January 28, 2019 | Daily JAM, Stock Alerts, VIX, Volatility |
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...
January 27, 2019 | Daily JAM, IONS, Stock Alerts, Volatility |
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...
January 24, 2019 | Daily JAM, Stock Alerts |
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...
January 24, 2019 | Daily JAM, INCY, Stock Alerts, Volatility |
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...
January 21, 2019 | Daily JAM, JD, Stock Alerts, Volatility |
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...
January 20, 2019 | Daily JAM, FQVLF, Stock Alerts, Volatility |
Tuesday January 22, I will be adding First Quantum Minerals (FQVLF) to both my Special Report: 10 Bust Buy Stocks for after the bear--and to my Jubak Picks Portfolio. The shares are already a member of my Volatility Portfolio. Although this Canadian copper miner...
January 16, 2019 | Daily JAM, Stock Alerts |
One trend that I believe I need more exposure to in my JubakAM.com portfolios is cybersecurity. The Internet is a dangerous place and it's becoming more dangerous every day. And that danger poses opportunity for companies that offer protection--either through software...
January 13, 2019 | Daily JAM, Stock Alerts |
Back on November 27, I launched a "Special Report: My 10 small company stock picks for the January Effect." What with tremendous volatility in the market, the beginning of a bear market for some sectors, and the failure of the January Effect to arrive on schedule in...
January 10, 2019 | Daily JAM, Stock Alerts |
Danaher (DHR) upped its revenue guidance for the fourth quarter on January 8. The company is scheduled to report fourth quarter earnings on January 29. At the conference the company said that its core revenue growth for 2018 to date was 6%. Core operating margins were...
January 3, 2019 | Daily JAM, FXY, Perfect Five-ETFs, Stock Alerts |
On December 27 I switched to the  Invesco Currency Shares Japanese Yen ETF (FXY) from the Vanguard FTSE Developed Markets ETF (VEA) in my Perfect 5 ETF Portfolio in an effort to get more yen exposure and a little more safety during this Bear market. Tomorrow I'm going...
January 2, 2019 | AAPL, Stock Alerts, Volatility |
Will Apple's (AAPL) warning spook stocks tomorrow, Thursday, January 3, to a degree that bad economic news out of China didn't today? After the close in New York Apple CEO Tim Cook dramatically lowered the company's estimates for sales in the December quarter. Apple...
December 31, 2018 | Daily JAM, Stock Alerts, TCEHY |
China's media regulators have ended a nine-month freeze on the approval of new video games in the $30 billion Chinese market. Global industry (and Chinese market leader) Tencent Holdings (TCEHY) didn't have a title among the 80 new games approved, but the end of the...