Z-SYMBOLS
Another typical Amazon quarter–revenue beat and earnings miss–despite corona virus
Amazon reported first quarter earnings today and fell $1.10 a share short of Wall Street estimates for $5.01 a share (GAAP earnings). That was a 30% year over year decline. Revenue, however, of $75.5 billion was up 26.5% year over year and beat estimates by $1.41...
Adding Coke to my Dividend Portfolio
Today's shocking announcement from Royal Dutch Shell (RDS-A) that it would cut its 10% dividend, to 16 cents a share is a brutal reminder of one of the big challenges facing dividend investors. Royal Dutch shares were down 12.02% as of 3 p.m. Nw York time today, April...
Selling ONEOK out of my Dividend Portfolio ahead of earnings and after ex-dividend date
The greatest danger of any dividend position right now is from a cut to the dividend payout. That kind of cut would send even an already crushed stock lower. I think that's the possibility facing shares of ONEOK (OKE) when it reports earnings on April 28. The stock...
Brazil ETF falls 8% today on double blows of political scandal and coronavirus response (or lack thereof)
As of the close on April 24, the iShares MSCI Brazil Capped ETF (EWZ) was down 7.71% today t0 $22.15. Brazil is facing an intertwined crisis as a president who has called the coronavirus pandemic a "fantasy" also struggles with a political crisis that threatens his...
West Pharmaceutical beats on earnings, revenue, and climbs 10.17% on April 23
West Pharmaceutical (WST) reported first quarter earnings of $1.01 a share on Thursday, April 23. That beat Wall Street estimates by 19 cents a share and was up 36% year over year. Revenue of $491 million for the quarter was up 10.8% year over year and exceeded Wall...
Selling Restaurant Brands into today’s “another coronavirus rescue bill” bounce
There was that little detour for the complete and utter meltdown in the oil market, but now I'm resuming my plan to sell into the "re-opening the economy rally." That rally is in its last stages I believe, with its life extended by another coronavirus rescue bill, the...
Buying iShares China Large Cap ETF for my Perfect 5 ETF Portfolio tomorrow, April 21, selling Invesco Japanese Yen ETF, changing other locations slightly
Right now it's hard to find a good asset to use to diversity a low-risk portfolio such as my Perfect 5 ETF Portfolio. Gold works most of the time except when stock investors and traders use it as a source of cash to meet margin calls on stocks. Utilities work at least...
Buying Meituan Dianping in my Volatility Portfolio on Monday
I'm buying  Meituan Dianping (MPNGF) on prospects for a China rally and on a gradual return of consumer confidence in China. The company, backed by Tencent Holdings (TCEHY), said that its food delivery business began to recover in March, when shuttered restaurants...
5 MORE smart, short-term moves while we wait for longer-term trends to resolve
In my recent post "What do you do when the market is insane and you're not?" I argued that one of the dangers in a very volatile market with strong--and temporarily profitable--short-term trends is that we'll give in to the pressure to do something--and do something...
TSM beats for quarter, cuts guidance for year, sticks to capital spending plan
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...
Nidec splits 2/1
No, the problems in the Chinese auto industry--a big customer for Nidec's (NJDCY) small motors and electric drive trains--didn't suddenly spike and cut Nidec's share price in half. The Japanese company executed a 2/1 split on April 9. I bought these shares in my 50...Jim’s Stock Alerts
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