March 9, 2023 | Daily JAM |
Back on February 16, I gave you a list of 12 stocks I’d sell into the rally after the February 1 meeting of the Federal Reserve. (Here’s the link https://jubakam.com/wednesdays-rally…re-the-12-stocks/). Yesterday in the first step of my Special Report: 5 Steps for the Next 5 Months” I promised another set of sell recommendations before Friday’s jobs report for February, the March 14 CPI inflation report, and the March 22 meeting of the Fed’s interest rate setting group, the Open Market Committee. Here’s that list of another 12 stocks to sell.
January 9, 2023 | Daily JAM |
Disappointing holiday sales and margin pressures. Not a good combination for any stock. And today shares of Macy’s (M), down 6.39% as of 2 p.m. New York time; Lululemon (LULU, down 9.01%, and Chico’s FAS (CHS) down 9.41% are paying the price for disappointing Wall Street.
March 25, 2022 | Daily JAM, Jubak Picks, LULU, Stock Alerts |
Projections schedule a potential Recession for the second half of 2022 or 2023. Fears of that impending trend will begin to be felt in stock prices before that. The sector most likely to feel the effects of any Recession–and thus the sector most likely to first feel the anticipation of that Recession on stock prices–is what Standard & Poor’s calls Consumer Discretionary” stocks. (The Consumer Discretionary Select Sector SPDR ETF (XLY) tracks these stocks for the S&P 500 index.) In my YouTube video yesterday, I flagged three stocks in this sector to sell ahead of any potential Recession–Netflix (NFLX), Starbucks (SBUX), and Lululemon Athletica (LULU). Of these I said I would sell Lululemon first
March 24, 2022 | Daily JAM, Jubak Picks, LULU, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and fourteenth YouTube video “Three Recession Sells” went up today.This week’s video takes a look at what I’m calling consumer discretionary companies and recommends that this kind of company should be your first sell as we head toward a Recession. These are places where consumers looking to save money in future economic downturn might cut back spending. I think Starbucks (SBUX), Lululemon (LULU), and Netflix (NFLX) are all stocks to avoid through the end of the year as we see a recession on the horizon. More coverage of this on my sites as well including 10 stocks to own during a Recession on my subscription JubakAM.com site.
July 5, 2021 | Daily JAM, Jubak Picks |
In this Special Report: 5 Post-Pandemic Picks and 5 Post-Pandemic Pans for a New Normal I’m going to highlight 5 stocks that will see big benefits from changes in behavior after the pandemic and 5 stocks that are looking at negative after-effects. I started with two picks for what I called the wonderful world of logistics, Applied Materials (AMAT) and Zebra Technologies (ZBRA). For this post I’m going to move on to one of the key, and maybe surprising, features of the Post-Pandemic economy: The pandemic and the measures implemented to recover from the Pandemic recession of 2020 have exacerbated an already huge wealth imbalance in the U.S. economy. My pick for the very unequal, Post-Pandemic New Normal is Lululemon Athletica
June 27, 2021 | Daily JAM, Jubak Picks, Special Reports, Top 50 Stocks, You Might Have Missed |
The pandemic is over. (I’ve got my fingers crossed, I’ll admit, about a resurgence in the winter.) But it has left behind a changed world. The new normal won’t be exactly like the old normal in big and critical ways. For investors. Think of the pandemic as a really painful test for the global economy and individual companies. (As well as a global horror that killed more than 3 million people.) Some companies passed the test with flying colors–and in fact came out of the pandemic with stronger prospects than ever. Others saw the pandemic expose expected or unexpected weaknesses. In this Special Report I’ll be putting together a list of 5 picks and 5 pans for a Post-Pandemic economy.
June 12, 2020 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
