Stock Alerts
Barrick Gold at the junction of positive macro and micro trends; raising my target price
It's by no means a guarantee of gains, but owing shares of a company that is riding the wave of positive macro and micro trends does indeed usually result in solid profits. On the macro side, Barrick Gold has global trends pointing toward toward higher gold prices as...
Riding the Popeye’s chicken sandwich higher; raising target price for Restaurant Brands International
Today I'm raising my target price for Restaurant Brands International (QSR) because I think the new Popeye's chicken sandwich has legs. A social media storm has accompanied the introduction of a new chicken sandwich at Popeye's to compete with Chick-fil-A that has led...
Apple sketches in September product launches–will they be enough?
Two big clouds of doubt hover over shares of Apple (AAPL). First, will the continuing U.S.-China trade war take another bite out of Apple's China revenue? And/Or disrupt Apple's China supply chain, saddling the company with higher tariffs on its made in China iPhones?...
Concho Resources highlights the problems in the oil shale patch
After-hours on July 31, Concho Resources (CXO), the biggest producer in the low-cost, high-yield Permian Basin, reported earnings of 69 cents a share for the second quarter of 2019. That missed the Wall Street consensus by 3 cents a share. Revenue climbed 19.3% year...
Nektar’s plunge is a buying opportunity–so I’m adding more to my Volatility Portfolio
What we know about Nektar Therapeutics (NKTR) is pretty clear. On Thursday of last week, August 8, trading in shares of Nektar were halted on news from the company had manufacturing problems that resulted in some patients enrolled in the clinical trials for the...
SolarEdge Technologies hits all time high on earnings beat, raising my target price in my Picks portfolio
Wednesday, August 7, SolarEdge Technologies (SEDG) reported second quarter revenue of $325 million, up 43% from the second quarter of 2018 and ahead of analyst projections of $315.5 million in revenue. Adjusted earnings rose 15% year over year to 94 cents a share,...
Selling my Parsley Energy call options out of my Volatility Portfolio
Shares of Permian Basin oil shale producer Parsley Energy (PE) were up 16.45% as of 3 p.m. New York time this afternoon. The company reported second quarter earnings of 32 cents a share (after adjusting for a one-time tax-related gain). Unadjusted earnings came to 41...
Making Qualcomm my fourth bottom fishing pick in my Special Report
Shares of Qualcomm (QCOM) ended trading today at $73.16 in the regular session, down 2.21%, and then fell another 4.76% in the after-hours session to $69.68. The stock traded at a 2019 high of $89.29, so today's price represents a 22% drop from this year's high. The...
Updating First Quantum Minerals in my Volatility Portfolio and making it #3 in my bottom fishing Special Report
First Quantum Minerals (FQVLF) is tricky for bottom fishers. If the challenge with Illumina (ILM), my #2 pick for my 5 Bottom Fishing Picks Special Report, Â is figuring out when the bad news will all be in the stock--hence making it a good buy for bottom fishers, the...
Adding silver to my market hedges: Buying First Majestic Silver for my Jubak Picks and Volatility Portfolios
Way back last Friday, July 19, in my Friday Trick or Trend post on JubakAM.com, I argued for adding silver to a portfolio because 1) it is a good hedge for portfolios in the second half of 2019, and because 2) silver, after lagging gold for the first half of 2019 ,...
More plane troubles for Boeing–now it’s the 777x
Boeing (BA) shares fell today, dropping 3.12% at the close, after the company reported a massive quarterly loss and said that the production schedule (moving the first flight date to early 2020 from earlier guidance for late 2019) for its newest plane, the 777x, could...Jim’s Stock Alerts
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