think Emerson Electric is a stock that I'd like to own for the long-term if the short-term didn't look so negative for the economy as a...
March 31, 2020 | Daily JAM, MIDD, Stock Alerts |
I love this stock. It's been in the long-term 50 Stocks Portfolio since May 3, 2013. And someday I think the company's strategy of buying smaller commercial and domestic kitchen equipment companies and then super-charging their sales by giving them access to a bigger...
March 30, 2020 | Daily JAM, PAC, Stock Alerts, Volatility |
Grupo Aeroportuario del PacÃfico (PAC) has postponed its annual meeting until April 28. Th company's stock buyback plan and dividend payouts on the agenda. It's hard to imagine that the company hasn't at least considered cutting its buyback and dividends. Grupo...
March 25, 2020 | Daily JAM, FQVLF, Stock Alerts |
I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)--that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new...
March 25, 2020 | Daily JAM, SERV, Stock Alerts |
I wish I hadn't bought ServiceMaster Global Holdings (SERV) in my long-term 50 Stocks Portfolio back on December 17. But I did. It was a bargain then. It's not now. And now I think it's time to cut my losses after some relatively minor gains on March 24 (2.97%) and...
March 24, 2020 | Daily JAM, GM, Stock Alerts |
General Motors (GM) drew down its $16 billion credit line today to maximize its financial cushion as the auto industry headed into a very uncertain future. The $16 billion drawdown adds to the $16 billion in cash that General Motors projects to have on hand by the end...
March 24, 2020 | Daily JAM, HDB, Stock Alerts |
In normal markets I don't sell stocks out of my long-term 50 Stocks Portfolio on changes in market direction. This is definitely a buy-and-hold-ish portfolio. But these aren't normal times either for financial markets or economies and today, March 24, I'm selling...
March 23, 2020 | Daily JAM, DHR, Stock Alerts |
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...
March 15, 2020 | Daily JAM, Stock Alerts |
MGM Resorts International (MGM) has announced that it will temporary suspend operations at all its Las Vegas casinos starting March 16. The company will close its Las Vegas hotels as well until further notice. The company will not take reservations for hotel arrivals...
March 10, 2020 | Daily JAM, Stock Alerts |
Searching for a case study of why the Saudi Arabia-Russia price war is freaking out Wall Street and the financial markets? Look no further than Occidental Petroleum (OXY). Yesterday the company cut its dividend for the first time in 30 years. And not just by a nickel...
March 10, 2020 | Daily JAM, Dip-O-Meter, NVDA, Stock Alerts, Volatility |
I'm taking advantage of the "Hope the White House has a plan" rally today to sell Nvidia (NVDA) out of my Jubak Picks Portfolio. Nvidia shares are up 3.05% as of 2:35 p.m. today, March 10, for a gain of $7.44 a share to $252.92. The shares are up 25.05% since my pick...