May 13, 2022 @ 9:30 pm | Breaking News, Jubak Top 50 Portfolio, MIDD |
My one-hundredth-and-thirty-fourth YouTube video “Quick Pick Middleby” went up today. My Quick Pick this week is Middleby (MIDD), a company that produces restaurant equipment. I’ve been following them for 20 years, during which time they’ve...
May 9, 2022 @ 10:37 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PEP |
Last week PepsiCo (PEP) declared a quarterly dividend of $1.15 a share, up about 7% from $1.075 a share. That brings the dividend yield up to 2.7%, almost exactly Coca-Cola’s (KO) 2.72% yield. On the basis of that yield and the pricing power that the company...
May 3, 2022 @ 10:59 pm | BABA, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, TCEHY |
My one-hundredth-and-ninth-eighth YouTube video “Trend of the Week China’s back!” went up today. At the end of last week, the Chinese government sent signals that it would make moves to stimulate the slowing economy amid widespread lockdowns, as well...
May 3, 2022 @ 10:50 pm | Breaking News, COF, EQNR, Jubak Picks Portfolio, Jubak Top 50 Portfolio, LNG, PXD |
Normally at this time of year natural gas prices retreat and companies actually stash natural gas in storage for use during hurricane outages in the fall and winter heating season. Not this year, however. Today natural gas prices in the U.S. hit a new 18-year high. At...
April 29, 2022 @ 7:13 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
My one-hundredth-and-twenty-seventh YouTube video “Lessons from Amazon” went up today. Today I’m covering Amazon’s (AMZN) earnings report after hours on April 28. The company delivered its first quarterly loss in 7 years. The shares closed down...
April 28, 2022 @ 11:55 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
On Tuesday, April 26, Microsoft (MSFT) reported net income of $16.73 billion or $2.22 share for the company’s fiscal third quarter. That was up from net income of $15.46 billion or $2.03 a share in the third quarter of fiscal 2021. Wall Street analysts had...
April 28, 2022 @ 11:50 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, V, You May Have Missed |
After hours on Tuesday, April 26, Visa (V) reported earnings of $1.70 a share. That modestly beat analyst projections of $1.65 a share for the quarter. But it was a big jump from the $1.35 a share in the first quarter of 2021. Visa said payment volumes rose 17% and...
April 27, 2022 @ 7:09 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
On Tuesday, April 26, Microsoft (MSFT) reported net income of $16.73 billion or $2.22 share for the company’s fiscal third quarter. That was up from net income of $15.46 billion or $2.03 a share in the third quarter of fiscal 2021. Wall Street analysts had...
April 26, 2022 @ 10:41 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio, KO, PEP |
Neither company crushed Wall Street earnings expectations, but both reported good enough news in a very tough environment. I own PepsiCo in my long-term 50 Stocks Portfolio, where it was up 220.4% from my initial December 30, 2008 pick as of the close on April 26. I...
March 16, 2022 @ 11:06 pm | Breaking News, Jim's Extras, Jubak Top 50 Portfolio, TCEHY |
Yesterday, March 15, I was thinking that I wished I didn’t own any China stocks at all. Today, March 16, I wished I owned more. Lot’s more. First, China’s top financial policy group vowed to ensure stability in capital markets, support overseas stock...
March 8, 2022 @ 7:57 pm | ALB, Breaking News, COP, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PXD |
The United States will ban imports of oil and natural gas from Russia, President Biden announced Tuesday. I’ve tried to pin down the exact timing and implementation of the ban (I don’t see these details in the executive order as released by the White...
March 8, 2022 @ 7:54 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Right now investors and traders are getting a crash course in how vulnerable global supply chains are to disruption–especially when they become really extended. And how a supply chain disruption can ripple out in unexpected directions thanks to the complexity of...
February 17, 2022 @ 7:05 pm | ALB, AMAT, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NVDA |
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth-and second YouTube video “Strong vs. hot hands” went up today. Hello there! Today I’m looking at a few stocks that exemplify what most experienced...
February 16, 2022 @ 7:36 pm | Breaking News, Jubak Top 50 Portfolio, NVDA, You May Have Missed |
After the close today, Nvidia (NVDA) reported fourth quarter earnings of $1.32 a share (versus analyst projections of $1.22) and revenue of $7.6 billion (versus expectations for $7.42 billion). As of 4:45 the stock has trading down $1.09 in the after-hours market. In...
February 11, 2022 @ 7:44 pm | Breaking News, CMI, Dividend Income Portfolio, Jubak Top 50 Portfolio |
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth YouTube video “QuickPick Cummins Update” went up today. Welcome back to Quick Picks. I have another update this week, this time on Cummins (CMI), the maker...
February 9, 2022 @ 7:38 pm | Breaking News, DIS, Jim's Extras, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
So much for fears the Disney (DIS) would follow the disappointing course plotted by Netflix (NFLX) and report disappointing numbers for new subscriptions to its Disney Plus streaming service. For the December quarter, the company’s first quarter of fiscal 2022,...
February 8, 2022 @ 10:44 pm | AMZN, Breaking News, Jim's Extras, Jubak Top 50 Portfolio |
Investors have been really impressed by Amazon’s fourth quarter earnings report. And there were some impressive numbers in the report for the quarter. Amazon’s cloud services unit, AWS, saw revenue growth accelerate again to a 40% growth rate. Revenue...
February 4, 2022 @ 7:57 pm | Breaking News, Jubak Top 50 Portfolio, PYPL |
I’m starting up my videos again–this time using YouTube as a platform. My ninety-sixth YouTube video “Why PayPal is a buy and Facebook isn’t” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s...
January 20, 2022 @ 7:56 pm | AAPL, Breaking News, GOOG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
I’m starting up my videos again–this time using YouTube as a platform. My ninetieth YouTube video “3 Picks on Tech Stock Guidance” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
January 17, 2022 @ 7:18 pm | Breaking News, Jim's Extras, Jubak Top 50 Portfolio, TCEHY |
Today, the People’s Bank of China cut its key interest rate for the first time in almost two years to help support China’s economy. The People’s Bank of China lowered the rate at which it provides one-year loans to banks by 10 basis points. Not a huge...
January 14, 2022 @ 10:45 pm | Breaking News, ILMN, Jubak Top 50 Portfolio |
On January 11, Illumina (ILMN) told analysts at the annual JPMorgan Chase healthcare conference to expect 39% sales growth for 2021 when the company reports earnings on February 10. And that analyst earnings and revenue forecasts for 2022 were too low. Sales would...
January 3, 2022 @ 7:52 pm | BABA, Breaking News, Jubak Top 50 Portfolio, TCEHY, You May Have Missed |
Shares in China Evergrande Group have been suspended from trading in Hong Kong, the property developer announced on Monday. The company did not give a reason. Leaving us to speculate and there’s plenty to speculate with. Evergrande missed new coupon payments of...
December 30, 2021 @ 7:52 pm | Breaking News, CX, ITUB, Jubak Top 50 Portfolio |
We’ve got just two more trading sessions left in 2021. And then it’s on to 2022. Which means you should have wrapped up–or making any last minute sells–to harvest tax losses from 2021 in the next day or so. Of course, being the tax-savvy...
December 2, 2021 @ 7:08 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-fifth YouTube video “4 Picks for the Omicron Wave” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s...
December 2, 2021 @ 6:57 pm | Breaking News, Jim's Extras, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Want to know exactly how volatile the stock market is right now? Yesterday investors and traders got news that the first case of the Omicron Variant had been recorded in California. On that, and some “We’ll tighten sooner than expected” remarks from...
December 1, 2021 @ 7:00 pm | AMAT, Breaking News, DIS, Jim's Extras, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MGM |
After a huge rally like we’re had this year, it’s easy to fall into one of the most common buy on the dip traps. Just because a stock is cheaper than it was, it’s not necessarily a bargain. There’s nothing that says a stock has to return to its...
November 17, 2021 @ 7:56 pm | Breaking News, Jubak Top 50 Portfolio, NVDA |
On Saturday I posted–on my subscription JubakAM.Com site, that Nvidia’s (NVDA) earnings report on November 17–that is today–and the market reaction to the company’s quarterly earnings report would tell us a lot about market sentiment and...
November 8, 2021 @ 6:52 pm | Breaking News, Jim's Extras, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
There was a mad scramble today as Wall Street tried to identify the winners from the $1.2 trillion ($550 billion in new money) infrastructure bill passed by the House of Representatives (finally) late on Friday night. President Joe Biden will sign the bill, which...
October 14, 2021 @ 7:46 pm | AMAT, ASML, Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), the dominant independent chip manufacturer in the world, reported earnings today, October 14, of $1.08 per share for the September quarter. Wall Street analysts hd expected earnings of $1.04 a share. The stock closed up 2.35%...
October 13, 2021 @ 7:20 pm | AAPL, Breaking News, Jubak Top 50 Portfolio |
This doesn’t help a chip sector already in a correction and on the verge of breaking major technical support. (The iShares Semiconductor ETF (SOXX) fell 1.25% yesterday to $435. That’s well below the 50-day moving average at $459 and just slightly above...