Stock Alerts
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...
Adding Twilio, post-earnings, to my Volatility Portfoliot
Back on February 4, I made Twilio (TWLO) the tenth and last pick in my Special Report: 10 Best Buys for the End of the Bear. And said that I would wait to buy the shares until after the company reported earnings on February 12. "For a stock that trades at a price to...
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...Jim’s Stock Alerts
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