Call it "nutritionals," or nutriceuticals" or whatever–but here's how to invest in the hottest market in food
Nobody can accuse these companies of thinking short-term. Along with its third quarter earnings report on October 7 PepsiCo (PEP) announced that it was creating a new Global Nutrition Group “to deliver breakthrough innovation in the areas of fruits and vegetables,...There's a U.S. oil boom–in North Dakota–and here's how to invest in it
It looks like the biggest winner from the boon in natural gas production from shale formations in the United States will be the U.S. onshore oil industry. Thanks to new techniques pioneered in the late 1970s to extract natural gas from tight shale formations from...Buy Abbott Laboratories (ABT)
At current prices I think you’re getting two of Abbott Laboratories (ABT) most interesting growth opportunities at a deep discount. Abbott is a good mainstream pharmaceutical company. Abbott’s blockbuster drugs include Humira (for rheumatoid and psoriatic arthritis:...Just what Citigroup doesn't need–more questions about its capital
Exactly how well capitalized is Citigroup (C)? That’s a question that the Financial Times raised on September 7. The answer, the paper reported, depends on not so much on who’s counting the beans, but on who’s deciding what beans count. At issue is something...China is creating bank capital out of thin air–and that's not good
You’ve got to give China’s most recent effort to increase the capital of China’s largest banks big points for chutzpah. That’s not exactly an endorsement for these banks as investments, however. Or of the soundness of China’s troubled banking system. On August 24...Here's how the tide is running in earnings season–and some ways to profit from the flow
We’re just a little bit more than a week into earnings season and already some themes have started to emerge from the numbers. Nothing definite. Call them “tendencies.” But I’m finding connections among the results—and the investor reaction to the results that will be...Apple–buy on the blip?
Well, actually on two blips. The first is the blip—cost to investors about $6.3 billion on a $6.93 a share drop in Apple (AAPL) shares on July 13—created by research from Consumer Reports that argues that the iPhone4 dropped call issues are the result of a hardware...Today's best guess is that Euro banks will need $55 to $125 billion in new capital after stress test
Every analyst on—and many off (including yours truly)—Wall Street is trying to put numbers to the results of the Euro Zone’s bank stress test. In recent days we’ve moved from opinions on which country’s banks will be hit hardest (See my post of yesterday, July 8,...Cloud computing is the future–here's how to buy a piece at a reasonable price
Psst! Mister. You wanna buy some cloud? Cloud computing that is. It is the wave of the future in the delivery of everything from computer software to media products to computer services. Market researcher The 451 Group estimates that revenue for infrastructure as a...The next rally won't be like the last one–here's how to make sure you find the next leaders
If the bull market that ended in 2000 the bear market that began in 2000, the bull market that began in 2003, the bear market that began in 2007, and the possible bull market that began in 2009 and that may or may not have ended in 2010 teach investors anything, it’s...Think China's bear market is a buying opportunity? Here's one way to tell when to get in
Have I got a China indicator for you. Like a lot of investors I think the selloff in Chinese stocks marks a buying opportunity—sometime in 2010. The Shanghai Composite Index is down 22% in 2010 and the market is deep into bear market territory. But that doesn’t mean...Want to tag along as the smart money buys bank shares? Here are three stocks stocks that fit the strategy
The “smart” money is buying U.S. bank stocks. William Ackerman, who runs hedge fund Pershing Square Capital Management, recently bought 150 million shares of Citigroup (C). John Paulson, the manager of hedge fund Paulson & Co., added 11% to his already huge...Update Cisco Systems (CSCO)
When I was a kid and I’d turn up my turn up my nose at a great present that wasn’t exactly what I wanted, my grandmother would say, What do you want, egg in your beer? Well, today, May 13, investors in Cisco Systems (CSCO) remind me of that little kid I was. They’ve...Apple has completely disrupted the technolgy sector: Can anybody else play this game?
It’s war. Full out war. Savage your former allies war. To the victor go the spoils war. To the death war. It’s Google (GOOG) against Hewlett Packard (HPQ) against Microsoft (MSFT) against Dell (DELL) against Lenovo (LNYGY) against HTC against Amazon.Com (AMZN)—and, of...
Buy Cummins (CMI)
Way back on April 20, I said that I’d like to add shares of Cummins (CMI) to Jubak’s Picks. Well, the stock ran away from me, I mean really ran, before I could get in a buy. Now thanks to the European debt crisis the shares have given up all that gain and a little bit...Sell Potash of Saskatchewan (POT)
So was that good news or bad news that Potash of Saskatchewan (POT) announced this morning, April 28? For the first quarter of 2010 the company reported earnings of $1.47 a share and revenue of $1.71 billion. Both numbers beat Wall Street projections of $1.32 per...Looking for tech stocks? Try the server market
The Great Recession created quite a backlog in the technology sector. The average corporate notebook computer is now four years old, according to Needham & Co., and the average corporate desktop is five years old. That catch-up market is huge. One reason I own...Sell Qualcomm (QCOM)
You’ll pardon me, I hope, if I’m nervous heading into Qualcomm’s (QCOM) earnings announcement for the second quarter of fiscal 2010 on Wednesday, April 21. Last quarter Qualcomm shares dropped 14.3%–or $6.72 a share–on January 28, the day after the company...Cheap money is the root of all financial bubbles–and it's still at work now
If you’d like to see somebody—lots of somebodies, if I had my wish–go to jail for their role in creating the lob al financial crisis, then $8 million looks cheap. That’s the budget for the Financial Crisis Investigation Commission. If, just for starters, some of...Palm is for sale–RIMM, Apple, and Google crush smart phone pioneer
Palm, a pioneer in what turned into the smart phone market, has hired Goldman Sachs and Qatalyst Partners to find a buyer, according to Bloomberg. Leading candidates, Bloomberg reports, are Taiwan’s HTC and China’s Lenovo Group (LNVGY). Lenovo recently repurchased its...Political passion and profitable investing don't mix
Turns out that it’s hard to invest profitably when you’re wearing political blinders. What counts in investing isn’t the world as you’d like it to be but the world as it is. Yesterday, on the day after the evening when Democrats in the House succeeded in passing the...With others cutting back on capital spending, ExxonMobil plans to spend more
ExxonMobil (XOM) goes its own way. Again. When oil prices were soaring in 2006 and 2007, ExxonMobil refused to get sucked into a race to see who could spend more on exploration. Now that everyone else is cutting back on capital budgets (and some companies such as...The one must-have number for successful long-term investing
How do you decide what to buy? I get the question a lot and I think it’s a good one. The answer depends on things like how long I’m planning to hold the stock, whether I see it as a value or a growth play, and where the momentum is in the market. If I’m looking for a...China's banks need to raise $90 billion in capital through 2011
That’s a bit of a headwind. This week China’s big state-controlled banks announced plans to raise $11 billion through stock and bond sales to meet new capital requirements set by the country’s bank regulators. For example, Bank of China (BACHY.PK) has announced plans...Buy Telkom Indonesia (TLK)
Telkom Indonesia (TLK), or Telekomunikasi Indonesia, is a complicated machine with all the parts, I think, moving together in the right direction. Let me explain. First, there’s the growth in Indonesia’s economy, which is forecast to show a 5.2% increase in GDP in...Honey, we bankrupted the kids!
Worried that the global financial crisis combined with the Great Recession in the United States has bankrupted not just ourselves but our kids and their kids? Good. You should be worried. Maybe then we’ll do something about the problem before it’s too late. First,...Update Taiwan Semiconductor (TSM)
Everything is working out exactly as I planned when I bought Taiwan Semiconductor Manufacturing (TSM) on October 20, 2009—with the small exception of the share price. When the company reported fourth quarter 2009 earnings on January 28, it confirmed the two major...Odds that this is a 10% correction (and not just 5%) rise as tech stocks sink
About a week ago, on January 22, I wrote a post called “So far this looks like just a correction” https://jubakpicks.com/2010/01/22/so-far-this-looks-like-just-a-correction/ I noted that the rally that began in March had been dotted with 5% corrections, but that we...When to buy
If this is a correction and if this is therefore a buying opportunity, how long do you wait? That’s the most asked question I’m seeing in the comment sections of the Jubak Picks today. My opinion? I think we’ve got more downside next week. And I’m going to explain why...Jim’s Daily Email Alerts:
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