Jubak Picks
January 2, 2025 | Daily JAM, Dividend Income, Jubak Picks, LNG, Morning Briefing, UNG |
And on the subject of natural gas.
On Wednesday, January 1 Russian energy company Gazprom said it was no longer sending gas across Ukraine because that country had decided it would not renew a deal allowing Russian gas to transit its territory. The action ends an energy supply route that dates back some 60 years.
About 5% of the supply of Europe’s natural gas flows through Ukraine. Despite the ongoing Russian invasion,Ukraine had continued to allow Russian oil and gas to cross its territory to serve its European neighbors. That generated revenue for Kyiv and Moscow to use in funding that war. This moves comes as the United States is facing a major cold wave that could persist into mid-January
December 23, 2024 | AMD, Daily JAM, F, Jubak Picks, MRNA, Stock Alerts |
More than time to make the sells to harvest tax losses for 2024. It’s especially important if the volatility in some of 2024’s favorite stocks. like Nvidia (NVDA) let you to sell and then re-buy and then make sell again in 2024. Keep in mind the “wash sale” rule. The wash sale rule prohibits claiming a loss on a security if you buy the same or a “substantially identical” security within 30 days before or after the sale. Which is only a difficulty if you think that a stock you’re selling today is likely to have a huge rally by February 1. I think there are quite a few sell candidates where the shift in policy from the out-going Biden Administration to the incoming Trump Administration make getting caught in a regret rally is extremely unlikely.
December 10, 2024 | Daily JAM, Jubak Picks, LNG, Stock Alerts |
On Monday, December 9, I added Cheniere Energy (LNG) to my Special Report “10 New Stock Ideas for an Old Rally” and added it to my Jubak Picks Portfolio. Here’s what I wrote then:
November 29, 2024 | BRK/B, Daily JAM, Jubak Picks, Stock Alerts |
Today I added Berkshire Hathaway (BRK-B) as Pick #9 in my Special Report “10 New Ideas for an Old Rally.” Here’s what I wrote in that Special Report.
November 25, 2024 | Daily JAM, DNNGY, Jubak Picks, VWDRY |
These picks for Trump election losers shouldn’t come as a surprise: The President-elect has made it clear that he hates wind power. Here’s what I wrote in my update to my Special Report: “11 Trump election winners and 5 Trump/Harris losers.”
November 20, 2024 | Daily JAM, Jubak Picks, PANW, Top 50 Stocks |
Shares ofPalo Alto Networks (PANW) fell 5.32% in after-hours trading today, November 20. The company reported earnings for its first fiscal quarter after the market close. Non-GAAP earnings per share of $1.56 beat analyst estimates by $0.08. Revenue of $2.14 billion, an increase of 13.8% year-over-year, beat by $20 million. But it wasn’t enough for a stock that trades at 54 times trailing 12-month earnings per share.
November 19, 2024 | Daily JAM, Jubak Picks, Videos |
Today’s Quick Pick is Goldman Sachs (GS). This is not a cheap stock. Goldman has had a good run in 2024 and is up 55% year to date. But this is the stock to use play the financial deregulation policies of the Trump administration. We’re moving from Biden’s administration that had a relatively high degree of scrutiny in merger and acquisition deals to an administration that will come close to approving any deal Wall Street proposes. The deal pipeline is full. Companies that were waiting on the election results to move deals forward will start the process as soon as the new President is inaugurated. Running an M&A deal is incredibly lucrative for an investment bank. Goldman Sachs is a big player in this market and will benefit from doing M&As and LBOs. This pick is how I’ll be playing the Trump financial deregulation and I’ll be adding it to my Jubak Picks portfolio tomorrow.
November 18, 2024 | Daily JAM, Jubak Picks, Morning Briefing, NVDA, Top 50 Stocks |
NVIDIA (NVDA) will release its third quarter results after the market closes on Wednesday. Analysts are forecasting over 80% year over year growth in both revenue and EPS. Several Wall Street firms have raised their price targets on Nvidia ahead of its earnings report, citing strong demand for AI chips and the potential for upside surprises. Analysts from HSBC, Oppenheimer, Susquehanna, Wedbush, Raymond James, and Mizuho have increased their price targets, with HSBC setting the highest at $200. The stock closed at $140.15 on Monday, November 18. On the other hand…
November 4, 2024 | CNH, Daily JAM, DE, Jubak Picks, Morning Briefing, Stock Alerts, Top 50 Stocks |
Today I added CNH Industrial (CNH) as Pick #7 for my Special Report “10 new stock ideas for an old rally.” I also added the stock to my Jubak Picks Portfolio. Here’s what I wrote:
I like farm equipment maker CNH Industrial for the same reason I own Deere (DE) in my long-term 50 Stocks Portfolio. In the long term the world’s farmers are facing a huge challenge: produce more food as an increasingly chaotic climate makes growing stuff harder and harder. One important piece of the solution is a new generation of intelligent farm equipment that uses artificial intelligence to guide everything from when to plant to when to fertilize. At the moment, though, I like CNH more on price. CNH, the #2 farm equipment maker, is invitingly attractive because it is so cheap, absolutely and in comparison to Deere.
November 3, 2024 | Daily JAM, FTNT, Jubak Picks, PANW, Stock Alerts |
Today I added Fortinet (FTNT) as Pick #6 for my Special Report “10 new stock ideas for an old rally.” I also added the stock to my Jubak Picks Portfolio. Here’s what I wrote:
There’s a long-term buying cycle in the firewall cyber security sector.
November 2, 2024 | Daily JAM, Jubak Picks, NVDA, Top 50 Stocks |
AI chipmaker Nvidia (NVDA) will join the Dow Jones Industrial Average, replacing chipmaker Intel (INTC), S&P Dow Jones Indices, the owner of the 127-year-old index, said late Friday.
October 31, 2024 | Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks |
From BIG Tech earnings results so far, what seems clear is that if a company smashes through expectations like Alphabet (GOOG) did, the stock will climb. If, however, you merely match expectations like Meta Platforms (META) and Microsoft (MSFT) then shares retreat.
