December 24, 2018 | BA, Daily JAM, Stock Alerts, Volatility |
On Friday in my completed revised Special Report How to Protect Your Portfolio Without Selling Your Portfolio I made Put Options on Boeing (BA) my first Protection Pick. What I wrote then was "Even after being punished in the down turn to date, shares of Boeing are...
December 20, 2018 | AAPL, Daily JAM, EQNR, FCX, NKTR, PXD, Stock Alerts, VIX, Volatility |
In November and December I selectively added risk to my Volatility Portfolio in the expectation of a strong seasonal January Effect Rally and the odds of an end of the year bounce that would, temporarily, disrupt the developing bear market. I thought that was a...
December 20, 2018 | Daily JAM, IWM, Stock Alerts, Volatility |
Going into December, I thought there was enough chance of a strong end of the year rally/ January effect rally to make taking a risk on small company stocks a reasonable call. Even though the entire market looked shaky in the longer term. (That is in 2019.) With the...
December 17, 2018 | Daily JAM, PFE, Stock Alerts |
I'm going to take advantage of the selling in the market in general and in the drug sector in particular--on news of the asbestos liability at Johnson & Johnson and fears of the death of Obamacare (AKA the Affordable Care Act)--to buy Pfizer (PFE) in my Dividend...
December 17, 2018 | C, Daily JAM, Stock Alerts |
I've done a decent job in 2018 of staying away from the plunging financial sector--except in my Dividend Portfolio. There, sucked (or "suckered" if you prefer) by high dividend yields and the prospects of rising net interest margins as the Federal Reserve raised...
December 17, 2018 | Daily JAM, Stock Alerts, XYL |
Xylem (XYL) One of the "ironies" (for lack of a better word) of Global Warming is that it will put lots of water where many people don't want it, and it will leave many regions that have enough water now thirsty, and it will threaten to turn many existing supplies of...
December 14, 2018 | Daily JAM, Stock Alerts, VMC |
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...
December 13, 2018 | Daily JAM, PXD, Stock Alerts |
We all know that companies can authorize stock buybacks and never carry them out, but, nonetheless the big new buyback program authorized by Pioneer Natural Resources (PXD) is a significant sign that of the company's confidence in its cash flow. (As well as an...
December 3, 2018 | Daily JAM, INCY, Stock Alerts |
Reports of results from the December 1-4 meeting of the American Society of Hematology continue to move biotech stocks. Today it was Incyte's (INCY) turn. The company announced positive results for a Phase 2 trial evaluating Incyte's Jakafi in combination with...
November 28, 2018 | Daily JAM, Stock Alerts |
Salesforce (CRM) started today to the upside based on last night's earnings beat of 11 cents a share. Salesforce shares were up 4.57% as of noon New York time today. And then came the market-wide bounce after Fed chair Jerome Powell's speech suggesting that the...
November 12, 2018 | BABA, Daily JAM, Stock Alerts |
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...
November 9, 2018 | Daily JAM, Stock Alerts, Volatility, XON |
Back in my video "Biotech marijuana: What Took So Long?" on October 22, I said that I would buy shares of Intrexon (XON) if it closed above resistance. On yesterday's earnings miss, the shares plunged--forget about closing above resistance--by 18.38% to $10.79 as of 3...