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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%

 
 

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2017:
28.1%

Performance for 2016:
21.5%

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2017:
6.48%

Performance for 2016:
26.8%

Want more portfolios? Subscribe to JubakAM.com for $199 a year to and get my new Perfect 5 ETF Portfolio (up 8.6% in its first four months) and my Volatility Portfolio (up 53% in 2017).

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What we learned in this rout: This is what a late stage market looks like

What we learned in this rout: This is what a late stage market looks like

Before this market rout and from the safety of the World Economic Forum in Davos, hedge fund legend Ray Dalio talked about the coming bear market in bonds and likelihood that we were near the end of this cycle of economic boom. Sometime in the next two years, he remarked, we were likely to experience a recession and that would put an end to one of the longest periods of economic growth in the United States. With the experience of the big market rout of January 26 through February 8 behind us–if it indeed is–when the Standard & Poor 500 stock index fell 9.03%, I’d like to make Dalio’s comments a little more explicit and apply them more directly to the stock market.

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V bottom or double top before deeper correction

V bottom or double top before deeper correction

As of yesterday the Standard & Poor’s 500 stock index has climbed 5.8% in the last five trading sessions. That recouped much of the 9.03% drop (not quite an official correction of 10% or more) from January 26 through Februry 8. Which, of course, raises the question of what lies ahead–A rapid climb back through the old high of 2872.87 to new records (a classic V-recovery) or a move back to near the old high, followed by a failure at that level and a deeper correction of, say, 15%?

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More evidence today that inflation is creeping higher

More evidence today that inflation is creeping higher

No index here with the headline clout of yesterday’s CPI (Consumer Price Index) but the message from three indexes today reinforces the story in yesterday’s CPI data: inflation pressures are increasing. The Empire State Manufacturing prices-paid index published by the Federal Reserve Bank of New York climbed 12.4 points to 48.6 in February. That’s the highest level since 2012.

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Inflation continues to creep higher in today’s CPI report; Treasury yields rise again

Inflation continues to creep higher in today’s CPI report; Treasury yields rise again

Headline CPI (Consumer Price Index) inflation climbed 0.5% in January, the Labor Department announced today. That was above the 0.4% increase expected by economists surveyed by Briefing.com. Core CPI, which excludes more volatile food and energy prices, climbed 0.3% in January. Economists surveyed by Briefing.com had expected a 0.2% increase.

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Bristol-Myers puts up potential $3.6 billion in deal for 35% of a Nektar cancer drug

Bristol-Myers puts up potential $3.6 billion in deal for 35% of a Nektar cancer drug

In the deal announced today Bristol-Myers Squibb (BMY) pays Nektar Therapeutics $1 billion upfront, $850 million for stock valued at a price of $102 a share, and a potential $1.78 billlion in milestone payments in exchange for access to NKTR 214, a drug candidate still in trials and that has shown the ability to extend the range of Bristol-Myers Opdivo

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Diamondback Energy beats on earnings and starts dividend

Diamondback Energy beats on earnings and starts dividend

After the close of New York trading today, Diamondback Energy (FANG) announced fourth quarter earnings of $1.56 a share (excluding one-time items). That beat the Wall Street consensus by 5 cents a share. Revenue climbed 116% year over year to $399 million, above expectations for $366 million. As of today, February 13, I’m raising my target price to $140 a share from the prior $130 a share.
 

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