November 17, 2021 | AMAT, AMD, Daily JAM, F, Mid Term, QCOM, Special Reports |
Tolstoy was wrong when he wrote at the beginning of Anna Karenina that “All happy stock markets are alike; each unhappy market is unhappy in its own way.” (That’s what it says in the original Russian, I swear.) Truth is that all happy stock markets are different.
There are the long rallies from valuation bottoms that come after a disaster like the Global Financial Crisis and the Great Recession. There are the sharp quick explosive moves higher that come after the passing of a panic with less damage than expected like that after the Pandemic meltdown in the spring of 2020. And, among all the other happy markets, there are the market melt ups that come after a long bull market has already driven valuations to nose-bleed levels. Sometimes that melt up turns out to be the final blow out stage that comes before a big correction–but not always. And sometimes the melt up just drives stocks to a high where they stagnate while fundamentals catch up with prices. I believe we’re in the midst of a market melt up now. In this Special Report I’m going to outline the ways in which this “happy” market is different; give you advice on how to adapt this rally to your portfolio goals; and finally give you 10 picks for profiting from this melt-up.
November 15, 2021 | Daily JAM, Dip-O-Meter, OTLY |
This is a very tough market for Buy on the Dip investors and traders. Not, as you might think, because a market that hits a new record high just about every day doesn’t offer very many opportunities to buy on the dip. Actually a market melt up, like the one we’re now experiencing, offers a lot of buy on the dip chances. That’s because while everyone wants to hold the market’s rockets, no one want to hold any stock demonstrating any weakness. Sell at the slightest whiff of bad news–as shares of Oatly (OTLY) demonstrated today, November 15, when they plunged 20.81% on disappointing earnings and guidance for the remainder of 2021 and into 2022. (Oatly is on this Dip-O-Meter list.) One problem is that plunges tend not to last very long.
October 18, 2021 | AMAT, AMD, AMSC, ASML, Daily JAM, EVGO, F, FCX, Jubak Picks, Mid Term, Millennial, NJDCY, NVDA, SEDG, Special Reports, TSLA, Volatility, VWAPY |
Yes, we want to buy on the dip. Whenever we get a significant dip. (And significant to me is 5% or more in the major indexes–and 10% or more in specific sectors.) But, we need new strategies for buying on the dip that take into account the market’s valuation problem, the central bank tightening that looks to be in the cards, and the real possibility of a dip in growth below forecasts in 2022. I’ve got fouir strategies to suggest for buying in this market on these dips. And 14 picks to use to execute those strategies.
October 14, 2021 | AMAT, ASML, Daily JAM, Top 50 Stocks, TSM |
Taiwan Semiconductor Manufacturing (TSM), the dominant independent chip manufacturer in the world, reported earnings today, October 14, of $1.08 per share for the September quarter. Wall Street analysts hd expected earnings of $1.04 a share. The stock closed up 2.35% today on the news.
October 12, 2021 | Daily JAM, Jubak Picks |
The Philadelphia Semiconductor Index is now down 8.7% from its September 16 peak. The slump comes as investors and traders sell on fears of supply-chain problems in the sector and especially in the memory chip market. The drop has left the index testing its 200-day moving average, a support level that hasn’t been challenged since May of 2020.
September 25, 2021 | AMAT, Daily JAM, Top 50 Stocks |
Today, September 25, I’m making Applied Materials (AMAT) my third pick in my Special Report: 10 Greatest “Savings Account Stocks.”
September 15, 2021 | AMAT, Daily JAM, Jubak Picks, MSFT, NVDA, Special Reports, Top 50 Stocks, TSM, V |
You know how a savings account works, right? You deposit money in a bank. The bank uses your deposit to make a loan. Out of its profits, the bank pays you interest. That interest payment is a pittance today. 0.5% if you’re very, very lucky. But the national average is just 0.06%. What I’m calling “savings account stocks” work the same way that a bank savings account does. (Share prices do fluctuate but in the long run I’d argue that these stocks are as safe as a bank savings account.) And they pay an annual return that’s 10X–or much, much more–higher–than the paltry 0.5% now offered by the highest yielding savings accounts. How do these stocks work and why are they so much better than bank savings accounts? You–investors–give the company capital by buying newly issued shares or company bonds. The company invests that cash in making widgets or apps or whatever. And the company returns the bulk of the profits from those investments to the owners of its stock in the form of dividends, stock buybacks, and the appreciation in share price that results from the growth of the company’s business over time. I’m posting the first of my 10 Greatest “Savings Account Stocks” today and my Special Report will name a total of 10 great “savings account stocks” in posts over the next week. Today’s Greatest Savings Account Stock Pick: Microsoft (MSFT). The average annual return on Microsoft shares has been 28% over the last 10 years. Beats that 0.5% on a savings account, no?
August 11, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My fortieth YouTube video “3 picks for the fall tech rotation”-went up today.
June 27, 2021 | Daily JAM, Jubak Picks, Special Reports, Top 50 Stocks, You Might Have Missed |
The pandemic is over. (I’ve got my fingers crossed, I’ll admit, about a resurgence in the winter.) But it has left behind a changed world. The new normal won’t be exactly like the old normal in big and critical ways. For investors. Think of the pandemic as a really painful test for the global economy and individual companies. (As well as a global horror that killed more than 3 million people.) Some companies passed the test with flying colors–and in fact came out of the pandemic with stronger prospects than ever. Others saw the pandemic expose expected or unexpected weaknesses. In this Special Report I’ll be putting together a list of 5 picks and 5 pans for a Post-Pandemic economy.
June 18, 2021 | Daily JAM, Morning Briefing |
Yesterday, growth stocks climbed in the face of signals from the Federal Reserve on Wednesday that interest rates increase were coming sooner–as soon as the end of 2022–than expected. That seemed puzzling. May be, one line of thought (mine) had it, investors and traders decided that growth stocks would outrun any increase in interest rates that might take place in 2022 or 2023. Today, we got the selling that many had expected yesterday
May 25, 2021 | AMAT, Daily JAM, MGM, Mid Term, Morning Briefing, NXPI, Special Reports |
2021 will be a very different year from 2020. Or to be more exact the second half of 2021 and 2022 will be very different. We’re looking at going from a financial market where investors and traders believed the Federal Reserve was on their side with cash and more cash to push the prices of financial assets higher and then higher some more to a market where everyone is asking when will the Fed take th punch bowl away and shut down the party.Let me be clear. At this point it’s not the certainty that the Fed will reduce its $120 billion in monthly bond buying in this exact month or that, or the certainty that the Fed will start raising interest rates before the end of 2022, say, but rather the worry that those events are on the calendar, that they will change the trend in the market, and that no one can predict when the turn will materialize.FDR said “We have nothing to fear but fear itself.” To which the market right now says “Exactly.” Look at this “fear and worry calendar” that I’ve put together. And today I’ve got 3 picks and one hedge for this market
May 21, 2021 | AMAT, Daily JAM, Jubak Picks, Stock Alerts, Top 50 Stocks |
The chip shortage that has hurt technology companies such as Apple (AAPL) and hammered auto producers continues to pay dividends to Applied Materials (AMAT), the dominant manufacturer of equipment used to make semiconductors. Yesterday, May 20, after the market close in New York, Applied Materials reported fiscal second-quarter adjusted earnings of $1.63 a share against 89 cents a share in the second quarter of the last fiscal year. Revenue rose to $5.58 billion from $3.96 billion in the second quarter of fiscal 2020.
