Top 50 Stocks
December 28, 2023 | Daily JAM, Jubak Picks, Mid Term, Morning Briefing, Special Reports, Top 50 Stocks, Volatility |
GREATER Growth Stock Pick #8: BYD (BYDDF). I know; I know. What’s a Chinese stock doing on this list? It’s here because BYD, not Tesla (TSLA) is the big growth story in electric vehicles and not just for this month–but for years. And because I can see two catalysts that are about to power this stock higher. Morningstar calculates that BYD is 20% undervalued right now. Because this is a China stock we’ll need to take a deep look at valuation later in this post. But first, the growth story.
December 27, 2023 | CMI, Daily JAM, Morning Briefing, Top 50 Stocks |
Here’s what an investor should watch after Cummins’ huge $2 billion Clean Air Act settlement.
December 18, 2023 | AAPL, Daily JAM, Top 50 Stocks |
The hope among investors and on Wall Street was that Apple (AAPL) would show revenue growth when it reported its fiscal first quarter earnings in January. That growth would be the first in a year after four straight quarters of falling sales. That’s the longest streak of declining quarterly sales in two decades. But now a patent decision against Apple will take some of its best-selling Apple Watch series, the Series 9 and the Ultra2, off the market just as the holiday selling season is peaking.
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.
November 29, 2023 | Daily JAM, Jubak Picks, Top 50 Stocks |
At least the hand-over-fist selling of lithium stocks stopped for a day. Albemarle (ALB), the big and low-cost producer, did experience another 0.43% drop today, November 29. But that was still way better than the 6.3% plunge on Monday. And shares of Lithium Americas (LAC) and qm (SQM) managed gains of 1.38% and 0.98%, respectively. There’s no mystery to the drop. Lithium prices have continued to fall. As o Monday, Chinese prices for lithium carbonate have dropped 20% so far in November and 75% for 2023 to date.
November 21, 2023 | AAPL, AMZN, Daily JAM, GOOG, Jubak Picks, MSFT, NVDA, Top 50 Stocks, TSLA |
On Monday Nvidia (NVDA) hit an all-time high. For 2023 through November 17, Nvidia and the other 6 stocks in the Magnificent Seven–Apple (AAPL), Alphabet (GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), and Tesla (TSLA)–have gained more than 70%. The other 493 stocks in the Standard & Poor’ 500 are up 6% for that same period.
November 18, 2023 | Daily JAM, NVDA, Short Term, Stock Alerts, Top 50 Stocks, TSM |
Nvidia’ earnings report after the close on Tuesday, November 21, will be the big event of the short Thanksgiving week.
November 16, 2023 | Daily JAM, Long Term, Millennial, Top 50 Stocks |
More real world dissent to Wall Street’s view that everything looks great for 2024. On Thursday Cisco Systems (CSCO) shares closed down 9.83% after the networking giant offered up significantly weaker-than-expected guidance for 2024. Wall Street analysts called the guidance “disappointing.” And the same day cybersecurity favorite Palo Alto Networks (PANW) dropped 5.42% after the company lowered its billings forecast for the fiscal 2024 year.
November 2, 2023 | AAPL, Daily JAM, Long Term, Morning Briefing, Top 50 Stocks |
So let’s see how the market takes this tomorrow.
Today stocks staged an impressive upside more. The Standard & Poor’s 500 closed up 1.89% and the NASDAQ Composite ended the day 1.78% higher. The small cap Russell 2000 was the day’s best performer with a win of 2.67% Tomorrow? Well, the October jobs report released at 8:30 will certainly help set the tone for the day with a weak report likely to reinforce the belief that the Federal Reserve is done aiding interest rates. But given how much of the recent bounce has been fueled by a return of optimism about technology stocks, it’s likely that Apple’s disappointing results, announced after the close of trading today, Thursday, November 2, will determine the direction of the trend.
October 30, 2023 | BHP, CAT, Daily JAM, DE, Dividend Income, Jubak Picks, Special Reports, Top 50 Stocks |
Today I posted Step #8 in my Special Report: 8 Steps to Protect Your Portfolio from the Global Debt Bomb. I recommended selling Deere (DE), Caterpillar (CAT), and BHP Group (BHP) out of portfolios ahead of rising yields i the bond market. (In the case of Deere, I said I would keep my position in my long-term portfolio but sell the position in my 12-18 month portfolio.) Here’s what I posted in my Special Report
October 27, 2023 | AMZN, Daily JAM, INTC, Short Term, Top 50 Stocks, VIX, Volatility |
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