Please watch my new YouTube video: Quick Pick WEAT
My one-hundredth-and-thirty-sixth YouTube video “Quick Pick WEAT” went up today. I’m continuing my recent focus on wheat prices as they continue to rise. Higher wheat prices are the result of a perfect storm: the ongoing war in Ukraine, a blockade of...
Palo Alto Networks beats, raised guidance again, gains 10.7% in after-hours trading
I’m actually surprised that shares of cyber-security company Palo Alto Networks (PANW) rose only 10.7% in after-hours trading after the company reported adjusted fiscal third quarter earnings of $1.79 a share. That was ahead of the adjusted earnings of $1.68 a...
Selling a commodity ETN and replacing it with a commodity ETF in my Jubak Picks Portfolio
I expect volatility out of any position in commodities–especially in this economy with war raging in Ukraine and sanctions raining down on Russia. And I welcome the volatility–it’s what I buy commodities for right now–as long as I get paid for...
Please watch my new YouTube video: Quick Pick Invesco Agriculture ETF
My one-hundredth-and-thirty-seventh YouTube video “Quick Pick Invesco Agriculture ETF” went up today. My Quick Pick this week is the Invesco DB Agriculture ETF. If you follow me my JubakPicks.com and JubakAm.com sites, you’ll know I’ve been...
My candidates for gains tomorrow after some of today’s more mindless selling? Coke and Pepsi
Ok, the bad news on profit margins from Target (TGT) was a big deal. No argument. When you’re operating margin falls to 5.37% when Wall Street was projecting 9.5%, it’s a big deal. And after yesterday’s earnings miss from Walmart (WMT), it’s...
A day after bad news of an economic slowdown in China, officials talk up China’s Internet giants
Today, Tuesday May 17, China’s top economic official, Vice Premier Liu He, said that the government will support the development of digital economy companies and their public stock listings. The comments delivered after a symposium with the CEOs of some of the...
My 5 sells for Monday morning
I don’t know if Friday’s bounce will continue into the new week. I think the summer season is likely to be positive for revenue at many companies–travel, airlines, Las Vegas–but I don’t like the longer term fundamentals in the economy....
Adding PepsiCo to my Dividend Portfolio on payout increase and demonstrated pricing power
Last week PepsiCo (PEP) declared a quarterly dividend of $1.15 a share, up about 7% from $1.075 a share. That brings the dividend yield up to 2.7%, almost exactly Coca-Cola’s (KO) 2.72% yield. On the basis of that yield and the pricing power that the company...
Please watch my new YouTube video: Trend of the week Give ‘Em the Cash
My one-hundredth-and-thirty-second YouTube video “Trend of the Week Give “Em the Cash” went up today. So far, so good this earnings season: oil and natural gas producers are holding the line on capital spending on new production, as they promised,...
Please watch my new YouTube video: Trend of the Week China’s back!
My one-hundredth-and-ninth-eighth YouTube video “Trend of the Week China’s back!” went up today. At the end of last week, the Chinese government sent signals that it would make moves to stimulate the slowing economy amid widespread lockdowns, as well...
Natural gas prices soar–no summer slump in prices this year thanks to war in Ukraine
Normally at this time of year natural gas prices retreat and companies actually stash natural gas in storage for use during hurricane outages in the fall and winter heating season. Not this year, however. Today natural gas prices in the U.S. hit a new 18-year high. At...
Microsoft beats earnings estimates on cloud computing
On Tuesday, April 26, Microsoft (MSFT) reported net income of $16.73 billion or $2.22 share for the company’s fiscal third quarter. That was up from net income of $15.46 billion or $2.03 a share in the third quarter of fiscal 2021. Wall Street analysts had...
Visa’s earnings beat one more sign that post-Pandemic travel is back
After hours on Tuesday, April 26, Visa (V) reported earnings of $1.70 a share. That modestly beat analyst projections of $1.65 a share for the quarter. But it was a big jump from the $1.35 a share in the first quarter of 2021. Visa said payment volumes rose 17% and...
Microsoft beats earnings estimates on cloud computing
On Tuesday, April 26, Microsoft (MSFT) reported net income of $16.73 billion or $2.22 share for the company’s fiscal third quarter. That was up from net income of $15.46 billion or $2.03 a share in the third quarter of fiscal 2021. Wall Street analysts had...
Good enough earnings from Coke and Pepsi, adding both to additional portfolios
Neither company crushed Wall Street earnings expectations, but both reported good enough news in a very tough environment. I own PepsiCo in my long-term 50 Stocks Portfolio, where it was up 220.4% from my initial December 30, 2008 pick as of the close on April 26. I...
Please watch my new YouTube video: “Quick Pick Booking Holdings Update”
My one-hundredth-and-twenty-fourth YouTube video “Quick Pick Booking Holdings Update” went up today. Today I’m updating my Quick Pick from about a month ago to say that this last week’s earnings report from Delta (DAL) plus optimistic forecasts...
Buying Booking Holdings in my Jubak Picks Portfolio tomorrow, April 22.
Just a quick bookkeeping post. In my Quick Pick video Update just posted, I noted that I would be buying shares of travel booking global marketshare leader (or co-leader) Booking Holdings (BKNG) tomorrow, Friday, April 22 in my Jubak Picks Portfolio. I’m setting...
Please watch my new YouTube video: “Time to buy oil on the dip”
My one-hundredth-and -nineteenth YouTube video “Time to buy oil on the dip” went up today. We’ve had a pretty good dip over the last few days in oil prices. I think that comes from a trading pullback from a quick run-up in prices, as well as optimism...
Tesla to split so it’s time to buy Costco
Tesla (TSLA) announced today that it will ask shareholders for permission to split its stock. No news yet on what the ratio of the split will be, but on the news shares of Tesla were up 8.03% at the close today, March 28, to $1,091.84. That split comes on the heels of...
Please watch my new YouTube video: Quick Pick Agricultural Commodity ETN JJA
I’m starting up my video again–this time using YouTube as a platform. My one-hundredth-and fifteenth YouTube video “Quick Pick Agricultural Commodity ETN JJA” went up today. This week’s Quick Pick is an ETN that tracks agricultural...
Bad news from China for the global food crunch–add to positions in the DJP Bloomberg Commodity ETN
How does the lyric go (as sung by Albert King)? “If it wasn’t for bad luck, I would have no luck at all.” Maybe that song written by Booker T. Jones and William Bell should be the theme song for the global food market right now. This month...
Australia ban on alumina shipments to Russia keeps aluminum rally hot–raising my target price on Alcoa
Shares of Alcoa (AA) took a breather today, March 22, from their torrid run. At the close Alcoa was down 0.89% But I think the stock will go higher from here. On Sunday Australia banned alumina shipments to Russia in response to the Russian invasion of Ukraine. The...
Airline stocks take another whack on fears that higher jet fuel prices will require many to sell stock to raise capital
As far as I’ve been able to discover, it was a research note from Wolfe Research that began the negative “rethink.” Wolfe forecast that the airlines including United Airlines (UAL) and American Airlines (AAL) were burning cash so fast because of the...
Putin strikes back at Western sanctions; stock market expects more as cybersecurity stocks soar (and I’m adding SentinelOne to my Jubak Picks Portfolio today)
You didn’t expect Russian President Vladimir Putin to just shrug at Western sanctions that now include theU.S. Treasury clamping serious restrictions on Russia’s central bank, did you? Putin has banned all Russian residents from transferring hard currency...
I’m adding Alcoa to my Jubak Picks Portfolio as a hedge against Ukraine risk and as a commodity boom play
Today I’m adding shares of Alcoa (AA) to my Jubak Picks Portfolio. At 3:10 p.m. today, February 18, the shares were up 2.01% on the day. My target price for the shares is $93. The pick is a short-term hedge against sanctions against Russia if the Ukraine/Russia...
Please watch my new YouTube video : Steady vs. hot hands
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth-and second YouTube video “Strong vs. hot hands” went up today. Hello there! Today I’m looking at a few stocks that exemplify what most experienced...
Generac pops after earnings and guidance for 2022
Shares of Generac Holdings (GNRC), a maker of backup power systems, are up 14.05% at 3:45 p.m. New York time today, February 16, after the company reported fourth quarter earnings of $2.51 a share after the market close on Tuesday. Revenue hit $1.06 billion. Wall...
Disney beats on revenue, earnings–and new streaming subscribers
So much for fears the Disney (DIS) would follow the disappointing course plotted by Netflix (NFLX) and report disappointing numbers for new subscriptions to its Disney Plus streaming service. For the December quarter, the company’s first quarter of fiscal 2022,...
Please watch my new YouTube video: QuickPick Xylem (Update)
I’m starting up my videos again–this time using YouTube as a platform. My ninety-seventh YouTube video “QuickPick Xylem Update” went up today. (Xylem is a member of my Jubak Picks Portfolio. The position is up 250% since inception on September...Jim’s Daily Email Alerts:
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