Jubak Picks

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%

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My Tweets

Netflix misses badly on subscription growth

Apr 20, 2021

This won’t help an already nervous market one bit.

These are the markets that try portfolio’s souls

May 14, 2021 | Breaking News | 0 Comments

I’d like to think that the volatility of last week is all over and a thing of the past. But I don’t think it is. This is a transitional market with sentiment moving toward value, cyclical, and post-vaccine stocks and away from technology momentum plays. And it’s also a market trying to figure out how to reprice all assets in light of a potential move to lower stimulus bond-buying and to raise interest rates at some point in the future. These kinds of transitions don’t occur smoothly and I think we can expect more volatility.

Now the markets are happy again (or at least less grumpy)–on lower new claims for unemployment

May 13, 2021 | Breaking News | 0 Comments

A day after the market plunged on worse than expected inflation numbers for April, today, May 12, stocks moved up to recover part of their drop on another decree in the weekly initial claims for unemployment numbers. For the week ending May 8, seasonally adjusted initial claims for unemployment in regular state programs was 473,000. That’s a decrease of 34,000 from the previous week’s revised level. And it’s the lowest level for new claims for unemployment since the week of March 14, 2020. (That’s before the pandemic recession really hit full speed.) For the week of March 14, 2020, initial claims for unemployment wee 256,000.

Disney drop in after-hours session after streaming subscriber number misses

May 13, 2021 | Breaking News, DIS, Jubak Picks Portfolio, Jubak Top 50 Portfolio | 0 Comments

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. Adjusted earnings per share were 79 cents versus a projected 32 cents a share. (For the second quarter of 2020 the company reported earnings of $1.53 a share.) Revenue of $15.62 billion for the quarter was a bit shy of Wall Street projections of $15,85 billion. The big miss came in subscription growth for the company’s paid streaming service. Disney+ topped 100 million subscribers for the first time–just 16 months after the late 2019 launch of the service. (Competitor and streaming leading Netflix had 208 million global subscribers at the end of its most recently reported quarter.) The stock dropped on the news, however, since analysts had been looking for 110.3 million subscribers by the end of the quarter.

Inflation soars and today investors are worried the Federal Reserve has lost control

May 12, 2021 | Breaking News | 0 Comments

Consumer prices, as measured by the Consumer Price Index (CPI) soared in April. For the month prices in the all-item index gained 0.8% for a 12-month increase of 4.2%. The core CPI, which excludes volatile prices in the food and energy sectors, was up 0.9% in April and is now up 3.0% over the last 12 months. But what’s it all mean?

Watch my new YouTube video: 5 Stocks for an Inflation Scare

May 12, 2021 | Breaking News, Dividend Income Portfolio, IFNNY, Jubak Picks Portfolio, SCCO, USB | 0 Comments

I’m starting up my videos again–this time using YouTube as a platform. The twenty-third YouTube video “Five Stocks for an Inflation Scare” went up today.

VIX “fear index” spikes ahead of Wednesday’s CPI inflation report

May 11, 2021 | Breaking News | 0 Comments

Stocks are down across the markets today–with the Standard & Poor’s 500 lower by 0.87% at the close, the Dow down 1.36%, and the NASDAQ Composite off 0.09%–ahead of tomorrow’s report on the Consumer Price Index read on inflation. But the real action today is in the CBOE S&P 500 Volatility Index (VIX) as investors and traders look to buy protection against potential volatility in case inflation, expected to head higher tomorrow for April, really spikes higher.

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