September 25, 2023 | CSCO, Daily JAM, MCD, MSFT, Notes You Need |
I haven’t done one of these in a while, but I think that this current market is throwing up lots of hints that might contribute to an investing thesis but that don’t deserve a full post. So here I go with Notes You Need again.
September 26, 2019 | Daily JAM, MCD, Stock Alerts |
We knew this one was coming, right? Today, McDonald's (MCD) announced that it would begin a test of the PLT, the plant, lettuce and tomato burger, for 12 weeks in 28 restaurants in south-western Ontario. The move mirrors but trails (by six months) the introduction of...
July 2, 2018 | Daily JAM, MCD, Stock Alerts |
In my post of June 28 "My baseline stock market scenario for the next 30 days" I pointed to an earnings/post earnings report pattern that I thought posed significant danger to stocks. Analysts, I noted, were projecting knock out earnings growth for the second quarter...
April 30, 2018 | Daily JAM, MCD, Stock Alerts |
McDonald's reported a solid earnings beat of 12 cents a share ($1.79 vs expectations for $1.67) before the market opened today, April 30. Revenue fell 9.5% year over year to $5.14 billion but that was still ahead of the $4.97 billion Wall Street consensus for the...
January 29, 2018 | AAPL, Daily JAM, MCD, Notes You Need, PYPL, SQM |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical entry would resemble this from today: “10:20 a.m.: Apple (AAPL) shares down 2% this morning on news reports out of Japan that the company will lower iPhone X production volume by 50% in the first quarter of calendar 2018. The stories see that Apple has notified suppliers that it will cut production for January-March quarter to 20 million units for the iPhone X instead of the 40 million units projected at the phone’s November release. Apple reports earnings after the market close on Wednesday, February 1.”
January 22, 2018 | Daily JAM, MCD, Stock Alerts |
I've become convinced that the best way to think about McDonald's (MCD) and other established fast-food stocks is as cyclicals. Oh, not in the usual way where the fortunes of a company rise and fall with the cycles in the economy. No, I think the established fast food...
April 9, 2012 | ARCO, CMI, Daily JAM, MCD, SLB, Uncategorized |
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...
