Update Visa
Updated July 24, 2015. On July 23 Visa (V) reported fiscal year third quarter earnings of 62 cents a share (excluding one-time items), beating the Wall Street consensus of 58 cents a share. At $3.52 billion revenue for the period was up 11.4% year over year and ahead...
Exxon Mobil (XOM)
Normally I look for dividend yields above 4% or 5% for my dividend income portfolio. On this measure, Exxon Mobil (XOM) with its 3.35% yield isn’t exactly an astounding opportunity. But something out of a recent report from Goldman Sachs caught my eye: Exxon Mobile...
Visa
If you think of growth at Visa (V) and MasterCard (MA) in terms of business as usual, then even in a slow growth global economy where a company with a clear long-term growth trajectory should command a premium, these two stocks seem pricey. Using the current Wall...Ionis Pharmaceuticals
Shares of Ionis Pharmaceuticals (IONS) no longer look like a falling knife and I’m adding them to my Jubak’s Picks portfolio https://jubakpicks.com/the-jubak-picks/ . One of the biggest cancer conferences of the year—that of the American Society of Clinical...Finally some growth at stock pick Xylem
When Wall Street doesn’t expect much of any growth, a 3.1% year-to-year increase in revenue is reason for dancing in The Street. That’s what’s happening with shares of Xylem (XYL) today. As of 3:00 p.m. New York time the stock was up 3.22%. The catalyst? First quarter...More capital spending–more cash flow–for Targa Resources
Not that nothing else matters—the price of natural gas and natural gas liquids is important—but my theory is that at the moment, in the current cheap money environment, the crucial thing that investors in energy MLPs (master limited partnerships) need to know is...OncoGenex pops today on hopes for major cancer drug news tomorrow
Shares of biotech OncoGenex (OGXI) were up 8.9% today, March 10 at the close in New York. Why? Because March 10 is the day before March 11. The company is scheduled to report fourth quarter results on March 11 after the close of the New York market and speculation...
eBay (EBAY)
eBay (EBAY) has been a volatile stock since I added it to my Jubak Picks 50 long-term portfolio https://jubakpicks.com/jubak-picks-50/ on May 3. (For all of my annual changes to that portfolio see my post...Too early to buy except as a trade, but stock pick Yamana is doing what a gold miner should be doing now
It’s early in the transition of gold mining companies to the lower price of gold, but I think we can already stake out a few of the important differences among the mining companies. On this scorecard, I think Yamana Gold (AUY) is a good example of what you should be...Income investing stock pick Seadrill goes back to its normal dividend payout schedule this week
I’ve had a number of readers email me to ask, “What happened to Seadrill’s (SDRL) fourth quarter 2012 dividend? That dividend would normally have been paid out in January and it wasn’t. Now that the stock is about to go ex-dividend for its first quarter dividend, let...
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...ConocoPhillips (COP)
I added ConocoPhillips (COP) to my Dividend Income portfolio https://jubakpicks.com/jubak-dividend-income-portfolio/ on January 11 because what was then a relatively pessimistic view of growth in global economy had hit oil prices and thus the stocks of oil companies....
Buy NGLS
I added Targa Resources Partners (NGLS) to my Dividend Income portfolio https://jubakpicks.com/jubak-dividend-income-portfolio/ on January 11 because the units offer a really attractive potential for dividend growth and capital gains. The current dividend, at 6.81% on...
INTC
INTC posted on January 18, 2013 at 2:34 pm Edit This Print This Post intel When I added Intel (INTC) to my dividend income portfolio on January 11...
SeaDrill
When I posted my most recent update of my Dividend Income portfolio https://jubakpicks.com/2012/07/03/if-you-want-to-earn-more-dividend-income-youll-have-to-put-up-with-more-volatility-what-you-want-to-avoid-is-a-permanent-impairment-of-capital/ on July 3, I promised...Western Gas Partners
When I posted my most recent update of my Dividend Income portfolio https://jubakpicks.com/2012/07/03/if-you-want-to-earn-more-dividend-income-youll-have-to-put-up-with-more-volatility-what-you-want-to-avoid-is-a-permanent-impairment-of-capital/ on July 3, I promised...
General Electric (GE)
In my February 3 post https://jubakpicks.com/2012/02/03/looking-for-higher-dividend-yields-and-dividend-growth-here-are-three-picks/#more-8475 I added three stocks to my dividend income portfolio https://jubakpicks.com/jubak-dividend-income-portfolio/ and dropped...
Buy Yamana Gold (AUY)
Now that’s more like it. When I dropped Kinross Gold (KGC) from my long-term Jubak Picks 50 portfolio https://jubakpicks.com/jubak-picks-50/ on January 13 I said that what I wanted in a gold mining stock was a company with low production costs and rising production....Buy Pioneer Natural Resources (PXD) in my long-term Jubak Picks 50 portfolio
I added Pioneer Natural Resources to my long-term Jubak Picks 50 portfolio https://jubakpicks.com/jubak-picks-50/ on Friday, January 13 (https://jubakpicks.com/2012/01/13/10-stocks-for-10-years-2012-edition-my-annual-update-of-my-long-term-jubak-picks-50-portfolio/ )...
(Finally) why I added DuPont to my long-term portfolio back in January–and why I’d still buy it today
This isn’t your parents’ chemical company anymore. For example, EI du Pont de Nemours (DD), DuPont to its friends, got 28% of its sales in 2010 from its agriculture and nutrition segment. (That percentage will go up once DuPont integrates its acquisition of Danisco,...The happiness of "early" and the sadness of "too early": How to maximize your portfolio's happiness
There’s early. And then there’s too early. Early is buying Apple (AAPL) on October 6, 2008 at $98.14 and having to wait until March 2009—six months–before the stock moves up. And up. And up. On March 6, 2009 Apple closed at $85.30. A year later on March 5, 2010...Core U.S. inflation rate accelerates to normal
Two ways to look at this morning’s U.S. inflation data. First, the Consumer Price Index (CPI) came in above expectations with a 0.4% increase in January. Economists had expected a 0.3% increase, according to Briefing.com. That puts the headline inflation rate at an...Investing in water–it's hard but here are 8 stocks that do the job
China, the world’s largest wheat producer, is facing a severe drought in areas of the North China plain that account for 67% of the country’s wheat crop. China’s wheat production fell to 114.5 million tons in the 2010 harvest from 115.1 million tons a year earlier....Inflation edges higher in Brazil–and government budget cuts are just the minimum expected
In spite of a 0.5 percentage point increase in its benchmark Selic interest rate to 11.25% and an increase in bank reserve requirements in December, inflation in Brazil failed to slow in January. The IPCA index rose 0.83% for the month, increasing the annual inflation...USDA reports global wheat producer lower than expected–forget about inflation relief from falling food prices
This isn’t good news for anyone worried that soaring food prices are fueling global inflation. Today, February 9, the U.S. Department of Agriculture lowered its forecasts of global wheat inventories because of falling production in the Ukraine. Global stockpiles will...Buy Fluor (FLR)
Doing some catch up on this stock. I added Fluor (FLR) to the Jubak Picks 50 long-term portfolio https://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....For commodity profits follow the long cycles–here's how
The sky’s the limit. The sky is falling. In the short term pretty that much describes the behavior of commodity stocks. And it’s all too easy to get caught up on the drama of those short-term moves because the possible profits if you can outguess the market are all...Buy Baidu (BIDU)
Doing some catch up on this stock. I added Baidu (BIDU) to the Jubak Picks 50 long-term portfolio https://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....U.S. manufacturing growth accelerates: Will job growth follow?
Growth in the manufacturing sector of the U.S. economy, which has led the economic recovery, actually accelerated in January according to the ISM Manufacturing Index released yesterday February 1. This survey of attitudes among purchasing managers climbed to 60.8 in...Jim’s Daily Email Alerts:
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