Please Watch My New YouTube Video: Quick Pick Visa (V)
Today I posted my 319th YouTube video: Quick Pick Visa. And I’ll be adding the stock to another of my portfolios.
Z-SYMBOLS
Here’s the 3-year road map for AI hardware–and a buy on AMD
It’s important to remember exactly how young artificial intelligence is as a market product. I certainly don’t think it’s possible to project the long-term winners on either the software or hardware side. Remember the days when Apple (AAPL) thought it was worth buying a Super Bowl add to urge consumers to smash the IBM PC empire? But I do think the hardware road map is petty clear for the next two to three years. Which is why I’m adding shares of Advanced Micro Devices to my portfolios tomorrow.
Special Report: 10 Great Growth Stocks that Are Getting Greater–today my 10th (and final) pick QCOM
GREATER Growth Stock Pick #10: Qualcomm (QCOM). I think the market and the current stock price are missing a good prt of the growth story for Qualcomm. Which is why I find the stock undervalued enough to buy here. Right now the market disagrees. However, I’ll be adding the stock to my Jubak Picks and Volatility Portfolios on Tuesday, January 16.
ASML shares hit (again) by export restrictions worries
You may have noticed that shares of chip equipment maker ASML Holding have been in retreat lately. The shares are down from a $757 close on December 29 to $700 today, January 4. That’s at 7.5% drop. So what’s up?
Progress of a sort: Wind sector troubles continue to unwind
I think this is good news, sort of, for the very troubled wind power sector.
Yesterday, January 3, Equinor (EQNR) and BP (BP) announced that they would terminate their contract and exit the 1.2 gigawatt Empire Wind 2 project off the coast of New York. Why is this good news?
BYD climbs over Tesla to become No. 1 in electric car deliveries in the fourth quarter
This change at the top of the electric car market was widely expected. The only debate was whether it take place in the last quarter of 2023 or early in 2024. Now, we know. With both Tesla (TSLA) and BYD (BYDDF) reporting fourth quarter delivery numbers in the last few days, the switch at No. 1 is now complete.
Special Report: 10 Great Growth Stocks that Are Getting Greater–today my 9th pick PANW
GREATER Growth Stock Pick #9: Palo Alto Networks (PANW). I’m not going to try to convince you that shares of cyber-security favorite Palo Alto Networks are a value stock. It trades at 166 times trialing 12-month earnings per share. And I’m not going to try to convince you that this is an undiscovered stock that’s going to sneak up on anyone. The shares was up 111% in 2023. (The stock has been a member of my long-term 50 Stocks Portfolio since July 17, 2019. In that time the position is up 296%.) But remember the point of this Special Report–I’m looking for great growth stocks, which aren’t cheap in this market by any means, with catalysts in the next year or two that will push growth higher. And here I think Palo Alto Systems rings the bell three times over.
What to make of Cummins’ $2 billion penalty for Clean Air Act cheating
Here’s what an investor should watch after Cummins’ huge $2 billion Clean Air Act settlement.
Apple hit with patent judgment that puts quarterly sales growth in question
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.
Finally–Costco declares special $15 a share dividend; is membership increase next?
Costco Wholesale (COST) reported earnings for its fiscal first quarter of 2024 and declared a long anticipated special dividend of $15 a share. The stock closed up 4.61% on Friday, December 15.
Solar stocks rocket higher on Day 2 of the post-Fed meeting rally
Among today’s big stock market winners today: SolarEdge Technologies (SEDG), the biggest maker of inverters used in turning sunlight into electricity, closed up 16.67%, and Sunrun (RUN), a leader in the installation of residential solar systems, closed up 19.92%. This rally had absolutely nothing to do with any news out of the recently ended COP28 United Nations Climate Conference. It was a pure reaction to the signs in yesterday’s Dot Plot from the Federal Reserve that the central bank was looking to cut interest rates at least three times in 2024. Makes perfect sense.
Moderna shares jump today on positive results in skin cancer vaccine trials
Shares of Moderna (MRNA) closed up 925% today, December 14. A personalized vaccine developed by Merck and Moderna helped prevent the recurrence of severe skin cancer for three years, according to new results released today. Patients with severe melanomas who got the vaccine and Merck’s cancer drug Keytruda were 49% less likely to die or have their cancer return than those who got Keytruda alone. The news is especially important for Moderna.
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