Two stock picks that are both growth and value to add to the Millennial Portfolio for long-term investors
Sure looks like a market struggling with rotations between growth and value stocks. One day the growth stocks sell off on fears of higher interest rates and rising inflation or something–and because after such a strong rally in the style growth stocks are very...
Apparently everybody decided today that tomorrow’s March jobs report will show accelerating economic growth
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...
Market sees fourth quarter GDP slowdown as good news
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...
China’s economy grows faster than expected in November
China’s official Purchasing Managers Index for Manufacturing rose to 52.1 in November. The was up from 51.4 in October. And beat the 51.5 median estimate from economists surveyed by Bloomberg. The index for the non-manufacturing sector climbed to 56.4 in...
Adding Southern Copper with its 3.33% dividend to the (what else?) Dividend Portfolio
In my just completed Special Report: “Your Investment Guide for the Next 6 Dangerous Stock Market Months” on my JubakAM.Com site I wrote that I’d look to add some coronavirus recovery stocks to my portfolio during weakness in the November time...
Materials stocks up today even as U.S.-China trade fears linger
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...
Copper meeting bullish on projected supply deficit
The big Cesco copper conference in Santiago, Chile, has been remarkably bullish considering worries about global economic growth and the Chinese economy. That’s because there looks like a significant gap in the development of new supplies in 2019 and 2020 that...
On the third day of Christmas my stock pick for 2018 is Southern Copper–and three french hens
Way back on August 17 I finished off a bullish story on the copper sector with the promise of some stock picks. My apologies: I left that string dangling. But today I’m using the third of my 12 Stock Picks of Christmas to add Southern Copper (SCCO) to my...Jim’s Daily Email Alerts:
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