Videos
May 3, 2022 | BABA, Daily JAM, Jubak Picks, TCEHY, Top 50 Stocks, Videos |
My one-hundredth-and-ninth-eighth YouTube video “Trend of the Week China’s back!” went up today. At the end of last week, the Chinese government sent signals that it would make moves to stimulate the slowing economy amid widespread lockdowns, as well as letting up slightly in its crackdown on internet companies. This has sent Chinese tech stocks soaring, with multiple percentage-point increases in a few hours. In this video, I look at Tencent (TCEHY), JD.com (JD), Alibaba (BABA) and Meituan (MPNGF) and talk about why this is an important trend to follow, but why we’ll only see these stocks go up in the short term before government pressure sends them back down.
April 29, 2022 | AMZN, Daily JAM, Top 50 Stocks, Videos |
My one-hundredth-and-twenty-seventh YouTube video “Lessons from Amazon” went up today. In this video I’m looking at Amazon’s (AMZN) earnings report after hours on April 28. The company delivered its first quarterly loss in 7 years. The shares closed down 14.05% the next day. I think that the questions Amazon is facing are important across the economy as we emerge from a Pandemic. For example, looking at Pandemic sales trends do you invest in fulfillment and shipping infrastructure to maintain consumer expectations for quick delivery or do you hold back on spending on the likelihood that post-Pandemic trends will revert to lower pre-Pandemic patterns? Amazon’s decision to invest in building out fulfillment, and its flat sales numbers, led to this quarterly loss. Other companies such as Uber, DoorDash, Netflix, Peloton, and Starbucks face the same issues going forward.
April 25, 2022 | Daily JAM, Videos |
My one-hundredth-and-twenty-sixth YouTube video “Trend of the Week Are Food Delivery Stocks the Next Netflix” went up today. Will continued inflation and demand destruction from the Fed’s rate hikes added to changes in consumer behavior now that the Pandemic is on hiatus for warm weather, lead to lower discretionary spending in sectors such as food delivery. Using these apps can be expensive! Customers might cut back. Specifically, I’m looking at Just Eat Takeaway (TKAYF), which owns GrubHub; Uber (UBER), which is relying on UberEats for a big chunk of its growth; and DoorDash (DASH). You might want to avoid these stocks until we can figure out what the revenue trends are going to be over the next year.
April 22, 2022 | Daily JAM, Videos, Volatility |
My one-hundredth-and-twenty-fifth YouTube video “Quick Pick Plug Power” went up today. Plug Power is building out a network for green hydrogen and hydrogen fuel cells. They’ve been involved in recent big deals with Walmart to power fork lifts in the company’s warehouses. And the company has Amazon, another big warehouse operator, as a customer too.The other market I like for Plug Power is backup power for data centers. This stock is very volatile, so be careful out. I’ll be adding it to my Volatility Portfolio on JubakAM.com on Monday after the April 22 drop of 3.54%
April 21, 2022 | BKNG, Daily JAM, Jubak Picks, Videos |
My one-hundredth-and-twenty-fourth YouTube video “Quick Pick Booking Holdings Update” went up today. Today I’m updating my Quick Pick from about a month ago to say that this last week’s earnings report from Delta (DAL) plus optimistic forecasts and earnings from American Airlines and United Airlines only make me more confident of the growth story for Booking. I think that with travel returns to near pre-Pandemic normal this summer, travel booking sites will see revenue increases in the later quarters of 2022. Plus, these sites don’t have to worry about fuel costs like actual airlines. (And I think”bargain hunting” sites like those owned by Booking Holdings will get an extra boost from rising inflation and from worries about a potential recession. I’ll be adding these shares to my Jubak Picks portfolio with a target price of $2800 a share tomorrow, Friday, April 22.
April 20, 2022 | Daily JAM, Mid Term, Videos, You Might Have Missed |
My one-hundredth-and-twenty-third YouTube video “Netflix, Inflation, and Demand Destruction” went up today. Today I’m covering Netflix’s (NFLX) crash after releasing its subscriber numbers showing the loss of 200K subscribers for the quarter and predicting a loss of ten times that many for next quarter. I think we are starting to see signs of demand destruction due to ongoing inflation. That demand destruction will only get more severe as the Fed continues to raise rates.
April 18, 2022 | Daily JAM, Videos |
My one-hundredth-and-twenty-second YouTube video “Trend of the Week: A Summer Rally for Two Underdog Tech Stocks” went up today. This week’s video looks at the implications of the coming “summer rally” for 2 tech stocks that have been pounded this year: Qualcomm (QCOM) and SentinelOne (S).
April 14, 2022 | Daily JAM, Videos |
My one-hundredth-and-twentieth YouTube video “Trend of the Week How to Sell in this Market” went up today. This week’s video is an add-on to a special report I did for JubakAM.com, “An Investor’s Guide to Selling Over the Next 4 Months.” Available here: https://jubakam.com/special-report-an-investors-guide-to-selling-over-the-next-four-months/ In it, I lay out a series of arcs that describe the influence of different trends on the market over different periods of time. This video draws those trends down and gives more detail about how I see those trends affecting your buying and selling in the future. (And you get to see me draw. Live.)
April 7, 2022 | Daily JAM, Videos |
We’ve had a pretty good dip over the last few days in oil prices. I think that comes from a trading pullback from a quick run-up in prices, as well as optimism that the war in Ukraine will not last as long as people had thought. The oil stocks I added to my portfolios in January have done quite well. In this video, I look at a few of them: ConocoPhillips (COP), Pioneer (PXD), Cheniere (LNG), Equinor (EQNR), and the Energy Sector SPDR (XLE). I think many of these are set to continue rising as we see continued gains in raw material prices; plus, it doesn’t hurt that some pay a healthy dividend as well!
April 4, 2022 | Daily JAM, Videos |
This week’s Trend of the Week asks Why, despite all the turmoil in the markets, has the CBOE Volatility Index–also known as the VIX, or the “Fear Index,” remained so low? I think this should signal to us that the market has not currently worried in the near term about long-term problems it knows are coming down the road, like rate hikes and a recession at the end of 2022 or in 2023.. In the VIX’s short-term view, there’s no need to worry. Time to put a call on the VIX?
April 1, 2022 | Daily JAM, Perfect Five-ETFs, Videos, XLU |
This week’s Quick Pick is a utilities ETF, XLU. Utilities are a good place to turn to for the next few months before we hit a full recession slowdown. This ETF has a lot going for it, including a strong upward trend, a low expense ratio, and a good yield. As utility companies continue to invest in capacity, they are allowed to increase their rate base, which means revenue will keep going up. I own this ETF in my Perfect 5 ETF Portfolio on JubakAM.com, where it’s been up 43% since 2018.
March 31, 2022 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and seventeenth YouTube video “The Death of the Global Economic Order” went up today. Is it forward to the 16th century? One of the lessons that many countries seem to be drawing from the Russian invasion of Ukraine is that relying on countries that might be hostile or competitive to you for crucial resources (ahem, natural gas) is not a good idea. I think we might see a return to the ideas of a previous economic order that focused on countries controlling the production of supplies they need, and the latest example is President Biden’s use of the Defense Production Act to invest in battery metals and rare earth minerals. I think this will be a boon for companies like Li-Cycle (LICY), a lithium battery recycler which isn’t destined for profit soon, and MP Materials, the U.S.’s only rare earth producer.
