Select Page

The return on my Jubak Picks Portfolio
from May 1997 through the end of 2014: 445%
ArrowCircle100

Stocks in Jim Jubak’s Portfolios:

ABT
42.29
+0.85
+2.05%
 
AGN
230.31
-0.49
-0.21%
 
ALV
106.8
+2.65
+2.54%
 
AMZN
837.31
+8.26
+1.00%
 
AUY
4.31
-0.12
-2.71%
 
BABA
105.79
+0.24
+0.23%
 
BG
59.23
+0.47
+0.80%
 
BGC
14.98
+0.37
+2.53%
 
BHP
34.65
+0.25
+0.73%
 
BMY
53.92
+0.05
+0.09%
 
CHK
6.27
+0.15
+2.45%
 
CMI
128.15
+3.89
+3.13%
 
CNI
65.4
+0.85
+1.32%
 
COF
71.83
+1.47
+2.09%
 
COH
36.56
+0.35
+0.97%
 
COP
43.47
-0.19
-0.44%
 
CSCO
31.72
+0.33
+1.05%
 
CX
7.94
-0.25
-3.05%
 
DE
85.35
+1.49
+1.78%
 
DXJR
23.94
+0.28
+1.18%
 
ENB
44.23
+0.39
+0.89%
 
EUM
23.85
-0.12
-0.50%
 
FCX
10.86
+0.17
+1.59%
 
FLR
51.32
+0.63
+1.24%
 
FLS
48.24
+0.91
+1.92%
 
GE
29.62
+0.09
+0.30%
 
GLW
23.65
+0.13
+0.55%
 
GOOG
777.29
+2.28
+0.29%
 
HAIN
35.58
+0.45
+1.28%
 
HDB
71.89
+0.66
+0.93%
 
IEF
111.88
-0.28
-0.25%
 
INCY
94.29
+2
+2.17%
 
INFY
15.78
-0.09
-0.57%
 
INTC
37.75
+0.43
+1.15%
 
IONS
36.64
+1.07
+3.01%
 
ITUB
10.94
+0.01
+0.09%
 
JCI
46.53
+0.62
+1.35%
 
JOY
27.74
+0.13
+0.47%
 
KMI
23.13
+0.37
+1.63%
 
LFL
8.12
+0.02
+0.25%
 
LNG
43.6
+0.23
+0.53%
 
LUX
47.82
-0.33
-0.69%
 
MGM
26.03
+0.18
+0.70%
 
MIDD
123.62
+0.31
+0.25%
 
MON
102.2
+0.41
+0.40%
 
MPC
40.59
+0.85
+2.14%
 
OGXI
0.507
+0.037
+7.872%
 
OKS
39.95
+0.47
+1.19%
 
PEP
108.77
+1.01
+0.94%
 
PFXF
20.745
0.00
0.00%
 
POT
16.32
+0.1
+0.62%
 
PXD
185.65
+0.29
+0.16%
 
QCOM
68.5
+1.05
+1.56%
 
RYN
26.54
+0.08
+0.30%
 
SDRL
2.37
-0.12
-4.82%
 
SFTBY
32.315
-0.435
-1.328%
 
SH
38.07
-0.29
-0.76%
 
SLB
78.64
+1.27
+1.64%
 
SPWR
8.92
-0.11
-1.22%
 
STO
16.8
+0.33
+2.00%
 
SWC
13.36
+0.46
+3.57%
 
SYNA
58.58
+3.53
+6.40%
 
SYT
87.6
-0.13
-0.15%
 
TS
28.4
+0.55
+1.97%
 
V
82.7
+0.78
+0.95%
 
VALE
5.5
-0.03
-0.54%
 
VZ
51.98
-0.14
-0.27%
 
WBK
22.74
+0.1
+0.44%
 
WES
55.05
+0.48
+0.88%
 
XOM
87.28
+0.82
+0.95%
 
XYL
52.45
+0.63
+1.22%
 
ABT
42.29
+0.85
+2.05%
 
AGN
230.31
-0.49
-0.21%
 
ALV
106.8
+2.65
+2.54%
 
AMZN
837.31
+8.26
+1.00%
 
AUY
4.31
-0.12
-2.71%
 
BABA
105.79
+0.24
+0.23%
 
BG
59.23
+0.47
+0.80%
 
BGC
14.98
+0.37
+2.53%
 
BHP
34.65
+0.25
+0.73%
 
BMY
53.92
+0.05
+0.09%
 
CHK
6.27
+0.15
+2.45%
 
CMI
128.15
+3.89
+3.13%
 
CNI
65.4
+0.85
+1.32%
 
COF
71.83
+1.47
+2.09%
 
COH
36.56
+0.35
+0.97%
 
COP
43.47
-0.19
-0.44%
 
CSCO
31.72
+0.33
+1.05%
 
CX
7.94
-0.25
-3.05%
 
DE
85.35
+1.49
+1.78%
 
DXJR
23.94
+0.28
+1.18%
 
ENB
44.23
+0.39
+0.89%
 
EUM
23.85
-0.12
-0.50%
 
FCX
10.86
+0.17
+1.59%
 
FLR
51.32
+0.63
+1.24%
 
FLS
48.24
+0.91
+1.92%
 
GE
29.62
+0.09
+0.30%
 
GLW
23.65
+0.13
+0.55%
 
GOOG
777.29
+2.28
+0.29%
 
HAIN
35.58
+0.45
+1.28%
 
HDB
71.89
+0.66
+0.93%
 
IEF
111.88
-0.28
-0.25%
 
INCY
94.29
+2
+2.17%
 
INFY
15.78
-0.09
-0.57%
 
INTC
37.75
+0.43
+1.15%
 
IONS
36.64
+1.07
+3.01%
 
ITUB
10.94
+0.01
+0.09%
 
JCI
46.53
+0.62
+1.35%
 
JOY
27.74
+0.13
+0.47%
 
KMI
23.13
+0.37
+1.63%
 
LFL
8.12
+0.02
+0.25%
 
LNG
43.6
+0.23
+0.53%
 
LUX
47.82
-0.33
-0.69%
 
MGM
26.03
+0.18
+0.70%
 
MIDD
123.62
+0.31
+0.25%
 
MON
102.2
+0.41
+0.40%
 
MPC
40.59
+0.85
+2.14%
 
OGXI
0.507
+0.037
+7.872%
 
OKS
39.95
+0.47
+1.19%
 
PEP
108.77
+1.01
+0.94%
 
PFXF
20.745
0.00
0.00%
 
POT
16.32
+0.1
+0.62%
 
PXD
185.65
+0.29
+0.16%
 
QCOM
68.5
+1.05
+1.56%
 
RYN
26.54
+0.08
+0.30%
 
SDRL
2.37
-0.12
-4.82%
 
SFTBY
32.315
-0.435
-1.328%
 
SH
38.07
-0.29
-0.76%
 
SLB
78.64
+1.27
+1.64%
 
SPWR
8.92
-0.11
-1.22%
 
STO
16.8
+0.33
+2.00%
 
SWC
13.36
+0.46
+3.57%
 
SYNA
58.58
+3.53
+6.40%
 
SYT
87.6
-0.13
-0.15%
 
TS
28.4
+0.55
+1.97%
 
V
82.7
+0.78
+0.95%
 
VALE
5.5
-0.03
-0.54%
 
VZ
51.98
-0.14
-0.27%
 
WBK
22.74
+0.1
+0.44%
 
WES
55.05
+0.48
+0.88%
 
XOM
87.28
+0.82
+0.95%
 
XYL
52.45
+0.63
+1.22%
 

Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Dividend Income Portfolio

Stocks that Pay You

Best in Business Award

Archives:

Follow me on Twitter:

Two acquisitions in a day: What is Allergan up to?

Two acquisitions in a day: What is Allergan up to?

Allergan (AGN), which I added to my Jubak’s Picks portfolio on July 30, 2015 on the strength of its Botox franchise, acquired two companies on September 20. Neither is in the Botox or cosmetic drugs space. Both, in fact, are companies developing drugs to address NASH–nonalcoholic steatohepatitis, one of a group of conditions called nonalcoholic fatty liver disease. Patients with NASH suffer inflammation and damage to the liver.

read more
What oil glut? Pioneer announces that it will add 5 rigs, increasing production by 13% to 17%

What oil glut? Pioneer announces that it will add 5 rigs, increasing production by 13% to 17%

Why would Pioneeer be interested in adding production during an oil glut? Because the Spraberry/Wolfcamp shale geology is so productive, among the most productive of U.S. oil shale geologies, that Pioneer can make a very substantial profit with oil at $46 a barrel (as currently) or even lower. The company calculates break-even costs for this shale geology at $39 a barrel with current technology

read more
Bristol-Myers gambled and lost on a quick expansion of cancer drug Opdivo’s market–but there’s still good upside in the shares

Bristol-Myers gambled and lost on a quick expansion of cancer drug Opdivo’s market–but there’s still good upside in the shares

Let’s be clear about what happened to Bristol-Myers Squibb (BMY) and its key immuno-oncology drug Opdivo on Friday, August 8, when the company announced that Opdivo had failed to demonstrate its efficacy in a trial for treating lung cancer. Opdivo didn’t fail as a drug. A Bristol-Myers go-for-broke marketing strategy suffered a huge blow. In effect the company gambled big that this trial would be able to massively expand Opdivo’s market ahead of tough competition and the gamble went bust.
You can see the go for broke gamble in the design of the drug trial.

read more
Looking for a tech stock for earnings season: Think Qualcomm

Looking for a tech stock for earnings season: Think Qualcomm

Going into the third quarter earnings season, Wall Street analysts had pegged the information technology sector of the Standard & Poor’s 500 as the only sector where estimates for the third quarter had climbed since June 30. That optimism on the sector has been backed up by reports from some smart phone sellers that sales of Apple’s (AAPL) new iPhone 7 and 7+ were running more strongly than expected. Add to that Intel’s improved guidance for the quarter and it looks like overweighting technology might be a good idea for the earnings reporting season that starts in October.

read more
Abbott looks to acquire its way out of a growth slump

Abbott looks to acquire its way out of a growth slump

Abbott Labs has a growth problem. Analysts forecast that revenue will growth by just 3% in 2016. Not exactly what you look for in a company whose stock trades at a trailing-twelve-month price to earnings ratio of 27.5. Actually the drug, device, and nutritionals company has several growth problems. For example, slow growth in the developing world has cut into growth in Abbott’s pediatrics and nutritional business.But maybe the biggest growth problem is in the company’s diagnostics business

read more
Intel raises third quarter guidance; now up 94% since I added it to my Dividend portfolio

Intel raises third quarter guidance; now up 94% since I added it to my Dividend portfolio

In new guidance today Intel raised its outlook for third quarter revenue to $15.6 billion, $300 million above previous guidance. The midpoint forecast for gross margin climbed to 63% versus the earlier midpoint forecast of 62%. The company is pointing to inventory replenishment in the supply chain and signs of improved demand for PCs.

read more

Jim’s Daily Email Alerts:

Every post from Jubak Picks straight to your mailbox. And they're free!

Get Even More Jim!

  • • More profiles of hot (and cold) sectors
  • • More strategies for profiting from volatility
  • • More about macro trends driving the market
  • • More on where the market is heading – short-, medium- and long-term – including a Saturday Night Quarterback look at the week ahead!

Subscribe now for a year for just $199

Topics:

  • Breaking News
  • Buy
  • Dividend Income Portfolio
  • Important Stuff
  • Jubak Picks 50 Portfolio
  • Jubak Picks Portfolio
  • Leading Indicators
  • Recent Buys
  • Sell
  • Stuff Jim Recommends
  • Update
  • Volatility
  • You May Have Missed

Keyword Tags

All Keyword Tags

Tag Cloud Widget powered by WP Tutor