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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%

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2016:
21.5%

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2016:
26.8%

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Nektar soared today on cancer drug data–but remember that new opioid? That’s why I say “Buy” in Jubak Picks even after this run

Nektar soared today on cancer drug data–but remember that new opioid? That’s why I say “Buy” in Jubak Picks even after this run

Nektar Therapeutics (NKTR) shares finished the day up 14.15% on fairly preliminary, but very important data from the trials of the company’s lead cancer drug. Those results go a long way to validating the company’s entire pipeline of drug candidates to treat cancer by boosting the body’s own immune system to fight tumors. (For more on that news see my earlier post on my subscription sites JubakAm.com and Juggling with Knives.) Perhaps over shadowed by that news, the company also reported significant movement on getting its new opioid, as effective as current opioids but much less addictive in trials to date, to the U.S. Food & Drug Administration, through the regulatory process on an expedited schedule, and to the market.

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Synaptics reports earnings: So how’s that transition going?

Synaptics reports earnings: So how’s that transition going?

Synaptics (SYNA) announced September quarter (first fiscal 2018 quarter) earnings after the market close on November 7. Earnings of $1.03 a share were 7 cents a share above the Wall Street consensus. Revenue climbed 8.1% year over year to $417 million against the $399 million Wall Street projection. The company issued guidance for the December quarter of $410 million to $450 million in revenue vs the Wall Street projection of $430 million. The stock was ahead a strong 8% in after hours trading on November 7 on the news.

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Alibaba plans to use Singles’ Day shopping frenzy to lock in market dominance for years

Alibaba plans to use Singles’ Day shopping frenzy to lock in market dominance for years

Alibaba (BABA) generated $1 billion in gross merchandise volume in just the first three minutes of the Singles’ Day shopping event in China today. By the end of two hours the sales volume was just shy of $12 billion. The company’s Alibaba Cloud unit processed 325,000 orders per second at the peak during the first hour. But this huge volume of sales on a holiday, started as a celebration for China’s unattached, isn’t the big story for Alibaba today.

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U.S. stocks “jittery” today on tax cut uncertainty

U.S. stocks “jittery” today on tax cut uncertainty

Jittery. That’s how I’d characterize action on U.S. stock markets today. As of just before 4 p.m., the Standard & Poor’s 500 stock index was off 0.32%. The NASDAQ Composite was lower by 0.56%. And the small cap Russell 2000 was down 0.46%. These aren’t huge declines but they do stand out in contrast to the steady gains the market has piled on in most days recently. The most obvious explanation is worry over the fate of the tax cuts in Congress

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Rebalancing portfolios In January 2018 looks like a smart response to the momentum and concentration of winners in 2017

Rebalancing portfolios In January 2018 looks like a smart response to the momentum and concentration of winners in 2017

You don’t have to do anything now–but come January 2018, if 2017 finishes the way I outlined in my last post on this momentum market and end of the year selling/window dressing I think rebalancing a portfolio will be a very smart way to begin 2018. Rebalancing–selling winning positions and adding to losing positions until all the holdings in a portfolio are equally weighted–will automatically take profits in the biggest winners of 2017 and redistribute some of that cash into stocks that have been sold down in 2017 but that look set to rebound in 2018.

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It’s not too early to think of end of the year window dressing by portfolio managers–it’s likely to decide which stocks move higher or lower over next month or two

It’s not too early to think of end of the year window dressing by portfolio managers–it’s likely to decide which stocks move higher or lower over next month or two

In a momentum market, which is what we have, you put money into the stocks that are riding the momentum upward.  An equally weighted index of Alphabet, Amazon, Apple, Facebook and Microsoft is up 42% in 2017. That holds true on the downside too. This market has taking the losers and crushing them some more. Bed Bath and Beyond is down 53% for the year.

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