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...
April 6, 2020 @ 7:23 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, Sell, VMC |
Last week House Speaker Nancy Pelosi threw in the towel on any near-term chance for a big infrastructure spending package. The horrific jobs numbers had convinced her, she said, that sending more aid to unemployed workers and small businesses took a higher priority....
June 20, 2019 @ 6:29 pm | Breaking News, Jubak Picks Portfolio, Update, VMC, Volatility, You May Have Missed |
In the next 20 years spending on seawalls to protect communities could cost as much as the initial investment in the interstate highway system. Total spending to defend against rising ocean levels could run to $416 billion in the next 20 years, according to a report...
May 22, 2019 @ 7:29 pm | Breaking News, Jubak Picks Portfolio, VMC |
President Donald Trump stormed out of a meeting with Democratic House Speaker Nancy Pelosi and Democratic Senate Minority Leader Chuck Schumer saying that he would not work with them on an infrastructure package (or other bipartisan legislation including an effort to...
May 2, 2019 @ 6:53 pm | Breaking News, Jubak Picks Portfolio, VMC |
Before the New York market opened this morning Vulcan Materials (VMC) announced earnings of 46 cents a share, excluding one time items. That was a full 9 cents a share above Wall Street expectations. Revenue of $996.5 million was up 16.6% year over year and beat Wall...
February 25, 2019 @ 7:56 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, VMC |
If politicians are to be believed Vulcan Materials (VMC) would be my perfect earnings recession stock. Revenue and earnings look on a steady uphill trend in 209, after carving out that track in 2018. The company’s business is almost totally domestic. And...
December 14, 2018 @ 7:10 pm | Breaking News, Jubak Top 50 Portfolio, Recent Buys, VMC |
Today I made Vulcan Materials (VMC) my first pick in my Special Report: Is Your Portfolio Ready for Global Warming and I’m also adding the shares to my long-term 50 Stocks portfolio. As the most recent hurricanes have confirm, the Southeastern United States is...
April 4, 2017 @ 7:11 pm | Breaking News, Jubak Picks Portfolio, Sell, VMC |
With the Senate about to go nuclear as Republicans change the Senate rules so they can avoid a Democratic filibuster and send Neil Gorsuch to the Supreme Court, any small chance that Democrats would work with Republicans to pass some version of President Trump’s...
December 5, 2016 @ 6:37 pm | Buy, Jubak Picks Portfolio, VMC |
When big macro news comes down the pike that promises to change the fundamentals in a sector, frequently the stocks that rally hardest are those that belong to the most “endangered” companies. Which doesn’t mean those are the shares that you want to...