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Archive for the ‘Jubak Picks’ Category

Autoliv beats on prospects for global auto recovery–but I think you’ve got better stocks to play this trend

Autoliv (ALV) reported third quarter earnings per share of either $1.48 (non-GAAP) or $1.12 (GAAP). (GAAP is generally accepted accounting principles.)  That consensus was $1.09 a share on Wall Street. Revenue of $2.04 billion was in line with expectations and up 0.5% year over year. For the full 2020 year the company said it expects […]

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Danaher blows out earnings again–raising target price

Shares of Danaher (DHR) were up just 3.28% today. I say "just" because the company delivered a blow out earnings report today. Danaher reported adjusted earnings of $1.72 per share on $5.88 billion in sales for its third quarter. Analysts had expected earnings of $1.37 a share. Revenue beat analyst estimates of $5,52 billion. Earnings […]

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Ericsson goes into tomorrow’s earnings riding a lot of momentum

For  the second quarter Ericsson (ERIC) reported a 43% positive earnings surprise. Could the company surprise again tomorrow? Analysts are looking for the company to report third quarter earnings on October 21 of 16 cents a share. That would be a huge improvement of 184.2% from the third quarter of 2019. But given Ericsson's momentum […]

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Catching up on my October 5 buy of Twilio

This is something of a catch up post. On October 5 I added Twilio (TWLO) to my Jubak Picks and Volatility portfolios. I announced that buy in a post on October 2 and then again in my Special Report: "Your Investing Guide for the Next 6 Dangerous Stock Market Months" I noted it as a […]

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Twilio jumps 13% today on increase in company estimates of sale growth

Twilio (TWLO), which makes cloud-based software, climbed 13% today after analysts raised price-target after Thursday's investors day event. (For example Morgan Stanley raised its price garget for Twilio to $270 from $240. I would note the stock closed at $290 today, October 2.) At the session, Twilio said that it expects sales growth of better […]

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Lithium stocks bounce back as market downgrades Tesla threat

On Wednesday, September 23, shares of Albemarle (ALB) and SQM (SQM), the two dominant lithium producers in the world, fell 11.56% and 11.82%, respectively, on an announcement at Tesla's (TSLA) Battery Day that the electric car maker would start its own lithium mining operation in an effort to drive down battery costs. (The company also […]

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It Iooks like Illumina selling has exhausted itself

With the Standard & Poor's 500 falling 2.37% at the close and the NASDAQ 100 down 3.16% for the day, shares of Illumina (ILMN) climbed 1.67%. Yesterday and today the selling of Illumina looks to have exhausted itself. The stock traded at $400.74 as recently as August 5 and at $353.65 on September 4. But […]

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Adding Illumina to Jubak Picks on today’s pullback

Shares of Illumina (ILMN) dropped 8.44% today, September 16, on reports by both Reuters and Bloomberg that the genetic sequencing marketing leader is in talks to acquire Grail, a still private startup focused on blood tests for the early detection of cancer. I think it is the potential purchase price--$8 billion--that has stuck in investors' […]

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Selling Agenus and Amyris out of my portfolios

Just want to make sure that everyone caught this sell decision. I'm selling Agenus (AGEN) and Amyris (AMRS) out of both my Jubak Picks and Volatility portfolios. I added both stocks to these portfolios on August 20. I have a 15.97% gain on Agenus and a 27.80% loss on Amyris. I added them to my […]

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Long-delayed performance report for Jubak Picks Portfolio–total return 10.2% in 2018 and 10.2% in 2019

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