Nidec is my fourth pick for my Special Report: 10 Global Warming Stock Picks
I can't imagine the world avoiding a global warming catastrophe without a sizable contribution from reduced carbon emissions as we replace vehicles powered by fossil fuels with electric vehicles. (Yes, this is to some extent a solution that merely pushes the problem...
Saturday Night Quarterback (Part 1) says, For the week ahead expect…
...a big bang from Apple’s (AAPL) World Wide Developers Conference on Monday, June 22, even though the event will go virtual this year. The conference is Apple's big reveal on devices and operating systems to the independent developers who write the programs and apps...
Service Master: Another global warming stock pick for my long-term 50 Stocks portfolio
There I was minding my own business reading "Invasive termites in a changing climate: A global perspective" by Grzegorz Buczkowski and Cleo Bertelsmeier (of Purdue University and University of Lausanne, respectively) Â when I got to the maps and a stock picking bell...
Coming Wednesday–Rebalancing (finally) for the long-term 50 Stocks Portfolio
With my thoughts on why rebalancing has been so difficult in the market of the last 12 months. 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...
PepsiCo beats on earnings as usual
Before the open today, July 9, PepsiCo (PEP) announced second quarter earnings ahead of analyst expectations. But with the stock already up 21.69% for 2019 to date, the market shrugged. PepsiCo shares fell 0.62% at the close. PepsiCo has beaten analyst earnings...
Copper meeting bullish on projected supply deficit
The big Cesco copper conference in Santiago, Chile, has been remarkably bullish considering worries about global economic growth and the Chinese economy. That's because there looks like a significant gap in the development of new supplies in 2019 and 2020 that could...
Making Cheniere Energy my #8 pick in my Special Report: 10 stocks for an earnings recession
At the moment everything is running Cheniere Energy's (LNG) way. Â And while natural gas remains a cyclical sector and subject to the ebbs and flows of the global economy, those catalysts are enough for me to make this the #8 pick for my Special Report: 10 stocks for...
Amazon earnings results mean hotter war with Google and Facebook in digital ad space
Nothing wrong with 20% year over year revenue growth--unless, of course, you're Amazon (AMZN). On Thursday, January 31, the company reported that revenue growth in the fourth quarter--the strongest retail quarter of the year--had at 20% come in at the high end of...
Amazon to the earnings rescue after Facebook plunge
A day after Facebook (FB) told Wall Street analysts to expect slower growth for the rest of 2018 (and saw its stock plunge 18.96%) Amazon (AMZN) beat Wall Street earnings projections by a massive $2.58 a share, reporting earnings for the second quarter of $5.07 versus...
Facebook closes down 18.96% on the day
Golly gee, what could be the big story in the U.S. markets today? How about the rout in Facebook (FB) shares--down 18.96% or $41.24 to $176 at the close. That $112 billion dollar drop in the market value of Facebook gives the company the record for the largest one day...
Time to add China Southern Airlines to my 50 Stocks Portfolio
You might know that China Southern is the largest airline in China. But I bet you didn’t know that it has the largest fleet (702 planes) of any Asian airline. I’ve been looking to add shares of China Southern Airlines (ZNH) to my long-term 50 Stocks ever since I saw the newest list of the world’s 20 busiest airports from the Airports Council International on April 6.
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