October 19, 2018 | Daily JAM, INCY, Stock Alerts |
Shares of Incyte  (INCY) climbed 2.51% today on the announcement of positive results from a Phase 2 clinical trial, GEOMETRY mono-1, evaluating MET inhibitor capmatinib in 94 adult patients with advanced non-small cell lung cancer. The company presented the data at...
October 2, 2018 | Daily JAM, LGF/A, Stock Alerts |
Investors and traders are sure acting like they believe the Hollywood studio will be an acquisition target--soon--by one of the companies engaged in the heated battle to gain traction in the market for streaming media. The speculation right now points to Amazon.com...
October 1, 2018 | Daily JAM, Stock Alerts, TCEHY |
Today (or tomorrow morning, actually, October 2) I'm adding Tencent Holdings (TCEHY) to my 12-18 month Jubak Picks Portfolio. (The stock is already a member of my long-term 50 Stocks Portfolio. As I wrote in my Special Report: 10 Picks for the Emerging Markets bounce,...
September 12, 2018 | Daily JAM, FANG, PXD |
It hasn't exactly been a great few months oil shale producers in the Permian Basin. Shares of Pioneer Natural Resources (PXD), the biggest pure play on Permian oil, closed at $169.97 a share today, August 29, down from $212.31 a share on May 18. That's a decline of...
August 22, 2018 | Daily JAM, SEDG, Stock Alerts |
I'm on vacation until August 26. I'm using the down time to catch up with posts from the very busy second quarter earnings season. SolarEdge Technologies (SEDG) reported second quarter earnings on August 2. Non-GAAP earnings per share rose 49% year over year. Revenue...
August 20, 2018 | Daily JAM, NKTR, Stock Alerts |
I'm on vacation through August 26. I'm trying to use this down time to catch up on earnings results that I missed during the very busy second quarter earning season. After the market close on Wednesday, August 8, Nectar Therapeutics (NKTR) reported earnings of $5.33 a...
August 10, 2018 | ALB, Daily JAM, Stock Alerts |
Who says the collapse of the Turkish lira and of the Turkish stock market isn't good news for anyone? While it's certainly true that the troubles in Turkey--which have become worse as the country's relationship with the United States has tipped for mild disagreement...
June 29, 2018 | Daily JAM |
Lots of activity in this portfolio since I last reported on its cash level. There have been sells of MGM Resorts International (MGM), Starbucks (SBUX), and Arco Dorados (ARCO). I've made buys of Microsoft (MSFT), Lionsgate Entertainment (LGF/A), and Valero (VLO). At...
June 15, 2018 | Daily JAM, MGM, Stock Alerts |
Shares of MGM Resorts International (MGM) peaked for 2018 (so far) at $38.03 on January 29, 2018 and since then the trend has been brutally downward. The stock's 50-day moving average broke below its 200-day moving average (a moment that technical analysts called the...
June 12, 2018 | Daily JAM, EQNR, Mid Term, Special Reports, TS, Volatility |
So let's say you find my argument that we're now in a Late Cycle Market with a credit crisis looming sometime in the next 2 to 3 years. You think you can see a classic Minsky Movement approaching as lenders and investors take on more risk--after all what can go...
June 1, 2018 | Daily JAM, INCY, Stock Alerts |
Today the U.S. Food & Drug Administration did finally approve Baricitinib, now known as Olumiant, for the treatment of moderately-to-severely active rheumatoid arthritis. But the approval carries more restrictions than expected. The FDA approved only the 2...
May 10, 2018 | Daily JAM, NVDA, Stock Alerts |
Okay, if you're a trader I sort of understand selling Nvidia (NVDA) after today's earnings report: Sell on the news; How can it get better? How long can the company keep it up? After all, the stock closed today just pennies below it's all time high. (It's the...