Stock Alerts
Apple to buy Shazam: Now that’s one great move
Today Apple (AAPL) announced that it would buy Shazam for a price that Recode estimates is around $400 million. How do I like this deal? Let me count the ways. (Apple is a member of my long-term 50 Stocks portfolio.) First, in acquiring Shazam, Apple will get a huge...
China’s Tencent Holdings buys a stake in Spotify before that company’s IPO
China's leading Internet gaming and entertainment company Tencent Holdings (TCEHY) has swapped stakes with music streaming company Spotify. Tencent Music Entertainment (TME), the unit of Tencent Holdings that manages its music streaming and karaoke services, will make...
A new catalyst for MGM March 16, 2018 call options in 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...
A reminder today of why Jubak Pick Incyte has been so weak lately
Today MacroGenics (MGNX) announced that it had closed on its previously announced (October 25) Â license agreement with Incyte (INCY). For an upfront payment of $150 million and up to $420 million in milestone payments Incyte gained the exclusive global rights to...
How much can Pioneer Natural Resources increase production?
When West Texas Intermediate crude was struggling to stay above $50 a barrel, the important issues for a U.S. oil shale producer such as Pioneer Natural Resources (PXD) were How much of production in 2018 was hedged above $50 a barrel? and How quickly the company...
Adding lithium producer SQM to my long-term 50 Stocks Portfolio
Shares of Tesla (TSLA) were down 3.15% in today's (November 29) session on a report from Reuters that up to 90% of its Model S and Model X vehicles showed defects during quality checks. (Tesla disputes the Reuters story.) On the news, though, lithium stocks fell as...
No signs of danger to HDFC Bank from India’s online revolution–in fact, on the contrary…
It's only sensible to worry about numbers like these--they're just so deliciously good. For the last 10 years, India's HDFC Bank has been able to grow its loan portfolio by 31% annually. It's deposit base has expanded at almost the same rate, 29% annually. That...
Time to buy Incyte on the biotech dip
Maybe you didn't even know there was a biotech dip. If all you've been following in the sector is a stock like Nektar Therapeutics (NKTR), a Jubak Picks member (and the call options are a holding in my Volatility Portfolio), you're likely to respond "What dip?" Nektar...
Autoliv earnings: So when is the future?
On October 26 Autoliv (ALV) reported third quarter earnings of $1.47 a share, 12 cents a share above the Wall Street consensus. Revenue climbed just 1.6% year over year to match the analyst projection at $2.5 billion. The problem in the quarter was revenue growth--or...
Robots, robots everywhere: Good for long-term pick Fanuc
The International Federation for Robotics latest report forecasts a 15% compounded annual growth rate for global shipments of industrial robots through 2020. That would follow 16% to 18% annual growth in 2016-2017. By 2020 annual unit shipments are estimated to reach...
Cheniere Energy reports third quarter earnings below consensus but revenues show a strong beat
Today Cheniere Energy (LNG) reported a loss for the third quarter of $1.24 a share, 74 cents a share worse that the Wall Street consensus. Revenue climbed 202% hear over year to $1.4 billion against Wall Street projections of $1.27 billion. The company also issued...Jim’s Stock Alerts
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