Pick #8 Qualcomm in my “10 New Stock Ideas for an Old Rally” Special Report
Today I added Qualcomm as Pick #8 for my Special Report “10 new stock ideas for an old rally.” The stock is already a member of my Volatility Portfolio. Here’s what I wrote
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Updated Special Report “11 Trump winners and 5 Harris/Trump losers”–first loser picks after Trump’s win
When I posted the previous version of this Special Report back on September 30, I wrote: “I don’t know which candidate will win the election. Right now the polls are within the margin of error on the national level–and even tighter in the seven battleground states that will likely decide the election. But I do know the results on November 5 will move stocks. Some right off the bat even before the results are certified. And more significantly as a new administration clarifies its policy views and takes office.” That has changed just a bit with last night’s victory by Donald Trump. We do know who won and will be the President come January 20. And we do know whose policies will move stocks and the financial markets in general. So let’s see if I can bring my picks and strategic advice up to date.
Pick #7 CNH Industrial for my Special Report “10 new stock ideas for an old rally”
Today I added CNH Industrial (CNH) as Pick #7 for my Special Report “10 new stock ideas for an old rally.” I also added the stock to my Jubak Picks Portfolio. Here’s what I wrote:
I like farm equipment maker CNH Industrial for the same reason I own Deere (DE) in my long-term 50 Stocks Portfolio. In the long term the world’s farmers are facing a huge challenge: produce more food as an increasingly chaotic climate makes growing stuff harder and harder. One important piece of the solution is a new generation of intelligent farm equipment that uses artificial intelligence to guide everything from when to plant to when to fertilize. At the moment, though, I like CNH more on price. CNH, the #2 farm equipment maker, is invitingly attractive because it is so cheap, absolutely and in comparison to Deere.
Pick #6 Fortinet for my Special Report “10 new stock ideas for an old rally”
Today I added Fortinet (FTNT) as Pick #6 for my Special Report “10 new stock ideas for an old rally.” I also added the stock to my Jubak Picks Portfolio. Here’s what I wrote:
There’s a long-term buying cycle in the firewall cyber security sector.
Nvidia to replace Intel in Dow Jones industrials Average–another catalyst for shares
AI chipmaker Nvidia (NVDA) will join the Dow Jones Industrial Average, replacing chipmaker Intel (INTC), S&P Dow Jones Indices, the owner of the 127-year-old index, said late Friday.
So far, the big issue with big tech earnings is valuation
From BIG Tech earnings results so far, what seems clear is that if a company smashes through expectations like Alphabet (GOOG) did, the stock will climb. If, however, you merely match expectations like Meta Platforms (META) and Microsoft (MSFT) then shares retreat.
Lithium Americas closes $2.3 billion DOE loan–stock climbs and then gives it all back
Yesterday, Lithium Americas (LCA) announced that it had closed a $2.26 billion loan from the U.S. Department of Energy’s Loan Programs Office under the Advanced Technology Vehicles Manufacturing Loan Program. The funding is earmarked for the construction of processing facilities at the Thacker Pass lithium project in Humboldt County, Nevada. Thacker Pass is currently North America’s largest known lithium resource. The stock jumped almost 5% yesterday on the news. It fell 8.87% today to $4.11 a share. Lithium Americas is a member of my Millennial Portfolio.
A new pick–TSM–for my Special Report “10 Trump and 10 Harris winners”
Last night I added a third potential Harris election victory winner to my Special Report “10 trump and 10 Harris winners. Here’s what I wrote about Taiwan Semiconductor Manufacturing (TSM) in that post.
Is a guidance cut from Texas Instruments another sign of a top?
One indicator that I’m carefully monitoring is the guidance in third quarter earnings conference calls about the fourth quarter. I’m checking to see if the cuts to guidance and that Wall Street disappointment might set in a quarter early. If that looks like the case then I’d think about selling now instead of in January 2025.
Starbucks, caught in a hard place between sugar and caffeine, slumps again
Starbucks (SBUX) today pulled revenue and earnings guidance for 2025 after fiscal forth quarter sales fell. It is the third consecutive quarterly sales decline.
Making West Pharmaceutical Pick #5 in my Special Report 10 New Ideas for an Old Rally
Here’s what I wrote today when I added this stock to my Special Report.
Pick #4 in my Special Report 10 New Stock Ideas for an Old Rally–AAL
Today I added American Airlines Group as Pick #4 in my Special Report 10 New Stock Ideas for an Old Rally. Here’s what I wrote.
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