Stock Alerts
Disney hits new record price on launch of streaming service
The bad news is that 10 million customers tried to sign up for Disney+ on Tuesday, intermittently crashing the website for Disney's (DIS) new streaming service. The good news is that 10 million customers flocked to the newly launched streaming service and by Day Two...
Adding JD.Com to my Volatility Portfolio on strength of Singles’ Day performance and ahead of Friday’s earnings report
Last time I owned Alibaba (BABA) e-commerce competitor JD.Com (JD) I got a 25% short-term pop. I think it's time to go back to that trade again. JD.Com sold $29.17 billion in goods during the recently completed Singles' Day shopping frenzy. That was a new record for...
Apple beats on earnings per share and raises holiday quarter forecast
After the close today Apple reported fiscal fourth quarter revenue of $64 billion. That was up from $62.9 billion in the fourth quarter of fiscal 2018 and above the $63 billion consensus forecast from Wall Street analysts. Net income dropped to $13.7 billion from...
Merck continues to ride cancer drug Keytruda higher
 Shares of Merck (MRK) closed up 3.50% today, October 29, after the company reported better than expected third quarter earnings. On a Non-GAAP basis earnings of $1.51 a share beat the Wall Street consensus by 27 cents a share. Revenue of $12.4 billion fell 6.7% year...
Implications of McDonald’s earnings miss
On October 22 McDonald's (MCD) reported third quarter earnings of $2.11 a share. That was a big 11 cents a share below Wall Street expectations. Revenue of $5.43 billion for the quarter was up just 1.1% year over year and $40 million below Wall Street consensus. The...
Re-adding tech pick Twilio to my Volatility Portfolio
On October 18 I made Twilio (TWLO) one of my 3 picks for the next wave in tech profits in my Special Report of that name. Here's a standalone post on that stock for bookkeeping purposes: Twilio is  my favorite play in the red-hot cloud software platform sector. (To...
An Amazon quarter disappoints but not for the usual reasons
You know what an "Amazon quarter" feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that's sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon quarter is...
Beyond Meat takes another beating on worries about next round of insider selling
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...
Parsley Energy deal shows that low oil prices bring another twist to Permian acquisitions
Low oil prices mean low oil stock share prices mean the ability of mid-range producers to acquire smaller producers in the low cost, prolific Permian Basin is increasingly limited. Take Parley Energy's (PE) deal to acquire Jagged Peak Energy (JAG). At the Friday price...
Emerson Electric moves gradually higher on private equity speculation
On the surface the creeping improvement in the price of Emerson Electric (EMR) shares seems odd. The company is a powerhouse in process manufacturing--you know industrial automation, industrial control and safety, and the Internet of Things. And those haven't been...
My second pick for a tech better than Apple: Buying Cirrus Logic for my Volatility Portfolio
Friday, October 11, gave us another preview of tech stocks that would move up more than Apple (AAPL) as that stock itself rallies on reports that iPhone 11 sales are running so strong that Apple has asked supplier to up production by 10%. Apple shares gained 2.66% on...Jim’s Stock Alerts
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