Select Page

The return on my Jubak Picks Portfolio
from May 1997 through the end of 2014: 445%
ArrowCircle100

Stocks in Jim Jubak’s Portfolios:

ABT
42.33
+0.65
+1.56%
 
AGN
239.36
+0.68
+0.28%
 
ALV
105.36
-0.8
-0.75%
 
AMZN
816.11
+16.95
+2.12%
 
AUY
4.315
-0.09
-2.041%
 
BABA
108.26
+2.37
+2.24%
 
BG
59.31
-0.16
-0.27%
 
BGC
14.21
+0.14
+1.00%
 
BHP
32.62
-0.01
-0.03%
 
BMY
55.74
+0.26
+0.47%
 
CHK
6.23
-0.39
-5.89%
 
CMI
120.47
+0.24
+0.20%
 
CNI
64
+0.28
+0.44%
 
COF
71.8
+0.99
+1.40%
 
COH
35.65
+0.08
+0.22%
 
COP
39.43
-0.59
-1.47%
 
CSCO
31.48
+0.41
+1.32%
 
CX
7.94
+0.39
+5.17%
 
DE
82.45
-0.53
-0.63%
 
DXJR
23.79
+0.23
+0.98%
 
ENB
43.11
-0.11
-0.25%
 
EUM
23.79
-0.31
-1.29%
 
FCX
10.21
-0.3
-2.85%
 
FLR
49.25
+0.11
+0.22%
 
FLS
45.63
+0.37
+0.81%
 
GE
29.88
+0.34
+1.15%
 
GLW
23.33
+0.33
+1.43%
 
GOOG
783.01
+8.8
+1.14%
 
HAIN
34.65
+0.02
+0.06%
 
HDB
73.1
+0.47
+0.65%
 
IEF
112.14
+0.19
+0.17%
 
INCY
89.07
+0.31
+0.35%
 
INFY
15.91
+0.04
+0.25%
 
INTC
37.18
+0.53
+1.45%
 
IONS
36.72
+1.84
+5.28%
 
ITUB
11.22
+0.22
+2.00%
 
JCI
44.98
+0.69
+1.56%
 
JOY
27.61
+0.18
+0.66%
 
KMI
21.83
+0.05
+0.23%
 
LFL
8.11
+0.03
+0.37%
 
LNG
42.22
-0.68
-1.59%
 
LUX
50.01
+1.36
+2.80%
 
MGM
25.57
+0.21
+0.83%
 
MIDD
124.97
+0.62
+0.50%
 
MON
102.25
+0.12
+0.12%
 
MPC
41.85
+0.37
+0.89%
 
OGXI
0.508
+0.018
+3.6531%
 
OKS
38.22
-0.47
-1.21%
 
PEP
107.49
+0.46
+0.43%
 
PFXF
20.82
-0.02
-0.10%
 
POT
16.06
+0.15
+0.94%
 
PXD
172.77
-1.76
-1.01%
 
QCOM
63.31
+1
+1.60%
 
RYN
26.79
0.00
0.00%
 
SDRL
1.93
-0.07
-3.50%
 
SFTBY
32.95
+0.25
+0.76%
 
SH
38.25
-0.22
-0.57%
 
SLB
75.33
-0.25
-0.33%
 
SPWR
8.7
+0.43
+5.20%
 
STO
15.34
-0.2
-1.29%
 
SWC
12.15
-0.11
-0.90%
 
SYNA
58.15
+1.75
+3.10%
 
SYT
87.82
-0.22
-0.25%
 
TS
25.46
-0.21
-0.82%
 
V
82.16
+0.35
+0.43%
 
VALE
5.44
+0.06
+1.12%
 
VZ
52.49
+0.34
+0.65%
 
WBK
22.94
+0.05
+0.22%
 
WES
52.2
+0.14
+0.27%
 
XOM
83.24
+0.18
+0.22%
 
XYL
52.1
+0.61
+1.18%
 
ABT
42.33
+0.65
+1.56%
 
AGN
239.36
+0.68
+0.28%
 
ALV
105.36
-0.8
-0.75%
 
AMZN
816.11
+16.95
+2.12%
 
AUY
4.315
-0.09
-2.041%
 
BABA
108.26
+2.37
+2.24%
 
BG
59.31
-0.16
-0.27%
 
BGC
14.21
+0.14
+1.00%
 
BHP
32.62
-0.01
-0.03%
 
BMY
55.74
+0.26
+0.47%
 
CHK
6.23
-0.39
-5.89%
 
CMI
120.47
+0.24
+0.20%
 
CNI
64
+0.28
+0.44%
 
COF
71.8
+0.99
+1.40%
 
COH
35.65
+0.08
+0.22%
 
COP
39.43
-0.59
-1.47%
 
CSCO
31.48
+0.41
+1.32%
 
CX
7.94
+0.39
+5.17%
 
DE
82.45
-0.53
-0.63%
 
DXJR
23.79
+0.23
+0.98%
 
ENB
43.11
-0.11
-0.25%
 
EUM
23.79
-0.31
-1.29%
 
FCX
10.21
-0.3
-2.85%
 
FLR
49.25
+0.11
+0.22%
 
FLS
45.63
+0.37
+0.81%
 
GE
29.88
+0.34
+1.15%
 
GLW
23.33
+0.33
+1.43%
 
GOOG
783.01
+8.8
+1.14%
 
HAIN
34.65
+0.02
+0.06%
 
HDB
73.1
+0.47
+0.65%
 
IEF
112.14
+0.19
+0.17%
 
INCY
89.07
+0.31
+0.35%
 
INFY
15.91
+0.04
+0.25%
 
INTC
37.18
+0.53
+1.45%
 
IONS
36.72
+1.84
+5.28%
 
ITUB
11.22
+0.22
+2.00%
 
JCI
44.98
+0.69
+1.56%
 
JOY
27.61
+0.18
+0.66%
 
KMI
21.83
+0.05
+0.23%
 
LFL
8.11
+0.03
+0.37%
 
LNG
42.22
-0.68
-1.59%
 
LUX
50.01
+1.36
+2.80%
 
MGM
25.57
+0.21
+0.83%
 
MIDD
124.97
+0.62
+0.50%
 
MON
102.25
+0.12
+0.12%
 
MPC
41.85
+0.37
+0.89%
 
OGXI
0.508
+0.018
+3.6531%
 
OKS
38.22
-0.47
-1.21%
 
PEP
107.49
+0.46
+0.43%
 
PFXF
20.82
-0.02
-0.10%
 
POT
16.06
+0.15
+0.94%
 
PXD
172.77
-1.76
-1.01%
 
QCOM
63.31
+1
+1.60%
 
RYN
26.79
0.00
0.00%
 
SDRL
1.93
-0.07
-3.50%
 
SFTBY
32.95
+0.25
+0.76%
 
SH
38.25
-0.22
-0.57%
 
SLB
75.33
-0.25
-0.33%
 
SPWR
8.7
+0.43
+5.20%
 
STO
15.34
-0.2
-1.29%
 
SWC
12.15
-0.11
-0.90%
 
SYNA
58.15
+1.75
+3.10%
 
SYT
87.82
-0.22
-0.25%
 
TS
25.46
-0.21
-0.82%
 
V
82.16
+0.35
+0.43%
 
VALE
5.44
+0.06
+1.12%
 
VZ
52.49
+0.34
+0.65%
 
WBK
22.94
+0.05
+0.22%
 
WES
52.2
+0.14
+0.27%
 
XOM
83.24
+0.18
+0.22%
 
XYL
52.1
+0.61
+1.18%
 

Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Dividend Income Portfolio

Stocks that Pay You

Best in Business Award

Archives:

Follow me on Twitter:

Brazil–and Itau Unibanco–is rallying big on hopes of an interest rate cut from the central bank

Brazil–and Itau Unibanco–is rallying big on hopes of an interest rate cut from the central bank

Could Brazil see the first interest rate cut since 2012 in October? With the Banco Central do Brasil’s benchmark Selic interest rate at 14.25% there’s certainly plenty of room. And even though the country’s politics are a total mess (nobody was impeached today and no president or former president was indicted today) and the economy is sputtering, Brazilian stocks have moved up strongly in anticipation of the central bank’s move

read more
Two acquisitions in a day: What is Allergan up to?

Two acquisitions in a day: What is Allergan up to?

Allergan (AGN), which I added to my Jubak’s Picks portfolio on July 30, 2015 on the strength of its Botox franchise, acquired two companies on September 20. Neither is in the Botox or cosmetic drugs space. Both, in fact, are companies developing drugs to address NASH–nonalcoholic steatohepatitis, one of a group of conditions called nonalcoholic fatty liver disease. Patients with NASH suffer inflammation and damage to the liver.

read more
What oil glut? Pioneer announces that it will add 5 rigs, increasing production by 13% to 17%

What oil glut? Pioneer announces that it will add 5 rigs, increasing production by 13% to 17%

Why would Pioneeer be interested in adding production during an oil glut? Because the Spraberry/Wolfcamp shale geology is so productive, among the most productive of U.S. oil shale geologies, that Pioneer can make a very substantial profit with oil at $46 a barrel (as currently) or even lower. The company calculates break-even costs for this shale geology at $39 a barrel with current technology

read more
Bristol-Myers gambled and lost on a quick expansion of cancer drug Opdivo’s market–but there’s still good upside in the shares

Bristol-Myers gambled and lost on a quick expansion of cancer drug Opdivo’s market–but there’s still good upside in the shares

Let’s be clear about what happened to Bristol-Myers Squibb (BMY) and its key immuno-oncology drug Opdivo on Friday, August 8, when the company announced that Opdivo had failed to demonstrate its efficacy in a trial for treating lung cancer. Opdivo didn’t fail as a drug. A Bristol-Myers go-for-broke marketing strategy suffered a huge blow. In effect the company gambled big that this trial would be able to massively expand Opdivo’s market ahead of tough competition and the gamble went bust.
You can see the go for broke gamble in the design of the drug trial.

read more
Looking for a tech stock for earnings season: Think Qualcomm

Looking for a tech stock for earnings season: Think Qualcomm

Going into the third quarter earnings season, Wall Street analysts had pegged the information technology sector of the Standard & Poor’s 500 as the only sector where estimates for the third quarter had climbed since June 30. That optimism on the sector has been backed up by reports from some smart phone sellers that sales of Apple’s (AAPL) new iPhone 7 and 7+ were running more strongly than expected. Add to that Intel’s improved guidance for the quarter and it looks like overweighting technology might be a good idea for the earnings reporting season that starts in October.

read more
Abbott looks to acquire its way out of a growth slump

Abbott looks to acquire its way out of a growth slump

Abbott Labs has a growth problem. Analysts forecast that revenue will growth by just 3% in 2016. Not exactly what you look for in a company whose stock trades at a trailing-twelve-month price to earnings ratio of 27.5. Actually the drug, device, and nutritionals company has several growth problems. For example, slow growth in the developing world has cut into growth in Abbott’s pediatrics and nutritional business.But maybe the biggest growth problem is in the company’s diagnostics business

read more
Intel raises third quarter guidance; now up 94% since I added it to my Dividend portfolio

Intel raises third quarter guidance; now up 94% since I added it to my Dividend portfolio

In new guidance today Intel raised its outlook for third quarter revenue to $15.6 billion, $300 million above previous guidance. The midpoint forecast for gross margin climbed to 63% versus the earlier midpoint forecast of 62%. The company is pointing to inventory replenishment in the supply chain and signs of improved demand for PCs.

read more
Good economic news from Census shows tale of two U.S. economies

Good economic news from Census shows tale of two U.S. economies

How good was the report?  In 2015, median household income rose 5.2% when adjusted for inflation from 2014. 3.5 million fewer Americans were living in poverty in 2015 than in 2014, a 1.2% drop and the steepest decline since 1968. 4 million people gained health insurance in 2015 taking the uninsured rate down to 9.1%, the lowest level since before the Great Recession. The unemployment rate declined to 4.9%, half of the rate seven years ago. Net private business investment has recovered to pre-recession levels. Home foreclosures continue to drop. What’s not to like? Well, it depends on where you live.

read more
Q3 is almost over–will it continue the earnings recession?

Q3 is almost over–will it continue the earnings recession?

Amidst the worry over global growth, interest rates, and central bank stimulus, it’s easy to lose track of the earnings picture for a third quarter that’s due to close in two-and-a-half weeks. Or maybe that’s because no one really wants to focus on earnings because right now expectations are gloomy. Analysts are projecting that the companies in the Standard & Poor’s 500 will show another quarter of declining earnings growth from the year-earlier quarter. If that’s correct, that would make the third quarter the sixth consecutive quarter with a year-over-year drop in earnings.

read more
Have bond markets finally started to have doubts about central bank commitments to endless stimulus?

Have bond markets finally started to have doubts about central bank commitments to endless stimulus?

Today financial markets–led by bond markets with equity markets joining in–are anxiously wondering if they need to rethink the assumption of an endless supply of stimulus. Besides yesterday’s non-move and rhetorical silence from the European Central Bank, today the market is reacting to remarks from Federal Reserve Bank of Boston President Eric Rosengren that waiting too long to raise interest rates would threaten the U.S economy. And to a forecast that the Bank of Japan is looking at a policy that would let long-term interest rates rise in that market.

read more
Update Chesapeake Energy

Update Chesapeake Energy

Update September 6. Today shares of Chesapeake Energy (CHK) climbed 3.03% to close at $6.80 in the first post-Labor-Day trading session. The shares finished 24.8% ahead in August. Part of this was thanks to the market. A weaker than expected report on the...

read more
Weak report on U.S. service sector puts another nail in coffin for September interest rate increase by the Fed

Weak report on U.S. service sector puts another nail in coffin for September interest rate increase by the Fed

All this year the U.S. service sector has been making up for weakness in manufacturing.

Not in August. The Institute for Supply Management’s non-manufacturing index slipped to 51.4 in the August survey. That’s down from 55.5 in July and is the lowest reading since February 2010. (In the ISM index a reading above 50 indicates expansion and below 50 contraction.) The ISM’s manufacturing index, released on September 1, showed that the sector contracted in August.

read more
Targa Resources can climb from here but the attraction is the 8% dividend

Targa Resources can climb from here but the attraction is the 8% dividend

Last year prices for natural gas liquids fell even faster than oil prices did. Hard as that may be to believe. Which is why the price for shares of Targa Resources are down 23.16% for the last twelve months This year natural gas liquids have recovered faster than oil prices. Which is why the shares of this company, which runs a network of pipelines and storage facilities heavy on the transport of natural gas liquids, are up 62.66% for 2016 through September 2.

read more
Worrying manufacturing news today is anxious set up for tomorrow’s August jobs report

Worrying manufacturing news today is anxious set up for tomorrow’s August jobs report

Manufacturing activity in the United States contracted, unexpectedly, in August, according to the Institute for Supply Management’s manufacturing index released today, September 1. The index fell to 49.4 in August from 52.6 in July. That was the biggest drop in the index since January 2014 and was enough to push the index below the 50 level that separates contraction from expansion. The median forecast among economists surveyed by Bloomberg was for reading of 52.

read more
Oil prices continue lower on worries over Wednesday report on U.S. inventories

Oil prices continue lower on worries over Wednesday report on U.S. inventories

Two down days in a row–a big trend given the volatility in oil price trends recently. As of the close on Tuesday, August 30, October futures for West Texas Intermediate, the U.S. benchmark, were down 0.28% to $46.22 a barrel. The selling comes as a Bloomberg survey showed that traders expect a climb in crude inventories of 1.5 million barrels in the U.S. Energy Information Administration report due for release tomorrow.

read more
So far the markets believe the Fed was bluffing in Jackson Hole speeches on September interest rate increase

So far the markets believe the Fed was bluffing in Jackson Hole speeches on September interest rate increase

Last week Federal Reserve chair Janet Yellen tried to convince financial markets in her speech at the Fed’s annual Jackson Hole get-together that an interest rate increase at the central bank’s September 21 meeting was still a possibility. But just as the market has brushed off earlier similar comments from the heads of the Atlanta and San Francisco Federal Reserve Banks, this week has opened with financial markets saying in essence No way. The Fed won’t raise interest rates, financial markets are convinced, before the November election and it won’t raise interest rates with the Bank of Japan and the European Central Bank still committed to more stimulus.

read more
Vacation Days – I’m Taking a Week Off

Vacation Days – I’m Taking a Week Off

Greetings from Norway. I’m in the land of fjords, Viking ships, and stave churches. It’s a quick trip with a few days in Oslo (where we are now) and then a train ride over the mountains to Bergen and some fjord-seeing with a flight back on Saturday. The site will be...

read more
Deere soars on big earnings beat from cost cutting

Deere soars on big earnings beat from cost cutting

It’s not often that you’ll see a stock climb 13.49% on the day when the company announces that full year sales will fall 10%, worse than the 9% drop it had forecast earlier. But that’s the story today for Deere (DE.) The stock’s move, I think, says as much about the market consensus about economic and earnings growth–or actually the lack thereof–as it does about Deere itself.

read more
Trend toward tougher rules on emissions and fuel efficiency continues–with Cummins as a key beneficiary

Trend toward tougher rules on emissions and fuel efficiency continues–with Cummins as a key beneficiary

New rules proposed by the Obama administration that would require up to a 25% reduction in carbon emissions from heavy-duty trucks over the next 10 years are good news in the long run for Cummins (CMI.) The proposed rules are 10% tougher than the rules put forward for public comment last year. The rules mean that Cummins will eventually sell a lot more of its low emissions, high efficiency truck engines as truck makers and truck operators move to meet these standards.

read more
How bad are Hain’s accounting problems?

How bad are Hain’s accounting problems?

Update August 16. All the traders who had jumped into shares of Hain Celestial Group (HAIN) on a bet that the company would be the next in the organic food space to be sold at a huge premium abandoned ship today on a warning by the company that it would delay...

read more
Xylem looks to buy some growth

Xylem looks to buy some growth

Today, Xylem, a maker of wastewater and water treatment systems, and a member of my Jubak Picks portfolio since September 4, 2012, announced that it would acquire Sensus, a maker of smart meters for the utility market, for $1.7 billion. The market cheered with shares of Xylem climbing 3.86% today to close at $50.32, just off the 52-week high.

read more
Alibaba’s 59% increase in revenue puts growth worries to bed

Alibaba’s 59% increase in revenue puts growth worries to bed

Okay, the top line numbers were impressive. Today Alibaba Group Holding (BABA) reported a 59% increase in revenue for its June quarter. But for the first time Alibaba provided segment details on its various businesses–due at least in part to pressure from the U.S. Securities & Exchange Commission. And that breakdown holds even better news than the top line numbers for the company as a whole.

read more
Oil markets hold their breath waiting for Wednesday’s data on U.S. inventories

Oil markets hold their breath waiting for Wednesday’s data on U.S. inventories

Tomorrow, August 10, brings a new weekly report on the state of crude oil inventories in the United States with oil markets looking to calculate a timetable for the restoration of supply/demand balance. Uncertainty over those inventory numbers was enough to bring the recent recovery from the bear market in oil to a halt. U.S. benchmark West Texas Intermediate slipped 0.07% to $42.74 a barrel.

read more
Today’s news on oil and gasoline stockpiles may just be an artifact of earlier than usual season shift at refiners

Today’s news on oil and gasoline stockpiles may just be an artifact of earlier than usual season shift at refiners

Oil traders have decided that this morning’s news on oil and gasoline inventories indicates a drop in supply and is therefore good for higher oil prices. U.S. benchmark West Texas Intermediate settled up 3.3% today to $40.83 a barrel. I’m not convinced that the numbers show anything significant about the supply trend.

read more
How long will consumers dip into savings to keep spending?

How long will consumers dip into savings to keep spending?

Consumer purchases rose 0.4% in June, according to a report from the Commerce Department this morning. That was ahead of the 0.3% increase forecast by economists surveyed by Bloomberg. The 0.4% gain in June followed a 0.4% increase in consumer spending in May. But incomes rose by a lower than expected 0.2% in June. And, no, your math isn’t crazy: Consumers spent more by putting less into savings. The savings rate dropped to 5.3% from 5.5%. That takes the savings rate to the lowest level sine March 2015.

read more
What me worry?

What me worry?

The deeply disappointing second quarter GDP number was only as good as it was because consumers kept up a spending binge. Think what second quarter GDP growth would have looked like if household consumption, about 70% of U.S. economic activity, had’ t grown at a 4.2% annualized rate in the quarter. The largest increase in household consumption since the end of 2014 added 2.8 percentage points to GDP growth.

read more

Jim’s Daily Email Alerts:

Every post from Jubak Picks straight to your mailbox. And they're free!

Get Even More Jim!

  • • More profiles of hot (and cold) sectors
  • • More strategies for profiting from volatility
  • • More about macro trends driving the market
  • • More on where the market is heading – short-, medium- and long-term – including a Saturday Night Quarterback look at the week ahead!

Subscribe now for a year for just $199

Topics:

  • Breaking News
  • Buy
  • Dividend Income Portfolio
  • Important Stuff
  • Jubak Picks 50 Portfolio
  • Jubak Picks Portfolio
  • Leading Indicators
  • Recent Buys
  • Sell
  • Stuff Jim Recommends
  • Update
  • Volatility
  • You May Have Missed

Keyword Tags

All Keyword Tags

Tag Cloud Widget powered by WP Tutor