Adding Vulcan Materials, first Global Warming pick, to 50 Stocks Portfolio
Today I made Vulcan Materials (VMC) my first pick in my Special Report: Is Your Portfolio Ready for Global Warming and I’m also adding the shares to my long-term 50 Stocks portfolio. As the most recent hurricanes have confirm, the Southeastern United States is...
Putting gold back into the 50 Stocks Portfolio with Randgold Resources
My criteria for adding a gold stock to my long-term 50 Stocks portfolio have been reasonably consistent over the years: I’ve looked for a gold miner that was growing gold production and reducing production costs. Up until my latest revision of this portfolio in...
Time to add China Southern Airlines to my 50 Stocks Portfolio
I’ve been looking to add shares of China Southern Airlines (ZNH) to my long-term 50 Stocks ever since I saw the newest list of the world’s 20 busiest airports from the Airports Council International on April 6. Atlanta’s Hartsfield-Jackson...
Adding Nidec (NJDCY) to my long-term 50 stocks portfolio
Back on July 11 I wrote a Sector Monday post on the robotics sector on my subscription site JubakAM.com. I’ve already added Fanuc (FANUY) to my long-term 50 Stocks portfolio. And tomorrow with this post I will be adding Nidec (NJDCY) to that same long-term...
Where will the next new device, the one after the smartphone, come from? Look inside Apple’s iPhone 7 for the answer
Today, I’m going to tell you why Apple’s (AAPL) iPhone 7 is way ahead in the race to build the next new device, the one that comes after the smartphone as it now exists. I think that leading position means you should add Apple stock to your long-term...
We’re all shocked to discover accounting problems at Alibaba
Update May 31. Near the end of Casablanca, Vichy French Captain Louis Renault shuts down Rick’s Cafe saying, “I’m shocked, shocked, to discover gambling is going on in here.” At that point one of Rick’s employees steps up to the captain and, handing him a bundle of...
Hike in my target price for MGM Resorts today
Update June 1. If you look REAL hard I think you can see signs of a bottom in the Macao gaming market. Which would be good news for MGM Resorts International (MGM) and the planned first quarter 2017 opening of the MGM Cotai. (That casino/hotel would increase MGM...
Sell Hi-Crush on today’s huge surge
Talk about slipping through the window just as it slides shut. At the beginning of May master limited partnership Hi-Crush Partners (HCLP) closed a $43.8 million public offering for 6 million units. Today, the units of this miner and distributor of fracking sand for...
Softbank clears the decks by paying down (some) debt
Update June 7. Softbank (SFTBY) continues to pay down debt. The Japan-based telecommunications and Internet venture capital investor plans to sell part of its stake in Alibaba (BABA) for $10 billion, and its shares in GungHo Online Entertainment, a Tokyo game...Raising target price on Bristol-Myers
Update June 6. The spring/summer meeting of the American Society of Clinical Oncology is the occasion of the year for drug companies reporting new research on cancer treatments. This year Bristol-Myers Squibb (BMY) has had a great meeting with a research report...Adding Autoliv to my Jubak Picks portfolio as earnings report confirms growth story
When back on March 29 I gave a thumbs up to Autoliv (ALV) in a post on my subscription JubakAM.com site as a pick for the increasing automaker emphasis upon safety and driver-assisted or autonomous driving systems, I said I’d like to wait until after the company’s...Buy ProShares Short Emerging Markets ETF
The plunge in developed market bank stocks–the U.S. KBW Bank Index moved into bear market territory today–is bringing intensified attention to the debt bubble in China. The problem isn’t new–some analysts and yours truly have flagged the huge build up in bad debt in...Jim’s Daily Email Alerts:
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