March 25, 2020 | Daily JAM, FQVLF, Stock Alerts |
I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)--that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new...
March 25, 2020 | Daily JAM, SERV, Stock Alerts |
I wish I hadn't bought ServiceMaster Global Holdings (SERV) in my long-term 50 Stocks Portfolio back on December 17. But I did. It was a bargain then. It's not now. And now I think it's time to cut my losses after some relatively minor gains on March 24 (2.97%) and...
February 25, 2020 | Daily JAM, Dip-O-Meter, SEDG, Stock Alerts |
As I was prowling through the wreckage of momentum stocks in the last few days for my post on Tuesday, "They shoot momentum stocks, don't they" I noticed one very lonely spot of green. While stocks such as Nvidia (NVDA) and Twilio (TWLO) were down 11.64% and 12.28,...
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...
February 13, 2020 | Daily JAM, Stock Alerts, XON |
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 one of our special offers it will be lower) for a year for ongoing and continuing access to the...
November 26, 2019 | Daily JAM, LNG, Volatility |
The second quarter of the year is, historically, the weakest quarter for global demand for natural gas. That's not a good forecast since the global glut of natural gas has already gotten so large that U.S. exporters of liquified natural gas have no place to send it....
November 25, 2019 | Daily JAM, Stock Alerts, SYNA |
When Synaptics (SYNA) traded at $40 I though the shares were undervalued. At $60 I think they're close to full value. My target price on the stock is $64 and the shares closed at $58.51 today, up 2.94% on the day. Tomorrow I'm going to take advantage of the current...
September 30, 2019 | Daily JAM, Stock Alerts, TSN |
Ok, one lawsuit/investigation/class action action against a company is bad news, usually, for a stock. Two, though? Time to say, Move along. Especially when the company in question shows a remarkable ability to keep getting sued for the same practices. Back in April...
April 1, 2019 | Daily JAM, HP, Stock Alerts |
I named Helmerich & Payne (HP) #6 in my Special Report on the 10 most dangerous stocks for this earnings season. After naming Pioneer Natural Resources (PXD) #4 and Diamondback Energy (FANG) #5, I asked What do those two oil shale producers have in common? They're...
April 1, 2019 | Daily JAM, FANG, Stock Alerts |
Diamondback Energy (FANG) made #5 in my Special Report on the 10 most dangerous stocks this earnings season. And I'm selling it out of my Jubak Picks Portfolio today, April 1. If you're looking for immediate warning signs for the upcoming quarter Diamondback Energy...
March 20, 2019 | Daily JAM, Stock Alerts, XOM, You Might Have Missed |
I'm part way through the annual rebalancing of my Dividend Portfolio (with other portfolios to follow.) The initial stage of that process requires a close look at which of the stocks in the portfolio I'd like to keep for another year (based on their prospects for the...
March 7, 2019 | Daily JAM, Stock Alerts, VLO |
Valero Energy is the largest independent largest independent refiner in the United States. And it's also one of the best refiners in the world, period. But this just isn't a good time to be a refiner and the oil market has moved in ways that negate many of the...