Select Page
Adding Taiwan Semiconductor Manufacturing to JubakAM.com Special Report 10 Long-term Picks for a Short-term Market as Pick #6 and to my long-term 50 Stocks Portfolio

Adding Taiwan Semiconductor Manufacturing to JubakAM.com Special Report 10 Long-term Picks for a Short-term Market as Pick #6 and to my long-term 50 Stocks Portfolio

It’s hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these...
Hike in my target price for MGM Resorts today

Hike in my target price for MGM Resorts today

Update June 1. If you look REAL hard I think you can see signs of a bottom in the Macao gaming market. Which would be good news for MGM Resorts International (MGM) and the planned first quarter 2017 opening of the MGM Cotai. (That casino/hotel would increase MGM...
Sell Hi-Crush on today’s huge surge

Sell Hi-Crush on today’s huge surge

Talk about slipping through the window just as it slides shut. At the beginning of May master limited partnership Hi-Crush Partners (HCLP) closed a $43.8 million public offering for 6 million units. Today, the units of this miner and distributor of fracking sand for...

Raising target price on Bristol-Myers

Update June 6. The spring/summer meeting of the American Society of Clinical Oncology is the occasion of the year for drug companies reporting new research on cancer treatments. This year Bristol-Myers Squibb (BMY) has had a great meeting with a research report...

Buy ProShares Short Emerging Markets ETF

The plunge in developed market bank stocks–the U.S. KBW Bank Index moved into bear market territory today–is bringing intensified attention to the debt bubble in China. The problem isn’t new–some analysts and yours truly have flagged the huge build up in bad debt in...