November 22, 2021 | AAPL, Daily JAM, Jubak Picks, Volatility |
It was sure hard to see a market melt up today, November 22. The Standard & Poor’s 500 was down 0.32% and the NASDAQ Composite fell 1.26%. Market leaders in the melt up rally like Applied Materials (AMAT) and Microsoft (MSFT) were down 1.65% and 0.96%, respectively. And it was even harder to see the trend I thought might be on its way in my Friday, November 19 post “Forward into the past with tech stocks:We’re seen this market before.” The rotation into tech stocks that I saw on Friday turned into loses of 3.12% for Nvidia (NVDA), and 1.92% for Alphabet (GOOG.)
But I suggest that you take a look at Apple’s (AAPL) performance today
October 20, 2021 | Daily JAM |
This dynamic–a company and its stock gets hammered by supply chain chaos but we know the supply chain problems will end one day and that the company will return to business as usual (and we like that “business as usual”)–doesn’t apply only to chip and chip equipment makers. You can find it throughout the global economy and one of the most attractive situations–for investors looking for an opportunity–is oat milk producer Oatly Group (OTLY).
October 5, 2021 | Daily JAM |
Today, October 5, I’m making Intuit (INTU) my eighth pick in my Special Report: 10 Greatest “Savings Account Stocks.” (As with pick No. 7 MasterCard, I’m suggesting that you hold off on buying Intuit until we see a bigger dip or the end of October and its volatility.) Here’s the tricky thing about finding great savings account stocks in the financial sector. In technology it’s “reasonably” easy to see what a company’s competitive advantage is and to estimate how long it will last. We can look at the intellectual property built up by a Nvidia (NVDA) and estimate the distance–and time–between the company and its identifiable competitors. This is much harder for a financial stock because 1) the sector is in turmoil with “disruptors” popping up like wild flowers after a desert rain, and 2) it’s not clear, much of the time, what a meaningful competitive advantage might consist of. But there are a few exceptions where a company has carved out a clear competitive advantage in a part of the financial market space. And I think Intuit is one of those exceptions.
October 4, 2021 | Daily JAM |
Today, October 4, I'm making MasterCard (MA) my seventh pick in my Special Report: 10 Greatest "Savi... 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...
September 26, 2021 | Daily JAM, Top 50 Stocks |
Today, September 25, I’m making Adobe (ADBE) my fourth pick in my Special Report: 10 Greatest “Savings Account Stocks.”
September 25, 2021 | Daily JAM, NVDA, Top 50 Stocks, Videos |
Today, September 27, I’m making Nvidia (NVDA) my fifth pick in my Special Report: 10 Greatest “Savings Account Stocks.” You’ve probably noticed that now all five of the first five picks for this list of 10 Greatest “Savings Account” Stocks are technology stocks. Microsoft. Taiwan Semiconductor. Applied Materials. Adobe. And now Nvidia. And it’s only reasonable to ask Why?
September 25, 2021 | AMAT, Daily JAM, Top 50 Stocks |
Today, September 25, I’m making Applied Materials (AMAT) my third pick in my Special Report: 10 Greatest “Savings Account Stocks.”
September 15, 2021 | AMAT, Daily JAM, Jubak Picks, MSFT, NVDA, Special Reports, Top 50 Stocks, TSM, V |
You know how a savings account works, right? You deposit money in a bank. The bank uses your deposit to make a loan. Out of its profits, the bank pays you interest. That interest payment is a pittance today. 0.5% if you’re very, very lucky. But the national average is just 0.06%. What I’m calling “savings account stocks” work the same way that a bank savings account does. (Share prices do fluctuate but in the long run I’d argue that these stocks are as safe as a bank savings account.) And they pay an annual return that’s 10X–or much, much more–higher–than the paltry 0.5% now offered by the highest yielding savings accounts. How do these stocks work and why are they so much better than bank savings accounts? You–investors–give the company capital by buying newly issued shares or company bonds. The company invests that cash in making widgets or apps or whatever. And the company returns the bulk of the profits from those investments to the owners of its stock in the form of dividends, stock buybacks, and the appreciation in share price that results from the growth of the company’s business over time. I’m posting the first of my 10 Greatest “Savings Account Stocks” today and my Special Report will name a total of 10 great “savings account stocks” in posts over the next week. Today’s Greatest Savings Account Stock Pick: Microsoft (MSFT). The average annual return on Microsoft shares has been 28% over the last 10 years. Beats that 0.5% on a savings account, no?
May 31, 2021 | Daily JAM, Mid Term, Morning Briefing, Special Reports |
Today’s installment includes one hedge (on the ViX) and one stock pick (Lam Research.) Now if you’ve been following along with the logic that I’ve laid out in this Special Report, you know that stocks face months of potential volatility around the Fed’s June 16 meeting (What will the Fed say about ending its $120 billion in monthly bond purchases?), the August global central bankers confab in Jackson Hole (Will the Fed use the occasion, as it has done in the past, to indicate a coming change in interest rate policy?), the Fed’s September 22 meeting (Will the Fed be content to say nothing with the next “important” meeting not until December?) and then the central bank’s December 15 meeting.) That’s a large number of occasions that could set the stock market to worrying again. And then, of course, there’s OPEC and the price of oil, the battle over the recently announced Biden budget, the continued logjam on infrastructure spending, and fact that the pandemic is still running at full speed in countries such as India (and who knows what the return of cold weather and forced winter “togetherness” will do to infection rates in the developed economies of the northern hemisphere.) At 16.74 on the VIX, you don’t need a panic to produce a profit on higher volatility. The VIX was at 22.18 on May 19. And then there are the even higher VIX levels of 27.59 on May 12, 28.57 on Marcy 4, and 28.89 on February 25.
May 18, 2021 | CHPT, CLII, Daily JAM, DNNGY, ES, Jubak Picks, Morning Briefing, Special Reports, Volatility |
Here are my first five stock picks for my Special Report on finding “Real Green” Stocks. These are my “low-hanging fruit” stocks for climate change.
March 3, 2021 | Daily JAM, Dividend Income |
Hedges that can pay off on the downside and the upside are the most useful and most valuable. They also tend to be relatively rare. There aren’t a lot of these bets floating around in most markets just waiting for you to snap them up. However, I have found two hedges of just this sort in today’s market that I’m going to recommend to you today. (In this post I’m going to give you some of the nitty gritty numbers that support my recommendation for these two hedges. If you want to see some charts for copper and gold, banks and bonds check out the video I posted today.) I’m going to add these new recommendations to my standing Special Reports post tomorrow.
February 22, 2021 | Daily JAM |
I’m working on Part 1–stocks that will let you profit from the continued rally in the first half of 2021 (I know it doesn’t feel like that over the last few days.) I’ve so far posted 9 picks (out of an eventual 10) in three trends for the next few months. I’ll have pick #10 posted this evening.
