King Jaffe

Dividend Growth Investor
-Earnings Coverage
-Market Commentary
-Economic News

Informational purposes only. Not investment advice.

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[King Jaffe @DivVestimentair]

@chitrader Merry Christmas and Happy New Year! Thanks for providing great market coverage

[King Jaffe @DivVestimentair]

Happy Friday Everyone!

[Dividendology @dividendology]

The investing mindset:

[Mat Ishbia @Mishbia15]

Winning starts with our fans. When I walk the concourse at games there aren’t food options for families who don’t want to spend a lot of money. That needs to change, so today we’re rolling out our $2 value menu for all home @Suns games.

[King Jaffe @DivVestimentair]

Very pleased! We initiated a new position in $MA earlier this year😁

[King Jaffe @DivVestimentair]

@BrandonVanZee We made some purchases right before the close today🩸😁

[King Jaffe @DivVestimentair]

Its been a while since we had a classic Jerome Powell bloodbath! Back with 2 weeks worth of #Buys to report. Added to current positions in this order:

$CSL
$UNH
$CVX
$AFL
$V
$OZK
$CSX
$LRCX

[King Jaffe @DivVestimentair]

Very nice! This is about what we expected. $BCPC is a sleeper we add to occasionally. Low yield but solid dividend growth.

Thank you Balchem!

[King Jaffe @DivVestimentair]

The Top 20 Stocks on my #Watchlist today:

$CSL $NXST $WRB $OZK $LRCX $AROW $SIGI $AMAT $OXY $CNI $AFL $CSX $XOM $BRO $CVX $AMZN $V $ADM $PYPL $MSFT

#WeeklyBuys coming in soon!

[King Jaffe @DivVestimentair]

Read for yourself here:
https://t.co/IWQgFevDAx

[King Jaffe @DivVestimentair]

Nov 2024 #CPI: +2.7% YoY, +0.3% MoM ⚫️

-Key Contributors: Shelter, Food, Energy, All Items ex-food/energy
-Up 0.2% in each of past 4mos
-Communications -1%; 1 of few major categories w/ Nov decrease
-Shelter Index +.3% MoM
-Food Index +.4% MoM
-Energy Index +.2% MoM

#inflation

[King Jaffe @DivVestimentair]

Other Notable increases in Nov:
-Used cars/trucks +2%, +2.7% in Oct
-New Vehicles +0.6%
-Household furnishings & operations +0.6%
-Medical care +0.3%; Physician Services +0.3%, Prescription Drugs -0.4%, Hospital Services flat
-Recreation, Education, Personal Care, Apparel also up

[King Jaffe @DivVestimentair]

$META +0% EU Probes Ad Deal Aimed at Teens
$AAPL +.4% Stock rallies, up 10% MoM
$TSM -4% Sales jump 34% in Nov
$BA +5.5% Resumes 737 Max prod.
$C +.8% Forsees investment banking fees rise 25% in Q4
$SMCI -7% CEO Confident in Meeting Nasdaq Filing Deadline Amid Delisting Concerns

[King Jaffe @DivVestimentair]

Trending Tickers and S&P Heatmap for Dec 10, 2024

Semis and Software drag down the indexes.

$NVDA -2% Concerns over China AntiTrust probe
$ORCL -8% Missed earnings; AI push secures META as client
$GOOG +5% Announces quantum chip ‘Willow’; $MSFT -.7%

[King Jaffe @DivVestimentair]

$AMZN -.4% Price target raised $260 from $240 -Mizuho
$TSLA +3.6% Approaches ATH, 5th straight day of gains
$AI +0% Loses 16% daily gain on CEO liquidation
$ALK +13% “Alaska Accelerate” initiative to increase profitability
$AZO -1.3% Earnings miss

[King Jaffe @DivVestimentair]

We kept up with our #WeeklyBuys over the break. Did a little exercise in trading with conviction and position sizing. We are doing it again this week.

$AFL $LRCX $CSX

[King Jaffe @DivVestimentair]

Back after a short hiatus! Just wanted to say:

-Dividend investing is great!
-Real Estate is not passive income!

Thank you

[King Jaffe @DivVestimentair]

Put in our #WeeklyBuys before Turkey Day. Here's what we picked up this short Thanksgiving trading week:

Added to our positions in $WRB $SIGI & $NOC

Started a new position in $LRCX

Annual Dividend Income + $19🧱

[King Jaffe @DivVestimentair]

Dropping the top tickers on our #Watchlist this week

$CSL $GOOG $LRCX $NVDA $SIGI $WRB $AMZN $ASML $NOC $OXY $OZK $ADBE $AMAT $APH $HEI $MA $MSFT $TGT

Have a Happy Thanksgiving everyone!