Adding Wal-Mart to my Jubak Picks Portfolio
Today February 27 I’m adding Wal-Mart (WMT) to my Jubak Picks Portfolio and making it the sixth pick in my Special Report: 10 stocks for an earnings recession on my JubakAM.com subscription site. Only 25% of Wal-Mart’s revenue currently come from outside...
Amazon earnings results mean hotter war with Google and Facebook in digital ad space
Nothing wrong with 20% year over year revenue growth–unless, of course, you’re Amazon (AMZN). On Thursday, January 31, the company reported that revenue growth in the fourth quarter–the strongest retail quarter of the year–had at 20% come in at...
Amazon falls after hours on disappointing guidance
Shares of Amazon (AMZN) climbed 7.09%, 117.97 points, in the regular session today on hopes for a good earnings report after the market close. The company delivered an earnings beat for the current quarter, reporting earnings of $5.75 a share, $2.66 better than the...
Lions Gate Entertainment climbs again on Tuesday, October 2
Investors and traders are sure acting like they believe the Hollywood studio will be an acquisition target–soon–by one of the companies engaged in the heated battle to gain traction in the market for streaming media. The speculation right now points to...
Amazon to the earnings rescue after Facebook plunge
A day after Facebook (FB) told Wall Street analysts to expect slower growth for the rest of 2018 (and saw its stock plunge 18.96%) Amazon (AMZN) beat Wall Street earnings projections by a massive $2.58 a share, reporting earnings for the second quarter of $5.07 versus...
Amazon targets digital display ad market with new tool
OK, so even remembering that announcing a new technology product isn’t the same as actually putting a working product into the market (as Microsoft (MSFT) and Intel (INTC) have proved over the years), but this announcement from Amazon (AMZN) is still a very big...
Did Intel and Amazon finally break the sell on earnings beat pattern today?
Amazon (AMZN), Intel (INTC), and Microsoft (MSFT) all reported earnings after the close today. All three beat earnings estimates–but this market hasn’t been very generous in rewarding earnings surprises (after Netflix (NFLX)) that is. The key tests here...
What President Trump can actually do about Amazon–and what you should do about Amazon
Another day’s worth of tweets by President Donald Trump attacking Amazon (AMZN) and another day of losses for the stock. At 3 p.m. Monday New York time Amazon shares were down another 5.21% (in the midst of a meltdown in the technology sector, I’d note, so...
Amazon tanks after report that President Trump wants to “go after” the company
Well, why not? Shares of Amazon (AMZN) were down as much as 7.4% after Axios reported that President Donald Trump is “obsessed” with regulating the company and has discussed changing the way the company collects (or doesn’t) sales tax. The stock...
On the first day of Christmas my first stock pick for 2018 is Amazon–and a partridge in a pear tree
I think 2018 will be the year that Amazon (AMZN) finally starts motoring on all cylinders. Not that the stock has done all that badly in 2017–up 56.5% year-to-date as of December 15–on its dominance of the e-commerce economy and it’s leading position...
Tech giants crush earnings after close today: AMZN, GOOG, MSFT, INTC
Just the bare facts. And on the bare facts of earnings from Alphabet, Amazon, Microsoft, and Intel it’s hard to see the market doing anything but climbing tomorrow. Alphabet (GOOG) beats by $1.17 a share on earnings. Revenue climbed 23.7% yer over year to...
Netflix misses on earnings but more importantly two trends to watch for NFLX, AMZN, FB and others
Netflix missed Wall Street estimates for third quarter earnings today by 3 cents share. Revenue at $2.98 billion was in-line with analyst estimates of $2.97 billion (and up 30.3% year over year.) But the big news for investors were in two trends that Netflix...
What happened in the markets (and economy) last week–and what it means for August and September
Let’s try to put together a few events from last week into a coherent (or, if that’s too much to hope, at least a semi-coherent) explanation for where the equity market stands now. What events, you ask? How about Friday’s report on second quarter GDP...
Market reaction to Microsoft isn’t making me jump up and down ahead of Facebook, Amazon earnings next week
In my Saturday Night Quarterback post last weekend on my subscription site JubakAm.com, I said that I was looking for Microsoft’s (MSFT) earnings, reported after the close yesterday, July 20, for clues on how the U.S. stock market would react to earnings reports...
Oil continues to rally but oil stocks run out of fuel and tech stocks take down S&P
After yesterday’s surprise agreement to cut production from OPEC, oil prices have continued to climb–West Texas Intermediate was up 3.07% to $50.96 as of 3:15 p.m. New York time this afternoon–but oil stocks have stalled with such leaders from...
Kiss net neutrality good-bye in a Trump administration–some winners and losers
Back in 2015 the Federal Communications Commission set out strong rules for what’s called “net neutrality.” The rules prevented Internet service providers like cable company Comcast (CMCSA) and phone company Verizon (VZ) from charging companies that...
Where will the next new device, the one after the smartphone, come from? Look inside Apple’s iPhone 7 for the answer
Today, I’m going to tell you why Apple’s (AAPL) iPhone 7 is way ahead in the race to build the next new device, the one that comes after the smartphone as it now exists. I think that leading position means you should add Apple stock to your long-term...
Advance warning: New York markets are going to have a lot to digest when they open Friday morning
Earnings reports from Amazon (AMZN) and Alphabet (GOOG) after the close today. Earnings from ExxonMobil(XOM) before the open tomorrow. The advance report on third quarter U.S. GDP at 8:30 a.m. New York time tomorrow. Yep, the financial markets in New York are going to...
Another indicator: Will the market reward Netflix blowout earnings tomorrow?
Netflix reported third quarter earnings of 12 cents a share, beating the Wall Street consensus by 7 cents a share. Revenue climbed 31.7% to meet Wall Street expectations. And the company raised guidance for the fourth quarter of earnings of 13 cents a share versus the...
Online ad spending trends to pick new winners among Facebook, Google and the rest of the sector
Investors start to see second quarter reports on revenue and earnings from Internet search, streaming, and social media companies next week when on Monday, July 18, both Yahoo (YHOO) and Netflix (NFLX) report. Amazon (AMZN) follows on July 21. And then in the...
U.S. stocks pause ahead of earnings
Not terribly surprising that U.S. stocks are meandering in slightly negative territory today after busting out to new all-time highs. (The Standard & Poor’s 500 stock index was off 0.09% at the close in New York.) We’re about to head into the meat of...What to look for today July 24: The traditional Friday selling after a rally
Thank God it’s Friday. After moving up so strongly–aother 4% gain on the Standard & Poor’s 500 stock index from Monday to Thursday–the stock market is almost certain to retreat tomorrow. But because it’s a Friday–and the market...Jim’s Daily Email Alerts:
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