January 22, 2018 @ 7:24 pm | BAC, Breaking News, Buy, Dividend Income Portfolio, You May Have Missed |
I’m adding shares of Bank of America (BAC) to my Dividend Portfolio today. The stock yields only 1.2% on trailing 12-month dividend payments so why am I adding it to a portfolio dedicated to beating the yield on the 10-year Treasury bond? Because Bank of America...
January 22, 2018 @ 7:13 pm | Breaking News, Dividend Income Portfolio, MCD, You May Have Missed |
I’ve become convinced that the best way to think about McDonald’s (MCD) and other established fast-food stocks is as cyclicals. Oh, not in the usual way where the fortunes of a company rise and fall with the cycles in the economy. No, I think the...
December 31, 2017 @ 5:49 pm | AMAT, Breaking News, Buy, Jubak Top 50 Portfolio |
All the work by Nvidia, Intel, Applied Micro Devices, and Alphabet that I described in my fourth day of Christmas stock pick post means lots of orders for the companies that make the machines that make the chips for new markets in artificial intelligence, data mining,...
December 29, 2017 @ 5:50 pm | Breaking News, Buy, Jubak Picks Portfolio, NVDA |
And what’s a colly bird and isn’t it “calling birds”? “Colly” derives from the Old English word for coal. So the song’s lyrics here call for four blackbirds. All the evidence I’ve seen argues that the use of “colly...
December 19, 2017 @ 6:51 pm | Breaking News, Jubak Picks Portfolio, NKTR |
No point in hoping that Nektar Therapeutics (NKTR) will match this year’s gain of 364% as of the close on December 18. But I think the stock could easily climb another 30% or more in 2018 as the company de-risks its very promising drug candidates in the opioid...
December 18, 2017 @ 6:35 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
I think 2018 will be the year that Amazon (AMZN) finally starts motoring on all cylinders. Not that the stock has done all that badly in 2017–up 56.5% year-to-date as of December 15–on its dominance of the e-commerce economy and it’s leading position...