Buying lithium producer Albemarle in my long-term 50 Stocks portfolio
On Tuesday, since U.S. markets are closed on Monday, I’ll be adding shares of Albemarle (ALB) to my long-term 50 Stocks portfolio. The shares closed at $91.92 on Friday, February 17. After the 2015 acquisition of Rockwood Holdings, Albemarle is the world’s...
Buy Tencent Holdings in my long-term 50 Stocks portfolio
I’ve got a number of open slots in my long-term 50 Stocks portfolio and I’m going to fill one of those with a buy of Tencent Holdings (TCEHY). Tencent Holdings closed at $26.25 today, February 14. Tencent is the other big Chinese Internet stock. It’s...
Adding Allergan to my long-term 50 Stocks portfolio on the strength of its Botox franchise
Today’s buy for Allergan (AGN) in my long-term 50 Stocks portfolio completes the transition I started when I sold the stock in my 12-18 month Jubak’s Picks portfolio. At the time of that sell, I felt that Allergan was chasing too many opportunities that...
My first picks for buying a piece of the Permian
I’ve been arguing recently–in posts on my paid JubakAM.com site like this one http://jubakam.com/2017/01/red-hot-permian-goes-to-white-hot-with-another-big-acquisition-and-freaks-out-global-oil-market/ and on this site with posts like “Permian power!...
Adding Coach to my dividend portfolio; keeping it in long-term 50 Stocks list
And to think that in 2015 I was thinking of dropping Coach (COH) from my long-term Jubak 50 Stocks portfolio. In mid-2015 the stock was languishing at $28.48 (September 25, 2015) and seemed to be floundering with stagnant sales, falling margins, and a loss of pizzazz...
My second Trump administration stock pick–this time it’s infrastructure
When big macro news comes down the pike that promises to change the fundamentals in a sector, frequently the stocks that rally hardest are those that belong to the most “endangered” companies. Which doesn’t mean those are the shares that you want to...
Acadia Pharmaceuticals is my first Trump stock pick
The big test for Acadia Pharmaceuticals (ACAD) this quarter certainly wasn’t earnings. As an early stage biotech losses are expected and that’s exactly what the company delivered when it reported third quarter results on November 7. The loss came to 61...
Where will the next new device, the one after the smartphone, come from? Look inside Apple’s iPhone 7 for the answer
Today, I’m going to tell you why Apple’s (AAPL) iPhone 7 is way ahead in the race to build the next new device, the one that comes after the smartphone as it now exists. I think that leading position means you should add Apple stock to your long-term...
Can Facebook beat sky-high expectations on November 2? Adding it to my long-term portfolio
How high are expectations for Facebook’s (FB) third quarter earnings report after the close on November 2? The report comes with the stock at an all-time high. (Shares closed at $130.99 on October 31.) Wall Street is looking for 96 cents a share, up from 57...
Help, please–I’ve lost Chesapeake Energy in my 50 Picks portfolio
In the process of revising the long-term 50 Picks portfolio and selling my short-term position, I seem to have deleted the entry for Chesapeake Energy (CHK) in my long-term Jubak 50 portfolio. It should still be that portfolio–even though I’ve sold it out of the 12-18...
Buy Verizon (VZ)
Tomorrow, October 23, I will add shares of Verizon (VZ) to my Dividend Income Portfolio. Verizon’s shares closed at $45.89 on October 22 with a 5.06% yield. Verizon reported third quarter earnings on October 20. By and large the numbers were so-so. Earnings of $1.04 a...
Buy Cummins (CMI) for my dividend portfolio
Cummins (CMI) is a cyclical that’s good at being a cyclical. Which is why I’ll be adding the stock to my JubakPicks Dividend Portfolio tomorrow. The shares closed today, October 12, at $111.98, down from the top of its 52-week range at $151 (and not too far off the...
Exxon Mobil (XOM)
Normally I look for dividend yields above 4% or 5% for my dividend income portfolio. On this measure, Exxon Mobil (XOM) with its 3.35% yield isn’t exactly an astounding opportunity. But something out of a recent report from Goldman Sachs caught my eye: Exxon Mobile...
Cummins (CMI)
When on April 30 Cummins (CMI) announced that the first quarter would mark the low point in revenue for 2013, markets ignored the news and instead focused on the company’s big first quarter earnings miss. (You have to admit missing by 37 cents a share and reporting a...
Buy NGLS
I added Targa Resources Partners (NGLS) to my Dividend Income portfolio https://jubakpicks.com/jubak-dividend-income-portfolio/ on January 11 because the units offer a really attractive potential for dividend growth and capital gains. The current dividend, at 6.81% on...
INTC
INTC posted on January 18, 2013 at 2:34 pm Edit This Print This Post intel When I added Intel (INTC) to my dividend income portfolio on January 11...
SeaDrill
When I posted my most recent update of my Dividend Income portfolio https://jubakpicks.com/2012/07/03/if-you-want-to-earn-more-dividend-income-youll-have-to-put-up-with-more-volatility-what-you-want-to-avoid-is-a-permanent-impairment-of-capital/ on July 3, I promised...
General Electric (GE)
In my February 3 post https://jubakpicks.com/2012/02/03/looking-for-higher-dividend-yields-and-dividend-growth-here-are-three-picks/#more-8475 I added three stocks to my dividend income portfolio https://jubakpicks.com/jubak-dividend-income-portfolio/ and dropped...
Buy Yamana Gold (AUY)
Now that’s more like it. When I dropped Kinross Gold (KGC) from my long-term Jubak Picks 50 portfolio https://jubakpicks.com/jubak-picks-50/ on January 13 I said that what I wanted in a gold mining stock was a company with low production costs and rising production....Buy TRW Automotive (TRW)
I’ll take it—the fourth quarter earnings report that is. And I’m going to add TRW Automotive Holdings to Jubak’s Picks today, February 22. (Well, actually I’ll add it to the portfolio when the market opens tomorrow February 23. The stock fell by 3.2% today. In the...Buy Banco Bilbao Vizcaya Argentaria (BBVA)
The draconian reform of Spain’s undercapitalized caja banking sector is shaping up as a major opportunity for Spain’s big international banks Banco Santander (STD) and Banco Bilbao Vizcaya Argentaria (BBVA). The biggest opportunity lies with Banco Bilbao, I think,...Buy Fluor (FLR)
Doing some catch up on this stock. I added Fluor (FLR) to the Jubak Picks 50 long-term portfolio https://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....Buy Baidu (BIDU)
Doing some catch up on this stock. I added Baidu (BIDU) to the Jubak Picks 50 long-term portfolio https://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....Buy Precision Castparts (PCP)
Looking for a more low-risk take on market for the next generation of airplanes than Boeing (BA) itself? (Boeing was a Jubak’s Picks https://jubakpicks.com/the-jubak-picks/ on September 30, 2010. For my most recent update on that stock see my January 26 post...Buy BorgWarner (BWA)
On January 11, BorgWarner (BWA) announced earnings guidance for 2011 of $3.85 to $4.15 a share. That works out to earnings growth of 35% to 40% from the company’s projected earnings per share in 2010. Sales will grow by 16% to 20% in 2011. That’s a big comedown from...Buy Lindsay (LNN)
Ah, if Lindsay (LNN) was just a pure play irrigation company. Then Lindsay wouldn’t have missed fiscal first quarter earnings by 15 cents a share yesterday, December 22. But, on the other hand, then investors wouldn’t be able to pick up one of the few global...Buy Baidu (BIDU)
Shares of Baidu (BIDU), China’s leading Internet search provider, have been drifting lower since a November 11 high of $114.10—until yesterday. As of the close in New York, the shares had moved up to $101.25, a 2.5% gain on the day. The most recent part of the price...Buy Freeport McMoRan Copper & Gold (FCX)
On December 9 Freeport McMoRan Copper & Gold (FCX) announced that it would pay a special dividend of $1 a share on December 30 (to shareholders of record on December 20). In addition the company announced a 2 for 1 stock split effective on February 1, 2011. This...Yingli Green Energy (YGE)
While the United State has dithered over how, when, and whether to invest in the energy industries of the future, solar cells and panels have become a commodity business. And that gives a huge edge to China’s solar manufacturers with their significantly lower labor...Jim’s Daily Email Alerts:
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