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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2014: 445%
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Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Picks Performance 1997-2014:
445%

NASDAQ
6027.54
+43.72
+0.73%
 
S&P500
2389.4
+15.25
+0.64%
 
NYSE
11603.326
+71.536
+0.6203%
 
ACAD
35.35
+1.63
+4.83%
 
AGN
238.121
+1.141
+0.481%
 
ALV
103.04
+0.81
+0.79%
 
BABA
115.149
+0.289
+0.2515%
 
BMY
54.005
+0.455
+0.850%
 
DHR
83.52
+1.06
+1.29%
 
DXJR
13.549
+0.063
+0.4657%
 
EUM
21.6
-0.21
-0.96%
 
FANG
102.56
+0.8
+0.79%
 
HAIN
37.55
-0.03
-0.08%
 
HDB
80.5
+0.55
+0.69%
 
INCY
124.52
+0.61
+0.49%
 
IONS
47.56
+1.82
+3.98%
 
ITUB
12.2
-0.01
-0.08%
 
LNG
45.94
-0.02
-0.04%
 
MGM
29.495
+0.495
+1.707%
 
MPC
50.09
-0.1
-0.1994%
 
OGXI
0.352
-0.003
-0.845%
 
RSPP
38.1
+0.73
+1.95%
 
STO
16.65
+0.02
+0.12%
 
SYNA
52.133
+0.433
+0.8377%
 
TRGP
56.625
+0.465
+0.828%
 
V
92.04
+0.19
+0.21%
 
XYL
51.81
+0.34
+0.66%
 
NASDAQ
6027.54
+43.72
+0.73%
 
S&P500
2389.4
+15.25
+0.64%
 
NYSE
11603.326
+71.536
+0.6203%
 
ACAD
35.35
+1.63
+4.83%
 
AGN
238.121
+1.141
+0.481%
 
ALV
103.04
+0.81
+0.79%
 
BABA
115.149
+0.289
+0.2515%
 
BMY
54.005
+0.455
+0.850%
 
DHR
83.52
+1.06
+1.29%
 
DXJR
13.549
+0.063
+0.4657%
 
EUM
21.6
-0.21
-0.96%
 
FANG
102.56
+0.8
+0.79%
 
HAIN
37.55
-0.03
-0.08%
 
HDB
80.5
+0.55
+0.69%
 
INCY
124.52
+0.61
+0.49%
 
IONS
47.56
+1.82
+3.98%
 
ITUB
12.2
-0.01
-0.08%
 
LNG
45.94
-0.02
-0.04%
 
MGM
29.495
+0.495
+1.707%
 
MPC
50.09
-0.1
-0.1994%
 
OGXI
0.352
-0.003
-0.845%
 
RSPP
38.1
+0.73
+1.95%
 
STO
16.65
+0.02
+0.12%
 
SYNA
52.133
+0.433
+0.8377%
 
TRGP
56.625
+0.465
+0.828%
 
V
92.04
+0.19
+0.21%
 
XYL
51.81
+0.34
+0.66%
 

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

NASDAQ
6027.54
+43.72
+0.73%
 
S&P500
2389.4
+15.25
+0.64%
 
NYSE
11603.326
+71.536
+0.6203%
 
AAPL
144.65
+1.01
+0.7031%
 
AGN
238.121
+1.141
+0.481%
 
ALB
108.32
+1.49
+1.39%
 
AMZN
906.38
-1.03
-0.11%
 
AUY
2.77
-0.19
-6.42%
 
BABA
115.149
+0.289
+0.2515%
 
BG
78.29
-0.09
-0.11%
 
BGC
18.925
+1.125
+6.320%
 
BHP
36.115
-0.045
-0.124%
 
CHK
5.4
+0.02
+0.37%
 
CMI
152.81
+3.71
+2.49%
 
CNI
73.34
-2.32
-3.07%
 
COH
39.62
+0.32
+0.81%
 
CSCO
33.42
+0.14
+0.42%
 
CX
9.105
+0.125
+1.392%
 
DD
81.847
+2.477
+3.1202%
 
DE
113.62
+3.37
+3.06%
 
EBAY
32.585
+0.535
+1.669%
 
ENB
42.22
-0.05
-0.12%
 
FB
146.665
+1.195
+0.821%
 
FCX
13.02
+0.79
+6.46%
 
FLR
52.055
+0.555
+1.078%
 
FLS
50.54
+1.19
+2.41%
 
GE
29.509
-0.041
-0.139%
 
GLW
28.575
+1.055
+3.834%
 
GOOG
872.28
+9.52
+1.10%
 
HDB
80.5
+0.55
+0.69%
 
INFY
14.485
+0.055
+0.381%
 
ITUB
12.2
-0.01
-0.08%
 
JCI
43.255
+0.345
+0.804%
 
LFL
13.14
-0.1
-0.76%
 
LNG
45.94
-0.02
-0.04%
 
LUX
58.217
+0.797
+1.3875%
 
MIDD
139.44
+0.31
+0.22%
 
MON
116.86
+0.84
+0.72%
 
PEP
114.415
+0.095
+0.083%
 
POT
16.625
+0.195
+1.187%
 
PXD
176.91
+1.19
+0.68%
 
RYN
28.7
-0.11
-0.38%
 
SLB
73.95
-0.15
-0.20%
 
SPWR
6.805
+0.065
+0.964%
 
TCEHY
31.4
+0.61
+1.98%
 
TS
32.82
+0.6
+1.86%
 
VALE
8.885
+0.135
+1.543%
 
XOM
81.63
+0.52
+0.64%
 
NASDAQ
6027.54
+43.72
+0.73%
 
S&P500
2389.4
+15.25
+0.64%
 
NYSE
11603.326
+71.536
+0.6203%
 
AAPL
144.65
+1.01
+0.7031%
 
AGN
238.121
+1.141
+0.481%
 
ALB
108.32
+1.49
+1.39%
 
AMZN
906.38
-1.03
-0.11%
 
AUY
2.77
-0.19
-6.42%
 
BABA
115.149
+0.289
+0.2515%
 
BG
78.29
-0.09
-0.11%
 
BGC
18.925
+1.125
+6.320%
 
BHP
36.115
-0.045
-0.124%
 
CHK
5.4
+0.02
+0.37%
 
CMI
152.81
+3.71
+2.49%
 
CNI
73.34
-2.32
-3.07%
 
COH
39.62
+0.32
+0.81%
 
CSCO
33.42
+0.14
+0.42%
 
CX
9.105
+0.125
+1.392%
 
DD
81.847
+2.477
+3.1202%
 
DE
113.62
+3.37
+3.06%
 
EBAY
32.585
+0.535
+1.669%
 
ENB
42.22
-0.05
-0.12%
 
FB
146.665
+1.195
+0.821%
 
FCX
13.02
+0.79
+6.46%
 
FLR
52.055
+0.555
+1.078%
 
FLS
50.54
+1.19
+2.41%
 
GE
29.509
-0.041
-0.139%
 
GLW
28.575
+1.055
+3.834%
 
GOOG
872.28
+9.52
+1.10%
 
HDB
80.5
+0.55
+0.69%
 
INFY
14.485
+0.055
+0.381%
 
ITUB
12.2
-0.01
-0.08%
 
JCI
43.255
+0.345
+0.804%
 
LFL
13.14
-0.1
-0.76%
 
LNG
45.94
-0.02
-0.04%
 
LUX
58.217
+0.797
+1.3875%
 
MIDD
139.44
+0.31
+0.22%
 
MON
116.86
+0.84
+0.72%
 
PEP
114.415
+0.095
+0.083%
 
POT
16.625
+0.195
+1.187%
 
PXD
176.91
+1.19
+0.68%
 
RYN
28.7
-0.11
-0.38%
 
SLB
73.95
-0.15
-0.20%
 
SPWR
6.805
+0.065
+0.964%
 
TCEHY
31.4
+0.61
+1.98%
 
TS
32.82
+0.6
+1.86%
 
VALE
8.885
+0.135
+1.543%
 
XOM
81.63
+0.52
+0.64%
 

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

NASDAQ
6027.54
+43.72
+0.73%
 
S&P500
2389.4
+15.25
+0.64%
 
NYSE
11603.326
+71.536
+0.6203%
 
COH
39.62
+0.32
+0.81%
 
GE
29.509
-0.041
-0.139%
 
HP
65.07
-0.08
-0.12%
 
ING
16.45
+0.07
+0.43%
 
KMI
20.825
+0.195
+0.945%
 
OKS
53.11
+0.47
+0.89%
 
PFXF
20.13
+0.02
+0.10%
 
QCOM
53.153
+0.343
+0.6497%
 
SDRL
0.7
+0.00
+0.0143%
 
TRGP
56.625
+0.465
+0.828%
 
VZ
46.73
-0.32
-0.68%
 
WBK
26.25
+0.07
+0.27%
 
WES
60.78
+1.01
+1.69%
 
XOM
81.63
+0.52
+0.64%
 
NASDAQ
6027.54
+43.72
+0.73%
 
S&P500
2389.4
+15.25
+0.64%
 
NYSE
11603.326
+71.536
+0.6203%
 
COH
39.62
+0.32
+0.81%
 
GE
29.509
-0.041
-0.139%
 
HP
65.07
-0.08
-0.12%
 
ING
16.45
+0.07
+0.43%
 
KMI
20.825
+0.195
+0.945%
 
OKS
53.11
+0.47
+0.89%
 
PFXF
20.13
+0.02
+0.10%
 
QCOM
53.153
+0.343
+0.6497%
 
SDRL
0.7
+0.00
+0.0143%
 
TRGP
56.625
+0.465
+0.828%
 
VZ
46.73
-0.32
-0.68%
 
WBK
26.25
+0.07
+0.27%
 
WES
60.78
+1.01
+1.69%
 
XOM
81.63
+0.52
+0.64%
 
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Sell Bristol-Myers Squibb before Thursday’s earnings report

Sell Bristol-Myers Squibb before Thursday’s earnings report

I’m selling Bristol-Myers Squibb (BMY) out of my Jubak Picks portfolio ahead of Thursday’s report of first quarter earnings. I’m afraid that earnings will confirm what monthly sales reports from Bristol-Myers and competitors have outlined: That the company’s Opdivo cancer drug continues to lose market share among lung cancer treatments to drugs from Merck (MRK) and Roche Holding (RHHBY). That might not be a big deal–troubles with one drug, phfff–at another drug company or at another time, but Opdivo is critical to Bristol-Myers establishing the credibility of future growth with investors. Wall Street sees lung cancer as an estimated $10 billion to $15 billion market opportunity.

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Hello! The real economy comes calling this week

Hello! The real economy comes calling this week

Amidst all the guessing about what Congress and the President will do this week to head off a possible government shutdown when spending authorization ends on April 28–and all the speculation about how financial markets will react–we should remember that we get important data from the real economy on Friday, April 28 as well. At morning at 8:30 a.m. we get the initial estimate for GDP growth in the first quarter of 2017 from the Commerce Department. Everyone believes that growth will be weak in the quarter. The question is “How weak?”

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It’s all Washington, all the time this week as Congress slouches toward April 28 deadline

It’s all Washington, all the time this week as Congress slouches toward April 28 deadline

With the first round voting in the French presidential election out of the way, it will be all Congress (and the White House) all the time this week as the clock ticks down to a possible government shut down when spending authority runs out on April 28. The most likely outcome is a Congressional vote to extend the current spending authority under the December Continuing Resolution for another week or two. That would leave spending levels unchanged–not any faction’s first choice–but give Congress a little more time to work out a Continuing Resolution that would take the federal government through the end of the fiscal year on September 30. But even though I think that’s the most likely outcome this week, I’d be surprised if the week doesn’t bring chaos, confusion, acrimony, and finger-pointing.

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The White House is making it harder to put together a deal to keep the government’s doors open after April 28

The White House is making it harder to put together a deal to keep the government’s doors open after April 28

The April 28 deadline gets a day closer every day. And Congress doesn’t even resume meeting until Monday, April 24. Time you’d think would be of the essence. Yet the Trump administration continues to throw obstacles in the way of reaching a deal that would authorize the government to spend money on anything after the current Continuing Resolution expires on April 28.

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Hope on repealing and replacing Obamacare–and moving quickly on to tax cuts–returns to Wall Street

Hope on repealing and replacing Obamacare–and moving quickly on to tax cuts–returns to Wall Street

U.S. stocks rallied today on “news” that Republicans had reached a deal to repeal and replace Obamacare. The Standard & Poor’s 500 stock index closed up 0.76% to 2355.92. I put “news” in quotes because the full story out of Washington today is extremely far away from any deal. The rally in U.S stocks today on that “news” is an indication of exactly how determined Wall Street is to believe that the Republicans who control Congress and the White House are ready to move on the anticipated big tax cuts that have fueled the most recent stages of this rally.

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