Z-SYMBOLS
January 12, 2022 | Daily JAM, FQVLF, Millennial, Stock Alerts |
Copper prices rose 3.54% on the London Metals Exchange today to $10,064 a metric ton. And that looks like just the beginning of a classic commodity run based on supply shortages in the copper industry and increases in demand from growth in electric cars and renewable energy technologies. Inventories at the London Metals Exchange now sit at multi-year lows. Goldman Sachs recently increased its forecast for copper to $12,000 a metric ton and sees a 20% upside for copper in 2022. Bank of America recently put a $20,000 price target on copper by 2025. Today, January 12, copper stocks were on the march.
January 12, 2022 | Daily JAM, ILMN, Top 50 Stocks |
Illumina jumped almost 17% on January 11 on higher guidance for 2022. Here’s what that tells us about this market and its growth fears. (And why I will continue to hold Illumina shares)
January 12, 2022 | Daily JAM, Jubak Picks, Stock Alerts, WFC |
Wells Fargo (WFC) is scheduled to report fourth quarter 2021 earnings on Friday, January 14. The bank is expected to be one of the few big money center banks to show a significant increase in earnings for the lat quarter of 2021 from the fourth quarter of 2020 (when numbers were elevated by a big recovery from the Pandemic bottom.) The Wall Street consensus projects fourth quarter earnings of $1.09 a share, up from 64 cents a share in the fourth quarter of 2020. (I’d note that the bank has delivered a positive earnings surprise above analyst projections in the last 4 quarters.) This is a good time to buy bank stocks.
January 7, 2022 | AMZN, Daily JAM, MSFT, NVDA, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My eighty-fourth YouTube video “3 Picks for When the Tech Selling Stops” 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.
January 4, 2022 | Daily JAM, F, Jubak Picks, Stock Alerts |
As of the close in New York today Ford Motor (F) shares were up 11.67% after the company announced it would nearly double production capacity to meet demand for its upcoming F-150 Lightning electric pickup truck. The price of $24.31 is a 21-year high for Ford’s stock.
January 2, 2022 | Daily JAM, FXI, Mid Term, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
In other years this would clearly be the time to jump into China stocks. What we have right now is a classic, tried-and-true set up for big gains from buying China stocks. With a “but” or two that suggests a cautious strategy. But I will be buying shares of Tencent Holdings and the FXI ETF on Monday, January 3.
December 20, 2021 | Daily JAM, ES, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My eighty-second YouTube video “QuickPick EverSource (update)” went up today.
December 14, 2021 | Daily JAM, LICY, Millennial |
Li-Cycle Holdings LICY), a recycler of rechargeable lithium-ion batteries, has entered into a non-binding letter of intent to supply LG Chem, Korea’s largest diversified chemical company and LG Energy Solution, a leader in the market for lithium-ion batteries for electric vehicles, with 20,000 metric tons of nickel from recycled waters over the 10 year beginning in 2023. Upon signing of the final agreement, LG Chem and LG Energy Solutions will together make a $50 million buy of shares in Li-Cycle.
December 10, 2021 | Daily JAM, Long Term, SMNNY, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-ninth YouTube video “QuickPick Shimano Update” went up today.
December 10, 2021 | Daily JAM, F, Jubak Picks |
Ford Motor (F) CEO Jim Farley said yesterday, December 9, that pre-orders for the soon-to-launch F-150 Lightning pickup truck are so great that it had to stop taking reservations. Ford shares were up 9.81% today, Friday, December 10 as of the New York close.
