Stock Alerts
After huge bounce on earnings, when is it time to sell China’s CTRP.com?
Way, way back on March 1 I wondered when it would be time to trim some China positions. The Shanghai market as a whole was up more than 14% in the last month. Sure, a potential U.S.-China trade deal offered the chance of a rally on the news, but Wall Street was...
Making Cheniere Energy my #8 pick in my Special Report: 10 stocks for an earnings recession
At the moment everything is running Cheniere Energy's (LNG) way. Â And while natural gas remains a cyclical sector and subject to the ebbs and flows of the global economy, those catalysts are enough for me to make this the #8 pick for my Special Report: 10 stocks for...
Salesforce beats on earnings for this quarter but lowers guidance for year ahead
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...
Vestas is gaining market share in wind while GE struggles–adding it as #7 to Special Report 10 picks list for an earnings recession (and to my global warming special report and to my Jubak Picks Portfolio)
The global wind power market is highly concentrated with just four companies accounting for 57% of deployed wind turbines: Vestas (VWDRY), Goldwind of China, General Electric (GE), and Siemens Gamesa (SIEGY). Â In 2018 developers commissioned 45 gigawatts of onshore...
Making Wal-Mart my No. 6 pick in my Special Report: 10 stocks for an earnings recession, and adding it to my Jubak Picks Portfolio
Today February 27 I'm adding Wal-Mart (WMT) to my Jubak Picks Portfolio and making it the sixth pick in my Special Report: 10 stocks for an earning recession. Only 25% of Wal-Mart's revenue currently come from outside the United States--a plus in view of my projection...
Appeals court rules AT&T acquisition of TimeWarner can go ahead–why isn’t the stock up more today?
The U.S. Appeals Court in Washington ruled today that AT&T's (T) $85 billion takeover of Time Warner (now known as WarnerMedia) could go ahead. The court said in a 35-page opinion that the Justice Department had failed to establish that a lower-court judge had...Making Danaher my No. 5 pick in my Special Report: 10 stocks for an earnings recession, and raising target price in my Jubak Picks Portfolio
I had some doubts about adding Danaher (DHR) to my Special Report: 10 picks for an earnings recession. Did the stock have enough of a catalyst to carry it upward during the slowdown in earnings predicted for at least the first three quarters of 2019? Yes, the company...
VMC is my fourth earnings recession Special Report pick
If politicians are to be believed Vulcan Materials (VMC) would be my perfect earnings recession stock. Revenue and earnings look on a steady uphill trend in 209, after carving out that track in 2018. The company's business is almost totally domestic. And there's even...
ING yields 5.8% and may have turned the corner on share price in the last month
I'm sure you're happy with the 5.80% forward dividend yield on ING (ING). That dividend is why the stock is a member of my Dividend Portfolio. I'm also sure that you're not happy with the loss in the stock's price--down 13.64% year to date as of today's close at...
Wheaton Precious Metals discloses better than expected 2018 and 2019 production guidance ahead of March 20 earnings
After the close today, Wheaton Precious Metals (WPM) told investors and traders that 2018 production exceeded previous guidance and that production in 2019 is forecast at 365,000 ounces of gold, 24.5 million ounces of silver, and 22,000 ounce of palladium. That's the...
Albemarle beats on earnings, sees rising lithium demand
After the market close yesterday, Albemarle (ALB) announced fourth quarter 2018 earnings that beat Wall Street earnings estimates of $1.47 by 6 cents a share and reported revenues grew 7.4% year over year to $921.7 million, against the $894.5 million consensus. The...Jim’s Stock Alerts
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