September 12, 2024 @ 5:03 pm | Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio, SCCO |
China’s copper imports in August dropped by 12.3% from the previous year, preliminary official Chinese customs data showed on Tuesday, September 10. It’s yet another sign that the slowdown in Chinese economy is rippling out into the global economy. Copper...
November 2, 2023 @ 7:41 pm | Breaking News, GOLD, Jubak Picks Portfolio |
Yesterday, Thursday, November 2, Barrick Gold (GOLD) reported earnings of 24 cents a share for the company’s this quarter. That was ahead of the 21 cents a share consensus estimate among Wall Street analysts. In the third quarter of quarter of 2022, the company...
May 22, 2023 @ 7:31 pm | Breaking News |
Today I posted my two-hundred-and-seventy-sixth YouTube Video: Trend of the Week Gold with a Copper Kicker 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:...
November 30, 2022 @ 6:58 pm | Breaking News, Buy Hold Sell, Dividend Income Portfolio |
You have to do a fair amount of work in rearranging the dividend numbers for BHP (BHP) to understand why this diversified commodities producer made my list of safe dividend stocks paying 6% or more. (Subscribers to my paid JubakAM .com site got the whole list of 5.)...
May 9, 2022 @ 7:39 pm | Breaking News, FQVLF |
Good timing. With copper and nickel prices near all-time highs and fears that the rapid growth of production of battery-powered cars would result in a severe nickel shortage, on Sunday First Quantum Minerals (FQVLF) announced that it would expand it Kansanshi copper...
January 17, 2022 @ 9:54 pm | ALB, Breaking News, FQVLF, SCCO, SQM |
I’m starting up my videos again–this time using YouTube as a platform. My eighty-ninth YouTube video “Trend of the Week: A new commodity super cycle” went up today. Please watch and subscribe to my YouTube channel. And like my video....
August 17, 2021 @ 6:58 pm | Breaking News, Dividend Income Portfolio, Jubak Top 50 Portfolio |
On Monday the Chinese government reported that the country’s economy slowed more than expected in July. Retail sales were crimped by tough new virus restrictions introduced toward the end of the month to contain fresh outbreaks. Retail sales rose by 8.5% near...
June 24, 2021 @ 6:52 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Copper stocks have been moving steadily higher recently in anticipation of a turn in the eight week downward trend in the price of copper itself. Now the price of copper is showing some of the upward movement that the rally in copper stocks anticipated. For example,...
June 21, 2021 @ 7:36 pm | Breaking News |
To continue from my last post: Second, I think it’s just as important to recognize that even though the market is very slow and very reluctant to abandon a profitable long-tern macro story, it is very comfortable and indeed very adept at recognizing shorter term...
May 11, 2021 @ 7:11 pm | Breaking News, DE, SCCO |
Sure looks like a market struggling with rotations between growth and value stocks. One day the growth stocks sell off on fears of higher interest rates and rising inflation or something–and because after such a strong rally in the style growth stocks are very...
April 28, 2021 @ 8:01 pm | Breaking News, FCX, Jubak Picks Portfolio |
Copper has rallied–again–to a new 10-year high and that has taken Freeport McMoRan Copper and Gold to $39.53 today, April 28, as of 3:50 p.m.. That’s above my target price in my Jubak Picks Portfolio of $34. So today I’m selling this position....
February 3, 2021 @ 6:48 pm | Breaking News, FCX, Jubak Picks Portfolio |
Back on January 26 copper miner Freeport McMoRan (FCX) dropped sharply–down 6.5%–when the company lowered guidance for production in 2021. For 2021 Freeport McMoRan expects sales of 3.8 billion pounds of copper and 1.3 million ounces of gold. In October...
January 5, 2021 @ 5:49 pm | Breaking News, Buy, FCX, Jubak Picks Portfolio |
Commodities have soared on prospects for a post-coronavirus vaccine economic recovery. And copper is one of the best commodities to own in order to in the recovery of the global economy–and especially the growth in the Chinese economy–as the coronavirus...
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...
March 25, 2020 @ 7:20 pm | Breaking News, FQVLF, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)–that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new...
January 12, 2018 @ 7:53 pm | Breaking News, Buy, FCX, Jubak Picks Portfolio |
By this time I think you get the message: I like the trend in copper prices and copper stocks over the next five years. I’ve added copper producers South Copper (SCCO) to my long-term 50 Stocks Portfolio and First Quantum Minerals (FQVLF) to my volatility...
December 20, 2017 @ 7:15 pm | Breaking News, Buy, Jubak Top 50 Portfolio, SCCO |
Way back on August 17 I finished off a bullish story on the copper sector with the promise of some stock picks. My apologies: I left that string dangling. But today I’m using the third of my 12 Stock Picks of Christmas to add Southern Copper (SCCO) to my...