Select Page

Buy Citigroup (C)

In the long term, I’m not especially interested in owning Citigroup (C). I think the bank’s consumer banking business, once it’s strength, has turned into an also ran. Its capital needs forced it to put its Smith Barney brokerage business into a strange joint venture...

Buy Boeing (BA)

Shares of Boeing (BA) went through their own little correction even as the stock market has rallied and now they’re in their own little rally while the market in general has stalled.  That’s set up an opportunity to buy this stock for the eventual good news about its...

Buy Abbott Laboratories (ABT)

At current prices I think you’re getting two of Abbott Laboratories (ABT) most interesting growth opportunities at a deep discount. Abbott is a good mainstream pharmaceutical company. Abbott’s blockbuster drugs include Humira (for rheumatoid and psoriatic arthritis:...

Buy Gerdau (GGB)

Brazilian steel maker Gerdau (ADR: GGB) is on the march in the U.S. steel market and back home in Brazil. In the United States:  in August, the company acquired the remainder of the shares of its 66% owned U.S. subsidiary Gerdau Ameristeel. That gives Gerdau a wholly...

Buy Intel (INTC)

Shares of Intel (INTC) have been hammered on news showing that PC sales to consumers have been soft in the current back to school quarter. I think that sell off ignores the company’s strengths in other markets, such as servers, that show no signs of slowing growth,...

Buy JPMorgan Chase (JPM)

Maybe you’re wondering why shares of JPMorgan Chase (JPM) were up 3.4% on September 13? The whole banking sector was up that day, of course, because the announced Basel III new banking regulations aren’t as strict as some investors had worried they would be. That’s a...

Buy Newmont Mining (NEM)

At some point in every gold rally, the market flips a switch and gold mining stocks start to outperform gold itself. I think we’re at that inflection point now. Analysts on Wall Street are calling for gold to hit $1500 an ounce by December 2011. That would be roughly...

Buy Total (TOT)

  I’m sure this one is going to be popular. (Yeah, right.) Today, May 28, I’m adding Total (TOT) to the Jubak Dividend Income portfolio.  That’s right a European (gasp) oil (shudder) stock.  Total’s shares have dropped from $65 at the beginning of 2010 to $45 now....

Buy American Tower (AMT)

I almost bought American Tower (AMT) for Jubak’s Picks on Friday. But the stock was hovering just below its 200-day average and I was afraid that a continuation of the euro debt crisis would push the stock below that support level. Instead of more crisis, however,...

Buy Whirlpool (WHR)

For investors interested in buying shares of Whirlpool (WHR) the recent market rout amounts to a giant rewind. On April 26 Whirlpool (WHR) blew away Wall Street earnings estimates for the first quarter of 2010. Earnings of $2.13 a share came in a full 80 cents above...
Buy Cummins (CMI)

Buy Cummins (CMI)

Way back on April 20, I said that I’d like to add shares of Cummins (CMI) to Jubak’s Picks. Well, the stock ran away from me, I mean really ran, before I could get in a buy. Now thanks to the European debt crisis the shares have given up all that gain and a little bit...

Buy ASML Holding (ASML)

Talk about rebounds. In 2009 this maker of lithography equipment used to etch computer circuits onto silicon lost 45 cents per ADS (American Depository Share). In 2010 Standard & Poor’s is projecting that the company will make $2.41 per ADS. The reason for the...

Buy Navios Maritime Partners (NMM)

With the global economy in solid recovery mode—for example, the U.S. economy will grow at a 2.4% rate in the first quarter of 2010 and at a 2.3% rate in the second quarter (not great but a long way from recession) according to the OECD (Organization for Economic...

Buy Market Vectors Gold Miners ETF (GDX)

I’m adding more gold to the Jubak’s Picks portfolio today, April 8. After a rally off the February 8 low on hopes that the global economic recovery was gaining steam, I think we’re due for a swing back to fear on disappointing growth numbers from the European Union,...

Buy US Bancorp (USB)

I’m taking this stock off Jim’s Watch List and adding it to the Jubak’s Picks portfolio today, March 26. Unfortunately, the stock is up roughly 18% since I added it to the watch list, climbing from $22.01 on December 15, 2009 to $26.13 as of 1 p.m. ET on March 26. But...

Buy Union Pacific (UNP)

As Warren Buffett said when he bought Burlington Northern Santa Fe (BNI), this buy is a bet on the strength of the U.S. economy. Union Pacific (UNP) isn’t an especially well-run railroad historically, but it is run well enough so that the transcontinental road will...

Buy Telkom Indonesia (TLK)

Telkom Indonesia (TLK), or Telekomunikasi Indonesia, is a complicated machine with all the parts, I think, moving together in the right direction. Let me explain. First, there’s the growth in Indonesia’s economy, which is forecast to show a 5.2% increase in GDP in...

Buy Market Vectors Brazil Small-Cap (BRF)

I sold Market Vectors Brazil Small-Cap ETF (BRF) out of Jubak’s Picks about 9% ago back on December 9, 2009, and now I think it’s time to re-buy. Well, actually I think Friday was a time to re-buy—before a recommendation from Goldman Sachs to buy the Brazilian real...

Buy Marvell Technology Group (MRVL)

Buy Marvell Technology Group (MRVL) Marvell Technology Group (MRVL) is in the right markets at the right time. (For more on what those markets are see my post http://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/ )...

Buy Intel (INTC)

Sell on the news, is it? Well, thanks. I thought Intel (INTC) would run away from me after yesterday’s (January 14) great earnings report but apparently traders have decided to take profits on the news ahead of the long Martin Luther Day weekend. And that gives me a...

Buy AmBev (ABV)

I think this one fits the recommendations for how to invest in emerging markets now that I laid out in my post http://jubakpicks.com/2010/01/07/how-to-buy-into-emerging-market-stocks-now/ AmBev, or to give the company its full name Companhia de Bebidas Das Americas...

Buy Ctrip.com (CTRP)

Ctrip.com (CTRP), the leading Chinese online travel company, is my replacement for Accor as a way to profit from the increased travel in China that comes with rising income. Ctrip.com seems to be profiting from this trend in two ways. First, its business is growing as...

Buy Canadian National Railway (CNI)

With Warren Buffett’s purchase of Burlington Northern (BNI), there’s one less trans-continental railroad in North America. And nobody is going to build another one anytime soon. Actually make that ever.  Canadian National Railway (CNI) generates the highest operating...

Buy Deltic Timber (DEL)

Deltic Timber (DEL) owns 439,000 acres of timber land in Arkansas and Louisiana. Most of that the company uses to produce timber and pulp wood, but the company is turning an increasing piece—well at least increasing until 2007 put the kibosh on the real estate...

Buy SunPower (SPWR)

Demand will pick up—eventually—for solar energy companies as the global economy crawls toward recovery and as countries add more incentives for clean power. That doesn’t mean that everyone is going to make money, though, since prices are dropping like a stone and many...

Buy American Electric Power (AEP)

With this post I’m buying American Electric Power (AEP) for my Dividend Income Portfolio. I think a modestly better economy in 2010 will increase company sales, profits, and cash flow enough to increase the dividend in 2010. (The yield is now 4.7%.) That will give...

Buy Sysco (SYY)

I‘m adding Sysco (SYY) to the Jubak Dividend Income Portfolio with this post. The yield isn’t terribly exciting, I’m admit, at 3.5% but it is still a bit better than you can get on a 10-year Treasury note right now. And I think the total return—that’s dividends plus...

Buy Ritchie Bros. Auctions (RBA)

The perfect stock for the current economic uncertainties probably doesn’t exist. These shares would have to shine if the economy recovers in 2010 as strongly as optimists now think and do well if the recovery is only tepid and even climb if the economy slid back...

Buy Coach (COH)

Listening to the management team at Coach (COH) talk about the company’s business is an odd experience. This “fashion” company spends a lot of time talking about “engineering” its products and building production and distribution “infrastructure.” (Want to hear a...

Buy Ormat Technologies (ORA)

Procrastination and mindless delay can create profits for investors. The example I use in my book The Jubak Picks is the environment.  It’s not that we don’t recognize environmental problems; it’s just that it takes so long for us to do anything about them. And then,...