Your 10 Best Stocks for a Core Portfolio–and the “Why” for each pick
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
Please Watch My New YouTube Video: Capital Cycles and Recession
Today I posted my two-hundred-and-third YouTube video. Today’s topic: Capital Cycles and Recession – they are not the same thing. When we talk about a recession, we’re largely talking about a consumer demand recession. Separately, there is a...
Please watch my new YouTube video: Trend of the Week Auto Supply Stocks
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth-and seventh YouTube video “Trend of the Week Auto Supply Stocks” went up today. Two big deals for auto suppliers have Wall Street excited! Last week,...
Please watch my new YouTube video: QuickPick Cummins Update
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth YouTube video “QuickPick Cummins Update” went up today. Welcome back to Quick Picks. I have another update this week, this time on Cummins (CMI), the maker...
So far it’s just a typical September slump
I found myself humming “I scare myself” this morning as the market continued its September selling. The Dan Hicks and the Hot Licks song pretty much sums up the market action this morning. We all know that stocks go down in September so we’re sending...
Stocks try another rotation again today–I’m not sure this one will stick with employment claims and August jobs report still due this week
At the close today, the Standard & Poor’s 500 was up another 1.54%. Putting this question at the top of many investors’ and traders’ minds: Is there any way to participate in this blow out rally without real adding an unacceptable amount of...
A summary of the changes to my Dividend Portfolio as a result of my Special Report 3 Ways to Higher Income in a Low Yield Desert
Back at the beginning of November I published a Special Report on my subscription JubakAM.com site that revised the Dividend Portfolio I track on all my sites. The changes in the portfolio were an attempt to respond to a changed environment for yield–what I...
Ya betta listen when Cummins talks business cycle
Some companies you listen to because their stocks themselves are good investments–and because of their insight into a big chunk of the economy and trends in the economy. For example, I pay attention to what Deere (DE) says in its quarterly earnings report...
Buying Cummins today for my Dividend Portfolio
In my on-going Special Report: 10 Best Stocks in 10 Sectors (running on my JubakAM.com subscription site) I laid out the case for buying Cummins (CMI) now a a dividend stock with the expectation that as the current depression over the share price of industrial...
The heavy truck market takes a another big step toward recovery–and that’s good for Cummins
North American orders for Class 8 heavy trucks jumped 62% year over year in September and analysts and economists are predicting that a strong U.S. economy will push orders even higher in the fourth quarter. Net orders for heavy trucks, the semis that haul freight on...
Cummins reports solid second quarter and shows progress in moving to electric truck market
I’m on vacation until September 7. I wrote this update on portfolio holding Cummins on August 22. Â On August 1 Cummins (CMI) reported second quarter earnings of $2.53 a share. That was 3 cents a share below Wall Street estimates. Revenue climbed 12% year over...
Sell CMI: After a 55% gain in 2016 Cummins no longer yields enough to stay in my Dividend portfolio
After a 55.3% gain in 2016, shares of Cummins (CMI) no longer pay enough to remain in my Dividend portfolio. The huge appreciation of 2016 means the stock now yields just 2.98% and in this portfolio I look for yields of 4% or more. (With 5% as the ideal–but hey...
Navistar/Volkswagen hookup no big deal for Cummins
Update September 12. When on September 6 Volkswagen announced that it would take a 16.6% stake in Navistar International (NAV) for $256 million, it sent competitors in the truck market slipping lower. Shares of Cummins (CMI) fell 2.6% from September 8 to September 9...
Trend toward tougher rules on emissions and fuel efficiency continues–with Cummins as a key beneficiary
Update August 17, 2016. New rules proposed by the Obama administration that would require up to a 25% reduction in carbon emissions from heavy-duty trucks over the next 10 years are good news in the long run for Cummins (CMI.) The proposed rules are 10% tougher than...
Cummins ups dividend to annual $4.10
Cummins (CMI) announced today that it would increase its dividend to a quarterly $1.025 from the previous $0.957 payable on September 1 to shareholders of record as of August 22. That brings the foreword dividend yield to 3.45% from today’s closing price of...
Buy Cummins (CMI) for my dividend portfolio
Cummins (CMI) is a cyclical that’s good at being a cyclical. Which is why I’ll be adding the stock to my JubakPicks Dividend Portfolio tomorrow. The shares closed today, October 12, at $111.98, down from the top of its 52-week range at $151 (and not too far off the...
Cummins (CMI)
When on April 30 Cummins (CMI) announced that the first quarter would mark the low point in revenue for 2013, markets ignored the news and instead focused on the company’s big first quarter earnings miss. (You have to admit missing by 37 cents a share and reporting a...Update Cummins (CMI)
Just goes to show you that Wall Street can find a problem in any earnings report—if analysts really want to. Before the market opened yesterday, February 1, Cummins (CMI) reported fourth quarter 2010 earnings of $1.84 a share (12 cents a share above an analyst...Update Cummins (CMI)
The heavy truck replacement cycle continues to play out exactly as Cummins (CMI) has outlined it over the last year. The pent-up demand created during the Great Recession when truck owners put off replacing aging trucks will turn into new orders as the economy...Update Cummins (CMI)
I’m starting to see a new pattern in third quarter earnings reports.  Now to see if it continues through the end of earnings season. What’s the potential pattern? Companies that announce great earnings but that still don’t measure up to Wall Street expectations. The...Update Cummins (CMI)
Right now, for this point in the economic recovery, I’d much, much rather own capital equipment stocks than consumer stocks. As I noted in my post on September 24, report on orders for durable goods, corporate customer are buying capital goods to expand and upgrade...Update Cummins (CMI)
Notice something about the U.S. economy? Consumer confidence is plunging like a stone—in July the consumer confidence index fell to 50.4. That’s down from the 54.3 (revised) reading for June and the lowest reading since February. But corporate customers are...Jim’s Daily Email Alerts:
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