Buy Sysco (SYY)
I‘m adding Sysco (SYY) to the Jubak Dividend Income Portfolio with this post. The yield isn’t terribly exciting, I’m admit, at 3.5% but it is still a bit better than you can get on a 10-year Treasury note right now. And I think the total return—that’s dividends plus...Buy Ritchie Bros. Auctions (RBA)
The perfect stock for the current economic uncertainties probably doesn’t exist. These shares would have to shine if the economy recovers in 2010 as strongly as optimists now think and do well if the recovery is only tepid and even climb if the economy slid back...Buy Coach (COH)
Listening to the management team at Coach (COH) talk about the company’s business is an odd experience. This “fashion” company spends a lot of time talking about “engineering” its products and building production and distribution “infrastructure.” (Want to hear a...Buy Ormat Technologies (ORA)
Procrastination and mindless delay can create profits for investors. The example I use in my book The Jubak Picks is the environment. It’s not that we don’t recognize environmental problems; it’s just that it takes so long for us to do anything about them. And then,...Buy Taiwan Semiconductor (TSM)
Sure you want a piece of the technology action. Who wouldn’t after Apple (AAPL) broke to an all-time high after the company announced earnings on October 19. But isn’t everything priced out of reach? After all, we’re not exactly in the early stages of this rally. I’ve...Buy Teva Pharmaceutical (TEVA)
No matter exactly what health care reform bill (even no bill) emerges from Congress this year, the pressure to get costs out of the healthcare system is just going to get more intense. (For why see my October 13 post,...Buy Corning (GLW)
I bought shares of Cisco Systems (CSCO) for Jubak’s Picks on September 25 because, among other reasons, the company has a history of buying promising new technologies and then using its huge market clout to grow them. It’s about as close to a venture capital fund as...Buy Verizon (VZ)
Here’s what’s wrong with Verizon (VZ): The company’s landline business is slowly shrinking; the U.S. wireless market, which is supposed to make up for the drop in land line phones, is nearing saturation; and the company, which already carries a huge load of debt,...Buy W.R. Berkley (WRB)
I’m buying these common shares of insurer W.R. Berkley (WRB) as a replacement for the preferred shares that I sold out of Jubak’s Picks on October 6. I think they offer almost twice the upside with just slightly more risk. I’m a big fan of the very conservative ship...
Buy Cisco Systems (CSCO)
Remarks by Cisco Systems (CSCO) CEO John Chambers got me thinking about the potential for a new economy emerging in 2011 and beyond so, it’s only fair that I begin my next stock market portfolio with shares of Cisco Systems (CSCO). (See my 8:30 a.m. post today for...Buy Statoil Hydro (STO)
Norway’s next oil frontier just got a little closer–and there’s only one stock to play it. I don’t follow Norwegian politics very closely so you’ll have to forgive me if I’ve been a little slow on the uptake. The re-election of...Buy GulfMark Offshore (GLF)
Suddenly they’re hitting gushers from the Gulf of Mexico to the South Atlantic off Brazil to the west coast of Africa off Ghana and Sierra Leone. The oil from these finds will eventually become critical to global supply—once the global economic downturn is over. The...Buy Johnson Controls (JCI)
The long-term future for Johnson Controls (JCI) is in batteries for hybrid and electric cars, and systems for building-wide energy efficiency. Not that the near-term future is so bad. What with the recovery, slow though it might be, in the global auto industry....Buy Microsoft MSFT: This is as bad as it gets
Nothing like shooting yourself in the foot while the global economy is pushing you toward a cliff. That’s the pretty picture that Microsoft (MSFT) painted when it reported fiscal fourth quarter earnings on July 23. And that’s exactly why I’m buying shares of Microsoft...Buy Potash of Saskatchewan (POT); it's the best example I know of what you want in a commodity stock for a slow recovery
I’m putting in a buy Potash of Saskatchewan (POT) today. I wish it were $10 a share cheaper, but the company just delivered the kind of really terrible quarter that marks a bottom. Investors cheered–well, they bought–when the company told them...Buy Joy Global (JOYG)
I’m buying shares of mining equipment company Joy Global (JOYG) today on the strength of the good news from heavy equipment peer Caterpillar (CAT) in its second quarter earnngs report of July 21. Caterpillar significantly raised guidance for 2009, casting a...Buy Qualcomm QCOM
Buy Qualcomm (QCOM). In the current stock market and economy you want to own stocks in the sectors of the market that are outperforming rather than lagging and you want to own companies that can grow even when the economy isn’t. I think cell phone chip-maker Qualcomm...Buy PepsiCo Inc (PEP)
PepsiCo knows where the growth is. Overseas. Especially in Asia. On June 24, PepsiCo (PEP) announced that it would buy 20% of Japan’s largest snack maker, Calbee Foods. That will give PepsiCo plenty of help figuring out how to sell Doritos into the idiosyncratic...Buy WR Berkley Capital 6.75% Trust Pref
The price is up 12.2% since I bought these shares of Berkeley Preferred (WRB-A) and, because of that, the yield is down from 8.85% on February 11. But at 7.6% this is still a great way to make some money if, as I expect, the market goes sideways this summer. Of...Buy McDonald's Corp
What do investors want? Egg in their McFlurry? The company keeps delivering but analysts don’t seem to get it. First quarter comparable sales climbed 4.3%. Pretty good for a global recession. Operating margins climbed another 1.5 percentage points. And yet McDonald’s...
Buy Joy Global (JOYG)
Joy Global is one of the three big suppliers of mining equipment to survive the 25-year industry slump–which means that the company doesn’t have a whole lot of competition when mining booms as it did in the run-up to 2008 and will do again when the global...
Buy Johnson Controls (JCI)
In 2005 the company’s automotive business accounted for 69% of sales. By the end of 2007—before the big auto slump—that had dropped to 51%. In that short period the company had transformed itself from just another auto industry supplier to a technology growth company...Buy Jacobs Engineering (JEC)
I’d call this a recycling play –only Jacobs doesn’t recycle aluminum or cardboard but U.S. dollars. The company’s largest market is Europe but its fastest growing is the Middle East, where dollar-rich oil producers are spending to build up...
Buy Itau Unibanco (ITUB)
The most profitable bank in Brazil is also one of the fastest moving. Itau Unibanco recently bought Bank of America’s operations in Chile and Uruguay and is expanding into Argentina. (Full disclosure: I own shares of Itau Unibanco in my personal...Buy Infosys (INFY)
One of the four horsemen of Indian information technology outsourcing, Infosys combines fast growth with proven management. Infosys has had to win over global clients that now include 113 members of the Fortune 500. These companies can do business with anyone in the...Buy ING Groep (ING)
Somebody is going to pick up the pieces of financial business in the world’s developing economies that were dropped by American International Group and Citigroup in the financial crisis of 2007-2008. And I think this Dutch bank and insurance company is positioned to...
Buy HDFC (HDB)
Only the third largest bank in India, but the best run under managing director Aditya Pura, the former CEO of Citibank Malaysia. Because HDFC’s base of retail deposits–from a network of 746 branches in 329 cities serving 10 million customers–provides...
Buy Google (GOOG)
Google is the Internet’s dominant search company with about 60% of the global market for search compared to a 15% share for second place Yahoo (YHOO). But (The 2009 launch of Microsoft’s new search engineer Bing has only slight moved the gages.) Google’s...Buy General Electric (GE)
The one-stop-shop for industrial infrastructure. Need a locomotive, steam turbines, a power plant, a nuclear reactor or just something mundane like a hundred jet engines? General Electric can sell it to you. And infrastructure is the fastest growing part of GE’s...Jim’s Daily Email Alerts:
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