May 24, 2022 | Daily JAM, DIS, Dividend Income, DUK, Jubak Picks, KO, MRK, PEP, PFE, Top 50 Stocks, XLU |
Of course, there’s nothing even vaguely normal about a day when a stock falls 43% and takes much of the market with it.Snap’s (SNAP) plunge did take some surprising candidates along for the ride. Tesla (TSLA) dropped 6.93% on yet more bad news on production in its Shanghai factory. Disney (DIS) fell 4.01% just because. SentinelOne (S) was lower by 8.11% since everyone knows that cybersecurity stocks are just a fad.
But on balance, on the green side (and yes, there was a green side to the market) the market did what markets are supposed to do in the face of bad news and an increase in fear.
May 14, 2022 | ABBV, BMY, Daily JAM, MRK, PFE |
I can’t find Big Pharma stock in the green during Friday’s big rally. Which makes me question the staying power of Friday’s move. If the day’s gains were the result of a market bottom, wouldn’t everything be up? Even the very defensive drug stocks? Not as much as the tech losers of 2022 but still if the market had bottomed I’d expect these stocks to be in the green too. More evidence, I think, for my thesis that Friday was the result of technical trading in an over-sold market.
April 7, 2022 | Daily JAM, Dividend Income, PFE |
Pfizer (PFE) will buy privately held respiratory syncytial virus drug maker ReViral for up to $525 million. Wall Street liked the deal–the stock was up 4.33% today, April 7–because it fits with Pfizer’s RNA virus program, which produced a successful vaccine for Covid-19.
April 5, 2022 | Daily JAM, Morning Briefing, Short Term, You Might Have Missed |
In remarks prepared for a Tuesday speech to the Minneapolis Federal Reserve Bank Federal Reserve Governor Lael Brainard said “Currently, inflation is much too high and is subject to upside risks. The committee is prepared to take stronger action if indicators of inflation and inflation expectations indicate that such action is warranted.” And she called for reducing the Fed’s balance sheet as early as next month. The bond market certainly heard Brainard’s remarks as a promise of more action faster.
March 21, 2022 | Daily JAM, Special Reports |
A Recession is coming! Probably.The odds are now high enough so that you and your portfolio should pay attention. So there are really three important questions. First, how likely is a Recession?In this Special Report I’m going to lay out the reasons for thinking that a Recession is on the way. Probably in the second half of 2022 or in 2023. Second, what strategies should you, as an investor, use to navigate in your portfolio through a Recession? In this Special Report I’m going to explain three strategies–call them general rules of the road–for investing during (and after) a Recession.
And, third, what specific stocks or bonds or ETFs or options should you use to implement those strategies to give you the biggest investing edge possible during this Recession? That’s where the 10 Recession Stock Picks come in. Look for that post tomorrow, March 22.
December 21, 2021 | Daily JAM, Morning Briefing, Short Term |
Yesterday the Standard & Poor’s 500 fell 1.14% and market leading stocks such as Applied Materials (AMAT) dropped 0.78%. Big drug stocks made up the only sector in the green as Pfizer (PFE) rose 2.59%,and AbbVie (ABBV) gained 1.23%. The fears yesterday were that the Omicron Variant of the Covid-19 virus would slow the economy and that Senator Joe Manchin had just killed prospects for any stimulus from the Biden Administration’s Build Back Better bill. Today the S&P 500 closed up 1.78%. A market leader like Applied Materials rose 4.42%. A big drug stock such as Pfizer was down 3.39%.
December 9, 2021 | Daily JAM, Dividend Income, PFE |
Executives at Pfizer (PFE), which, remember, makes a Corona-19 vaccine–said yesterday, December 8, that the new Omicron Variant could increase the likelihood that people will need a fourth coronavirus vaccine dose earlier than expected.
December 6, 2021 | BMY, Daily JAM, Jubak Picks, Stock Alerts |
As I noted in my posts over the weekend, I think that along with all the general volatility and the rotation away from high moment and higher price-to-earnings ratio technology stocks, the last week or so saw a rotation into “safe” haven stocks such as utilities and Big Pharma. Which is one of the reason I’m adding Bristol-Myers stock to my Jubak Picks Portfolio as of December 7
November 15, 2021 | Daily JAM, MRK, PFE, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My sixty-ninth YouTube video “Trend of the Week Big Pharma for Safety” went up today.
August 28, 2020 | Daily JAM, Dividend Income, PFE, Stock Alerts |
You remember how in Part 3A of my Special Report: Meeting Your Retirement Challenge, I suggested that when temporary factors created an opportunity to buy the shares of a solid, predictable, cash flow generating company, with a yield of 4% you should jump at the...
August 16, 2020 | Daily JAM |
...more attention on reports of delays in the clinical trials of new drugs to treat patients infected with the coronavirus. We're starting to hear stories o delays out of the drug companies working on treatments that would enable those stricken with the coronavirus to...
August 11, 2020 | Daily JAM, Stock Alerts |
Shares of Vaxart (VXRT) were up 21.77% today to $11.44 as of 3:15 p.m. New York time. You'll remember that Vaxart is my pick in my Volatility Portfolio for participating in the coronavirus vaccine race that plunged 47.6% from $16.97 on July 14 to to $8.90 a share on...
