July 31, 2019 | Daily JAM, QCOM, Stock Alerts |
Shares of Qualcomm (QCOM) ended trading today at $73.16 in the regular session, down 2.21%, and then fell another 4.76% in the after-hours session to $69.68. The stock traded at a 2019 high of $89.29, so today's price represents a 22% drop from this year's high. The...
July 18, 2019 | Daily JAM |
IBM? I can hear you saying. Yes, IBM (IBM) and I will even add the stock to my Dividend Portfolio tomorrow, July 19. IBM reported second quarter earnings after the market closed yesterday, Wednesday July 18. And in many ways it looked like typical disappointing IBM...
July 16, 2019 | Daily JAM, Stock Alerts, TSN |
Today I'm making Tyson Foods (TSN) the fifth and final value pick in my Special Report 5 Value Stocks for a Market at an All-time High. It's clear that shares of Tyson Foods are cheap. The stock trades at 14.57 times trailing 12-month earnings per share and at a...
July 10, 2019 | CHL, Daily JAM, Stock Alerts |
In my latest addition to my Special Report on Disrupted Sectors on the coming 5G disruption to the telecom and Internet space, I noted that China would be relatively early to roll out 5G capacity and handsets and that because of that timing and China's huge wireless...
July 8, 2019 | Daily JAM, Special Reports |
There's a consensus on Wall Street that the roll out of 5G wireless technology will be a hugely disruptive event. 5G is the successor to 4G (well, like, Duh) Â the current standard for network technology introduced commercially in 2009. 5GÂ could end up being 100 times...
June 25, 2019 | Daily JAM, DIS, Special Reports |
The Standard & Poor's 500 closed at a new all-time high on June 20 at 2954.18. It's easy in today's market to find stocks trading at astronomical price to earnings ratios. Amazon (AMZN) sell for 79.90 times trailing twelve-month earnings per share. Netflix (NFLX)...
June 18, 2019 | CTVA, Daily JAM, Special Reports, Volatility, You Might Have Missed |
This isn't  time for investing as usual. As whacky as the first half of 2019 has been--the Federal Reserve embraces interest rate cuts, the U.S. and China descend further into a trade war, the U.S. economy turns in better than 3% growth but fears for a slowdown in...
June 5, 2019 | Daily JAM, Morning Briefing, Special Reports |
Finally, Part 1 The Crisis in Global Demand, from my Special Report: The Crisis in Global Capitalism and 5 Ways to Position Your Portfolio. On May 29, U.S. stocks took another step lower with the Standard & Poor's 500 closing down 0.69% at 2783. Â News reports on...
April 16, 2019 | Daily JAM, Special Reports |
When I set out to research and write my recent Special Report Five Sector Facing Disruption That Could Crush Your Portfolio I wanted to focus on the "destruction" side of the process of "creative destruction" that makes up economic growth in our capitalist system. The...
April 13, 2019 | Daily JAM |
Each bit of news by itself argues for the disruption of the oil and natural gas sector. Together the two stories add up to a decade that will turn the sector topsy turvy. First, the story you've probably most familiar with since it produced such a big splash in the...
April 11, 2019 | Daily JAM, Special Reports |
As Monty Python's Flying Circus so memorably admonished, Nobody ever expects the Spanish Inquisition. But investors should expect disruption. Thanks to the missionary work of Austrian economist Joseph Schumpeter, Wall Street, capital markets, and investors all know...
March 29, 2019 | Daily JAM, FANG, HP, PXD |
Once upon a time investors and traders wanted to own the shares of U.S. oil shale producers and shares of the oil service companies that sold them equipment and services. U.S. oil production from oil shales--especially the low-cost Permian Basin--was soaring. Oil...
