Apple is Pick #5 for my Special Report: It’s a Market Melt Up!! on my subscription JubakAM.com site (and for my Jubak Picks and Volatility portfolios)
It was sure hard to see a market melt up today, November 22. The Standard & Poor’s 500 was down 0.32% and the NASDAQ Composite fell 1.26%. Market leaders in the melt up rally like Applied Materials (AMAT) and Microsoft (MSFT) were down 1.65% and 0.96%,...
Adding copper miner Freeport to Jubak Picks Portfolio tomorrow
Commodities have soared on prospects for a post-coronavirus vaccine economic recovery. And copper is one of the best commodities to own in order to in the recovery of the global economy–and especially the growth in the Chinese economy–as the coronavirus...
Stock Pick of the Day: Acadia Pharmaceuticals (ACAD)
As I wrote in my previous post this morning, I like the upward momentum in the biotech sector resulting from the race for a coronavirus vaccine and treatment and the cash flows into the sector from investors and big drug companies such as Pfizer (PFE.) That has pushed...
Adding General Motors to my Jubak Picks Portfolio
Yesterday, December 16, I made General Motors (GM) Bargain Pick #7 in my Special Report: 12 Bargain Stocks Picks NOW. (That Special Report is available to subscribers to my JubakAm.Com paid site.) And I also added it to my Jubak Picks portfolio. On the bargain front,...
Service Master: Another global warming stock pick for my long-term 50 Stocks portfolio
There I was minding my own business reading “Invasive termites in a changing climate: A global perspective” by Grzegorz Buczkowski and Cleo Bertelsmeier (of Purdue University and University of Lausanne, respectively) Â when I got to the maps and a stock...
Riding the Popeye’s chicken sandwich higher; raising target price for Restaurant Brands International
Today I’m raising my target price for Restaurant Brands International (QSR) because I think the new Popeye’s chicken sandwich has legs. A social media storm has accompanied the introduction of a new chicken sandwich at Popeye’s to compete with...
Markets try to have it both ways in the morning and then throw in the towel on risk
This morning you could hear the gears whirring as Wall Street strategists tried to position their portfolios so they were hedged against U.S-China trade war risk but also positioned to catch any bounce on good news on the trade front and ahead of the September 18...
Sells from my subscription JubakAM.com Special Report Is Your Portfolio Ready for the Next Big One?
As you know from my recent marketing offers for my subscription site JubakAM.com, I’ve put together a Special Report on that site with 5 steps to get your portfolio ready for the big one. I’ve finally finished my complete list of sells in Step #2 of...
Step #1 (of 5) to get your portfolio ready for the Next Big One–Special Report update
Last night on my JubakAM.com subscription site I added Step #1 to my Special Report 5 Is Your Portfolio Ready for the Next Big? The post below is a cut and paste of the material I added to the Special Report. I’m posting it separately here to make it accessible...
Add Brazil to a growing list of economies in recession or near recession
Brazil’s central bank released a key gauge of economic activity today that signaled that it’s likely Brazil fell into recession in the second quarter. The country’s economy activity index, which is a proxy for gross domestic product, fell 0.13% in the...
Adding Tyson Foods as last of my 5 Value Picks Special Report–and adding to my 50 Stocks Portfolio
Today I’m making Tyson Foods (TSN) the fifth and final value pick in my Special Report 5 Value Stocks for a Market at an All-time High.That Special Report ran on my subscription JubakAM.com site. And I’m adding the shares to my long-term 50 Stocks...
Using softness to add more Treasury exposure to Volatility Portfolio–maybe you should be adding Treasuries too
Treasury prices have been a little weak over the last two weeks. As a consequence the Vanguard Intermediate Term Treasury ETF (VGIT) and the Vanguard Short Term Treasury ETF (VGSH), for example, have dropped from highs on June 25 of $66.03 and $60.94, respectively, to...
Adding China Mobile to my 50 Stocks Portfolio
Recently in my Special Report on Disrupted Sectors on the coming 5G disruption to the telecom and Internet space on my subscription JubakAM.com site, I noted that China would be relatively early to roll out 5G capacity and handsets and that because of that timing and...
Correction: I’m adding DuPont to my 50 Stocks (not Dividend) Portfolio
I’d be willing to be dollars to donuts that U.S. stocks won’t repeat their first half performance–up 17.4% on the Standard & Poor’s 500–in the second half of the year. It’s hard for me to find a catalyst that isn’t...
Adding Palo Alto Networks, #6 in my 10 Best Picks for the Rest of 2019 on JubakAM.com, to my Jubak Picks and Volatility Portfolios tomorrow
Today I made Palo Alto Networks (PANW) the sixth pick in my Special Report 10 Best Picks for the Rest of 2019 on my JubakAM.com subscription site. Tomorrow, June 28, I’ll add these shares to my Jubak Picks Portfolio and my Volatility Portfolio with a target...
I added Parsley Energy to my Jubak Picks Portfolio back on April 17–but neglected to post it to the portfolio
Back on April 17, I made Parsley Energy (PE) my first disruption in the oil sector pick in my Special Report on Disrupted Sectors on my JubakAM.com subscription site. I didn’t actually post that pick to the portfolio on all my sites, however, and this post,...
Adding Grupo Aeroportuario del PacÃfico to my Dividend Portfolio on Monday
Now that President Donald Trump’s tariff threat isn’t hanging over the Mexican economy (for the moment, anyway), I’m adding Grupo Aeroportuario del PacÃfico (PAC) to my Dividend Portfolio on Monday. The shares of Grupo Aeroportuario del Pacifico,...
Today it’s all trade war news all the time
Sometimes it’s better to just weigh the news rather than try to analyze it. And that certainly seems to fit today’s market action. Even though the major U.S. indexes managed slight gains as of the close today–the Standard & Poor’s 500, for...
Recent weakness good opportunity to pick up Disney for patient, long-term investors
Every so often the calendar and the movie release schedule give patient long-term investors a chance to buy Disney (DIS) on some mild weakness. That’s where we are now. The stock pulled back slightly after the company announced first quarter earnings on May 9 of...
Adding Parsley Energy to my Jubak Picks Portfolio
When I set out to research and write my recent Special Report Five Sector Facing Disruption That Could Crush Your Portfolio I wanted to focus on the “destruction” side of the process of “creative destruction” that makes up economic growth in...
Adding Digital Realty Trust to my Dividend Portfolio
On March 15 I added Digital Realty Trust (DLR) to my Special Report: 10 Stocks for an Earnings Recession on my subscription JubakAM.com site. With this post, I’m also adding Digital Realty to my Dividend Portfolio. For Digital Realty Trust (DLR), a REIT that...
Adding Wal-Mart to my Jubak Picks Portfolio
Today February 27 I’m adding Wal-Mart (WMT) to my Jubak Picks Portfolio and making it the sixth pick in my Special Report: 10 stocks for an earnings recession on my JubakAM.com subscription site. Only 25% of Wal-Mart’s revenue currently come from outside...
Adding Emerson Electric to my Jubak Picks Portfolio
One of my mother’s favorite sayings was “It’s an ill wind that blows nobody any good.” (Lest anyone get the erroneous impression that my mother was an optimist, I’d note that another of her favorites was “Every silver lining has a...
Buying this yen ETF for Jubak Picks to hedge market risk–and maybe gain 5% or so
Earlier today in a post “One consequence of change in Fed policy likely to be a weaker dollar” I noted that a number of Wall Street and big international banks have forecast a drop in the dollar as a result of the Fed’s decision to back off on...
Adding Intuitive Surgical to my long-term 50 Best Portfolio
Today, January 30, I added Intuitive Surgical (ISRG), one of my 10 Best Buys for After the Bear and an artificial intelligence pick from my Next 3 Big Things Special Report (both running on my subscription JubakAM.com site), to my long-term 50 Stocks Portfolio. The...
Buying Pfizer for my Dividend Portfolio
I’m going to take advantage of the selling in the market in general and in the drug sector in particular–on news of the asbestos liability at Johnson & Johnson and fears of the death of Obamacare (AKA the Affordable Care Act)–to buy Pfizer (PFE) in my Dividend...
Buying shares of small caps ETF for my Jubak Picks Portfolio today
In my Special Report “How to Protect Our Portfolio Without Selling Your Portfolio” (available to subscribers to my JubakAM.com site) I made the iShares Russell 2000 ETF (IWM) my third Portfolio Protection Pick. Today I’m adding it to my Jubak Picks...
Buy Salesforce My Newest Big Thing Stock for Jubak Picks Portfolio
My apologies that I didn’t get this post up last night but I had a short, strange, and very scary attack of vertigo at the end of my working day and missed that deadline. Everything seems to be fine today so here’s the post. When I added Salesforce.com...
Buying Naspers in my Jubak Picks Portfolio
As I wrote in my Special Report: “10 Picks for the Emerging Markets Bounce,” (on my subscription JubakAm.com site) I’m adding Naspers (NPSNY) to my Jubak Picks Portfolio. It’s unlikely that you know much about this South African Internet...Jim’s Daily Email Alerts:
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