December 16, 2019 @ 7:42 pm | Breaking News, Buy, Jubak Top 50 Portfolio, SERV |
There I was minding my own business reading “Invasive termites in a changing climate: A global perspective” by Grzegorz Buczkowski and Cleo Bertelsmeier (of Purdue University and University of Lausanne, respectively) when I got to the maps and a stock...
November 26, 2019 @ 7:28 pm | Breaking News, Jubak Top 50 Portfolio, LNG |
The second quarter of the year is, historically, the weakest quarter for global demand for natural gas. That’s not a good forecast since the global glut of natural gas has already gotten so large that U.S. exporters of liquified natural gas have no place to send...
November 21, 2019 @ 7:07 pm | Breaking News, DIS, Jubak Top 50 Portfolio |
Netflix (NFLX) customers couldn’t log in to their accounts for about two hours on Thursday morning. Downdetector.com recorded more than 1,000 companies in the first hour. This follows on a much more serious service disruption suffered during the launch of...
November 13, 2019 @ 6:35 pm | Breaking News, DIS, Jubak Top 50 Portfolio |
The bad news is that 10 million customers tried to sign up for Disney+ on Tuesday, intermittently crashing the website for Disney’s (DIS) new streaming service. The good news is that 10 million customers flocked to the newly launched streaming service and by Day...
October 24, 2019 @ 7:31 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
You know what an “Amazon quarter” feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that’s sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon...
October 21, 2019 @ 6:56 pm | AMZN, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
This week brings an earnings “showdown” between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft’s cloud...
October 16, 2019 @ 7:42 pm | AAPL, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
The Technology Select Sector SPDR ETF (XLK) may indeed follow the technology sector of the Standard & Poor’s 500 stock index. But don’t expect much in the way of diversification from the ETF. The latest figures on Yahoo Finance show that 19.55% of the...
October 9, 2019 @ 7:53 pm | Breaking News, Jubak Top 50 Portfolio, Recent Buys, TSM |
It’s hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these...
October 1, 2019 @ 6:17 pm | Breaking News, Jubak Top 50 Portfolio, TSN |
Ok, one lawsuit/investigation/class action action against a company is bad news, usually, for a stock. Two, though? Time to say, Move along. Especially when the company in question shows a remarkable ability to keep getting sued for the same practices. Back in April...
August 22, 2019 @ 10:43 pm | AAPL, Breaking News, Jubak Top 50 Portfolio, Volatility |
Two big clouds of doubt hover over shares of Apple (AAPL). First, will the continuing U.S.-China trade war take another bite out of Apple’s China revenue? And/Or disrupt Apple’s China supply chain, saddling the company with higher tariffs on its made in...
July 16, 2019 @ 7:55 pm | Breaking News, Buy, Jubak Top 50 Portfolio |
Today I’m making Tyson Foods (TSN) the fifth and final value pick in my Special Report 5 Value Stocks for a Market at an All-time High.That Special Report ran on my subscription JubakAM.com site. And I’m adding the shares to my long-term 50 Stocks...
July 11, 2019 @ 7:30 pm | Breaking News, Buy, CHL, Jubak Top 50 Portfolio |
Recently in my Special Report on Disrupted Sectors on the coming 5G disruption to the telecom and Internet space on my subscription JubakAM.com site, I noted that China would be relatively early to roll out 5G capacity and handsets and that because of that timing and...
July 10, 2019 @ 6:31 pm | AAPL, Breaking News, Jubak Top 50 Portfolio, You May Have Missed |
Think about it this way: The bulk of investors and traders believe that the Federal Reserve will cut interest rates at both the July 31 and September 18 central bank meetings. A significant minority believes that the Fed will deliver more than just two 25 basis point...
July 9, 2019 @ 7:17 pm | Breaking News, Jubak Top 50 Portfolio, PEP |
Before the open today, July 9, PepsiCo (PEP) announced second quarter earnings ahead of analyst expectations. But with the stock already up 21.69% for 2019 to date, the market shrugged. PepsiCo shares fell 0.62% at the close. PepsiCo has beaten analyst earnings...
July 8, 2019 @ 7:48 pm | Breaking News, Buy, DD, Jubak Top 50 Portfolio |
I’d be willing to be dollars to donuts that U.S. stocks won’t repeat their first half performance–up 17.4% on the Standard & Poor’s 500–in the second half of the year. It’s hard for me to find a catalyst that isn’t...
June 26, 2019 @ 7:58 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PXD, Volatility |
U.S. benchmark West Texas Intermediate crude is now up 10% for the week following on a 2.44% jump in price to $59.24 a barrel today. International benchmark Brent crude gained 1.94% to $66.31 a barrel. Continued tensions between the United States and Iran, of course,...
June 21, 2019 @ 7:49 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY, Update, You May Have Missed |
In my first three picks for my Special Report 10 Best Picks for the Next Six Months of 2019 on my subscription site JubakAM.com I’ve focused on index ETFs that, in my opinion, will ride the big trend of lower interest rates higher in 2019. In other words, these...
June 19, 2019 @ 7:01 pm | AAPL, Breaking News, Jubak Top 50 Portfolio |
President Donald Trump has argued that slapping higher tariffs on Chinese goods exported to the United States would bring jobs back to this country–if China didn’t agree to a new trade deal–as companies moved factories in order to avoid the higher...
June 13, 2019 @ 7:24 pm | Breaking News, Jubak Top 50 Portfolio, PXD, Volatility |
For the second time in a month two oil tankers came under attack in international waters near the strategic Strait of Hormuz. One ship, a Japanese-owned tanker carrying methanol, was apparently attacked by limpet bombs attached to its hull or by a mine. The second...
June 11, 2019 @ 7:30 pm | ALB, Breaking News, FQVLF, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO, SQM, Volatility |
I think the strong move in commodities stocks today has more to do with continued weakness in the U.S. dollar than it does with any renewed faith in growth in the global economy. After all the U.S.-China trade war doesn’t look any more settled today than it did...
May 23, 2019 @ 7:16 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, Sell, TPR, You May Have Missed |
This morning Wall Street is buzzing with talk that the U.S.-China trade war could stretch on to 2035. I think there’s just about no chance of that. But we aren’t looking at the quick resolution of the dispute that seemed possible just 10 days ago. And we...
May 17, 2019 @ 7:29 pm | Breaking News, CSCO, Jubak Top 50 Portfolio, Update |
Yesterday, May 16, earnings from Cisco Systems (CSCO) and Wal-Mart (CSCO) before the open powered U.S. stocks higher to start the day.So what did Cisco say? (I reported on Wal-Mart in a post yesterday.) Cisco reported earnings per share of 78 cents for the...
May 14, 2019 @ 7:52 pm | Breaking News, Buy, DIS, Jubak Top 50 Portfolio, You May Have Missed |
Every so often the calendar and the movie release schedule give patient long-term investors a chance to buy Disney (DIS) on some mild weakness. That’s where we are now. The stock pulled back slightly after the company announced first quarter earnings on May 9 of...
May 10, 2019 @ 7:06 pm | Breaking News, CAT, DE, Jubak Picks Portfolio, Jubak Top 50 Portfolio, LNG, Volatility, You May Have Missed |
Whatever the ultimate end point of the trade talks between the United State and China, the next step is almost certainly the announcement of retaliatory measures by China in the wake of the Trump administration’s decision to raise tariffs on $200 billion of...
May 9, 2019 @ 7:40 pm | Breaking News, Jubak Top 50 Portfolio, MIDD, Update |
Yesterday, May 8, Middleby reported earnings of $1.24 a share, 10 cents a share below Wall Street estimates. Revenue for the first quarter climbed 17.4% from the first quarter of 2018 to $686.8 million, slightly above the $683.01 million Wall Street projection. Gross...
May 8, 2019 @ 7:17 pm | Breaking News, Jubak Top 50 Portfolio, PXD, Update |
A complicated but very positive quarter for Pioneer Natural Resources (PXD.) The stock, a member of my long-term 50 Best Stocks Portfolio, climbed 3.92% today to $153.77. First, after the close on May 6, the company announced earnings of $1.83 a share, 20 cents a...
April 26, 2019 @ 7:54 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
Great first quarter for Amazon (AMZN.) On Thursday, April 25, Amazon reported earnings of $7.09 a share, $2.43 a share better than Wall Street expected. The company’s cloud unit, AWS, reported a 42% increase in revenue, 59% jump in operating income and a surge...
April 25, 2019 @ 7:47 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PXD |
The battle for control of Anadarko Petroleum (APC) and its huge position in the oil shale geologies of the Permian Basis isn’t over. Yesterday, Wednesday, Occidential Petroleum (OXY) made a renewed bid to acquire Anadarko. The 50%/50% stock and cash offer from...
April 18, 2019 @ 7:33 pm | AAPL, Breaking News, Jubak Top 50 Portfolio |
Why did Apple (AAPL) settle a dispute that had dragged on for two years with Qualcomm (QCOM) now? How about because troubles at Intel (INTC) threatened to leave Apple without the 5G modem chips it needed for a new 5G iPhone? And that threatened to put Apple a year or...
April 12, 2019 @ 7:24 pm | Breaking News, FANG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PXD, You May Have Missed |
Chevron (CVX) has agreed to buy Anadarko Petroleum (APC) for $33 billion in cash and stock. On the news shares of Anadarko are up 32.5% to $61.85. Shares of Chevron are off 4.91% to $119.81.Meaured by oil and natural gas production, the deal puts Chevron neck-and-neck...