November 3, 2016 @ 7:56 pm | Breaking News, FB, Jubak Top 50 Portfolio, Update, You May Have Missed |
Facebook (FB) crushed Wall Street expectations for the third quarter when it announced earnings after the close yesterday. And yet the shares closed down 5.68% today to $119.95. How come? Some of it is the general market nervous that I spelled out in my Morning...
September 29, 2016 @ 4:55 pm | Breaking News, Jubak Top 50 Portfolio, PEP, Update |
PepsiCo (PEP) announced third quarter earnings of $1.40 a share, well above analyst estimates for earnings of $1.32. (That’s year over year earnings growth of 4%.)Revenue of $16 billion was down 1.9% year over year–although it would have been up 4.2%...
September 27, 2016 @ 7:43 pm | CHK, Jubak Top 50 Portfolio, Update, Volatility |
Update September 27, 2016 Earlier this month Carl Icahn cut his position in Chesapeake Energy (CHK) by more than half. Nothing to worry about for other shareholders, he said. The sale was for tax reasons. Well, today that “Move along. Nothing to see here”...
September 6, 2016 @ 7:39 pm | CHK, Jubak Top 50 Portfolio |
Update September 6. Today shares of Chesapeake Energy (CHK) climbed 3.03% to close at $6.80 in the first post-Labor-Day trading session. The shares finished 24.8% ahead in August. Part of this was thanks to the market. A weaker than expected report on the...
May 29, 2013 @ 7:31 pm | Buy, CMI |
When on April 30 Cummins (CMI) announced that the first quarter would mark the low point in revenue for 2013, markets ignored the news and instead focused on the company’s big first quarter earnings miss. (You have to admit missing by 37 cents a share and reporting a...
January 23, 2012 @ 12:17 pm | AUY, Buy |
Now that’s more like it. When I dropped Kinross Gold (KGC) from my long-term Jubak Picks 50 portfolio https://jubakpicks.com/jubak-picks-50/ on January 13 I said that what I wanted in a gold mining stock was a company with low production costs and rising production....
March 2, 2010 @ 8:30 am | Breaking News, COF, Leading Indicators, You May Have Missed |
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...
January 5, 2010 @ 8:30 am | Breaking News, Leading Indicators, PXD, You May Have Missed |
Buy and hold isn’t dead, but its DNA sure could use a bit of genetic engineering. Buy and hold was never intended as buy and forget, but a great bull market run like the one that stretched from 1982 to 2000 made it seem like all an investor had to do was buy and then...
July 16, 2009 @ 5:30 am | Breaking News |
Green shoots won’t fix the long-term problems with our economy. Yes, the economy is getting less worse, less quickly. And yes, there are signs that the economy is starting to stabilize. And, yes, if you’re really optimistic you can see a day in 2010 (or 2011) when...