November 20, 2020 @ 6:36 pm | Breaking News, Dividend Income Portfolio, DUK, NEE |
On the night of November 18, I made Duke Energy (DUK) my second pick in my Special Report: “Dividend Stocks that are beating the Risky Rockets” on my JubakAM.com subscription site. On November 19, I added these shares to my Dividend Portfolio. Duke Energy...
November 4, 2020 @ 7:27 pm | Breaking News, CVS, Dividend Income Portfolio |
On October 27 I made CVS Health (CVS) one of my “10 Stocks for a post coronavirus world” on my JubakAssetManagement.com subscription site and declared that it was the only one of the first group of five stocks that I’d buy now–even though the...
November 3, 2020 @ 6:12 pm | Breaking News, Jubak Top 50 Portfolio, NJDCY |
Can’t say Nidec (NJDCY) isn’t ambitious when it comes to expanding its share of the market for motors for electric vehicles in Europe, which has become along with China one of the world’s top markets for electric vehicles. The Japanese company, based...
October 26, 2020 @ 6:59 pm | Breaking News, IFNNY, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NJDCY, Volatility |
Autoliv (ALV) reported third quarter earnings per share of either $1.48 (non-GAAP) or $1.12 (GAAP). (GAAP is generally accepted accounting principles.) That consensus was $1.09 a share on Wall Street. Revenue of $2.04 billion was in line with expectations and up 0.5%...
October 22, 2020 @ 7:05 pm | Breaking News, DHR, Jubak Picks Portfolio |
Shares of Danaher (DHR) were up just 3.28% today. I say “just” because the company delivered a blow out earnings report today. Danaher reported adjusted earnings of $1.72 per share on $5.88 billion in sales for its third quarter. Analysts had expected...
October 21, 2020 @ 6:33 pm | Breaking News, Jubak Top 50 Portfolio, NVDA |
On October 15 I noted that the hike in revenue guidance from Taiwan Semiconductor Manufacturing (TSM) on huge demand for its chips in AI and gaming (among other sectors) was good news for gaming, AI, and data center leader Nvidia (NVDA.) And I hinted at buying shares...
October 20, 2020 @ 7:50 pm | Buy Hold Sell, ERIC, Jubak Picks Portfolio |
For the second quarter Ericsson (ERIC) reported a 43% positive earnings surprise. Could the company surprise again tomorrow? Analysts are looking for the company to report third quarter earnings on October 21 of 16 cents a share. That would be a huge improvement of...
October 16, 2020 @ 6:29 pm | Breaking News, Dividend Income Portfolio, PFE |
In a public letter Pfizer (PFE) CEO Albert Bourla wrote that the company hopes to have initial data from its Phase 3 clinical trail of a coronavirus vaccine by the end of October and that it will wait until the third week in November to file an emergency use...
October 15, 2020 @ 7:10 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM) reported earnings of 90 cents per American depositary receipt today on sales of $12.14 billion for the company’s September quarter. Net income climbed 36% year over year. Analysts had expected the company to earn 81...
October 14, 2020 @ 7:15 pm | Breaking News, Jubak Picks Portfolio, TWLO |
This is something of a catch up post. On October 5 I added Twilio (TWLO) to my Jubak Picks and Volatility portfolios. I announced that buy in a post on October 2 and then again in my Special Report: “Your Investing Guide for the Next 6 Dangerous Stock Market...
October 13, 2020 @ 6:27 pm | Breaking News, Dividend Income Portfolio, SCCO |
In my just completed Special Report: “Your Investment Guide for the Next 6 Dangerous Stock Market Months” on my JubakAM.Com site I wrote that I’d look to add some coronavirus recovery stocks to my portfolio during weakness in the November time...
October 9, 2020 @ 7:40 pm | Breaking News, EQNR |
Even as Hurricane Delta bears down on the Gulf Coast, oil prices fell today on news that oil workers in Norway had settled a strike that had shut down about 8% of the country’s production. The settlement will restore production at six fields already shut down by the...
October 2, 2020 @ 7:53 pm | Breaking News, Jubak Picks Portfolio, TWLO |
Twilio (TWLO), which makes cloud-based software, climbed 13% today after analysts raised price-target after Thursday’s investors day event. (For example Morgan Stanley raised its price garget for Twilio to $270 from $240. I would note the stock closed at $290...
October 1, 2020 @ 7:41 pm | AMZN, Breaking News, IFNNY, MSFT |
The economic news today was at best “not terrible.” Initial claims for unemployment for the week showed a job market recovery that has stalled. Treasury Secretary Steve Mnuchin and House Speaker Nancy Pelosi adjourned their talks for another day without...
September 25, 2020 @ 10:43 pm | ALB, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SQM |
On Wednesday, September 23, shares of Albemarle (ALB) and SQM (SQM), the two dominant lithium producers in the world, fell 11.56% and 11.82%, respectively, on an announcement at Tesla’s (TSLA) Battery Day that the electric car maker would start its own lithium...
September 23, 2020 @ 7:39 pm | Breaking News, ILMN, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
With the Standard & Poor’s 500 falling 2.37% at the close and the NASDAQ 100 down 3.16% for the day, shares of Illumina (ILMN) climbed 1.67%. Yesterday and today the selling of Illumina looks to have exhausted itself. The stock traded at $400.74 as recently...
September 17, 2020 @ 7:07 pm | Breaking News, ILMN, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Shares of Illumina (ILMN) dropped 8.44% today, September 16, on reports by both Reuters and Bloomberg that the genetic sequencing marketing leader is in talks to acquire Grail, a still private startup focused on blood tests for the early detection of cancer. I think...
September 15, 2020 @ 6:47 pm | AGEN, AMRS, Breaking News, Jubak Picks Portfolio |
Just want to make sure that everyone caught this sell decision that I made first on my subscription JubakAM.com website. I’m selling Agenus (AGEN) and Amyris (AMRS) out of both my Jubak Picks and Volatility portfolios. I added both stocks to these portfolios on...
September 1, 2020 @ 7:32 pm | Breaking News, BRK/B, Jubak Picks Portfolio |
Warren Buffet’s Berkshire Hathaway (BRK-B) hit the headlines yesterday on news that it had made a big buy in shares of Japanese trading companies. To me that looks like a typical Buffett value play on commodities and international trade at a time when the market...
August 28, 2020 @ 7:29 pm | Breaking News, Dividend Income Portfolio, PFE |
In Special Report: Meeting Your Retirement Challenge on my subscription site JubakAM.com, I suggested that when temporary factors created an opportunity to buy the shares of a solid, predictable, cash flow generating company, with a yield of 4% you should jump at the...
August 17, 2020 @ 7:43 pm | Breaking News, Dividend Income Portfolio, GOLD, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Shares of Barrick Gold (GOLD) are up 11.10% today to $29.99 as of 1:30 p.m. New York time on Monday, August 17. The continued climb in Barrick Gold shares comes on the strength of an ongoing rally in gold prices and news that broke on Friday that Warren...
August 11, 2020 @ 7:48 pm | AES, Breaking News, Dividend Income Portfolio |
Yesterday I named AES (AES) as my seventh pick in my Special Report: 10 Global Warming Stock Picks on my subscription JubakAM.com site. I also added the utility stock to my Dividend Portfolio on all three of my sites. Hence this post. I wrote: “Reducing...
August 5, 2020 @ 7:03 pm | AG, Breaking News, GDX, GLD, GOLD, Jubak Picks Portfolio |
We’ve been here before. With gold and silver we’re at that stage in a huge rally where Wall Street analysts rush to increase their target prices in order to keep ahead of the market and where the number of posts urging investors to get in now–And...
August 4, 2020 @ 7:24 pm | Breaking News, ERIC, Jubak Picks Portfolio |
Ericsson (ERIC) has been piling up the contract wins for 5G networks. That’s the future–which is why I’m recommending buying this ADR in my Jubak Picks Portfolio today. If you want to ride the transition to 5G telecommunications network, this is the...
August 3, 2020 @ 7:42 pm | Breaking News, GLD, GOLD, Jubak Picks Portfolio, Volatility, You May Have Missed |
Spot gold hit an all-time high today to close at $1991.40 an ounce. In July gold rose 11%, the most since 2012. And now even investors and traders who never own gold are looking at the metal and say, “Should I buy? Will it rally some more?” In my opinion...
July 23, 2020 @ 7:14 pm | Breaking News, Jubak Picks Portfolio, MSFT |
Shares of Microsoft (MSFT) were down 4.35% as of the close today in spite of the company’s strong beat of Wall Street projections for the company’s fiscal fourth quarter that ended on June 30. The company reported earnings of $1.46 a share, versus Wall...
July 20, 2020 @ 7:46 pm | Breaking News, Jubak Top 50 Portfolio, SCHW, You May Have Missed |
On Thursday, after the close of trading in New York, brokerage Charles Schwab (SCHW) reported net revenue of $2.4 billion for the second quarter, a 9% drop year over year and short of the $2.47 billion projected by Wall Street analysts. Non-GAAP adjusted earnings fell...
July 20, 2020 @ 7:02 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
This morning shares of Amazon (AMZN) burst higher out of the box, gaining 5.98% as of noon New York time. The catalyst, it appears, was a new target price from Goldman Sachs of $3800 a share, up from the previous target of $3000. The shares had closed at $2961.97 on...
July 14, 2020 @ 7:17 pm | Breaking News, Dividend Income Portfolio, HBI, Update |
Last time I visited Hanesbrands (HBI) on May 11 in my Dividend Portfolio it was down 37.66% from my February 21 pick. But it was worth holding on, I argued, for the hefty 6.69% dividend and an eventual turn in the share price. Well, today, July 14, the shares yield...
July 14, 2020 @ 7:12 pm | Breaking News, C, Volatility |
“I don’t think anybody should leave any bank earnings call this quarter simply feeling like the worst is absolutely behind us and it’s a rosy path ahead,” Citigroup (C) CEO Michael Corbat said this morning as he announced the bank’s second quarter earnings. “We...