Jubak Picks

The return on my Jubak Picks Portfolio
from May 1997 through the end of 2017: 483%

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Jubak Picks Portfolio

Top Stocks for a 12-18 Month Horizon

Jubak Picks Performance for 2017:
+13.1%

Performance 1997-2017:
+483%

Jubak Top 50 Portfolio

The 50 Best Stocks in the World

Jubak Top 50 Performance for 2019:
+21.19%

Performance for 2018:
-8.22%

Performance for 2017:
+28.1%

Performance for 2016:
+21.5%

Dividend Income Portfolio

Stocks that Pay You

Dividend Income Performance for 2017:
+6.48%

Performance for 2016:
+26.8%

Want more portfolios? Subscribe to JubakAM.com and get my new Perfect 5 ETF Portfolio (up 8.6% in its first four months) and my Volatility Portfolio (up 53% in 2017).

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The coronavirus rescue bill leverages the Fed by $4 trillion to head off a credit crisis–you think it might be serious? Look at the credit card market

Mar 27, 2020

Besides the $2.2 billion that the Coronavirus rescue bill allocated to checks to individuals, etc. it also created $4 trillion for the Federal Reserve. Why does the Fed need that much? Because the coronavirus recession threatens a full-blown credit crises

Selling Middleby out of my long-term 50 Stocks Portfolio today

March 31, 2020 | Breaking News, Jubak Top 50 Portfolio, MIDD, Sell | 0 Comments

You can see the problem facing Middleby (MIDD). It sells into the commercial restaurant market. Much of that restaurant market has been closed to implement social distancing strategies intended to slow the spread of the coronavirus. Nobody in the restaurant sector is thinking of buying new equipment. And they won’t be for months (or more) after the current coronavirus pandemic is under control.

Selling GM out of the Jubak Picks Portfolio today

March 31, 2020 | Breaking News, GM, Jubak Picks Portfolio | 0 Comments

Automakers are scheduled to report first quarter sales numbers tomorrow with Ford Motor (F), Fiat Chrysler, and General Motors (GM) all expected to snow big declines. And the next quarter looks even worse.

Saudis ramp up oil production

March 31, 2020 | Breaking News | 0 Comments

The first tankers in what looks like a long fleet of tankers are loading now in Saudi Arabia on their way to Europe and the United States in April. The Saudi government looks to be making good on its announced increase in output to a record 12.3 million barrels a day in April from 9.7 million barrels a day in February. The country also cut the official selling price on its oil earlier the month as another move in the country’s price and production war with Russia. That oil production war, set off when Russia refused to join other oil producers in curbing output, has hit at the same time as the global coronavirus pandemic has cut demand for oil.

Will Grupo Aeroportuario del Pacifico cut its dividend at April 28 meeting? Selling out of the Dividend Portfolio

March 30, 2020 | Breaking News, Dividend Income Portfolio, PAC | 0 Comments

Grupo Aeroportuario del Pacífico (PAC) has postponed its annual meeting until April 28. The company’s stock buyback plan and dividend payouts on the agenda. It’s hard to imagine that the company hasn’t at least considered cutting its buyback and dividends.

Oil hits an 18-year low–worse to come as world runs out of storage

March 30, 2020 | Breaking News | 0 Comments

As of noon New York time, today March 30, U.S. benchmark West Texas Intermediate fell another 5.67% to $20.29 a barrel. International benchmark Brent dropped 9.83% to $22.45 a barrel. That’s an 18-year low for oil. And worse is yet to come.

Positive coronavirus news from Abbot and J&J

March 30, 2020 | Breaking News | 0 Comments

Johnson & Johnson (JNJ) said today that it will begin human testing of its experimental vaccine for the coronavirus by September and that clinical data on its effects is expected before the end of the year. If the vaccine works well, the company said it could be available for emergency use in early 2021. I’d stress the “could” but this is still great news.

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