August 14, 2019 @ 7:34 pm | Breaking News, Buy, GDX, IEF, Jubak Picks Portfolio |
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...
August 13, 2019 @ 7:57 pm | Breaking News, Jubak Picks Portfolio, NKTR, Volatility |
What we know about Nektar Therapeutics (NKTR) is pretty clear. On Thursday of last week, August 8, trading in shares of Nektar were halted on news from the company had manufacturing problems that resulted in some patients enrolled in the clinical trials for the...
August 9, 2019 @ 7:48 pm | Breaking News, Jubak Picks Portfolio, SEDG, Update |
Wednesday, August 7, SolarEdge Technologies (SEDG) reported second quarter revenue of $325 million, up 43% from the second quarter of 2018 and ahead of analyst projections of $315.5 million in revenue. Adjusted earnings rose 15% year over year to 94 cents a share,...
July 23, 2019 @ 6:59 pm | AAPL, AMZN, Breaking News, FB, GOOG |
According to the Wall Street Journal this afternoon, the Justice Department is opening a broad antitrust review into whether dominant technology firms are unlawfully stifling competition. “The new antitrust inquiry is the strongest signal yet of Attorney General...
July 22, 2019 @ 6:39 pm | Breaking News, Jubak Picks Portfolio, MSFT |
Technology stocks drove the market higher today in an expansion of last week’s subdued but important “Microsoft rally” on that company’s earnings. With earnings from Facebook (FB), Alphabet (GOOG), and Amazon (AMZN) on tap on Wednesday and...
July 12, 2019 @ 7:30 pm | Breaking News, Buy, Update, VGIT, VGSH, Volatility |
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...
July 11, 2019 @ 7:30 pm | Breaking News, Buy, CHL, Jubak Top 50 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...
July 10, 2019 @ 6:31 pm | AAPL, Breaking News, Jubak Top 50 Portfolio, You May Have Missed |
Think about it this way: The bulk of investors and traders believe that the Federal Reserve will cut interest rates at both the July 31 and September 18 central bank meetings. A significant minority believes that the Fed will deliver more than just two 25 basis point...
July 9, 2019 @ 7:17 pm | Breaking News, Jubak Top 50 Portfolio, PEP |
Before the open today, July 9, PepsiCo (PEP) announced second quarter earnings ahead of analyst expectations. But with the stock already up 21.69% for 2019 to date, the market shrugged. PepsiCo shares fell 0.62% at the close. PepsiCo has beaten analyst earnings...
July 8, 2019 @ 7:48 pm | Breaking News, Buy, DD, Jubak Top 50 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...
June 27, 2019 @ 8:15 pm | Breaking News, Buy, Jubak Picks Portfolio, PANW, Volatility |
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...
June 26, 2019 @ 7:58 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PXD, Volatility |
U.S. benchmark West Texas Intermediate crude is now up 10% for the week following on a 2.44% jump in price to $59.24 a barrel today. International benchmark Brent crude gained 1.94% to $66.31 a barrel. Continued tensions between the United States and Iran, of course,...
June 21, 2019 @ 7:49 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Update, You May Have Missed |
In my first three picks for my Special Report 10 Best Picks for the Next Six Months of 2019 on my subscription site JubakAM.com I’ve focused on index ETFs that, in my opinion, will ride the big trend of lower interest rates higher in 2019. In other words, these...
June 20, 2019 @ 6:29 pm | Breaking News, Jubak Picks Portfolio, Update, VMC, Volatility, You May Have Missed |
In the next 20 years spending on seawalls to protect communities could cost as much as the initial investment in the interstate highway system. Total spending to defend against rising ocean levels could run to $416 billion in the next 20 years, according to a report...
June 20, 2019 @ 6:21 pm | Breaking News, Jubak Picks Portfolio, VGSH |
Last night I made Vanguard Short Term Treasury ETF (VGSH) the No. 2 pick in my Special Report 10 Best Picks for the Next 6 Months of 2019 on my JubakAM.com subscription site. Today I’m adding it to my Jubak Picks Portfolio on all my sites. I’m calling this...
June 19, 2019 @ 7:01 pm | AAPL, Breaking News, Jubak Top 50 Portfolio |
President Donald Trump has argued that slapping higher tariffs on Chinese goods exported to the United States would bring jobs back to this country–if China didn’t agree to a new trade deal–as companies moved factories in order to avoid the higher...
June 13, 2019 @ 7:24 pm | Breaking News, Jubak Top 50 Portfolio, PXD, Volatility |
For the second time in a month two oil tankers came under attack in international waters near the strategic Strait of Hormuz. One ship, a Japanese-owned tanker carrying methanol, was apparently attacked by limpet bombs attached to its hull or by a mine. The second...
June 13, 2019 @ 7:12 pm | AAPL, Breaking News, Volatility, You May Have Missed |
Today Broadcom (AVGO) cut its annual sales forecast, saying that the U.S.-China trade war will wipe out the rebound in orders that it had predicted for the second half of 2019. Revenue at the chipmaker for fiscal 2019 will be $22.5 billion instead of the $24.5 billion...
June 12, 2019 @ 7:51 pm | Breaking News, Jubak Picks Portfolio, NKTR |
Shares of Nektar Therapeutics (NKTR) have been bumping along between $32 and $34 for two months now, but the company continues to take steps to prepare for the likely August approval of NKTR-181, a new non-addictive opioid. Nektar has formed Inheris Biopharma, a...
June 11, 2019 @ 7:30 pm | ALB, Breaking News, FQVLF, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO, SQM, Volatility |
I think the strong move in commodities stocks today has more to do with continued weakness in the U.S. dollar than it does with any renewed faith in growth in the global economy. After all the U.S.-China trade war doesn’t look any more settled today than it did...
June 10, 2019 @ 7:45 pm | Breaking News, CRM, Jubak Picks Portfolio |
Verizon (VZ), AT&T (T), Comcast (CMCSA) don’t want to be “dumb pipes” that supply Internet connections but that see the bulk of revenue from Internet customers go to the streaming companies that sell content to subscribers. So they’re in a...
June 6, 2019 @ 7:29 pm | Breaking News, IFNNY, Jubak Picks Portfolio, Update |
I added shares of Infineon (IFNNY) to my Jubak Picks Portfolio on May 7. The chip maker hasn’t exactly been tearing up the track since then, scoring a 26.59% loss. But on June 3 Infineon acquired another chip maker Cypress Semiconductor (CY) for $10.1 billion in...
June 3, 2019 @ 7:05 pm | Breaking News, Jubak Picks Portfolio, VGIT |
Today I sold the iShares MSCI Emerging Markets ETF (EEM) out of my Perfect 5 ETF Portfolio on my JubakAM.com and JugglingWithKnives.com subscription sites. And today I’m replacing it in that portfolio with the Vanguard Intermediate Term Treasury ETF (VGIT). Now...
June 3, 2019 @ 6:47 pm | Breaking News, EEM, Sell, Update |
In an ideal world, I would have finished my Special Report on the Crisis in Global Capitalism on my subscription JubakAM.com site by now so I could place this sell–and the coming buy of a Treasury ETF–in the context of that crisis. But this isn’t an...
May 23, 2019 @ 7:16 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, Sell, TPR, You May Have Missed |
This morning Wall Street is buzzing with talk that the U.S.-China trade war could stretch on to 2035. I think there’s just about no chance of that. But we aren’t looking at the quick resolution of the dispute that seemed possible just 10 days ago. And we...
May 22, 2019 @ 7:29 pm | Breaking News, Jubak Picks Portfolio, VMC |
President Donald Trump stormed out of a meeting with Democratic House Speaker Nancy Pelosi and Democratic Senate Minority Leader Chuck Schumer saying that he would not work with them on an infrastructure package (or other bipartisan legislation including an effort to...
May 20, 2019 @ 7:29 pm | Breaking News, GOOG, QCOM |
Call it a secondary effect of the U.S.-China trade war but it’s still clearly taking a bite out of the shares of U.S. chip makers today. Last week the Trump administration added sanctions on China’s Huawei Technologies that would prevent the company from buying U.S....
May 17, 2019 @ 7:29 pm | Breaking News, CSCO, Jubak Top 50 Portfolio, Update |
Yesterday, May 16, earnings from Cisco Systems (CSCO) and Wal-Mart (CSCO) before the open powered U.S. stocks higher to start the day.So what did Cisco say? (I reported on Wal-Mart in a post yesterday.) Cisco reported earnings per share of 78 cents for the...
May 16, 2019 @ 7:32 pm | Breaking News, Jubak Picks Portfolio, NVDA, Update |
Nvidia (NVDA) will report first quarter earnings today, May 16, after the close of New York markets. Wall Street is expecting the company to report earnings of 81 cents a share–which would be a drop of 60.5% year over year–on revenue of $2.195 billion, a...
May 14, 2019 @ 7:52 pm | Breaking News, Buy, DIS, Jubak Top 50 Portfolio, You May Have Missed |
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...