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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
6412.291
+1.483
+0.0231%
 
S&P500
2479.63
+9.72
+0.39%
 
NYSE
11980.642
+75.931
+0.6378%
 
ACAD
30.03
-0.44
-1.44%
 
ADSK
111.81
+1
+0.90%
 
ALV
110.098
+2.598
+2.4163%
 
BABA
151.555
-0.705
-0.463%
 
DXJR
14.274
+0.104
+0.734%
 
EUM
19.73
+0.03
+0.15%
 
FANG
95.4
+2.19
+2.35%
 
HAIN
44.31
+0.52
+1.19%
 
HDB
94.52
+0.46
+0.49%
 
INCY
133.36
-4.91
-3.55%
 
IONS
52.86
-6.7
-11.25%
 
ITUB
11.71
0.00
0.00%
 
LNG
46.42
+0.4
+0.87%
 
MGM
33.995
+0.005
+0.015%
 
MPC
56.52
+0.96
+1.73%
 
OGXI
0.46
+0.01
+2.56%
 
STO
17.73
+0.33
+1.90%
 
SYNA
54.68
+0.84
+1.56%
 
TRGP
46.95
+0.65
+1.40%
 
V
100.535
+0.165
+0.164%
 
XYL
57.805
+0.085
+0.147%
 
NASDAQ
6412.291
+1.483
+0.0231%
 
S&P500
2479.63
+9.72
+0.39%
 
NYSE
11980.642
+75.931
+0.6378%
 
ACAD
30.03
-0.44
-1.44%
 
ADSK
111.81
+1
+0.90%
 
ALV
110.098
+2.598
+2.4163%
 
BABA
151.555
-0.705
-0.463%
 
DXJR
14.274
+0.104
+0.734%
 
EUM
19.73
+0.03
+0.15%
 
FANG
95.4
+2.19
+2.35%
 
HAIN
44.31
+0.52
+1.19%
 
HDB
94.52
+0.46
+0.49%
 
INCY
133.36
-4.91
-3.55%
 
IONS
52.86
-6.7
-11.25%
 
ITUB
11.71
0.00
0.00%
 
LNG
46.42
+0.4
+0.87%
 
MGM
33.995
+0.005
+0.015%
 
MPC
56.52
+0.96
+1.73%
 
OGXI
0.46
+0.01
+2.56%
 
STO
17.73
+0.33
+1.90%
 
SYNA
54.68
+0.84
+1.56%
 
TRGP
46.95
+0.65
+1.40%
 
V
100.535
+0.165
+0.164%
 
XYL
57.805
+0.085
+0.147%
 

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

NASDAQ
6412.291
+1.483
+0.0231%
 
S&P500
2479.63
+9.72
+0.39%
 
NYSE
11980.642
+75.931
+0.6378%
 
AAPL
153.43
+1.34
+0.8810%
 
AGN
254.61
+1.09
+0.43%
 
ALB
118.84
+0.24
+0.20%
 
AMZN
1037.43
-1.52
-0.15%
 
AUY
2.5
+0.01
+0.40%
 
BABA
151.555
-0.705
-0.463%
 
BG
80.4
+0.27
+0.34%
 
BGC
18.875
+0.175
+0.936%
 
BHP
40.34
+1.45
+3.73%
 
CHK
4.87
+0.21
+4.51%
 
CMI
167.69
+1.22
+0.73%
 
CNI
81.09
-0.28
-0.34%
 
COH
48.63
+0.08
+0.16%
 
CSCO
32.175
+0.315
+0.9878%
 
CX
10.13
+0.01
+0.10%
 
DD
85.64
+1.29
+1.53%
 
DE
128.07
+1.52
+1.20%
 
EBAY
36.37
-0.01
-0.0278%
 
ENB
41.725
-0.005
-0.012%
 
FANUY
20.63
+0.37
+1.83%
 
FB
164.66
-1.34
-0.81%
 
FCX
14.86
+1.9
+14.66%
 
FLR
45.91
+1.19
+2.66%
 
FLS
47.48
+1.24
+2.68%
 
GE
25.714
+0.284
+1.1152%
 
GLW
31.911
+0.061
+0.192%
 
GOOG
951.19
-29.15
-2.97%
 
HDB
94.52
+0.46
+0.49%
 
INFY
15.8
+0.12
+0.77%
 
ITUB
11.71
0.00
0.00%
 
JCI
44.27
+0.27
+0.61%
 
LFL
12.47
+0.2
+1.63%
 
LNG
46.42
+0.4
+0.87%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
130.47
+0.76
+0.59%
 
MON
117.46
-0.04
-0.03%
 
NJDCY
26.63
+0.13
+0.49%
 
PEP
116.37
+0.24
+0.21%
 
POT
17.96
+0.03
+0.17%
 
PXD
162.85
+2.75
+1.72%
 
PYPL
58.54
-0.04
-0.07%
 
RYN
29.5
+0.27
+0.92%
 
SLB
67.44
+1.02
+1.54%
 
SPWR
11.08
+0.02
+0.18%
 
TCEHY
38.77
-0.2
-0.53%
 
TS
32.12
+0.53
+1.68%
 
VALE
9.65
+0.46
+5.01%
 
NASDAQ
6412.291
+1.483
+0.0231%
 
S&P500
2479.63
+9.72
+0.39%
 
NYSE
11980.642
+75.931
+0.6378%
 
AAPL
153.43
+1.34
+0.8810%
 
AGN
254.61
+1.09
+0.43%
 
ALB
118.84
+0.24
+0.20%
 
AMZN
1037.43
-1.52
-0.15%
 
AUY
2.5
+0.01
+0.40%
 
BABA
151.555
-0.705
-0.463%
 
BG
80.4
+0.27
+0.34%
 
BGC
18.875
+0.175
+0.936%
 
BHP
40.34
+1.45
+3.73%
 
CHK
4.87
+0.21
+4.51%
 
CMI
167.69
+1.22
+0.73%
 
CNI
81.09
-0.28
-0.34%
 
COH
48.63
+0.08
+0.16%
 
CSCO
32.175
+0.315
+0.9878%
 
CX
10.13
+0.01
+0.10%
 
DD
85.64
+1.29
+1.53%
 
DE
128.07
+1.52
+1.20%
 
EBAY
36.37
-0.01
-0.0278%
 
ENB
41.725
-0.005
-0.012%
 
FANUY
20.63
+0.37
+1.83%
 
FB
164.66
-1.34
-0.81%
 
FCX
14.86
+1.9
+14.66%
 
FLR
45.91
+1.19
+2.66%
 
FLS
47.48
+1.24
+2.68%
 
GE
25.714
+0.284
+1.1152%
 
GLW
31.911
+0.061
+0.192%
 
GOOG
951.19
-29.15
-2.97%
 
HDB
94.52
+0.46
+0.49%
 
INFY
15.8
+0.12
+0.77%
 
ITUB
11.71
0.00
0.00%
 
JCI
44.27
+0.27
+0.61%
 
LFL
12.47
+0.2
+1.63%
 
LNG
46.42
+0.4
+0.87%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
130.47
+0.76
+0.59%
 
MON
117.46
-0.04
-0.03%
 
NJDCY
26.63
+0.13
+0.49%
 
PEP
116.37
+0.24
+0.21%
 
POT
17.96
+0.03
+0.17%
 
PXD
162.85
+2.75
+1.72%
 
PYPL
58.54
-0.04
-0.07%
 
RYN
29.5
+0.27
+0.92%
 
SLB
67.44
+1.02
+1.54%
 
SPWR
11.08
+0.02
+0.18%
 
TCEHY
38.77
-0.2
-0.53%
 
TS
32.12
+0.53
+1.68%
 
VALE
9.65
+0.46
+5.01%
 

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

NASDAQ
6412.291
+1.483
+0.0231%
 
S&P500
2479.63
+9.72
+0.39%
 
NYSE
11980.642
+75.931
+0.6378%
 
COH
48.63
+0.08
+0.16%
 
GE
25.714
+0.284
+1.1152%
 
HP
56.645
+2.275
+4.184%
 
ING
18.32
+0.13
+0.71%
 
KMI
20.285
-0.045
-0.221%
 
OKS
51.07
+0.32
+0.63%
 
PFXF
20.215
-0.025
-0.1225%
 
QCOM
53.26
+0.04
+0.08%
 
SDRL
0.525
+0.084
+18.994%
 
TRGP
46.95
+0.65
+1.40%
 
VZ
43.998
+0.288
+0.6593%
 
WBK
25.895
+0.215
+0.8388%
 
WES
52.82
-0.17
-0.32%
 
XOM
80.655
+0.785
+0.983%
 
NASDAQ
6412.291
+1.483
+0.0231%
 
S&P500
2479.63
+9.72
+0.39%
 
NYSE
11980.642
+75.931
+0.6378%
 
COH
48.63
+0.08
+0.16%
 
GE
25.714
+0.284
+1.1152%
 
HP
56.645
+2.275
+4.184%
 
ING
18.32
+0.13
+0.71%
 
KMI
20.285
-0.045
-0.221%
 
OKS
51.07
+0.32
+0.63%
 
PFXF
20.215
-0.025
-0.1225%
 
QCOM
53.26
+0.04
+0.08%
 
SDRL
0.525
+0.084
+18.994%
 
TRGP
46.95
+0.65
+1.40%
 
VZ
43.998
+0.288
+0.6593%
 
WBK
25.895
+0.215
+0.8388%
 
WES
52.82
-0.17
-0.32%
 
XOM
80.655
+0.785
+0.983%
 
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Huge earnings beat can’t save Alphabet from metrics miss

Huge earnings beat can’t save Alphabet from metrics miss

Alphabet (GOOG) dropped 3.1% in after hours trading in spite of reporting earnings of $5.01 a share, well ahead of the $4.49 expected by Wall Street. Revenue of $26.01 billion, up 21% from the second quarter of 2016, also beat the Wall Street consensus of $25.6 billion. The 21% growth rate was better than the 19% growth in revenue that Wall Street expected. Revenue growth came mostly from increased ads on YouTube and on mobile search. Alphabet said YouTube now reaches 1.5 billion monthly users.What investors and traders didn’t like, though, was a drop in the cost per click of 23%.

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Market reaction to Microsoft isn’t making me jump up and down ahead of Facebook, Amazon earnings next week

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 from Alphabet (GOOG) on July 24, Facebook (FB) on July 26, and Amazon (AMZN) on July 27. These stocks, like Microsoft have traded recently near all-time highs. And like Microsoft, they sport huge market caps. The combination of market cap and performance means that these stocks have powered the most recent leg of the rally. And their heavy weighting in the NASDAQ Composite Index and in the Standard & Poor’s 500 stock index makes it likely that as they stocks go so goes the major market indexes. So I was looking at what Microsoft would report yesterday and, more importantly, how the market reacted to that report in a hope for clues about next week and the likely short-term direction of the market. That was my hope anyway.

read more
Qualcomm’s earnings show cash flow under siege; selling out of Dividend Portfolio

Qualcomm’s earnings show cash flow under siege; selling out of Dividend Portfolio

The earnings Qualcomm (QCOM) reported yesterday, July 19, were okay. Earnings of 83 cents a share for the June quarter, in fact, beat the Wall Street consensus by two cents a share. Revenue of $5.37 billion was ahead of analyst projections of $5.25 billion, but still represented a drop of 11.1% year over year. But boy, oh boy, did guidance paint a grim picture. For the September quarter the company forecast earnings per share of 75 to 85 cents, well below the 91 cents of analyst estimates for the quarter. Revenue would be $5.4 to $6,2 billion against the $5.48 billion Wall Street consensus.

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Good news on two fronts from dividend pick Kinder Morgan

Good news on two fronts from dividend pick Kinder Morgan

Yesterday, July 19, Kinder Morgan (KMI) reported earnings per share of 15 cents, in line with Wall Street expectations. Revenues of $3.37 billion were ahead of the consensus estimate of $3.12 billion and represented year over year growth of 7.1%. That was item one in the good news list. But more important to dividend investors waiting to hear when Kinder Morgan would begin to growth dividend payouts again, the company announced plans to increase dividends by 60% in 2018 and projected that dividends will increased by 25% a year from 2018 through 2020.

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Money managers most underweight U.S. stocks since January 2008, but NASDAQ is most crowded trade

Money managers most underweight U.S. stocks since January 2008, but NASDAQ is most crowded trade

According to Bank of America Merrill Lynch’s most recent survey, money managers are 20% underweight U.S. equities. Managers haven’t been this underweight since January 2008. At that point the Standard & Poor’s 500 was near a peak before crashing in the global financial crisis.The underweighting is a result of valuation. “A net 80% of investors think the United States is the most overvalued region.”

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