April 5, 2019 | BA, Daily JAM, Stock Alerts |
By mid-April Boeing (BA) will cut production of its 737 plans to 42 a month from the current 52-a month pace. Before the crash of a 737 Max operated by Lion Air and one operated by Ethiopia Airlines, Boeing had planned to increase production of the 737 by 10% by...
April 4, 2019 | Daily JAM, NKTR, Stock Alerts |
Nektar Therapeutics (NKTR) won't miss Wall Street earnings projections when it reports its first quarter financial results on May 9--because the company won't report any earnings. The consensus projection now has the company reporting a loss of 76 cents a share on...
April 2, 2019 | Daily JAM, SGMO, Stock Alerts |
Two big pieces of positive news popped shares of Sangamo Therapeutics (SGMO) today by 28.96% at the close. First, Sangamo announced interim data from its Hemophilia A program with Pfizer (PFE). The SB-525 gene therapy Phase 1/2 study in eight patients showed...
April 2, 2019 | Daily JAM, Stock Alerts, TWLO |
I added Twilio (TWLO) to my Special Report 10 most dangerous stocks for earnings season yesterday. Today, I'm selling it out of my Volatility Portfolio ahead of earnings. I'd look to rebuy, again, on any plunge, which is why I've made it my #3 pick in my Bonus Special...
February 13, 2019 | Daily JAM, Stock Alerts, TWLO, Volatility |
Back on February 4, I made Twilio (TWLO) the tenth and last pick in my Special Report: 10 Best Buys for the End of the Bear. And said that I would wait to buy the shares until after the company reported earnings on February 12. "For a stock that trades at a price to...
January 28, 2019 | Daily JAM, Stock Alerts, VIX, Volatility |
Over the weekend in my Trick or Trend post I noted that S&P 500 volatility was experiencing a very unusual inversion--where the markets were projecting more risk in the next week than for longer periods like a month or two. And, I posited, that inversion wasn't...
January 27, 2019 | Daily JAM, Friday Trick or Trend, Mid Term, Volatility, You Might Have Missed |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. You've...
January 24, 2019 | Daily JAM, INCY, Stock Alerts, Volatility |
The Biotech sector is a prototypical risk on/risk off asset class. Just look at the performance of Incyte if you'd like an example. The stock plunged to a low of $58.58 on December 24as investors and traders shunned risk--risk of a recession, risk of the U.S.-China...
January 21, 2019 | Daily JAM, JD, Stock Alerts, Volatility |
JD.Com (JD) is my last purely China pick for this list of 10 Best Buy Stocks for after the Bear. The company has increased its share of the business to consumer eCommerce market to 19.5% in 2014 from 17.2% in 2011, according to iResearch. And grown its share of the...
January 15, 2019 | Daily JAM, Mid Term, Special Reports, Volatility |
Is the bear market over? And if it is, what stocks should you target as "best buys." The first is a really, really tough question to answer now. News of new efforts to stimulate economic growth in China helped push the Standard & Poor's 500 stock index over...
January 13, 2019 | Daily JAM |
... earnings from Netflix (NFLX), scheduled for release after the market close on Thursday, January 17, to be a BIG TEST to see whether this big bounce turns into a sustained rally. Netflix shares gained another 4% on Friday after analysts at Raymond James and UBS...
December 31, 2018 | Daily JAM, Stock Alerts, VIX, Volatility |
I'm taking advantage of the 25% drop in the CBOE S&P 500 Volatility Index (VIX) to add March 19, 2019 Call Options at a strike price of $26.00 (VIX190319C00026000) to my Volatility Portfolio today. Â The VIX, otherwise know as the fear index, climbs when investors...