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The return on my Jubak Picks Portfolio
from May 1997 through the end of 2019: 584%
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Jubak’s Picks

Stocks for a 12-18 Month Horizon


Performance

2019
+10.2%

2018
+10.2%

2017
+13.2%

Since Inception
+584%

Top 50 Stocks

50 Best Stocks in the World


Performance

2019
+21.19%

2018
-8.22%

2017
+28.1%

2016
+21.5%

Dividend Income

Stocks that Pay You


Performance

2020
+15.71%

2019
+4.90%

2018
-15.52%

2017
+6.48%

2016
+26.8%

Best in Business Award

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ExxonMobil shares drop on reports of SEC investigation

ExxonMobil shares drop on reports of SEC investigation

Shares of ExxonMobil (XOM) closed down 4.81% today on a Wall Street Journal report that the Securities & Exchange Commission was investigating a whistleblower complaint alleging that the company overvalued assets in the Permian Basin oil shale geology. The whistleblower complaint alleges that during a 2019 internal assessment workers were forced to use unrealistic assumptions about how quickly wells could be drilled to reach a higher valuation.

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Wall Street dips as present (retail sales) stinks and future (vaccines and stimulus) disappoint

Wall Street dips as present (retail sales) stinks and future (vaccines and stimulus) disappoint

The present–or more precisely the very recent past–didn’t look so good this morning, January 15. U.S. retail sales declined by 0.7% in December and the Commerce Department revised November to a drop of 1.4%. The unadjusted blue of sales rose by just 0.6% year over year in 2020. That’s the smallest gain in 11 years. Nobody expected the December retail sales numbers to be anything other than grim, however, and by themselves these figures wouldn’t have been enough to dent stock prices. The market has a strong recent history of looking past any negative news in the present because with the roll out of coronavirus vaccines with future looks so promising. But the future also disappointed today.

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New claims for unemployment hit 1.15 million

New claims for unemployment hit 1.15 million

Initial claims for unemployment benefits through regular state programs climbed to 1.15 million on an unadjusted basis for the week ended January 9. On a seasonally adjusted basis claims rose to 965,000, an increase of 181,000 in the week. Add 284,000 new claims filed for Pandemic Unemployment Assistance, an emergency federal program for freelancers, part-time workers and others normally ineligible for state jobless benefits. It was the first week since July in which the unadjusted number of new state claims exceeded one million.

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Adding Applied Materials to my Jubak Picks Portfolio on chip shortage

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 foundry companies such as Taiwan Semiconductor (TSM). As the world’s largest supplier of semiconductor manufacturing equipment, Applied Materials will see its revenue climb as a result of that capital spending. The company’s equipment can be found at almost every major step in cap manufacturing (with the exception of lithography) from chemical and physical vapor deposition to etching to defect-inspection scanning electron microscopes. The stock is up 60.04% in the last year, as of the close on January 13 with most of that gain coming in the last 3 months where the stock is up 51.9%. The shares are already a pick in my long-term 50 Stocks Portfolio where they’re up 91.8% from December 31, 2017. Today, I’m adding Applied Materials to my Jubak Picks Portfolio.

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