Stock Alerts
February 28, 2024 | Daily JAM, Jubak Picks, LLY, Stock Alerts, Volatility |
Yesterday, February 28, development-stage biotech Viking Therapeutics (VKTX) announced results from a Phase 2 training of its GLP-1 weight-loss drug candidate that that showed the potential for the VK2735 compound two move to be best in class in the $36.5 billion (revenue) market for GLP diabetes-control and weight-loss drugs. I will add Viking Therapeutic to my Volatility Portfolio and to my Jubak’s Picks Portfolio today, February 29, with a target price of $150.
February 21, 2024 | Daily JAM, Long Term, NVDA, Stock Alerts, Top 50 Stocks |
Well, optimistic analysts just weren’t optimistic enough about Nvidia’s (NVDA) fourth quarter 2023 earnings. The company reported adjusted earnings of $5.16 per share on revenue of $22.1 billion. Analysts were expecting earnings of $4.60 a share and revenue of $20.4 billion.
February 14, 2024 | Daily JAM, Jubak Picks, Special Reports, Stock Alerts, Top 50 Stocks, VWDRY |
My 10 Penny Stock Homeruns Pick #5: Vestas Wind Systems (VWDRY).
Technically, the Vestas Wind Systems ADR (VWDRY) isn’t a penny stock. By the strict definition, a penny stock sells for $5 or less and the Vestas ADR closed on $9.06 today, February 14. But I included Vestas in my previous penny stock list back on July 11, 2022, even though the stock closed at $7.80 that day. With the company reporting a return to profitability for 2023 in its fourth quarter earnings report released today, I think Vestas has (finally) turned the corner. And, frankly, I just don’t want drop it from this list just as things get good again for the company and its investors. (Vestas is a member of my Jubak’s Picks Portfolio. The position is up 65.6% since initiation on March 4, 2019.) Tomorrow, February 15, I’ll also add Vestas to my long-term 50 Stocks Portfolio.
February 8, 2024 | Daily JAM, EWY, Mid Term, Perfect Five-ETFs, Stock Alerts |
I try not to argue with cash flows. Especially when I’m making asset allocation decisions. And right now global cash is heading for India. A number of reasons. Portfolio managers looking for diversification need emerging markets exposure and India looks like the best bet. Going long India is, in effect going short China since much of the new India money is essentially old China money fleeing what looks like an economy set to struggle for a while. And there is an India fundamental story based on an economy headed for 7% growth. For all these reasons I’m added the Franklin FTSE India ETF (FLIN) to both my Perfect 5 ETF Portfolio as rep
February 4, 2024 | Daily JAM, GWH, Long Term, Millennial, Special Reports, Stock Alerts |
Special Report: 10 Penny Stock Home Runs Pick #3 ESS Tech (GWH). The stock of this maker of iron flow, utility scale, long-draw-down batteries ticks all the boxes for my Penny Stock Home Runs.
February 3, 2024 | ALB, Daily JAM, Jubak Picks, Special Reports, Stock Alerts, Top 50 Stocks, Volatility |
This one is very simple. When the price of lithium rebounds, high-quality low-cost lithium producers will see the revenue roll in. That’s why I’d got the world’s leading lithium-producer Albemarle (ALB) in my long-term 50 Stock Portfolio. But a smaller, high-quality, low-cost producer like Australia’s Pilbara Minerals will show gains even higher than Albemarle since the current price of $2.29 a share comes close to discounting the company’s survival.
January 17, 2024 | AMD, Daily JAM, INTC, Jubak Picks, NVDA, Stock Alerts, Volatility |
It’s important to remember exactly how young artificial intelligence is as a market product. I certainly don’t think it’s possible to project the long-term winners on either the software or hardware side. Remember the days when Apple (AAPL) thought it was worth buying a Super Bowl add to urge consumers to smash the IBM PC empire? But I do think the hardware road map is petty clear for the next two to three years. Which is why I’m adding shares of Advanced Micro Devices to my portfolios tomorrow.
January 14, 2024 | Daily JAM, Jubak Picks, Long Term, QCOM, Short Term, Special Reports, Stock Alerts, Volatility |
GREATER Growth Stock Pick #10: Qualcomm (QCOM). I think the market and the current stock price are missing a good prt of the growth story for Qualcomm. Which is why I find the stock undervalued enough to buy here. Right now the market disagrees. However, I’ll be adding the stock to my Jubak Picks and Volatility Portfolios on Tuesday, January 16.
January 1, 2024 | Daily JAM, Jubak Picks, Mid Term, PANW, Special Reports, Stock Alerts, Top 50 Stocks |
GREATER Growth Stock Pick #9: Palo Alto Networks (PANW). I’m not going to try to convince you that shares of cyber-security favorite Palo Alto Networks are a value stock. It trades at 166 times trialing 12-month earnings per share. And I’m not going to try to convince you that this is an undiscovered stock that’s going to sneak up on anyone. The shares was up 111% in 2023. (The stock has been a member of my long-term 50 Stocks Portfolio since July 17, 2019. In that time the position is up 296%.) But remember the point of this Special Report–I’m looking for great growth stocks, which aren’t cheap in this market by any means, with catalysts in the next year or two that will push growth higher. And here I think Palo Alto Systems rings the bell three times over.
December 14, 2023 | Daily JAM, Jubak Picks, RUN, SEDG, Stock Alerts |
Among today’s big stock market winners today: SolarEdge Technologies (SEDG), the biggest maker of inverters used in turning sunlight into electricity, closed up 16.67%, and Sunrun (RUN), a leader in the installation of residential solar systems, closed up 19.92%. This rally had absolutely nothing to do with any news out of the recently ended COP28 United Nations Climate Conference. It was a pure reaction to the signs in yesterday’s Dot Plot from the Federal Reserve that the central bank was looking to cut interest rates at least three times in 2024. Makes perfect sense.
December 12, 2023 | ASML, Daily JAM, Special Reports, Stock Alerts, Top 50 Stocks |
GREATER Growth Stock Pick #7: ASML Holding (ASML). ASML Holding is priced like a stock that owns 90% of the market for cutting edge photo lithography chip-making equipment. I want to own this stock as one of my 10 GREATER Growth Stocks, but I worry about paying that kind of multiple (35 times trading 12-month earnings per share), especially ahead of what is shaping up as a challenging 2024 for chip equipment makers in general and ASML in particular. But 2025 looks like a great year for chip equipment makers in general and ASML in particular. So timing is the key issue on buying this one.
December 6, 2023 | ALB, Daily JAM, GOLD, Jubak Picks, MSFT, NVDA, Special Reports, Stock Alerts, Top 50 Stocks, TSM |
Here are the first 8 picks for my GREATER Growth Stocks Special Report. More on the way.
