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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
6265.25
+28.565
+0.4580%
 
S&P500
2438.3
+3.8
+0.16%
 
NYSE
11733.2
+20.68
+0.18%
 
ACAD
29.24
+0.56
+1.95%
 
AGN
246.46
-0.65
-0.26%
 
ALV
108.81
+0.24
+0.22%
 
BABA
143.01
+0.74
+0.52%
 
DHR
85.66
-0.3
-0.35%
 
DXJR
14.465
-0.005
-0.0366%
 
EUM
20.79
-0.12
-0.5734%
 
FANG
88.4
+2.42
+2.81%
 
HAIN
31.6
-1.06
-3.25%
 
HDB
87.36
-0.34
-0.39%
 
INCY
136.28
+0.65
+0.48%
 
IONS
54.97
+0.25
+0.46%
 
ITUB
10.61
-0.07
-0.66%
 
LNG
47.62
+0.34
+0.72%
 
MGM
34.16
+0.91
+2.74%
 
MPC
51.5
+0.33
+0.64%
 
OGXI
0.34
+0.006
+1.7317%
 
RSPP
32.03
+1
+3.22%
 
STO
16.61
+0.23
+1.40%
 
SYNA
59.99
+0.44
+0.74%
 
TRGP
42.6
+1.14
+2.75%
 
V
95.58
+1.63
+1.73%
 
XYL
54.33
+0.48
+0.89%
 
NASDAQ
6265.25
+28.565
+0.4580%
 
S&P500
2438.3
+3.8
+0.16%
 
NYSE
11733.2
+20.68
+0.18%
 
ACAD
29.24
+0.56
+1.95%
 
AGN
246.46
-0.65
-0.26%
 
ALV
108.81
+0.24
+0.22%
 
BABA
143.01
+0.74
+0.52%
 
DHR
85.66
-0.3
-0.35%
 
DXJR
14.465
-0.005
-0.0366%
 
EUM
20.79
-0.12
-0.5734%
 
FANG
88.4
+2.42
+2.81%
 
HAIN
31.6
-1.06
-3.25%
 
HDB
87.36
-0.34
-0.39%
 
INCY
136.28
+0.65
+0.48%
 
IONS
54.97
+0.25
+0.46%
 
ITUB
10.61
-0.07
-0.66%
 
LNG
47.62
+0.34
+0.72%
 
MGM
34.16
+0.91
+2.74%
 
MPC
51.5
+0.33
+0.64%
 
OGXI
0.34
+0.006
+1.7317%
 
RSPP
32.03
+1
+3.22%
 
STO
16.61
+0.23
+1.40%
 
SYNA
59.99
+0.44
+0.74%
 
TRGP
42.6
+1.14
+2.75%
 
V
95.58
+1.63
+1.73%
 
XYL
54.33
+0.48
+0.89%
 

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

NASDAQ
6265.25
+28.565
+0.4580%
 
S&P500
2438.3
+3.8
+0.16%
 
NYSE
11733.2
+20.68
+0.18%
 
AAPL
146.28
+0.65
+0.45%
 
AGN
246.46
-0.65
-0.26%
 
ALB
104.85
-0.35
-0.33%
 
AMZN
1003.74
+2.44
+0.24%
 
AUY
2.66
+0.14
+5.56%
 
BABA
143.01
+0.74
+0.52%
 
BG
75.72
+0.18
+0.24%
 
BGC
15.45
-0.05
-0.32%
 
BHP
34.16
+0.22
+0.65%
 
CHK
4.57
+0.07
+1.56%
 
CMI
159.14
+0.18
+0.11%
 
CNI
80.39
+0.56
+0.70%
 
COH
46.71
+0.23
+0.49%
 
CSCO
32.09
+0.24
+0.75%
 
CX
9.19
+0.05
+0.55%
 
DD
80.99
-0.35
-0.43%
 
DE
123.6
-0.26
-0.21%
 
EBAY
35.57
+0.45
+1.28%
 
ENB
39.35
+0.33
+0.85%
 
FB
155.07
+1.67
+1.09%
 
FCX
11.76
+0.31
+2.71%
 
FLR
44
+0.01
+0.02%
 
FLS
44.47
+0.22
+0.50%
 
GE
27.57
+0.02
+0.07%
 
GLW
29.99
+0.28
+0.94%
 
GOOG
965.59
+8.5
+0.89%
 
HDB
87.36
-0.34
-0.39%
 
INFY
14.85
+0.08
+0.54%
 
ITUB
10.61
-0.07
-0.66%
 
JCI
41.82
0.00
0.00%
 
LFL
12.47
+0.2
+1.63%
 
LNG
47.62
+0.34
+0.72%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
121.56
-0.47
-0.39%
 
MON
117.02
+0.18
+0.15%
 
PEP
116.96
+0.81
+0.70%
 
POT
16.56
+0.07
+0.42%
 
PXD
155.93
+1.18
+0.76%
 
RYN
29.33
+0.3
+1.03%
 
SLB
65.93
+0.56
+0.86%
 
SPWR
9.16
+0.47
+5.41%
 
TCEHY
36.02
-0.31
-0.85%
 
TS
29.81
-0.19
-0.63%
 
VALE
8.17
+0.07
+0.86%
 
XOM
81.61
+0.53
+0.65%
 
NASDAQ
6265.25
+28.565
+0.4580%
 
S&P500
2438.3
+3.8
+0.16%
 
NYSE
11733.2
+20.68
+0.18%
 
AAPL
146.28
+0.65
+0.45%
 
AGN
246.46
-0.65
-0.26%
 
ALB
104.85
-0.35
-0.33%
 
AMZN
1003.74
+2.44
+0.24%
 
AUY
2.66
+0.14
+5.56%
 
BABA
143.01
+0.74
+0.52%
 
BG
75.72
+0.18
+0.24%
 
BGC
15.45
-0.05
-0.32%
 
BHP
34.16
+0.22
+0.65%
 
CHK
4.57
+0.07
+1.56%
 
CMI
159.14
+0.18
+0.11%
 
CNI
80.39
+0.56
+0.70%
 
COH
46.71
+0.23
+0.49%
 
CSCO
32.09
+0.24
+0.75%
 
CX
9.19
+0.05
+0.55%
 
DD
80.99
-0.35
-0.43%
 
DE
123.6
-0.26
-0.21%
 
EBAY
35.57
+0.45
+1.28%
 
ENB
39.35
+0.33
+0.85%
 
FB
155.07
+1.67
+1.09%
 
FCX
11.76
+0.31
+2.71%
 
FLR
44
+0.01
+0.02%
 
FLS
44.47
+0.22
+0.50%
 
GE
27.57
+0.02
+0.07%
 
GLW
29.99
+0.28
+0.94%
 
GOOG
965.59
+8.5
+0.89%
 
HDB
87.36
-0.34
-0.39%
 
INFY
14.85
+0.08
+0.54%
 
ITUB
10.61
-0.07
-0.66%
 
JCI
41.82
0.00
0.00%
 
LFL
12.47
+0.2
+1.63%
 
LNG
47.62
+0.34
+0.72%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
121.56
-0.47
-0.39%
 
MON
117.02
+0.18
+0.15%
 
PEP
116.96
+0.81
+0.70%
 
POT
16.56
+0.07
+0.42%
 
PXD
155.93
+1.18
+0.76%
 
RYN
29.33
+0.3
+1.03%
 
SLB
65.93
+0.56
+0.86%
 
SPWR
9.16
+0.47
+5.41%
 
TCEHY
36.02
-0.31
-0.85%
 
TS
29.81
-0.19
-0.63%
 
VALE
8.17
+0.07
+0.86%
 
XOM
81.61
+0.53
+0.65%
 

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

NASDAQ
6265.25
+28.565
+0.4580%
 
S&P500
2438.3
+3.8
+0.16%
 
NYSE
11733.2
+20.68
+0.18%
 
COH
46.71
+0.23
+0.49%
 
GE
27.57
+0.02
+0.07%
 
HP
52.74
+0.62
+1.19%
 
ING
16.69
+0.04
+0.24%
 
KMI
18.79
+0.21
+1.13%
 
OKS
48.33
+1.39
+2.96%
 
PFXF
20.18
+0.05
+0.25%
 
QCOM
56.91
+0.44
+0.78%
 
SDRL
0.367
-0.094
-20.3736%
 
TRGP
42.6
+1.14
+2.75%
 
VZ
45.39
-0.03
-0.07%
 
WBK
22.84
-0.11
-0.48%
 
WES
53.32
+1.03
+1.97%
 
XOM
81.61
+0.53
+0.65%
 
NASDAQ
6265.25
+28.565
+0.4580%
 
S&P500
2438.3
+3.8
+0.16%
 
NYSE
11733.2
+20.68
+0.18%
 
COH
46.71
+0.23
+0.49%
 
GE
27.57
+0.02
+0.07%
 
HP
52.74
+0.62
+1.19%
 
ING
16.69
+0.04
+0.24%
 
KMI
18.79
+0.21
+1.13%
 
OKS
48.33
+1.39
+2.96%
 
PFXF
20.18
+0.05
+0.25%
 
QCOM
56.91
+0.44
+0.78%
 
SDRL
0.367
-0.094
-20.3736%
 
TRGP
42.6
+1.14
+2.75%
 
VZ
45.39
-0.03
-0.07%
 
WBK
22.84
-0.11
-0.48%
 
WES
53.32
+1.03
+1.97%
 
XOM
81.61
+0.53
+0.65%
 
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Lots of sloshing but no real direction

Lots of sloshing but no real direction

It’s pretty clear that no one wants to exit this market. The indexes aren’t going much of anywhere–the Standard & Poor’s 500 was off just 0.05% at the close today–even as some sectors, such as energy in the early part of this week, get hammered. Instead what we’re seeing is money sloshing from one sector go another as investors and traders look for some where to stash their money and the merest whiff of a rally in this or that group of stocks.

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Drug stocks like what the Trump administration is saying about regulating drug prices

Drug stocks like what the Trump administration is saying about regulating drug prices

What a difference a day makes. On Wednesday the headline worry was a study warning that drug price increases were moderating. Industry watcher EvaluatePharma had cut its global revenue forecast for the drug industry by $390 billion for 2017-2022. The forecast echoes findings from researchers at SSR that drug prices fell in the first quarter–if discounts and rebates are included. Net prices fell by 1.2% in the quarter versus a 4.3% increase in the first quarter of 2016. If you take out the effect of discounts and rebates, prices rose by 6.5%. Wednesday and today, however, the drug sector has moved up strongly as details of the Trump administration’s plan to control drug prices leak out.

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Adding water play Danaher to my Jubak Picks portfolio

Adding water play Danaher to my Jubak Picks portfolio

In August 2015 Danaher acquired Pall for $13.8 billion. Then in 2016 Danaher spun off most of its industrial businesses into a new company called Fortiv. That left a refocused Danaher with four segments Life Sciences; Diagnostics; Dental; and Environmental & Applied Solutions. The former Pall business went into the Life Sciences segment. Through that segment Danaher is a provider of filtration, separation and purification technologies to the biopharmaceutical, food and beverage, medical, aerospace, microelectronics and general industrial sectors. It’s this business that interests me as a water play in an age of capital rationing for supplies of clean water.

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Today it’s all about oil–again

Today it’s all about oil–again

Today’s intraday moves took oil to a 7-month low. And oil is now in an official bear market for 2017 with West Texas Intermediate down 20% from its February 23, 2017 high at $54.45 a barrel. Why the tumble?

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