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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
6460.914
+6.275
+0.0972%
 
S&P500
2507.11
+3.24
+0.13%
 
NYSE
12135.925
+24.475
+0.202%
 
ACAD
36.53
-0.45
-1.22%
 
ADSK
113.035
-0.805
-0.707%
 
ALV
121.55
-0.66
-0.54%
 
BABA
180.25
+0.27
+0.15%
 
DXJR
14.41
0.00
0.00%
 
EUM
18.8
-0.02
-0.11%
 
FANG
94.45
-0.7
-0.74%
 
HAIN
40.45
-0.87
-2.11%
 
HDB
99.97
+0.07
+0.07%
 
INCY
117.01
-1.39
-1.17%
 
IONS
59.05
-0.52
-0.87%
 
ITUB
13.885
-0.095
-0.680%
 
LNG
44.38
+0.46
+1.0476%
 
MGM
32.56
+0.88
+2.78%
 
OGXI
0.4
-0.02
-3.85%
 
STO
19.615
+0.055
+0.281%
 
SYNA
39.58
-0.86
-2.13%
 
TRGP
47.462
+0.232
+0.4918%
 
V
105.311
+0.481
+0.4585%
 
XYL
63.8
+0.14
+0.22%
 
NASDAQ
6460.914
+6.275
+0.0972%
 
S&P500
2507.11
+3.24
+0.13%
 
NYSE
12135.925
+24.475
+0.202%
 
ACAD
36.53
-0.45
-1.22%
 
ADSK
113.035
-0.805
-0.707%
 
ALV
121.55
-0.66
-0.54%
 
BABA
180.25
+0.27
+0.15%
 
DXJR
14.41
0.00
0.00%
 
EUM
18.8
-0.02
-0.11%
 
FANG
94.45
-0.7
-0.74%
 
HAIN
40.45
-0.87
-2.11%
 
HDB
99.97
+0.07
+0.07%
 
INCY
117.01
-1.39
-1.17%
 
IONS
59.05
-0.52
-0.87%
 
ITUB
13.885
-0.095
-0.680%
 
LNG
44.38
+0.46
+1.0476%
 
MGM
32.56
+0.88
+2.78%
 
OGXI
0.4
-0.02
-3.85%
 
STO
19.615
+0.055
+0.281%
 
SYNA
39.58
-0.86
-2.13%
 
TRGP
47.462
+0.232
+0.4918%
 
V
105.311
+0.481
+0.4585%
 
XYL
63.8
+0.14
+0.22%
 

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

NASDAQ
6460.914
+6.275
+0.0972%
 
S&P500
2507.11
+3.24
+0.13%
 
NYSE
12135.925
+24.475
+0.202%
 
AAPL
158.695
+0.025
+0.016%
 
AGN
213.785
-7.755
-3.500%
 
ALB
134.671
+3.651
+2.787%
 
AMZN
969.86
-4.33
-0.44%
 
AUY
2.76
+0.02
+0.73%
 
BABA
180.25
+0.27
+0.15%
 
BG
72.52
-0.32
-0.44%
 
BGC
19.225
-0.475
-2.411%
 
BHP
42.23
-0.04
-0.09%
 
CHK
4.04
-0.01
-0.25%
 
CMI
167.57
+0.63
+0.38%
 
CNI
82.1
+0.37
+0.45%
 
COH
40.42
-0.05
-0.12%
 
CSCO
32.541
+0.021
+0.065%
 
CX
9.13
+0.06
+0.66%
 
DD
83.93
0.00
0.00%
 
DE
123.09
+3.2
+2.67%
 
EBAY
38.59
+0.2
+0.52%
 
ENB
41.32
+0.36
+0.88%
 
FANUY
20.42
+0.35
+1.74%
 
FB
172.394
+2.384
+1.4025%
 
FCX
14.49
+0.36
+2.55%
 
FLR
40.49
+0.29
+0.72%
 
FLS
41.968
+0.568
+1.3708%
 
GE
24.2
-0.26
-1.06%
 
GLW
29.91
+0.37
+1.25%
 
GOOG
921.86
+6.86
+0.75%
 
HDB
99.97
+0.07
+0.07%
 
INFY
14.785
-0.015
-0.101%
 
ITUB
13.885
-0.095
-0.680%
 
JCI
38.98
-0.59
-1.49%
 
LFL
12.47
+0.2
+1.63%
 
LNG
44.38
+0.46
+1.0476%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
121.81
+0.43
+0.35%
 
MON
119.41
+0.29
+0.24%
 
NJDCY
30.77
+0.35
+1.15%
 
PEP
114.49
-0.5
-0.43%
 
POT
19.345
+0.155
+0.808%
 
PXD
137.03
+0.03
+0.02%
 
PYPL
63.765
+0.845
+1.343%
 
RYN
28.505
+0.035
+0.123%
 
SLB
68.075
+0.205
+0.302%
 
SPWR
8.355
-0.095
-1.124%
 
TCEHY
44.21
-0.48
-1.07%
 
TS
29.05
0.00
0.00%
 
VALE
10.77
-0.14
-1.28%
 
NASDAQ
6460.914
+6.275
+0.0972%
 
S&P500
2507.11
+3.24
+0.13%
 
NYSE
12135.925
+24.475
+0.202%
 
AAPL
158.695
+0.025
+0.016%
 
AGN
213.785
-7.755
-3.500%
 
ALB
134.671
+3.651
+2.787%
 
AMZN
969.86
-4.33
-0.44%
 
AUY
2.76
+0.02
+0.73%
 
BABA
180.25
+0.27
+0.15%
 
BG
72.52
-0.32
-0.44%
 
BGC
19.225
-0.475
-2.411%
 
BHP
42.23
-0.04
-0.09%
 
CHK
4.04
-0.01
-0.25%
 
CMI
167.57
+0.63
+0.38%
 
CNI
82.1
+0.37
+0.45%
 
COH
40.42
-0.05
-0.12%
 
CSCO
32.541
+0.021
+0.065%
 
CX
9.13
+0.06
+0.66%
 
DD
83.93
0.00
0.00%
 
DE
123.09
+3.2
+2.67%
 
EBAY
38.59
+0.2
+0.52%
 
ENB
41.32
+0.36
+0.88%
 
FANUY
20.42
+0.35
+1.74%
 
FB
172.394
+2.384
+1.4025%
 
FCX
14.49
+0.36
+2.55%
 
FLR
40.49
+0.29
+0.72%
 
FLS
41.968
+0.568
+1.3708%
 
GE
24.2
-0.26
-1.06%
 
GLW
29.91
+0.37
+1.25%
 
GOOG
921.86
+6.86
+0.75%
 
HDB
99.97
+0.07
+0.07%
 
INFY
14.785
-0.015
-0.101%
 
ITUB
13.885
-0.095
-0.680%
 
JCI
38.98
-0.59
-1.49%
 
LFL
12.47
+0.2
+1.63%
 
LNG
44.38
+0.46
+1.0476%
 
LUX
60.9
+0.25
+0.41%
 
MIDD
121.81
+0.43
+0.35%
 
MON
119.41
+0.29
+0.24%
 
NJDCY
30.77
+0.35
+1.15%
 
PEP
114.49
-0.5
-0.43%
 
POT
19.345
+0.155
+0.808%
 
PXD
137.03
+0.03
+0.02%
 
PYPL
63.765
+0.845
+1.343%
 
RYN
28.505
+0.035
+0.123%
 
SLB
68.075
+0.205
+0.302%
 
SPWR
8.355
-0.095
-1.124%
 
TCEHY
44.21
-0.48
-1.07%
 
TS
29.05
0.00
0.00%
 
VALE
10.77
-0.14
-1.28%
 

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

NASDAQ
6460.914
+6.275
+0.0972%
 
S&P500
2507.11
+3.24
+0.13%
 
NYSE
12135.925
+24.475
+0.202%
 
COH
40.42
-0.05
-0.12%
 
GE
24.2
-0.26
-1.06%
 
HP
49.13
-1.04
-2.07%
 
ING
18.195
+0.065
+0.359%
 
KMI
19.549
+0.159
+0.820%
 
OKS
51.07
+0.32
+0.63%
 
PFXF
20.086
+0.016
+0.0807%
 
QCOM
52.287
+0.037
+0.0700%
 
SDRL
0.347
+0.068
+24.373%
 
TRGP
47.462
+0.232
+0.4918%
 
VZ
49.245
+1.155
+2.402%
 
WBK
25.43
+0.15
+0.59%
 
WES
51.08
-0.38
-0.74%
 
XOM
80.22
+0.13
+0.16%
 
NASDAQ
6460.914
+6.275
+0.0972%
 
S&P500
2507.11
+3.24
+0.13%
 
NYSE
12135.925
+24.475
+0.202%
 
COH
40.42
-0.05
-0.12%
 
GE
24.2
-0.26
-1.06%
 
HP
49.13
-1.04
-2.07%
 
ING
18.195
+0.065
+0.359%
 
KMI
19.549
+0.159
+0.820%
 
OKS
51.07
+0.32
+0.63%
 
PFXF
20.086
+0.016
+0.0807%
 
QCOM
52.287
+0.037
+0.0700%
 
SDRL
0.347
+0.068
+24.373%
 
TRGP
47.462
+0.232
+0.4918%
 
VZ
49.245
+1.155
+2.402%
 
WBK
25.43
+0.15
+0.59%
 
WES
51.08
-0.38
-0.74%
 
XOM
80.22
+0.13
+0.16%
 
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Here we go again: Oil supply and demand “near” to balancing

Here we go again: Oil supply and demand “near” to balancing

If you think you’ve heard this before, you’re absolutely right. Nonetheless, oil rallied today on a forecast from the International Energy Agency that oil stockpiles in developed countries could hit or fall below their five-year average “very soon.” West Texas Intermediate, the U.S. crude benchmark, closed up 2.2% to $49.30 a barrel. That brings us back near to the $50 level that has defined the top of the range in oil prices for much of 2017. (The high for West Texas Intermediate in 2017 is $54.45 a barrel back on February 23.) 

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Time to move on from trading SDRL

Time to move on from trading SDRL

Seadrill (SDRL) was scheduled to file for a pre-packaged bankruptcy today.  When it didn’t, the shares soared. Before finishing the day up 17.46%–a 3 cents a share gain to 23 cents–the stock was up as much as 31.17% as of noon in New York. If you’ve been trading Seadrill shares, as I have, as the company moves toward bankruptcy, in an effort to recoup at least some of the losses from the collapse of this stock in the rout in the deep-sea drilling sector, I think it’s now time to move on. There might be one more move left in the stock. Maybe something akin to the story that a Chinese company was going to buy the driller that drove the shares up 43% in the week that ended on September 1. But I doubt it.

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Financials continue to rally in wake of reports of less damage than expected in Florida from Irma

Financials continue to rally in wake of reports of less damage than expected in Florida from Irma

Yesterday forecasts of lower than expected damage from Hurricane Irma were enough to light a fire under shares of insurance companies, the Financial Select Sector SPDR and the market as a whole. Today even a warning from Citigroup that trading revenue would fall 15% in the third quarter has been enough to derail the upward trend in financials.

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Adding a gold ETF on today’s drop in the metal on hurricane, North Korea relief

Adding a gold ETF on today’s drop in the metal on hurricane, North Korea relief

I’m adding the SPDR Gold Shares ETF (GLD) to my Jubak Picks and Volatility portfolios today. Gold has sold off today with worries over a new missile test from North Korea in abeyance. And with traders relieved–and apparently surprised–to discover that Hurricane Irma didn’t wash Florida out to sea over the weekend. As I have noted over the last few days the likelihood is that the U.S. dollar will continue to weaken for the rest of 2017–if not longer.

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Nothing but good news for markets from European Central Bank today

Nothing but good news for markets from European Central Bank today

At today’s meeting the European Central Bank announced that it would leave interest rates in negative territory and continue to buy debt assets at the current monthly rate. In his post-meeting press conference ECB president Mario Draghi noted that despite an increase in economic growth in the EuroZone to 2.3% year over year in the second quarter, the bank has yet to see a sustained increase in the rate of inflation that would lead to a change in policy.

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Two typhoons don’t dent casino revenue growth in Macao

Two typhoons don’t dent casino revenue growth in Macao

Casino revenue in Macao climbed by a year over year 20% in August, marking a 13th consecutive month of growth–despite two typhoons the left half of the city without power and water for as many as four days. Shares of MGM Resorts International (MGM), which is due to open a new casino on the Cotai Strip at the end of 2017, are up 10.84% from August 17 to 3 p.m. today, September 6.

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