Stock Alerts
Market rally today expands on last week’s “Microsoft rally”
Technology stocks drove the market higher today in an expansion of last week's subdued but important "Microsoft rally" on that company's earnings. With earnings from Facebook (FB), Alphabet (GOOG), and Amazon (AMZN) on tap on Wednesday and Thursday, the odds are that...
How big are the problems at Netflix? Too big for bottom fishing yet
It's not just the huge miss on subscriber growth that has sent shares of Netflix (NFLX) plunging in the two days since it reported second quarter earnings. The stock fell 10.27%, or $37.23 a share, on July 18 and it was down another 1.87% today as of 2 p.m. New York...
Adding Tyson Foods as last of my 5 Value Picks Special Report–and adding to my 50 Stocks Portfolio
Today I'm making Tyson Foods (TSN) the fifth and final value pick in my Special Report 5 Value Stocks for a Market at an All-time High. It's clear that shares of Tyson Foods are cheap. The stock trades at 14.57 times trailing 12-month earnings per share and at a...
Selling Pro Shares Short Treasury ETF out of my Volatility Portfolio
I bought this position in the Pro Shares Short 7-10 Year Treasury ETF (TBX) in my Volatility Portfolio on February 2, 2018, back in the days when it looked like the Federal Reserve was firmly locked into a policy of interest rate increases. An interest rate increase...
Using softness to add more Treasury exposure to Volatility Portfolio
Treasury prices have been a little weak over the last two weeks. As a consequence the Vanguard Intermediate Term Treasury ETF (VGIT) and the Vanguard Short Term Treasury ETF (VGSH), for example, have dropped from highs on June 25 of $66.03 and $60.94, respectively, to...
Adding China Mobile to my 5 Value Stocks Special Report and to my 50 Stocks Portfolio
In my latest addition to my Special Report on Disrupted Sectors on the coming 5G disruption to the telecom and Internet space, I noted that China would be relatively early to roll out 5G capacity and handsets and that because of that timing and China's huge wireless...
PepsiCo beats on earnings as usual
Before the open today, July 9, PepsiCo (PEP) announced second quarter earnings ahead of analyst expectations. But with the stock already up 21.69% for 2019 to date, the market shrugged. PepsiCo shares fell 0.62% at the close. PepsiCo has beaten analyst earnings...
Sangamo gets RMAT status for its hemophilia gene therapy
On July 5 Sangamo Therapeutics (SGMO) and partner Pfizer (PFE) announced update results of a Phase 1/2 study of Sangamo's SB-525 gene therapy for severe hemophilia A. The companies also announced that the U.S. Food & Drug Administration had granted regenerative...
Adding DuPont, #3 in my Special Report 5 Value Stocks for a Market Near All-time Highs, to my 50 Stocks Portfolio
I'd be willing to be dollars to donuts that U.S. stocks won't repeat their first half performance--up 17.4% on the Standard & Poor's 500--in the second half of the year. It's hard for me to find a catalyst that isn't already priced into the market--from interest...
No. 2 Value Pick Constellation Brands up 4.73% today on earnings
On June 26 I added Constellation Brands (STZ), my No. 2 pick in my 5 Best Value Picks Special Report to my Volatility Portfolio. Today, June 28, Constellation Brands closed 4.73% higher on final first quarter earnings. Revenue grew 2.4% year over year. (The company's...
Adding Corteva, #8 in my 10 Best Picks for the Rest of 2019, to my Volatility Portfolio
Last night I added seed and agricultural chemicals company Corteva (CTVA) to my 10 Best Picks for the Rest of 2019 Special Report. Tomorrow June 28, I'll add it to my Volatility Portfolio. Confusion is your friend when you're looking for a stock that the market has...Jim’s Stock Alerts
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