Please watch my new YouTube video: “Why PayPal is a buy and Facebook isn’t”
I’m starting up my videos again–this time using YouTube as a platform. My ninety-sixth YouTube video “Why PayPal is a buy and Facebook isn’t” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s...
Please watch my new YouTube video: 3 Picks on Tech Stock Guidance
I’m starting up my videos again–this time using YouTube as a platform. My ninetieth YouTube video “3 Picks on Tech Stock Guidance” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
People’s Bank moves to juice China’s economy earlier than I expected
Today, the People’s Bank of China cut its key interest rate for the first time in almost two years to help support China’s economy. The People’s Bank of China lowered the rate at which it provides one-year loans to banks by 10 basis points. Not a huge...
Illumina ups guidance and soars–what this tells us about this stock and market’s growth fears
On January 11, Illumina (ILMN) told analysts at the annual JPMorgan Chase healthcare conference to expect 39% sales growth for 2021 when the company reports earnings on February 10. And that analyst earnings and revenue forecasts for 2022 were too low. Sales would...
Evergrande shares suspended in Hong Kong; reports say company ordered to demolish 30 buildings
Shares in China Evergrande Group have been suspended from trading in Hong Kong, the property developer announced on Monday. The company did not give a reason. Leaving us to speculate and there’s plenty to speculate with. Evergrande missed new coupon payments of...
Time to shift gears on your selling strategy (if any) as we move to 2022 from 2021–my last two sells for 2021 are Itau Unibanco and Cemex
We’ve got just two more trading sessions left in 2021. And then it’s on to 2022. Which means you should have wrapped up–or making any last minute sells–to harvest tax losses from 2021 in the next day or so. Of course, being the tax-savvy...
Watch my new YouTube video: 4 Picks for the Omicron Wave
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-fifth YouTube video “4 Picks for the Omicron Wave” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s...
Be careful out there: This is one insanely volatile market both on the up and down sides
Want to know exactly how volatile the stock market is right now? Yesterday investors and traders got news that the first case of the Omicron Variant had been recorded in California. On that, and some “We’ll tighten sooner than expected” remarks from...
A stock isn’t a buy just because it’s cheaper than it was–Lessons from Disney on when to buy on the dip
After a huge rally like we’re had this year, it’s easy to fall into one of the most common buy on the dip traps. Just because a stock is cheaper than it was, it’s not necessarily a bargain. There’s nothing that says a stock has to return to its...
Nvidia beats: Does this set the stage for the next leg up in stocks?
On Saturday I posted–on my subscription JubakAM.Com site, that Nvidia’s (NVDA) earnings report on November 17–that is today–and the market reaction to the company’s quarterly earnings report would tell us a lot about market sentiment and...
My picks for infrastructure stocks after Congress finally acts
There was a mad scramble today as Wall Street tried to identify the winners from the $1.2 trillion ($550 billion in new money) infrastructure bill passed by the House of Representatives (finally) late on Friday night. President Joe Biden will sign the bill, which...
Taiwan Semiconductor beats on earnings, flags continued tight chip supply throughout 2022
Taiwan Semiconductor Manufacturing (TSM), the dominant independent chip manufacturer in the world, reported earnings today, October 14, of $1.08 per share for the September quarter. Wall Street analysts hd expected earnings of $1.04 a share. The stock closed up 2.35%...
Apple reportedly to cut iPhone 13 production targets on chip shortage
This doesn’t help a chip sector already in a correction and on the verge of breaking major technical support. (The iShares Semiconductor ETF (SOXX) fell 1.25% yesterday to $435. That’s well below the 50-day moving average at $459 and just slightly above...
People’s Bank supports markets (and Evergrande) a little bit
I’d call the policy being followed by the People’s Bank in the China Evergrande crisis “Try to support the markets but see how little we can get away with.” Today China’s central bank supplied liquidity (About $18 billion worth) to the...
Watch my new YouTube video: Time to Worry About China Too
I’m starting up my videos again–this time using YouTube as a platform. My forty-seventh YouTube video “Time to Worry About China Too” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
Solutions for my YouTube video on September/October risk–What to do? 5 Moves
Sign Up for Jim‘s Newsletter Back on September 4 I posted a video on YouTube and this site “September and October 2021 Worse Than Usual for Investors?” that argued that September, the worst performing month for the Standard & Poor’s 500 from 1950...
Click your heels together and repeat, “There is no inflation”
Taiwan Semiconductor Manufacturing (TSM), which makes chips for everybody and everything, plans to raise prices on its silicon by 10% to 20% in 2022, DigiTimes reported today. The company will raise prices on “mature-technology chips” manufactured on 16...
Watch my new YouTube video: “Amazon’s miss is a big deal…for all stocks”
I’m starting up my videos again–this time using YouTube as a platform. My forty-fourth YouTube video “Amazon miss is a big deal…for all stocks” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can...
Watch my new You Tube Video: 3 China stocks to buy but not now
I’m starting up my videos again–this time using YouTube as a platform. My forty-second YouTube video “3 China stocks to buy but not now”-went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it below:...
What are the effects on stocks of China’s economic slowdown? Doing some selling of copper ETFs today
On Monday the Chinese government reported that the country’s economy slowed more than expected in July. Retail sales were crimped by tough new virus restrictions introduced toward the end of the month to contain fresh outbreaks. Retail sales rose by 8.5% near...
Watch my new YouTube video: QuickPick Johnson Controls
I’m starting up my videos on again–this time using YouTube as a platform. My forty-first YouTube video “QuickPick Johnson Controls”-went up today. (By the way, Johnson Controls is a member of my long-term 50 Stocks Portfolio.) Please watch and...
Watch my new YouTube Video: “QuickPick Cummins”
I’m starting up my videos again–this time using YouTube as a platform. My thirty-eighth YouTube video “QuickPick: Cummins”-went up today. (I’d also note that Cummins has been a member of my long-term 50 Stocks Portfolio since May 3, 2013....
Selling Meituan and Naspers to cut China exposure
Last Wednesday, July 28, Chinese financial regulators told big investors–banks and investment groups heavily exposed to China’s stock market–not to worry. China’s financial markets were sound and despite the fears engendered by the...
Nvidia finally trades at post-split price and gains 4.29% today
Nvidia (NVDA) finally began trading at a price adjusted for the stock’s announced 4 for 1 split. At the close the shares traded at $194.10, a gain of $7.98 a share (or a pre-split $31.92 gain), up 4.29% on the day. The solid move higher bodes well for...
Taiwan Semiconductor earnings on Thursday upended chip stocks–here’s why
On Thursday, July 15, Taiwan Semiconductor Manufacturing (TSM), the world’s leading chip foundry, reported earnings of 93 cents a share for the second quarter, up 18% year over year. That was inline with analyst estimates. Sales rose 28%. The company raised its...
Watch my new YouTube video: QuickPick–3 reasons to buy Deere
I’m starting up my videos again–this time using YouTube as a platform. My thirty-fourth YouTube video “QuickPick: 3 reasons to buy Deere” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
China GDP growth misses but not by as much as feared
China’s economy grew by 7.9% in the second quarter of 2021 from the second quarter of 2020. That was a huge slowdown from the 18.3% year over year growth in the first quarter. No one had expected that growth surge from the end of pandemic lockdowns to be...
News that White House and Senator group have struck a deal on infrastructure sends the usual suspects higher today
The White House has announced that it has struck an infrastructure deal with a bipartisan group of 10 Senators. There are almost no details on the deal and it’s not at all clear that President Biden will be able to convince the progressive wing of his own party...
Wednesday copper price played a little catch up with copper stocks
Copper stocks have been moving steadily higher recently in anticipation of a turn in the eight week downward trend in the price of copper itself. Now the price of copper is showing some of the upward movement that the rally in copper stocks anticipated. For example,...Jim’s Daily Email Alerts:
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