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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
6047.61
-1.33
-0.02%
 
S&P500
2384.2
-4.57
-0.19%
 
NYSE
11536.08
-42.44
-0.37%
 
ACAD
34.33
+0.5
+1.48%
 
AGN
243.86
+0.81
+0.33%
 
ALV
100.19
-6.56
-6.15%
 
BABA
115.5
+0.07
+0.06%
 
BMY
56.05
+0.38
+0.68%
 
DHR
83.33
+0.42
+0.51%
 
DXJR
13.52
0.00
0.00%
 
EUM
21.7
-0.03
-0.16%
 
FANG
99.84
-0.61
-0.61%
 
HAIN
36.99
-0.68
-1.81%
 
HDB
79.61
-0.44
-0.55%
 
INCY
124.28
+0.11
+0.09%
 
IONS
48.19
+0.63
+1.32%
 
ITUB
12.3
+0.06
+0.49%
 
LNG
45.35
-0.05
-0.11%
 
MGM
30.71
-0.3
-0.97%
 
MPC
50.94
-0.08
-0.16%
 
OGXI
0.382
+0.002
+0.5526%
 
RSPP
38.05
+0.09
+0.24%
 
STO
16.43
+0.01
+0.06%
 
SYNA
54.77
+1.9
+3.59%
 
TRGP
55.13
-0.11
-0.20%
 
V
91.22
-0.38
-0.41%
 
XYL
51.41
-0.21
-0.41%
 
NASDAQ
6047.61
-1.33
-0.02%
 
S&P500
2384.2
-4.57
-0.19%
 
NYSE
11536.08
-42.44
-0.37%
 
ACAD
34.33
+0.5
+1.48%
 
AGN
243.86
+0.81
+0.33%
 
ALV
100.19
-6.56
-6.15%
 
BABA
115.5
+0.07
+0.06%
 
BMY
56.05
+0.38
+0.68%
 
DHR
83.33
+0.42
+0.51%
 
DXJR
13.52
0.00
0.00%
 
EUM
21.7
-0.03
-0.16%
 
FANG
99.84
-0.61
-0.61%
 
HAIN
36.99
-0.68
-1.81%
 
HDB
79.61
-0.44
-0.55%
 
INCY
124.28
+0.11
+0.09%
 
IONS
48.19
+0.63
+1.32%
 
ITUB
12.3
+0.06
+0.49%
 
LNG
45.35
-0.05
-0.11%
 
MGM
30.71
-0.3
-0.97%
 
MPC
50.94
-0.08
-0.16%
 
OGXI
0.382
+0.002
+0.5526%
 
RSPP
38.05
+0.09
+0.24%
 
STO
16.43
+0.01
+0.06%
 
SYNA
54.77
+1.9
+3.59%
 
TRGP
55.13
-0.11
-0.20%
 
V
91.22
-0.38
-0.41%
 
XYL
51.41
-0.21
-0.41%
 

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

NASDAQ
6047.61
-1.33
-0.02%
 
S&P500
2384.2
-4.57
-0.19%
 
NYSE
11536.08
-42.44
-0.37%
 
AAPL
143.65
-0.14
-0.10%
 
AGN
243.86
+0.81
+0.33%
 
ALB
108.91
+0.73
+0.67%
 
AMZN
924.99
+6.61
+0.72%
 
AUY
2.7
+0.07
+2.66%
 
BABA
115.5
+0.07
+0.06%
 
BG
79.03
+0.54
+0.69%
 
BGC
18
-0.7
-3.74%
 
BHP
35.6
+0.59
+1.69%
 
CHK
5.26
-0.03
-0.57%
 
CMI
150.94
-0.12
-0.08%
 
CNI
72.29
-0.02
-0.03%
 
COH
39.39
-0.43
-1.08%
 
CSCO
34.07
+0.32
+0.95%
 
CX
9.22
-0.01
-0.11%
 
DD
79.75
-0.38
-0.47%
 
DE
111.61
+0.43
+0.39%
 
EBAY
33.41
+0.35
+1.06%
 
ENB
41.45
-0.01
-0.02%
 
FB
150.25
+2.55
+1.73%
 
FCX
12.75
-0.26
-2.00%
 
FLR
51.32
-1.01
-1.93%
 
FLS
50.87
+0.09
+0.18%
 
GE
28.99
-0.09
-0.31%
 
GLW
28.85
-0.17
-0.59%
 
GOOG
905.96
+31.71
+3.63%
 
HDB
79.61
-0.44
-0.55%
 
INFY
14.56
-0.01
-0.07%
 
ITUB
12.3
+0.06
+0.49%
 
JCI
41.57
-0.59
-1.40%
 
LFL
12.67
-0.07
-0.55%
 
LNG
45.35
-0.05
-0.11%
 
LUX
57.8
-0.49
-0.84%
 
MIDD
136.13
-1.87
-1.36%
 
MON
116.61
+0.11
+0.09%
 
PEP
113.28
+0.64
+0.57%
 
POT
16.88
-0.14
-0.82%
 
PXD
172.99
+0.63
+0.37%
 
RYN
28.22
-0.39
-1.36%
 
SLB
72.59
-0.25
-0.34%
 
SPWR
6.94
-0.16
-2.25%
 
TCEHY
31.35
-0.11
-0.35%
 
TS
31.23
-0.5
-1.58%
 
VALE
8.58
+0.16
+1.90%
 
XOM
81.65
+0.39
+0.48%
 
NASDAQ
6047.61
-1.33
-0.02%
 
S&P500
2384.2
-4.57
-0.19%
 
NYSE
11536.08
-42.44
-0.37%
 
AAPL
143.65
-0.14
-0.10%
 
AGN
243.86
+0.81
+0.33%
 
ALB
108.91
+0.73
+0.67%
 
AMZN
924.99
+6.61
+0.72%
 
AUY
2.7
+0.07
+2.66%
 
BABA
115.5
+0.07
+0.06%
 
BG
79.03
+0.54
+0.69%
 
BGC
18
-0.7
-3.74%
 
BHP
35.6
+0.59
+1.69%
 
CHK
5.26
-0.03
-0.57%
 
CMI
150.94
-0.12
-0.08%
 
CNI
72.29
-0.02
-0.03%
 
COH
39.39
-0.43
-1.08%
 
CSCO
34.07
+0.32
+0.95%
 
CX
9.22
-0.01
-0.11%
 
DD
79.75
-0.38
-0.47%
 
DE
111.61
+0.43
+0.39%
 
EBAY
33.41
+0.35
+1.06%
 
ENB
41.45
-0.01
-0.02%
 
FB
150.25
+2.55
+1.73%
 
FCX
12.75
-0.26
-2.00%
 
FLR
51.32
-1.01
-1.93%
 
FLS
50.87
+0.09
+0.18%
 
GE
28.99
-0.09
-0.31%
 
GLW
28.85
-0.17
-0.59%
 
GOOG
905.96
+31.71
+3.63%
 
HDB
79.61
-0.44
-0.55%
 
INFY
14.56
-0.01
-0.07%
 
ITUB
12.3
+0.06
+0.49%
 
JCI
41.57
-0.59
-1.40%
 
LFL
12.67
-0.07
-0.55%
 
LNG
45.35
-0.05
-0.11%
 
LUX
57.8
-0.49
-0.84%
 
MIDD
136.13
-1.87
-1.36%
 
MON
116.61
+0.11
+0.09%
 
PEP
113.28
+0.64
+0.57%
 
POT
16.88
-0.14
-0.82%
 
PXD
172.99
+0.63
+0.37%
 
RYN
28.22
-0.39
-1.36%
 
SLB
72.59
-0.25
-0.34%
 
SPWR
6.94
-0.16
-2.25%
 
TCEHY
31.35
-0.11
-0.35%
 
TS
31.23
-0.5
-1.58%
 
VALE
8.58
+0.16
+1.90%
 
XOM
81.65
+0.39
+0.48%
 

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

NASDAQ
6047.61
-1.33
-0.02%
 
S&P500
2384.2
-4.57
-0.19%
 
NYSE
11536.08
-42.44
-0.37%
 
COH
39.39
-0.43
-1.08%
 
GE
28.99
-0.09
-0.31%
 
HP
60.64
-0.91
-1.48%
 
ING
16.28
+0.02
+0.12%
 
KMI
20.63
+0.01
+0.05%
 
OKS
51.46
-0.38
-0.73%
 
PFXF
20.17
-0.01
-0.05%
 
QCOM
53.74
+0.53
+1.00%
 
SDRL
0.69
+0.022
+3.3099%
 
TRGP
55.13
-0.11
-0.20%
 
VZ
45.91
-0.76
-1.63%
 
WBK
26.35
-0.07
-0.26%
 
WES
58.71
+0.05
+0.09%
 
XOM
81.65
+0.39
+0.48%
 
NASDAQ
6047.61
-1.33
-0.02%
 
S&P500
2384.2
-4.57
-0.19%
 
NYSE
11536.08
-42.44
-0.37%
 
COH
39.39
-0.43
-1.08%
 
GE
28.99
-0.09
-0.31%
 
HP
60.64
-0.91
-1.48%
 
ING
16.28
+0.02
+0.12%
 
KMI
20.63
+0.01
+0.05%
 
OKS
51.46
-0.38
-0.73%
 
PFXF
20.17
-0.01
-0.05%
 
QCOM
53.74
+0.53
+1.00%
 
SDRL
0.69
+0.022
+3.3099%
 
TRGP
55.13
-0.11
-0.20%
 
VZ
45.91
-0.76
-1.63%
 
WBK
26.35
-0.07
-0.26%
 
WES
58.71
+0.05
+0.09%
 
XOM
81.65
+0.39
+0.48%
 
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China’s markets are in the midst of a minor–so far–correction

China’s markets are in the midst of a minor–so far–correction

While financial markets have been celebrating the results of the French presidential election with a global risk on rally, Chinese markets have been going through a correction over the last week or so. Before the tiny move up today–on April 25 the Shanghai Composite index climbed 0.16%–Chinese markets had tumbled to erase $315 billion in stock market value in just six days. Bond yields had climbed to the highest level in nearly two years. (Bond prices fall when yields climb.) The Shanghai Composite was down 5% from the 15-month high it set on April 11 and the index’s retreat on Monday April 24 of 1.4% was the biggest drop since December 12 and the first decline of 1% or more in the last 80 trading days. That was the longest stretch without a 1% loss since 1992.

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Sell Bristol-Myers Squibb before Thursday’s earnings report

Sell Bristol-Myers Squibb before Thursday’s earnings report

I’m selling Bristol-Myers Squibb (BMY) out of my Jubak Picks portfolio ahead of Thursday’s report of first quarter earnings. I’m afraid that earnings will confirm what monthly sales reports from Bristol-Myers and competitors have outlined: That the company’s Opdivo cancer drug continues to lose market share among lung cancer treatments to drugs from Merck (MRK) and Roche Holding (RHHBY). That might not be a big deal–troubles with one drug, phfff–at another drug company or at another time, but Opdivo is critical to Bristol-Myers establishing the credibility of future growth with investors. Wall Street sees lung cancer as an estimated $10 billion to $15 billion market opportunity.

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Hello! The real economy comes calling this week

Hello! The real economy comes calling this week

Amidst all the guessing about what Congress and the President will do this week to head off a possible government shutdown when spending authorization ends on April 28–and all the speculation about how financial markets will react–we should remember that we get important data from the real economy on Friday, April 28 as well. At morning at 8:30 a.m. we get the initial estimate for GDP growth in the first quarter of 2017 from the Commerce Department. Everyone believes that growth will be weak in the quarter. The question is “How weak?”

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It’s all Washington, all the time this week as Congress slouches toward April 28 deadline

It’s all Washington, all the time this week as Congress slouches toward April 28 deadline

With the first round voting in the French presidential election out of the way, it will be all Congress (and the White House) all the time this week as the clock ticks down to a possible government shut down when spending authority runs out on April 28. The most likely outcome is a Congressional vote to extend the current spending authority under the December Continuing Resolution for another week or two. That would leave spending levels unchanged–not any faction’s first choice–but give Congress a little more time to work out a Continuing Resolution that would take the federal government through the end of the fiscal year on September 30. But even though I think that’s the most likely outcome this week, I’d be surprised if the week doesn’t bring chaos, confusion, acrimony, and finger-pointing.

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The White House is making it harder to put together a deal to keep the government’s doors open after April 28

The White House is making it harder to put together a deal to keep the government’s doors open after April 28

The April 28 deadline gets a day closer every day. And Congress doesn’t even resume meeting until Monday, April 24. Time you’d think would be of the essence. Yet the Trump administration continues to throw obstacles in the way of reaching a deal that would authorize the government to spend money on anything after the current Continuing Resolution expires on April 28.

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