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Selling Syngenta out of Jubak Picks on December 12

Selling Syngenta out of Jubak Picks on December 12

The offer on the table from ChemChina to purchase Syngenta (SYT) works out to a price of about $94 a share. So why is Syngenta selling today at $80.06 a share? Because the risk that this deal won’t get completed continues to climb. At the Chinese end because...

Sell Newmont Mining (NEM)

I’m going to sell Newmont Mining (NEM) out of Jubak’s Picks today. Two reasons. First, gold is looking kind of toppy with traders edging toward an exit just in case the violence in Libya shows any sign of resolution. The noon price for gold of $1414 an ounce is only...

Sell SunTech Power (STP)

Doing some catch up on this stock. I dropped Suntech Power Holdings (STP) from the Jubak Picks 50 long-term portfolio http://jubakpicks.com/jubak-picks-50/ on January 18, but this first opportunity I’ve had the time to explain why in detail or to actually remove it...

Sell Embraer (ERJ)

Doing some catch up on this stock. I dropped Embraer (ERJ) from the Jubak Picks 50 long-term portfolio (see my post http://jubakpicks.com/2011/01/18/6215/ ) on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually...

Sell Ctrip.com International (CTRP)

Doing some catch up on this stock. I dropped it from the Jubak Picks 50 long-term portfolio on January 18, but this first time I’ve had the time to explain why in detail or to actually remove it from the portfolio. I’m working on explaining the other sells...

Sell Branco Bradesco (BBD)

This is a very tough call. If I owned more than one Brazilian bank stock, I might not sell Banco Bradesco (BBD) out of Jubak’s Picks today—but I don’t. If I had less exposure to Brazilian stocks in my Jubak’s Picks portfolio, I might not sell Banco Bradesco—but I own...

Sell Intel (INTC)

Intel (INTC) will probably report a very good fourth quarter of 2010 on Thursday, January 13, after the market closes. The Wall Street consensus is looking for 50 cents a share. That would be up 22% from the fourth quarter of 2009. I think Intel is likely to make that...

Sell Transocean (RIG)

Sometimes it doesn’t pay to be the biggest. If you’re the biggest company in the market and control capacity in your industry, that’s a license to print money when supply for your product is tight. When supply runs ahead of demand, however, the pressure is on to...

Sell Middleby (MIDD)

I’ve owned Middleby (MIDD) in my Jubak’s Picks portfolio since May 20, 2008 and I think it’s now time to take some profits. Nothing unusual about these shares. And that’s exactly the point. At this stage of the rally I’d like to keep close watch on valuations and sell...

Sell Whirlpool (WHR)

How long are you willing to wait for a turnaround? No doubt about it, shares of Whirlpool (WHR) are cheap at 7.9 times trailing 12-month earnings per share. But the company’s October 27 earnings report for the third quarter was depressing. Including all items, the...

Sell Ormat Technologies (ORA)

It’s increasingly hard to figure out how much risk there is in owning shares of Ormat Technologies (ORA). There’s no doubt in my mind that the company is the best global pure play on the expansion of power production from geothermal sources. But how much potential...

Sell American Electric Power (AEP)

There’s certainly something very attractive about a utility stock that pays a 4.6% dividend yield when the 10-year U.S. Treasury is paying just 2.8%. But investors in American Electric Power (AEP) need to realize that if the U.S. economy is speeding up rather than...

Sell McDonald's (MCD)

McDonald’s (MCD) has put together an extraordinary 2010—so far. But I’m not as excited about the second half of the year, especially not at current share prices. On Monday August 9 McDonald’s announced that global comparable store sales climbed 7% in July from July...

Sell Impala Platinum (IMPUY.PK)

I’m going to use the current bounce, World-Cup-rally, summer rally, whatever to sell my position in Impala Platinum (IMPUY.PK). The South African stock looks like it’s in a steady downtrend despite its 13.8% gain off the June 4 low. Platinum was bid up heavily by...

Sell Microsoft (MSFT)

I’m going to take advantage of the half-hearted bounce this week to sell Microsoft (MSFT) out of Jubak’s Picks. (For more on this bounce, see my post http://jubakpicks.com/2010/06/10/return-of-son-of-bounce/ ) The stock has not performed well on up days for the market...

Sell du Pont (DD)

I’m selling E.I. du Pont (DD) out of the Jubak Dividend Income Portfolio today, May 28, for the same reason that I just sold Rayonier (RYN). The stock has held up so well that the 4.5% yield doesn’t compare favorably to the higher yields offered by stocks that have...

Sell Rayonier (RYN)

I’ve already sold Rayonier (RYN) out of the Jubak Dividend Income Portfolio today, May 28. And now I’m selling it out of Jubak Picks as well. Nothing wrong with the stock—when the real estate market does finally turn, this timber and real estate REIT will do quite...

Sell Rayonier (RYN)

I’m selling Rayonier (RYN) out of the Jubak Dividend Income Portfolio today. Nothing wrong with the stock—when the real estate market does finally turn, this timber and real estate REIT will do quite well. But that’s part of the problem. The stock has held up so well...

Sell Marvell Technology Group (MRVL)

I’m going to use today’s bounce to sell Marvell Technology Group (MRVL). I don’t know how long this bounce will run—it could go to 1220 or so on the Standard & Poor’s 500 or be truncated by investors selling into strength—but I would like to lighten up on...

Sell Statoil (STO)

I’m selling Statoil (STO) on today’s bounce because the euro debt crisis has changed the medium-term fundamentals for this Norwegian oil company. As I wrote in my 12:30 May 21 post...