April 25, 2020 | Daily JAM |
... earnings drama. The week features reports from Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), Facebook (FB), Microsoft (MSFT), ExxonMobil (XOM) General Electric (GE), Caterpillar (CAT), Ford (F), Tesla (TSLA), Starbucks (SBUX), McDonald's (MCD), Pfizer, and Gilead...
March 13, 2020 | Daily JAM, Mid Term, Morning Briefing |
Remember way back a couple of weeks ago. In February the consensus was that the slowdown in revenue and earnings from the coronavirus pandemic would last for the first quarter of 2020. Corporate guidance reflected that view with companies such as Nvidia (NVDA) telling...
February 26, 2020 | Daily JAM, Morning Briefing |
This is exactly the pattern that financial markets are afraid of:Â Another company announcing the it would miss the revenue and earnings guidance that it had issued just weeks ago because of the effects of the coronavirus outbreak. In this case it's Microsoft (MSFT), a...
February 17, 2020 | Daily JAM, MSFT, Stock Alerts |
When I revised my Dividend Portfolio back on November 11, 2019, the idea was to add a few stocks that paid very low dividend yields now but that showed a likelihood of raising dividends substantially in the coming years. That way, you'd be buying future higher yields...
January 29, 2020 | Daily JAM |
The Standard & Poor's 500 finished the day down a scant 0.09%. The Dow Jones Industrial Average was up 0.04%. The NASDAQ Composite was ahead 006$% and the Russell 2000 small cap index dropped 0.55%. The iShares MSCI Emerging Markets ETF ended the day higher by...
January 25, 2020 | Daily JAM |
... earning, earnings and more earnings, especially from the big technology companies in the NASDAQ 100. 26 companies in the index are scheduled to report results for the December quarter next week. Including reports from three of the four biggest U.S. companies....
November 13, 2019 | Stock Alerts, Volatility, XLNX |
On November 6 I added chip maker Xilinx (XLNX) to my Volatility Portfolio as one last FOMO pick to go with Skyworks Solutions (SWKS) and Cirrus Logic (CRUS). The stock closed that day at $93.77. It closed essentially unchanged at $93.29 today. My argument for the...
November 12, 2019 | CMI, CMWAY, Daily JAM, DLR, IEF, ITW, KMI, MRK, MSFT, OKE, PAC, PFXF, Special Reports, VZ, WBK |
Just to put all the changes in my Dividend Portfolio in one list after my Special Report 3 Ways to Higher Income in a Low Yield Desert Here are the sells: Bank of America (BAC) as of November 1 ING Group (ING) as of November 1 Tapestry (TPR) as of November 1 Westpac...
November 1, 2019 | Daily JAM, Special Reports |
How dry is the current low yield desert Awfully dry. And likely to get drier. Which raises this question: How can income investors find higher returns? Providing three answers to that is the subject of this special report. Let's start with the dryness of the desert....
October 24, 2019 | Daily JAM, Morning Briefing, MSFT, Volatility, You Might Have Missed |
Last night, October 23, after the market close, Â Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
October 19, 2019 | AMZN, Daily JAM, MSFT |
...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than...
October 16, 2019 | AAPL, Daily JAM, MSFT |
The Technology Select Sector SPDR ETF (XLK) may indeed follow the technology sector of the Standard & Poor's 500 stock index. But don't expect much in the way of diversification from the ETF. The latest figures on Yahoo Finance show that 19.55% of the ETF's assets...