Select Page

Buy Westpac Banking (WBK)

They have banks in Australia too. And a stronger economy and an appreciating currency against the U.S. dollar. And no government constraints on raising dividends if a bank wants to signal its confidence in the future. I’m going to use the weakness in Australian stocks...

Update Ambev (ABV)

Every quarter I think that the run in shares of AmBev (ABV) might be over. After all the stock is up 42% in 2010 as of November 8. But then the company does something to surprise me. And I decide that it’s worth staying on board. This time, the company said on...

Sell Middleby (MIDD)

I’ve owned Middleby (MIDD) in my Jubak’s Picks portfolio since May 20, 2008 and I think it’s now time to take some profits. Nothing unusual about these shares. And that’s exactly the point. At this stage of the rally I’d like to keep close watch on valuations and sell...

Update Middleby (MIDD)

Has Middleby (MIDD) finally moved off the back burner? Middleby’s shares were up 29% from February 8 through March 5, and the relative strength on the stock has moved to 72 for the last three months from 56 over the last six months. (Relative strength measures how a...

Update Marvell Technology Group (MRVL)

After the market closed yesterday (March 4) Marvell Technology Group (MRVL) reported fourth quarter fiscal 2010 earnings of 40 cents a share (excluding items). That was 3 cents a share above the official Wall Street consensus. Revenue climbed 64% from the fourth...