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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

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

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,...

Update Johnson Controls (JCI)

Let me use Johnson Controls (JCI), which reported quarterly earnings on January 20, as another concrete example of how to think your way through what to do about individual stocks when the U.S. market seems to be looking for a 5% pullback and overseas markets have the...

Update Johnson Controls (JCI)

General Motors’ stock offering turned out to be so popular that it was massively oversubscribed and the company increased the share price for its initial public offering to $33 a share. Doing some back of the envelope calculations and making assumptions that the...

Update Johnson Controls (JCI)

Forget about the penny miss in quarterly earnings. Put a failure to increase guidance for the full year on the back burner. Wall Street seems to be nervous about the long-term direction of Johnson Controls (JCI). At a time when exposure to China is a worry rather than...

Update Johnson Controls (JCI)

Sure, Johnson Controls (JCI) beat Wall Street estimates by a huge 14 cents a share when it announced first quarter fiscal 2010 earnings before the stock market opened on January 22. But the big news, the news that had the stock up 4.5% for the day as of 2:30 in New...

Update Johnson Controls (JCI)

You certainly can’t say that Johnson Controls (JCI) has turned the corner. But it does look like the corner is in sight. Before the market opened on October 27 Johnson Controls reported earnings of 52 cents a share for the company’s fiscal fourth quarter of 2009. That...

Update Johnson Controls (JCI)

I’m actually surprised (and maybe a little disappointed since I’m still building my position in these shares) that Johnson Controls (JCI) fell only 2.4% after issuing disappointing guidance on October 13. The company told Wall Street analysts that it will...

Buy Johnson Controls (JCI)

The long-term future for Johnson Controls (JCI) is in batteries for hybrid and electric cars, and systems for building-wide energy efficiency. Not that the near-term future is so bad. What with the recovery, slow though it might be, in the global auto industry....