March 11, 2022 | AAPL, Daily JAM, Jubak Picks, Long Term, Videos |
This week, my Quick Pick is Apple (AAPL). I wrote a post about a month ago, saying that Apple would be a stock to buy place ahead of its new product event on March 9 (and the traditional fall announcement of more new products.). And I think the reveal yesterday had promising new products likely to boost sales. There’s a new iPad Air, an improved iPhone SE (the cheapest iPhone), and new generations of Mac computers all with Apple’s new in-house M1 chip. The stock has fallen a bit so far this year, but hasn’t been hammered as much as other tech stocks, and I think the potential for huge sales of these new items make it a good holding over the next year.
January 28, 2022 | AAPL, Daily JAM, Mid Term, You Might Have Missed |
It’a always dangerous to construct a trend from Friday’s trading. Especially when the earlier part of the week has been so strong in one direction or another. (In this case, down, down, down.) Ahead of the weekend, stocks often reverse the trend from earlier in the week as sellers (in this case) decide that they don’t want to be quite so bearish until the market opens on Monday. So it’s not surprising that stocks gained today on nothing especially qualifying as news. But with all those caveats, I still found today’s action “interesting” and “perhaps” indicative of a future trend. Not only were stocks as a whole strongly higher–the Standard & Poor’s 500 rose 2.44% on the day–but technology stocks led the move to the upside.
January 25, 2022 | AAPL, Daily JAM, DIS, Special Reports |
Take a look at Peloton Interactive (PTON) and Netflix (NFLX) just in case you need a reminder of one of the essential characteristics of this stock market. One that makes it so hard to tell where the market as a whole is going, and what individual stocks are headed up or down (and often down big time.) What growth rate should an investor use in trying to value the stock? Who knows? Which is exactly the point and not a problem limited to Peloton in this economy. I’ve found a handful of stocks with reliable internal growth stories that make them great buy-on-the-dip candidates for over performance in the second half of 2022. I’m making three of those stocks–Apple (AAPL), Disney (DIS), and Chipotle Mexican Grill (CMG)–my last 3 picks for my Special Report
January 20, 2022 | AAPL, Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninetieth YouTube video “3 Picks on Tech Stock Guidance” went up today.
January 4, 2022 | AAPL, Daily JAM, Jubak Picks, Volatility |
When I bought shares of Apple (AAPL) in my Jubak Picks and Volatility Portfolios, I was looking for gains from the end of the year rally (which kind of fizzed out) and the traditional Santa Claus rally (which came through as expected) to drive shares higher in the short term. Since that November 23, 2021 pick, shares of Apple, as of the close today January 4, were up 12% to $179.70, just above my $179 target price for this short-term trade.
January 4, 2022 | AAPL, Daily JAM, Jubak Picks, Volatility |
This earnings season looks so tricky that I’m going to sit it out rather than attempt to leverage moves in the shares of reporting companies by purchasing either Call (a bet that the stock will go up) or Put (a bet that the stock will go down) options.
December 9, 2021 | AAPL, AMZN, Daily JAM, Videos, Volatility |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-eighth YouTube video “Look Out for Earnings Season” went up today.
December 7, 2021 | AAPL, AMAT, ASML, Daily JAM, Morning Briefing, NVDA, NXPI |
Here we go again. It’s not that we really have any more information about the Omicron Variant–we certainly don’t know what its effects will be on global economic acuity–but just as fears that the Covid-19 variant would send the world back into lockdown crushed stocks last week, this morning, December 7, a belief that Omicron won’t be all that bad has taken root and stocks are soaring in morning action.
December 2, 2021 | AAPL, AMAT, Daily JAM, Morning Briefing, SMNNY |
Want to know exactly how volatile the stock market is right now? Yesterday investors and traders got news that the first case of the Omicron Variant had been recorded in California. On that, and some “We’ll tighten sooner than expected” remarks from Fed officials, stocks plunged with the Dow Jones Industrial Average showing a 972 point swing from high at 11:25 and 34,994 to the close a 34,022. Today investors and traders got news of a second case–a Minnesota man who had attended an anime conference in New York. And the stock market didn’t just shrug; it rallied big time with the Standard & Poor’s 500 closing up 1.42%, the Dow Industrials u 1.85%, and the small cap Russell 2000 ahead 2.74%.
November 30, 2021 | AAPL, Daily JAM, Jubak Picks, Volatility |
Even as losses accelerate for almost all stocks as we head into the close today–the Standard & Poor’s 500, which was down 1.31% at 2:30 In New York had moved to a loss of 1.74% as of 3:30–shares of Apple (AAPL) continue to hang onto the green.
November 22, 2021 | AAPL, Daily JAM, Jubak Picks, Volatility |
It was sure hard to see a market melt up today, November 22. The Standard & Poor’s 500 was down 0.32% and the NASDAQ Composite fell 1.26%. Market leaders in the melt up rally like Applied Materials (AMAT) and Microsoft (MSFT) were down 1.65% and 0.96%, respectively. And it was even harder to see the trend I thought might be on its way in my Friday, November 19 post “Forward into the past with tech stocks:We’re seen this market before.” The rotation into tech stocks that I saw on Friday turned into loses of 3.12% for Nvidia (NVDA), and 1.92% for Alphabet (GOOG.)
But I suggest that you take a look at Apple’s (AAPL) performance today
October 16, 2021 | AAPL, Daily JAM |
I expect a big tech sector reaction to Apple’s (AAPL) new product event on Monday. This is Apple’s second product event, following on the earlier iPhone 13 presentation. With chip stocks in particular and tech stocks in general–including Apple–looking for a direction–up or down–this event will shape sentiment on the sector–at least for a few days.