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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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OPEC raises global oil demand forecast–and its projection for U.S. shale production

OPEC raises global oil demand forecast–and its projection for U.S. shale production

Good news for oil prices:  OPEC raised its forecast for global oil demand in 2021 by 2.3 million barrels a day above last year’s projection. It also raised its oil demand forecast in 2040 by 1.7 million barrels a day to about 111 million barrels.  Bad news for oil prices: OPEC also forecast that oil output from North American shale producers will hit 7.5 million barrels a day in 2021.

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Nothing like a purge in Saudi Arabia to send oil prices higher

Nothing like a purge in Saudi Arabia to send oil prices higher

It’s not so much that the anti-corruption crackdown launched by Saudi Crown Prince Mohammed bin Salman over the week signals any significant change in the kingdom’s oil policies. It’s just that any turmoil in Saudi Arabia sends oil traders scrambling to get long on the chance that events in the Middle East will upset oil markets. Oil prices hit their highest since July 2015 on Monday

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Johnson Controls moves closer–maybe–to breaking out of doldrums

Johnson Controls moves closer–maybe–to breaking out of doldrums

Johnson Controls, a member of my long-term 50 Stocks portfolio, hasn’t done much of anything for a year now. Over the last 12 months the shares are up just 0.66%. That performance isn’t surprising. The company just about completely remade itself in 2016 by spinning off its automotive interiors business and by merger with Ireland-based Tyco International in what has been called one of the most egregious examples of corporate tax avoidance since Constantine outsourced the Roman Empire to Byzantium. Frankly I don’t think investors have known what to do with the “new” company–and the bad taste left by the 2016 tax inversion ploy and the company’s continued problems in generating cash have given investors very few reasons to put in the homework necessary to figure it out. But I think Johnson Controls deserves a little bit of attention now

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Alibaba’s core business is going great; worries are at the investment margins

Alibaba’s core business is going great; worries are at the investment margins

Yesterday before the market opened in New York China’s e-commerce giant Alibaba (BABA) reported September quarter earnings of $1.29 a share (excluding one-time items.) That was 26 cents a share better than Wall Street projections. Revenue climbed 61% to $8.63 billion for the quarter, again ahead of projections (at $7.86 billion.) I think it’s safe to conclude from the report that there is absolutely nothing wrong with the company’s core business in China

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GM pours salt on Tesla’s wounds as the Chevy Bolt outsells Tesla’s electric models in October

GM pours salt on Tesla’s wounds as the Chevy Bolt outsells Tesla’s electric models in October

Once upon a time–way back on April 11, 2017–Tesla (TSLA) sported a market cap bigger than that of General Motors (GM). That’s no longer the case. As of today, November 1, the market puts Tesla’s value at $53.7 billion and that of General Motors at $61 billion. But that resurgence for GM isn’t the biggest surprise in the contest for the future of the auto market between the old guard and the newcomer. GM’s Chevy Bolt, launched in late 2016, recorded its best sales month ever in October with sales of 2,781 units.

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