Stock Alerts
Ya betta listen when Cummins talks business cycle
Some companies you listen to because their stocks themselves are good investments--and because of their insight into a big chunk of the economy and trends in the economy. For example, I pay attention to what Deere (DE) says in its quarterly earnings report because the...
Adding Emerson Electric to my Jubak Picks Portfolio
One of my mother's favorite sayings was "It's an ill wind that blows nobody any good." (Lest anyone get the erroneous impression that my mother was an optimist, I'd note that another of her favorites was "Every silver lining has a cloud.") Which--the ill wind...
Amazon earnings results mean hotter war with Google and Facebook in digital ad space
Nothing wrong with 20% year over year revenue growth--unless, of course, you're Amazon (AMZN). On Thursday, January 31, the company reported that revenue growth in the fourth quarter--the strongest retail quarter of the year--had at 20% come in at the high end of...
Buying this yen ETF for Jubak Picks to hedge market risk–and maybe gain 5% or so
Yesterday in a post "One consequence of change in Fed policy likely to be a weaker dollar" I noted that a number of Wall Street and big international banks have forecast a drop in the dollar as a result of the Fed's decision to back off on raising interest rates in...
Apple meeting lowered earnings, revenue expectations–and then guides lower for next quarter
Goes to show you that if you lower expectations enough, you can beat them when you actually report earnings. Even if the earnings report itself is bad news. After the close of the New York market today, Apple (AAPL) reported December quarter earnings of $4.18 a share...
Adding Intuitive Surgical to my long-term 50 Best Portfolio
Tomorrow, January 30, I will add Intuitive Surgical (ISRG), one of my 10 Best Buys for After the Bear and an artificial intelligence pick from my Next 3 Big Things Special Report, to my long-term 50 Stocks Portfolio. The company recently reported fourth quarter...
Adding VIX $23 Calls to my Volatility Portfolio today
Over the weekend in my Trick or Trend post I noted that S&P 500 volatility was experiencing a very unusual inversion--where the markets were projecting more risk in the next week than for longer periods like a month or two. And, I posited, that inversion wasn't...
Adding Ionis Pharmacueticals to my Special Report: 10 Best Buy Stocks for After the Bear–and to my Volatility Portfolio
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...
Great day for chip stocks–and then Intel misses
Today's regular session was great for chip stocks. The VanEck Vectors Semiconductor ETF (SMH) was up nearly 6% on the day powered by earnings beats for the quarter from Texas Instruments (TXN) up 6.5%; Xilinx (XLNX) up 17.5%; and Lam Research (LRCX) up 14.8%. And...
Adding Incyte to my Special Report: 10 Best Buys for after the Bear–and to my Volatility Portfolio
The Biotech sector is a prototypical risk on/risk off asset class. Just look at the performance of Incyte if you'd like an example. The stock plunged to a low of $58.58 on December 24as investors and traders shunned risk--risk of a recession, risk of the U.S.-China...
Adding JD.Com to my Special Report: 10 Best Buy Stocks for after the Bear–and to my Volatility Portfolio
JD.Com (JD) is my last purely China pick for this list of 10 Best Buy Stocks for after the Bear. The company has increased its share of the business to consumer eCommerce market to 19.5% in 2014 from 17.2% in 2011, according to iResearch. And grown its share of the...Jim’s Stock Alerts
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