Watch my new YouTube video: It’s All About Water
My one-hundred-and-sixty-sixth YouTube video “It’s All About Water” went up today. We’re back after a hiatus! In this video, I look at how global water scarcity could impact the chip industry, using Taiwan Semiconductor Manufacturing (TSM) as...
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...
Danaher is Pick #6 for end of the year momentum and raising target price in Jubak Picks
It’s hard today, November 30, to find any stock with the kind of momentum that I’m looking for in the last month of 2021. Apple (AAPL) looks like a good possibility, which is why I made it Pick #5 in my Market Melt Up Special Report on my subscription site...
Jubak Picks member Xylem gains 8.97% on upgraded guidance ahead of earnings
Just a reminder today from Xylem (XYL) of why the company is one of the best investments in trends in the water market. The shares moved up 8.97% ahead of the release of second quarter earnings on July 30, 2020 to close at $73.38. Today, July 14, I’m raising my...
My Stock Pick of the Day: Xylem (XYL)
Xylem (XYL) is that rare coin on raw market–a pure play water stock at a time when foresighted investors are looking for water stocks and realizing how few of them exist. (The basic water story is that Mother Nature isn’t making more of it. Rising global...
Here’s how to think about Danaher’s offer to exchange shares for the Envista spin off
Danaher (DHR) has announced an exchange offer for shares of Envista Holdings (NVST), the dental services and supplies company recent spun off from Danaher. After Envista’s September IPO Danaher still held 80.6% of Envista shares. The exchange offer would allow...
Raising target price on Danaher in Jubak’s Picks after GE deal
I have had some doubts about whether Danaher (DHR) had enough of a catalyst to carry it upward during the slowdown in earnings predicted for at least the first three quarters of 2019? Yes, the company was selling off its dental unit, which would leave the company much...
Danaher gives upbeat guidance at JPMorgan healthcare conference
Danaher (DHR) upped its revenue guidance for the fourth quarter on January 8. The company is scheduled to report fourth quarter earnings on January 29. At the conference the company said that its core revenue growth for 2018 to date was 6%. Core operating margins were...
My second global warming pick is Jubak Picks member Xylem
Xylem (XYL) One of the “ironies” (for lack of a better word) of Global Warming is that it will put lots of water where many people don’t want it, and it will leave many regions that have enough water now thirsty, and it will threaten to turn many existing supplies of...
Jubak Picks Danaher reports breakout quarter
On October 16 Jubak Picks Danaher (DHR) reported third quarter earnings of $1.00 a share, five cents a share above Wall Street expectations. Revenue grew by 9.7% year over year to $4.53 billion, above Wall Street projections of $4.47 billion. The company raised its...
Xylem raises guidance for fiscal 2017 after slight earnings beat in second quarter
On August 1 Xylem (XYL) reported second quarter earnings of 59 cents a share (excluding one-time items), beating Wall Street earnings estimates by 2 cents a share. Thanks to recent acquisitions revenue of $1.16 billion climbed 24.9% year over year, slightly missing...
Adding water play Danaher to my Jubak Picks portfolio
On June 14 I updated my take on why you want water stocks in your portfolio. The sector has entered a new phase, I argued, that made it important for investors to look for water stocks where customers could pay the bill for clean water. Global demand for clean water...
Xylem looks to buy some growth
Update August 15, 2016 Today, Xylem, a maker of wastewater and water treatment systems, and a member of my Jubak Picks portfolio since September 4, 2012, announced that it would acquire Sensus, a maker of smart meters for the utility market, for $1.7 billion. The...It's hard to find water plays–but here are three from Singapore (Yes, Singapore)
The coming global water shortage. It dwarfs all other potential global shortages. Peak oil? A piker compared to no water. Push comes to shove and we will find replacements for oil. Water? Drink or die. The biology is that simple. In my December 2008 book The Jubak...Jim’s Daily Email Alerts:
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