October 20, 2020 | Daily JAM, PE, Stock Alerts |
A day after  ConocoPhilips (COP) announced it would buy big Permian Basin oil shale play Concho Resources (CXO) for $9.7 billion, the Wall Street Journal reported that Pioneer Natural Resources, by some measures the biggest oil shale operator in the Permian Basin, is...
October 13, 2020 | Daily JAM, Jubak Picks, TWLO, Volatility |
This is something of a catch up post. On October 5 I added Twilio (TWLO) to my Jubak Picks and Volatility portfolios. I announced that buy in a post on October 2 and then again in my Special Report: "Your Investing Guide for the Next 6 Dangerous Stock Market Months" I...
September 16, 2020 | Daily JAM, ILMN, Jubak Picks, Top 50 Stocks |
Shares of Illumina (ILMN) dropped 8.44% today, September 16, on reports by both Reuters and Bloomberg that the genetic sequencing marketing leader is in talks to acquire Grail, a still private startup focused on blood tests for the early detection of cancer. I think...
August 31, 2020 | BRK/B, Daily JAM, Jubak Picks, Stock Alerts |
Warren Buffet's Berkshire Hathaway (BRK-B) hit the headlines today on news that it had made a big buy in shares of Japanese trading companies. To me that looks like a typical Buffett value play on commodities and international trade at a time when the market in...
August 5, 2020 | AG, Daily JAM, GDX, GLD, GOLD, Jubak Picks |
We've been here before. With gold and silver we're at that stage in a huge rally where Wall Street analysts rush to increase their target prices in order to keep ahead of the market and where the number of posts urging investors to get in now--And here's...
August 4, 2020 | Daily JAM, ERIC, Jubak Picks, Stock Alerts |
Ericsson (ERIC) has been piling up the contract wins for 5G networks. That's the future--which is why I'm recommending buying this ADR in my Jubak Picks Portfolio today. If you want to ride the transition to 5G telecommunications network, this is the best horse to...
July 23, 2020 | Daily JAM, Jubak Picks, MSFT |
Shares of Microsoft (MSFT) were down 4.35%at the close today in spite of the company's strong beat of Wall Street projections for the company's fiscal fourth quarter that ended on June 30. The company reported earnings of $1.46 a share, versus Wall Street projections...
July 14, 2020 | Daily JAM, Jubak Picks, Stock Alerts, XYL |
Just a reminder today from Xylem (XYL) of why the company is one of the best investments in trends in the water market. The shares moved up 8.97% ahead of the release of second quarter earnings on July 30, 2020 to close at $73.38. Today, July 14, I'm raising my target...
July 7, 2020 | ACAD, Daily JAM, Stock Alerts |
 Stifel analyst Paul Matteis upgraded Acadia Pharmaceuticals (ACAD) to a Buy from a Hold today and raised his target price to $71 from $41. (Shares closed at $57 today, up 6.17%) The upgrade from Matteis was especially powerful since he has been skeptical on the stock...
June 30, 2020 | Daily JAM, DHR |
My fifth pick in my Special Report "10 Stocks to Beat Amazon" is a water stock, Danaher (DHR.) Danaher's trailing average annual returns don't look to be in Amazon's (AMZN) class--if all you do is look at the long-term 15-year period. Over a 15-year period Amazon's...
June 12, 2020 | Daily JAM, PANW, Stock Alerts |
Analysts have raised their earnings estimate for cyber-security software company Palo Alto Networks (PANW) by 4.5% to 6.5% (depending on the data source you use) over the last 60 days. For 2020 Wall Street is now looking for $4.79 a share for 2020. That would still be...
June 9, 2020 | Daily JAM, Jubak Picks, V |
Just about everybody agrees that the world after the coronavirus pandemic and recession will look very different. And from what I've read every stock market guru worth his or her smart phone agrees that buying the stocks of companies that are "attuned" to that...