August 12, 2021 @ 7:24 pm | Breaking News, Jubak Top 50 Portfolio |
I’m starting up my videos on again–this time using YouTube as a platform. My forty-first YouTube video “QuickPick Johnson Controls”-went up today. (By the way, Johnson Controls is a member of my long-term 50 Stocks Portfolio.) Please watch and...
August 5, 2021 @ 7:19 pm | Breaking News, CMI, Jubak Top 50 Portfolio |
I’m starting up my videos again–this time using YouTube as a platform. My thirty-eighth YouTube video “QuickPick: Cummins”-went up today. (I’d also note that Cummins has been a member of my long-term 50 Stocks Portfolio since May 3, 2013....
August 3, 2021 @ 7:43 pm | BABA, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NPSNY, TCEHY |
Last Wednesday, July 28, Chinese financial regulators told big investors–banks and investment groups heavily exposed to China’s stock market–not to worry. China’s financial markets were sound and despite the fears engendered by the...
July 21, 2021 @ 11:17 pm | Breaking News, Jubak Top 50 Portfolio, NVDA |
Nvidia (NVDA) finally began trading at a price adjusted for the stock’s announced 4 for 1 split. At the close the shares traded at $194.10, a gain of $7.98 a share (or a pre-split $31.92 gain), up 4.29% on the day. The solid move higher bodes well for...
July 19, 2021 @ 6:52 pm | Breaking News, IFNNY, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NVDA, NXPI, TSM |
On Thursday, July 15, Taiwan Semiconductor Manufacturing (TSM), the world’s leading chip foundry, reported earnings of 93 cents a share for the second quarter, up 18% year over year. That was inline with analyst estimates. Sales rose 28%. The company raised its...
July 15, 2021 @ 7:58 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
I’m starting up my videos again–this time using YouTube as a platform. My thirty-fourth YouTube video “QuickPick: 3 reasons to buy Deere” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
July 15, 2021 @ 7:49 pm | BABA, Breaking News, Jubak Top 50 Portfolio, TCEHY |
China’s economy grew by 7.9% in the second quarter of 2021 from the second quarter of 2020. That was a huge slowdown from the 18.3% year over year growth in the first quarter. No one had expected that growth surge from the end of pandemic lockdowns to be...
June 24, 2021 @ 7:13 pm | Breaking News, CAT, DE, Jubak Picks Portfolio, Jubak Top 50 Portfolio, VMC |
The White House has announced that it has struck an infrastructure deal with a bipartisan group of 10 Senators. There are almost no details on the deal and it’s not at all clear that President Biden will be able to convince the progressive wing of his own party...
June 24, 2021 @ 6:52 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Copper stocks have been moving steadily higher recently in anticipation of a turn in the eight week downward trend in the price of copper itself. Now the price of copper is showing some of the upward movement that the rally in copper stocks anticipated. For example,...
June 11, 2021 @ 7:15 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Investors looking for a theme to buy in an expensive market where the Standard & Poor’s 500 hit a new all-time high yesterday today, June 11, looked to Cyber Security stocks. And why not with the newest round of ransomware attacks clearly not the last...
May 24, 2021 @ 7:25 pm | Breaking News, Jubak Top 50 Portfolio, NVDA |
Nvidia’s (NVDA) board has declared a 4 for 1 stock split effective after the close on July 19. Assuming that share holders approve at the company’s June 3 annual meeting. (Gee, you think shareholders would vote against a split?) The stock is up 4.1% today,...
May 13, 2021 @ 7:47 pm | Breaking News, DIS, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
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....
May 4, 2021 @ 7:33 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Wheat prices hit new highs at $7.46 a bushel at the end of April. That the highest since February 2013. Corn climbed to a new eight year high. The day soybeans rose for a tenth straight session to reach on eight year high. When the prices of farm commodities climb,...
April 30, 2021 @ 7:47 pm | AAPL, Breaking News, Jubak Top 50 Portfolio |
After the close yesterday, April 29, Skyworks Solutions (SWKS), a key Apple supplier and a maker of radio frequency chips for smartphones and WiFi networking equipment, reported earnings of $2.37 a share on sales of $1.17 billion for quarter that closed on April 2...
April 28, 2021 @ 7:55 pm | Breaking News, ISRG, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
A couple of posts ago, I said that I’d be looking to sell Intuitive Surgical (ISRG) out of my Jubak Picks Portfolio. The stock, added to this portfolio on February 15, 2021, had hit and then moved beyond my $860 a share target price after a stronger than...
April 22, 2021 @ 7:58 pm | Breaking News, ISRG, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Yesterday, April 20, after the market close Intuitive Surgical (ISRG) reported first quarter GAAP earnings of $3.51 a share, $1.47 a share above Wall Street estimates. Non-GAAP earnings of $3.52 were 89 cents a share above analyst expectations. Revenue for the quarter...
April 19, 2021 @ 6:46 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), the globes biggest independent chip foundry, said last week that it expects the chip shortage that has left automakers scrambling for silicon and cutting back production will be over by the end of the third quarter. Whether...
April 19, 2021 @ 6:42 pm | AAPL, Breaking News, Jubak Top 50 Portfolio |
At its “Spring Loaded” event tomorrow, April 20, Apple (AAPL) is expected to announce changes to its 11-inch and 12.9-inch iPad Pro models. Analysts expect that both models will include Apple’s new A14X chip and that the high-end iPad will come with a...
April 12, 2021 @ 6:41 pm | Breaking News, Jubak Top 50 Portfolio, NVDA, You May Have Missed |
Nvidia (NVDA) announced its first microprocessor for the server market today, April 12. Right now Intel (INTC) owns around 90% of the market for server processors, where its chip works in tandem with a graphics chip from Nvidia to handle highly complex computing jobs...
April 5, 2021 @ 7:43 pm | Breaking News, Jubak Top 50 Portfolio, VWAPY |
You could buy VWAGY, trading today, April 5, at $37.00, up 4.27% or you could buy VWAPY at $29.27, up 2.92%. (A search for VW ticker will discover another 21 symbols on various European exchanges but for U.S investors these two ADRs are the major choices. Both are...
April 1, 2021 @ 7:34 pm | AMAT, AMZN, ASML, Breaking News, FCX, FQVLF, GOOG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO |
With the financial markets closed tomorrow for Good Friday, traders and investors jumped in to buy today ahead of what is expected to be a jobs report tomorrow morning showing unemployment dropping to 6.0% (by the official measure) from 6.2% in February. The Standard...
March 29, 2021 @ 7:52 pm | ASML, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
In my Trick or Trend post on my subscription JubakAM.com site on Saturday, March 27, I argued that the increasingly serious chip shortage experienced by car makers was bad for car stocks (since car companies are having to cut production), but good for chip makers who...
March 24, 2021 @ 7:19 pm | Breaking News, DIS, Jubak Top 50 Portfolio |
A couple of weeks before Christmas, Disney (DIS) decided that the pandemic coast would be clear enough by May for it to send Black Widow, the next Marvel universe potential blockbuster–to movie theaters in May. Not so far, the company has now decided. With rates...
March 1, 2021 @ 7:54 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, PANW |
After the close on Monday February 22 Palo Alto Networks (PANW) reported a loss of $1.42 million (or $1.48 a share) on revenue of $1.02 billion million for the company’s fiscal second quarter. Adjusted earnings–which exclude share-based compensation and...
March 1, 2021 @ 7:47 pm | Breaking News, CTVA, ILMN, Jubak Picks Portfolio, Jubak Top 50 Portfolio, WST |
As of 2 p.m. New York Time today, March 1, the Standard & Poor’s 500 was up 2.57% and the Dow Jones Industrial Average was higher by 2.30%. The NASDAQ Composite had climbed 2.80% and the NASDAQ 100 had gained 2.83%. The small cap Russell 2000 had added...
February 24, 2021 @ 7:07 pm | Breaking News, CAT, DIS, Jubak Picks Portfolio, Jubak Top 50 Portfolio, KO, MGM |
I’m starting up my videos again–this time using YouTube as a platform. The twelfth YouTube video “5 Picks for the Next Six Months” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
February 16, 2021 @ 7:28 pm | Breaking News, ISRG, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
In my first 10 (actually to be 11 since I’ve got another pick up my sleeve today) picks for my new Millennial Portfolio (for investors who have more time than money) on my subscription site JubakAm.com I’ve been on the hunt for shares of companies with...
February 2, 2021 @ 7:11 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, You May Have Missed |
As of 3:15 p.m. today, February 2, in New York, shares of GameStop (GME)were down 56.22% to $98.50. That a big drop from the January 27 closing high o #347.51, but it’s still significantly above th $17.25 price on January 4. Other stocks that have ridden the...
January 28, 2021 @ 6:54 pm | AG, Breaking News, DIS, FQVLF, GDX, GOLD, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MGM, SCCO |
U.S. GDP growth slowed in the fourth quarter, gaining just 1% from the third quarter. For the full year the U.S. economy contracted by 3.5%. That makes 2020 the first time that the economy has contracted for a full year since 2009 and the Great Recession. At the...
January 25, 2021 @ 7:42 pm | Breaking News, Jubak Top 50 Portfolio, NJDCY |
Nidec (NJDCY) shares gained another 7.69% today, after the maker of electric motors for hard drives, robots, and electric vehicles, raised its annual outlook for the fiscal year that ends on March 31. The new outlook forecasts operating income of 155 billion yen ($1.5...