July 23, 2020 | AMZN, Daily JAM, Top 50 Stocks |
Amazon (AMZN) reports second quarter earnings after the close of trading on July 30 next week. (I got the reporting date wrong  by a week in an earlier version of this post.) Wall Street is expecting impressive growth in online sales revenue. But after yesterdays...
July 7, 2020 | AMZN, Daily JAM, WMT |
Walmart (WMT) will launch a new subscription service, Walmart+ later this month according to Recode.com. For $98 a year, a price comparable to Amazon Prime, subscribers will get same-day delivery of groceries and general merchandise, discounts on fuel at Walmart gas...
June 16, 2020 | AMZN, Daily JAM, Special Reports, Top 50 Stocks |
Amazon (AMZN). Maybe you've heard of it. It's been one of the great stocks of the best--well, however long. As of June 15, Morningstar puts the stock's 15-year return at an average of 33.11% a year. That's the kind annual performance that you need to show to be a...
April 30, 2020 | AMZN, Daily JAM, Stock Alerts |
Amazon reported first quarter earnings today and fell $1.10 a share short of Wall Street estimates for $5.01 a share (GAAP earnings). That was a 30% year over year decline. Revenue, however, of $75.5 billion was up 26.5% year over year and beat estimates by $1.41...
December 26, 2019 | AMZN, Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
Amazon (AMZN) reported today, December 26, that the holiday shopping season broke records for the company this year. Among other high-lights five million new customers started Prime free trials or paid memberships globally, and the number of items delivered with...
October 24, 2019 | AMZN, Daily JAM, Stock Alerts |
You know what an "Amazon quarter" feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that's sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon quarter is...
October 19, 2019 | AMZN, Daily JAM, MSFT |
...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than...
July 17, 2019 | AMZN, Daily JAM |
Amazon (AMZN) reports earnings for the second quarter after the close of trading in New York on July 25. The results from Amazon's Prime Day(s) on July 15 and 16 are a reminder of why we want to own this stock in the second half of any year that has a Christmas in it....
June 3, 2019 | AMZN, Daily JAM, FB, GOOG, Mid Term, Volatility, You Might Have Missed |
Both Congress and government regulators are taking aim at big tech. The House Judiciary Committee is planning an investigation into whether digital platform companies are using their market power to harm competition. The Federal Trade Commission is taking the lead in...
April 26, 2019 | AMZN, Daily JAM, Stock Alerts |
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...
February 5, 2019 | AMZN, Daily JAM, Stock Alerts |
Nothing wrong with 20% year over year revenue growth--unless, of course, you're Amazon (AMZN). On Thursday, January 31, the company reported that revenue growth in the fourth quarter--the strongest retail quarter of the year--had at 20% come in at the high end of...
December 24, 2018 | AMZN, Daily JAM, Stock Alerts, Volatility |
On December 21 I made Amazon Put Options my second Portfolio Protection in my completely revised Special Report How to Protect Your Portfolio Without Selling Your Portfolio on this site. I said I would buy the put for my Volatility Portfolio on Monday, December 24. On...
