Adding Ford to my Jubak Picks Portfolio
Today I made Ford (F) my fifth pick for a falling market in my Special Report: Five Picks and Five Hedges for a Falling Market on my JubakAM.com subscription site. Some of the logic of that pick is laid in n more detail in the Special Report. With momentum stocks...
Selling VanEck Vectors Low Carbon Energy ETF out of my Jubak Picks Portfolio on June 3
Back when I bought the VanEck Vectors Low Carbon Energy ETF (SMOG) for my Jubak Picks Portfolio on January 7, 2021, it looked like this ETF’s overweighting in shares of Tesla (TSLA) would be an advantage. After all, the shares of the maker of the world’s...
Disney drop in after-hours session after streaming subscriber number misses
Disney (DIS) shares tumbled by 3.64% in after-hours trading after the company reported fiscal second quarter numbers that beat Wall Street estimates on earnings but missed projections on revenue and on subscribers to the company’s Disney+ streaming service....
Two stock picks that are both growth and value to add to the Millennial Portfolio for long-term investors
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...
My pick for rising farm commodity prices is Deere; adding it to Jubak Picks Portfolio
Wheat prices hit new highs at $7.46 a bushel at the end of April. That the highest since February 2013. Corn climbed to a new eight year high. The day soybeans rose for a tenth straight session to reach on eight year high. When the prices of farm commodities climb,...
Selling Intuitive Surgical out of Jubak Picks as it holds above target price
A couple of posts ago, I said that I’d be looking to sell Intuitive Surgical (ISRG) out of my Jubak Picks Portfolio. The stock, added to this portfolio on February 15, 2021, had hit and then moved beyond my $860 a share target price after a stronger than...
Microsoft’s earnings report: When great isn’t good enough
Reporting after-hours today, April 27, Microsoft (MSFT) beat analyst expectations on revenue (reporting $41.7 billion versus a Wall Street forecast of $41.05 billion) and earnings per share (reporting $2.03 a share versus $1.78 a share.) And still shares fell by 2.62%...
Intuitive Surgical earnings surprise as recovery from pandemic faster than expected
Yesterday, April 20, after the market close Intuitive Surgical (ISRG) reported first quarter GAAP earnings of $3.51 a share, $1.47 a share above Wall Street estimates. Non-GAAP earnings of $3.52 were 89 cents a share above analyst expectations. Revenue for the quarter...
Microsoft buys Nuance to strengthen AI position
Microsoft (MSFT) will buy speech-recognition pioneer Nuance Communications (NUAN) for $19.6 billion in cash. The move will speed Microsoft’s ambitions in the healthcare digital record keeping market. Microsofts goal is to use voice recognition technology to...
Watch my new YouTube video: “3 picks for earnings season”
I’m starting up my videos on again–this time using YouTube as a platform. The seventeenth YouTube video “3 picks for earnings season” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
Take what the market is giving you: Three short-term moves for short-and mid-term gains
The one certainty in the stock market right now, I’d say, is volatility. Both to the upside and to the downside. So I think we should take what the market is giving us. Using these three moves in the short term. 1. Buy a few buy on the dip candidates from my...
Adding ASML to Jubak Picks and 50 Stocks portfolios on Monday, March 29
In my Trick or Trend post on my subscription JubakAM.com site on Saturday, March 27, I argued that the increasingly serious chip shortage experienced by car makers was bad for car stocks (since car companies are having to cut production), but good for chip makers who...
Fed to end restrictions on bank dividends, share buybacks at end of June
U.S. banks that pass their next stress tests will allowed to raise their dividends after June 30, the Federal Reserve said yesterday, March 25. The Fed will also lift any remaining restrictions on stock buybacks. Limits on dividend payouts to investors and share...
Bank stocks were just about the only thing in the green yesterday–which is why I added U.S. Bancorp to Jubak Picks on Friday (plus some thoughts on bank stock option plays)
Financial Select Sector SPDR ETF (XLK) was up 0.52% yesterday, March 18, when almost everything else finished in the red. The Invesco KBWB Bank ETF (KBWB) was ahead 1.14%. Citigroup (C) gained 0.33%. Bank of America (BAC) was ahead 2.61%. U.S. Bancorp (USB) added...
Let my 15% gain ride–raising my target price for MGM Resorts in my Jubak Picks Portfolio to $48
Shares of MGM Resorts International (MGM) are up 15.16% since I added them to my Jubak Picks Portfolio on February 11, 2021. I don’t think the gains are done for this casino and hotel stock. Today I’m raising my target price to $48 a share from the current...
Selling Marvell Technology Group out of Jubak’s Picks tomorrow with 20% gain
Today, March 15, shares of Marvell Technology Group (MRVL) closed at $48.08, slightly above my target price of $48 a share. In this very volatile market for technology stocks, I’m going to take my almost 20% profit (19.90% to be exact) and sell these shares out...
Doing a little selling to raise some cash for potential bargains: Selling Invesco Yen ETF, JD.Com, and Vanguard Treasury ETF
Let’s be clear. I don’t have any idea of when the current selling in technology and high-valuation growth momentum stocks will end. It does seem likely to me, even after the March 9 bounce, that the rotation into cyclicals, vaccine recovery stocks, and...
Buying Marvell Technology Group in my Jubak Picks Portfolio
While the NASDAQ Composite and Standard & Poor’s 500 were flirting with a correction on Thursday, March 4, Marvell Technology Group (MRVL) has moved into its own better than 10% drop in just the last week. The stock is down 13.89% in the last week as of the...
So what’s the matter with Incyte stock? Just about nothing although you wouldn’t know it from the recent price movement
Shares of biotech stock Incyte (INCY) have been down significantly in 2021. For the year to date, as of the close on March 2, the shares were down 8.45%. In the last month they’ve tumbled 12.42%. So what’s wrong? Pretty much nothing. With the individual...
Keeping Palo Alto Networks with a big boost to my target price
After the close on Monday February 22 Palo Alto Networks (PANW) reported a loss of $1.42 million (or $1.48 a share) on revenue of $1.02 billion million for the company’s fiscal second quarter. Adjusted earnings–which exclude share-based compensation and...
Watch my new YouTube Video: 5 Picks for the next 6 months
I’m starting up my videos again–this time using YouTube as a platform. The twelfth YouTube video “5 Picks for the Next Six Months” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
Jubak Picks recommendation Applied Materials blows out the quarter and raises guidance
Given how strong the earnings beat was for the last quarter and how big the increase in guidance was for the next quarter from Applied Materials (AMAT) after the market close last night (February 18) today’s stock gain of 5.19% was actually rather modest. For...
MGM Pick #9 for my new Millennial Portfolio (for investors who have more time than money) on my JubakAM.com site; also adding to Jubak Picks on this site
I’m taking advantage of today’s drop in shares of MGM Resorts International (MGM) after yesterday’s earnings report to add these shares to my new Millennial Portfolio. The stock dropped on bad pandemic performance from the company’s Las Vegas...
FCX hold: Mixed signals still add up to plus
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...
Nektar should be climbing but this fast?
Nektar (NKTR) is another one of those stocks that looks to be moving up more strongly right now than the relatively sparse news would explain. Shares of this biotech are up 18.96% in the last week and 24.37% for the last 3 months. I can see a stream of positive news...
Selling First Majestic Silver on Friday on Reddit rally
Shares of First Majestic Silver (AG) climbed 21.38% Thursday, January 28, as silver futures climbed on a post on Reddit suggesting profiting from a short squeeze on silver. “Any short squeeze in silver paper shorts would be EPIC,” a post on Reddit’s...
Microsoft blows away analyst earnings projections after close today; Apple and Facebook report tomorrow
Microsoft (MSFT) reported its earnings for the company’s fiscal second quarter 2021 earnings today, Tuesday, January 26, after the close. Revenue of $43.1 million easily beat Wall Street projections of $40.2 billion. Earnings per share of $2.03 crushed...
Adding Applied Materials to my Jubak Picks Portfolio on chip shortage
As I noted in my January 13 video “4 picks for the chip shortage,” investors are looking at shortage of silicon chips that has hit the auto industry especially hard and that argues for a multi-year increase in capital spending to expand chip production at...
Adding copper miner Freeport to Jubak Picks Portfolio tomorrow
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...Jim’s Daily Email Alerts:
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