May 26, 2020 | Daily JAM, MPNGF, Stock Alerts |
As of 1 p.m. New York time today Meituan Dianping (MPNGF) shares were up 17.52% after the company reported better than forecast sales of 16.8 billion yuan ($2.4 billion) for the quarter that ended on Mach 31. The company reported a lower than projected loss of 1.58...
May 22, 2020 | Daily JAM, HBI, Special Reports |
It'a gotten so that I shudder whenever a stock in my Dividend Portfolio gets near the day for the company to announce the dividend payout for the upcoming quarter. Too often, lately, the news has been grim: General Motors (GM) suspended its dividend for the second...
May 20, 2020 | Daily JAM, DIS |
Disney (DIS) re-opened part of its Florida park complex today--actually just the admission-free Disney Springs area of restaurants, shops and entertainment venues today. The reaction on line hasn't been all Bippity-Boppity- Boo!  “Not going till they remove these...
May 19, 2020 | Daily JAM, TSM |
Announcing a new feature on JubakAM--my stock pick of the day. With Taiwan Semiconductor as my first pick. The hoo ha at the end of last week over restrictions on the sale of U.S. semiconductors to China's Huawei Technologies, high-lighted the central role that Taiwan...
May 18, 2020 | Daily JAM, ITW |
Way back in November 2019--if you remember a period when projected earnings growth was strong and before the coronavirus recession--I argued for a dividend strategy that focused on companies with fast growing and solidly predictable earnings that were, in my opinion,...
May 18, 2020 | Daily JAM, V |
Way back in November 2019--if you remember a period when projected earnings growth was strong and before the coronavirus recession--I argued for a dividend strategy that focused on companies with fast growing and solidly predictable earnings that were, in my opinion,...
May 11, 2020 | HBI, Stock Alerts |
No doubt about it--looking at the loss in my position in Hanesbrands (HBI) of 37.66% since I added it to my Dividend Portfolio on February 21, 2020 isn't pleasant. But since I hold this stock for its dividend payout, the gain/loss at the moment isn't the only...
May 11, 2020 | Daily JAM, GM, Stock Alerts |
On April 27, General Motors (GM) suspended its quarterly dividend. It's a smart move to save cash--about $1.6 billion in the remainder of 2020--but without a dividend the stock doesn't deserve a place in a dividend portfolio. I've waited for the dust to clear on that...
May 7, 2020 | Daily JAM, Stock Alerts, TWLO, Volatility |
I still love Twilio (TWLO) for the long term. It's positioning in the forefront of providing aps and a developer platform for linking multi-device input and replies into a single network makes this a stock that I want in my portfolio for the next five years (a...
May 6, 2020 | Daily JAM, SIX, Volatility |
Think of Six Flags (SIX) as Disney (DIS) without the movie studio, streaming service, and cable and TV assets. In other words, the company is just theme parks. 25 of them with 22 in the United States. Right now the company says that the parks are closed through...
May 5, 2020 | Daily JAM, DIS, Stock Alerts |
How did Wall Street analysts get Disney (DIS) earnings today so wrong? Analysts had been projecting earnings of 86 cents a share. The company reported earnings of just 60 cents for the company's second quarter. The bigger-than-Disney takeaway here is "Wonder if it...
May 4, 2020 | Daily JAM, SHAK |
Shake Shack (SHAK) reported earning of 2 cents a share today after the market close. Wall Street had expected a penny a share loss. Earnings were down from 13 cents a share in the year ago quarter. Same store sales dropped 12.8% years over year and revenue for the...