March 26, 2024 | Daily JAM, Stock Alerts, Top 50 Stocks |
Today’s Hot Button Moves NOW video is Buy Chipotle Mexican Grill (CMG). Chipotle announced it will  be spitting 50 to 1. With the stock , currently trading at $2800 the split will bring in a new group of investors. The stock popped about 3.5% the day following the announcement and continued to go up in the following days. It’s contrary to modern capital market theory that a stock announcing a split should go up, but it does need happen. Chipotle has a great long term story. It not only survived the COVID pandemic, but the company drove its digital loyalty membership up to 36 million people and added digital drive-thru lanes, leading to extraordinary growth. Chipotle had a 38% increase in earnings in 2023 and an 8% increase in comparable store sales. That, along with a 26% operating margin, continues to make Chipotle one o the most compelling consumer stocks to own,. I think owning this before the split, which will likely be approved in June, will get you appreciation from the pop on the split, as well as long term gains from this well-run company.  Tomorrow I’ll be adding these shares to my lot-term 50 Stocks Portfolio.
March 19, 2024 | Daily JAM, Morning Briefing |
Chipotle Mexican Grill (CMG) said on Tuesday, March 19, that its board of directors had approved a 50-for-one split of its common stock.
February 4, 2024 | Daily JAM, Morning Briefing |
I expect a relatively boring, week. With no fireworks from the Federal Reserve. Almost no economic data. No jobs surprises. And no earnings news from the Magnificent Sever stocks. Just old fashioned block and tackling to see if any other stocks can join the Momentum Parade.
February 7, 2023 | CMG, Daily JAM |
Chipotle Mexican Grill (CMG) missed comparable sales and profit expectations for the fourth quarter. Comparable store sales rose 5.6% in the period. Wall Street had expected a 7.1% increase. Earnings rose 48.6% to $8.29 a share. But analysts had expected earnings of $8.90 a share. Revenue climbed to $2.18 billion in the quarter. That was below analyst estimates of $2.23 billion. Shares fell 5.2% in after-hours trading on the news. A couple of red flags for the entire consumer sector
February 5, 2023 | Daily JAM |
After a big week of tech earnings news, stocks and investors will move onto fourth quarter 2022 earnings for consumer stocks, health care, and a little taste of fintech.
April 25, 2022 | AAPL, ABBV, AMZN, BMY, CMG, Daily JAM, FB, GOOG, Morning Briefing, MSFT, PYPL |
Going into this earnings season, the hope was that strong, surprisingly strong perhaps, earnings from the big growth stocks would put a stop to the selling. Earnings would be strong enough to convince investors that the market wasn’t over-valued since at these growth rates stocks would be seen to be quick growing into current extended valuations That hasn’t exactly worked so far. But this week the earnings story from growth stocks hits its stride. If the companies reporting this week can’t make the case for growth stock earnings, there probably isn’t a growth stock story to be made in the light of Federal Reserve interest rate increases, supply chain disruptions, and fears of a recession.
March 11, 2022 | Daily JAM |
Two data points! We’ve got a trend! First, Alphabet (GOOG). On February 1, the company announced a 20-1 stock split. And then Amazon (AMZN). On March 9, the company announced a 20-1 stock split. As everyone knows, two data points make a trend. So now the question is Who’s next?
February 14, 2022 | Daily JAM, Long Term, Special Reports |
To get to my 10 picks for my Special Report: A New Core Portfolio for a New Market, let me start with the second half of that title, the new market part. Why do I think we’re headed into a new market–and what kind of stock is this new market likely to reward with gains? And then onto my 10 picks for a New Core Portfolio.
January 31, 2022 | Daily JAM, Jubak Picks |
As the last act of my Special Report: When will the selling stop? When to buy? What to buy? I added Apple (AAPL) an Chipotle Mexican Grill (CMG) to my Jubak Picks Portfolio on January 26. I just want to make sure that you caught those buys.
January 28, 2022 | Daily JAM, Jubak Picks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-fourth YouTube video “QuickPick CMG” went up today.
January 25, 2022 | AAPL, Daily JAM, DIS, Special Reports |
Take a look at Peloton Interactive (PTON) and Netflix (NFLX) just in case you need a reminder of one of the essential characteristics of this stock market. One that makes it so hard to tell where the market as a whole is going, and what individual stocks are headed up or down (and often down big time.) What growth rate should an investor use in trying to value the stock? Who knows? Which is exactly the point and not a problem limited to Peloton in this economy. I’ve found a handful of stocks with reliable internal growth stories that make them great buy-on-the-dip candidates for over performance in the second half of 2022. I’m making three of those stocks–Apple (AAPL), Disney (DIS), and Chipotle Mexican Grill (CMG)–my last 3 picks for my Special Report
November 18, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventieth YouTube video “The rally narrows–or does it?” went up today.
