Please WatchMy New YouTube Video: Quick Pick Eli Lilly
Today I posted my two-hundred-and-ninety-first YouTube Video: Quick Pick Eli Lilly (LLY) Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my eBook, Your Best Investing Strategy for the Next 5 Years: Free download for...U.S. heat wave to expand–but it’s not just a U.S. problem
Heat advisories now stretch from northern Florida to southern New Mexico, and excessive-heat warnings have been issued for much of Texas and parts of New Mexico and Arizona and along the Gulf Coasts of Louisiana, Mississippi and Alabama. New Orleans is included in the...
Buying Zimmer Biomet for the long-term 50 Stocks Portfolio
I made Zimmer Biomet (ZBH) Pick #6 in my “10 Stocks for Your Core Portfolio.” Now I’m adding it to my long-term 50 Stocks Portfolio. Here’s what I wrote in that earlier post. “Core Portfolio Pick #6: Zimmer Biomet Holdings (ZBH). Seems...
Selling ConocoPhillips on increased Russian oil refinery production
My baseline assumption is that Russia will cheat on its promises to cut oil production whenever and wherever it can. The country is crushed between the need for more oil revenue to finance the war in Ukraine and falling oil prices. The one way out of that dilemma is...
My 10 stocks for a core portfolio–you’ll have to sign up as a member (it’s free) to read the post with all the “why’s” in the Jim’s Extra section of this site
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
Your 10 Best Stocks for a Core Portfolio–and the “Why” for each pick
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
Please Watch My New YouTube Video: Trend of the Week Should You Sell Nvidia?
Today I posted my two-hundred-and-eighty-first YouTube Video: Trend of the Week Should You Sell Nvidia? Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my eBook, Your Best Investing Strategy for the Next 5 Years: Free...
Please Watch My New YouTube Video: Trend of the Week The Pain is Spreading
Today I posted my two-hundred-and-sixty-seventh YouTube video: Trend of the Week The Pain is Spreading Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my eBook, Your Best Investing Strategy for the Next 5 Years: Free...
Microsoft soars on earnings, so I’m selling the shares I bought for my Volatility Portfolio on my subscription site (but keeping other positions)
Back on March 24, I added shares of Microsoft (MSFT) to my Volatility Portfolio on my subscription JubakAM.com site on the thinking that in a quarter when earnings were projected to be down for the Standard & Poor’s 500 as a whole, reliable technology...
Intuitive Surgical reports a surprisingly strong first quarter
Last week Intuitive Surgical (ISRG) surprised everybody, including, apparently, management. Intuitive Surgical’s first-quarter revenue grew 14% year-over-year to $1.7 billion. (Wall Street was expecting $1.6 billion.) Surgical procedures performed using the...
Watch My New YouTube Video: Quick Pick Newmont
Today I posted my two-hundred-and-sixty-third YouTube video: Quick Pick Newmont Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my eBook, Your Best Investing Strategy for the Next 5 Years: Free download for...
Selling Intel out of Jubak Picks to take profits ahead of PC sales weakness
I will sell Intel (INTC) out of my Jubak Picks Portfolio tomorrow, April 12. The position was up 14.55% as of the close on April 11 since I added it on February 8, 2023. Intel is set to report on April 27 and it will be an ugly quarter with Wall Street looking for a...
Rumors swirl around Pioneer Natural Resources again–this time that ExxonMobil is talking about an acquisition
The Wall Street Journal reported Friday, April 7, that Exxon Mobil (XOM) has held talks with Pioneer Natural Resources (PXD) about a possible acquisition. The Journal reported that Exxon also has discussed a potential acquisition with at least one other company as the...
Gold pushes toward all-time high
Gold for June delivery closed at 2039.00 an ounce on the Comex today. That’s not too far away from the all-time record high of $2,070 an ounce. The move above $2,000 an ounce and any breach of the record at $2070 could trigger a rally as traders short gold buy...
Oil rallies, finally
Oil rallied today, Monday, March 27, for the first time in, well, quite a while. Oil is likely to finish with a loss in March, for a fifth monthly drop. So today’s move, which saw West Texas Intermediate jump by almost 55, marked quite a shift in direction. You...
Please Watch My New YouTube Video: Quick Pick Apple (but not until it drops to $140 or so)
Today I posted my two-hundred-and-forty-sixth YouTube video: Quick Pick Apple Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my eBook, Your Best Investing Strategy for the Next 5 Years: Free download for subscribers...
From California confirmation that nuclear power–and uranium producer Cameco–has more life thanks to global warming
When I added Cameco (CCJ), the big Canadian uranium producer, to my Jubak Picks Portfolio on February 22, 2023, I argued that plans by China and India to burn more coal, despite a potentially catastrophic increase in global temperatures, meant that the world would...
Investors really don’t want Pioneer Natural Resources to acquire another producer
On Friday, shares of Pioneer Natural Resources (PXD) fell on a Bloomberg story reporting rumored talks between the Permian Basin oil shale producer and Appalachian natural gas producer Range Resources (RRC). On Monday shares of Pioneer rebounded as the company denied...
Please Watch My New YouTube Video: Quick Pick U.S. Natural Gas Fund
Today I posted my two-hundred-and-forty-first YouTube video: Quick Pick U.S. Natural Gas Fund Want to grow your portfolio and protect it too? In the toughest investing market in 40 years? Grab my new eBook, Your Best Investing Strategy for the Next 5 Years:...
Adding Pioneer Natural Resources to my Dividend Portfolio on 11% annual yield
Wednesday, February 22, Pioneer Natural Resources (PXD) reported better-than-expected adjusted earnings for the fourth quarter of 2022 while revenues came up short of Wall Street estimates. Revenue was still up 18% year-over-year to $5.1 billion. Fourth quarter net...
Intel cuts dividend by 66%, stock drops just 2.26% on the day
So it wasn’t much of a surprise to most investors–although some of us were hoping that Intel (INTC) would hold its dividend steady after a big bond offering in the last few weeks. But today Intel cuts its dividend by 66% to 12.5 cents a share from a prior...
Please Watch My New YouTube Video: Quick Pick Cameco
Today I posted my two-hundred-and-thirty-ninth YouTube video: Quick Pick Cameco Today’s Quick Pick: Cameco (NYSE: CCJ). I’m not a fan of nuclear power. Relying on an energy source that produces waste that will remain radioactive for thousands of years when...
Walmart’s caution a red flag on consumer spending: stocks fall today
Today, February 21, Walmart (WMT) reported s 76% year-over-year jump in earnings to $1.71 a share. Wall Street analysts had forecast earnings of $1.52 a share for the fourth quarter. Revenue rose 7.3% to $164 billion. Comparable store sales gained 8.3%. The company...
Wednesday’s rally in the market’s most speculative stocks is the last straw for me: I said I’d be a seller into any post-Fed rally–but what specifically would I be selling? Here are the 12 stocks I’d sell now
The rally on February 15 sure looked like a speculative blowout of the kind that often signals a market top. For me, it was the last straw and I’m selling into the rally. This post tells you what I’m selling and how I arrived at these decisions. But first,...
Adding Equinor as another energy play to my Jubak Picks Portfolio tomorrow
Today, Wednesday, February 8, Equinor (EQNR) reported a record $74.9 billion adjusted operating profit for 2022. That more than doubled the previous record. Fourth quarter adjusted earnings edged higher to $15.06 billion from $14.99 billion but easily topped the...
Please watch My New YouTube Video: Trend of the Week China Accelerates
Today I posted my two-hundred-and-thirty-third YouTube video: Trend of the Week China Accelerates This week’s Trend of the Week: China Accelerates. There is a horrific death toll in China as the country’s COVID policy changed dramatically, allowing COVID...
Please Watch My New YouTube Video: Quick Pick Intel
Today I posted my two-hundred-and-thirty-second YouTube video: Quick Pick Intel Today’s Quick Pick: Intel (NASDAQ: INTC). Intel’s revenue and earnings report last week was terrible. It was a classic kitchen sink quarter, where the company laid out all the...
General Motors reports record revenue in fourth quarter and big beat on earnings
General Motors (GM) shares are up 8.34% as of the close today after the company reported a huge jump in earnings for the fourth quarter and the full year. For the quarter the car company reported adjusted earnings per share of $2.12 versus an expected $1.69, and...
AbbVie raises dividend again–but only by 5%
Once a company has put in the time and money to make the Dividend Aristocrats list, the company isn’t likely to squander that investment just because a recession looms. To make the list–and garner a big chunk of cash from conservative dividend...Jim’s Daily Email Alerts:
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