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 22, 2022 | Daily JAM, Special Reports |
In order to meet my 5 p.m. “in your inbox” deadline today, I’m going to give you the name of my 12 picks and the logic for dividing them into three groups that correspond, roughly, to when you should thinking about adding these stocks to your portfolio.
But I’m going to save the specific reasons for each one of these 12 stocks to tomorrow. I’ll add them to the standing Recession Special Report and create a separate “reasons” post then. I’d divide my 12 Recession Stock Picks into 3 groups.
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.
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?
January 30, 2022 | AMZN, Daily JAM, FB, GOOG, Short Term, Top 50 Stocks, You Might Have Missed |
I’m looking for a mixed bag of BIG TECH earnings from Alphabet (GOOG), Meta Platforms (FB), and Amazon (AMZN). Unless Meta Platforms and Amazon can deliver big earnings surprises, I don’t think these reports will lift the market appreciably. And the week will end with the January jobs report.
January 20, 2022 | AAPL, Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninetieth YouTube video “3 Picks on Tech Stock Guidance” went up today.
January 4, 2022 | AAPL, Daily JAM, Jubak Picks, Volatility |
This earnings season looks so tricky that I’m going to sit it out rather than attempt to leverage moves in the shares of reporting companies by purchasing either Call (a bet that the stock will go up) or Put (a bet that the stock will go down) options.
November 29, 2021 | Daily JAM, Short Term |
Today, Monday November 29, it’s a tale of two bounces from Friday’s big sell off. Technology stocks and especially big technology stocks are up big. At the close in New York Applied Materials was up 5.53%. Adobe (ADBE) was ahead 3.83%. Nvidia (NVDA) was higher by 5.95%. Amazon (AMZN) had gained 1.63%. Apple (AAPL) and Meta Platforms (AKA FB) were 2.19% and 1.47%, respectively. Qualcomm (QCOM) had gained 4.55%. Alphabet (GOOG) was higher by 2.32%. Microsoft (MSFT) had picked up 2.11%. NXP Semiconductors (NXPI) had climbed 5.41%. In most of these stocks today’s gains made up for Friday’s losses–or more. For example, on Friday Applied Materials had dropped 3.84% and NXP Semiconductors was down 3.88%. On the other hand, the “re-opening stocks” that got crushed Friday on fears that the Omicron Covid-19 variant would throw sand in the gears of the global economy showed only minor gains.
October 24, 2021 | Daily JAM |
It’s BIG TECH earnings week with earnings from Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG), Facebook (FB) and Amazon (AMZN). Facebook kicks off earnings from this big tech group on Monday, October 25, after the close. Alphabet and Microsoft follow on Tuesday, October 26, after the close of trading with Amazon and Apple on Thursday October er 27 after the close. The stakes are high for these companies and their stocks and for the entire stock market.These five stocks account for almost 23% of the capitalization of the entire Standard & Poor’s 500. And the technology sector makes up 33% of the indexTo an extraordinary degree as goes the technology sector, so goes the market as a whole right now. And as these five stocks go, so does technology.
October 1, 2021 | Daily JAM, Videos, Volatility |
I'm starting up my videos on JubakAM.com again--this time using YouTube as a platform. My fifty-s... 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...
July 24, 2021 | AAPL, AMD, AMZN, Daily JAM, FB, GOOG, Jubak Picks, MSFT, Top 50 Stocks |
I hope it’s no surprise to you–I’ve been yammering away on this topic for the last two weeks after all–but next week is a big week for earnings from bellwether tech companies. The market reaction to those earnings will determine whether the current earnings based rally goes on for a while or if, instead, we get a sell on the news retreat. Tuesday, April 27, is the first big day with Apple (AAPL), Advanced Micro Devices (AMD), Alphabet (GOOG) and Microsoft (MSFT) all reporting.
July 22, 2021 | Daily JAM, Morning Briefing, Short Term, Volatility |
The Standard & Poor’s 500 closed up 0.20% today, July 22. The Dow Jones Industrial Average squeezed out a 0.07% gain. But if you were looking for bigger upside moves, turn your eyes to the technology sector.
