Jubak Picks
December 8, 2025 | Daily JAM, Jubak Picks, LYSDY, Top 50 Stocks, Volatility |
If the United States (and other technology economies such as Japan and Europe) are serious about reducing China’s dominance in the crucial minerals called rare earths (and I believe they are), then you need to realize as an investor that in the next five years all roads to that goal lead through Lynas Rare Earths (LYSDY) and MP Materials (MP). Both stocks are up hugely in 2025, but I think you need to own them. Buy half a position now and add on any dip, or dollar cost average over the next 12 months (with a bigger monthly buy on any dip) but own them. I have owned Lynas in my Jubak Picks Portfolio since October 18, 2022. The position is up 88% in that period as of the close on December 8. The ADR is up 78% in 2025 to date. On a dip I will add it to the long-term 50 Stocks Portfolio. MP Materials is up 298% in 2025 through December 8. Tomorrow, December 9, I will add MP Materials to my Volatility Portfolio. On a dip I will add it to the Jubak Picks Portfolio.
November 21, 2025 | Daily JAM, Jubak Picks, WMT |
Walmart (WMT) blew out Wall Street projections for revenue and earnings Thursday. And warned that it’s seeing increasing pressure on lower income customers.
November 20, 2025 | Daily JAM, Jubak Picks, WMT |
While Nvidia (NVDA) gave back some of its post-earnings pop from yesterday–falling 3.15% in trading today, November 20–Walmart delivered its own blowout report today and held its post-earnings report gains with shares closing up 6.46% at the close.What was there NOT to like.
November 13, 2025 | Daily JAM, Jubak Picks, PAAS |
Pan American Silver (PAAS) has declared $0.14 a share quarterly dividend, payable to shareholders of record as of November 24.
November 12, 2025 | Daily JAM, GDX, GDXJ, GLD, Jubak Picks, Morning Briefing |
If you have been looking for the moment to add to your exposure to gold, I think this 5% dip is a good opportunity.
November 6, 2025 | Daily JAM, Jubak Picks, LLY, NVO |
Novo Nordisk (NVO) and Eli Lilly (LLY) traded higher on Thursday as the companies announced a major drug-pricing deal with the Trump administration. The companies’ GLP-1 weight-loss drugs, which cost roughly $1,000 to $1,350 per month now for patients without insurance, will be available for Medicare and Medicaid beneficiaries at sharply lower prices from 2026. The Wall Street Journal reported that Novo Nordisk and Eli Lilly will offer the lowest doses of their weight-loss drugs, Wegovy and Zepbound, through TrumpRx for $149 and $299 per month, respectively. So why would these drug makers agree to cut prices by $850 to $1,000 a month?
November 2, 2025 | AMZN, Daily JAM, GOOG, Jubak Picks, Mid Term, MSFT, Short Term, Top 50 Stocks |
No slowdown on plans for AI capital spending in earnings results this past week from Big Tech. Alphabet/Google (GOOG) said it was increasing what it planned to spend on A.I. data center projects this year by $6 billion, after spending nearly $64 billion over the past nine months. Microsoft (MSFT) said it had spent $35 billion in its latest quarter, $5 billion more than it had told investors to expect just a few months ago.
Amazon (AMZN) said it would be “very aggressive” in adding more data centers and would spend $125 billion this year-— and even more next year. Meta Platforms (META) raised its spending forecast to at least $70 billion by the end of the year, which would be nearly double what it spent last year. The stock market reaction wasn’t unalloyed joy. Investors seemed generally positive on spending plans from Alphabet, Microsoft, and Amazon. And skeptical of Meta’s strategy and spending.
October 28, 2025 | CCJ, Daily JAM, Jubak Picks |
Shares of Cameco (CCJ) soared by 23.42% today after the Trump administration announced it will take a stake in at least $80 billion of new nuclear reactors. The deal is with Westinghouse, owned jointly by Cameco and Brookfield Asset Management.
October 26, 2025 | Daily JAM, Dividend Income, EQNR, Jubak Picks |
Picking an oil stock for the energy future seems, well, counter-intuitive. Isn’t oil the energy past? Yes, indeed, but when? And how fast will natural gas and LNG peak? And when will energy production from renewables accelerate so much that stock prices have to pay attention? These are all complicated questions and getting the correct timing of the energy future is really difficult right now as investors look out beyond five years to what I’m calling the Scramble stage of the energy crisis. Especially with the possibility of a sudden global rush to head off catastrophic increases in temperature. Economies and financial markets don’t make the best decisions in a panic. Equinor is a way to hedge all those uncertainties–while collecting a 5.9% dividend.
October 21, 2025 | CCJ, Daily JAM, Jubak Picks, Top 50 Stocks |
Third, the intense competition to lock up sources of decently priced and reliable electricity: Pick #6: Cameco
October 19, 2025 | Daily JAM, GNRC, Jubak Picks, Volatility |
Pick #5 for the energy crisis is Generac
October 16, 2025 | Daily JAM, Jubak Picks |
Think about the state of the electricity grid in the United States and pretty much everywhere in the world over the next decade.The grid will be stressed by the huge growth in demand from AI infrastructure. Its antiquated technology will be increasingly exposed to view–and an increasing threat to the grid managers’ ability to deliver uninterrupted electricity. And it will increasingly threaten to devolve into a patchwork of only marginally compatible technologies for energy production from gas turbine, legacy coal-fired power plants, solar farms, utility-scale battery storage, and wind turbines. It’s no wonder that demand for core technologies like electrical transformers has soared, resulting in huge backorders and extensive delivery delays.The transformer sector is relatively concentrated with five manufacturers owning 40% of a $27 billion market projected to grow at a compounded annual rate of 6% to 7% through 2033. Of those dominant players my pick is Siemens Energy (ADR: SMNEY), the 2020 spin off from Siemens (SIEGY) in 2020. It’s not the biggest player in the sector–coming in at No. 2 behind GE Vernova (GEV). (Look for GEV as a pick in Part 3 OF THIS special Report.) But I like its mix of businesses slightly better in the timeframe of this aspect of the energy crisis. and I really like the company’s ability to pick up market share over the last five years.
