Long Term
April 5, 2022 | AMD, C, Daily JAM, KBWB, Long Term, NVDA, Special Reports, WFC |
I think these financial market curves will let you map out the longer stories of Federal Reserve interest rate increases and a potential recession–and then chart the shorter stories of war in the Ukraine, global oil and natural gas crunches, summer Pandemic relief, global food crisis, computer chip shortages (and whatever else you think might be important) under those longer curves. That will let you decide when to buy and sell (and what) in order to profit from short-term stories while preparing your portfolio for the longer arcs.
March 11, 2022 | AAPL, Daily JAM, Jubak Picks, Long Term, Videos |
This week, my Quick Pick is Apple (AAPL). I wrote a post about a month ago, saying that Apple would be a stock to buy place ahead of its new product event on March 9 (and the traditional fall announcement of more new products.). And I think the reveal yesterday had promising new products likely to boost sales. There’s a new iPad Air, an improved iPhone SE (the cheapest iPhone), and new generations of Mac computers all with Apple’s new in-house M1 chip. The stock has fallen a bit so far this year, but hasn’t been hammered as much as other tech stocks, and I think the potential for huge sales of these new items make it a good holding over the next year.
February 14, 2022 | Daily JAM, Long Term, Special Reports |
To get to my 10 picks for my Special Report: A New Core Portfolio for a New Market, let me start with the second half of that title, the new market part. Why do I think we’re headed into a new market–and what kind of stock is this new market likely to reward with gains? And then onto my 10 picks for a New Core Portfolio.
February 11, 2022 | Daily JAM, Long Term |
I want to get these thoughts up on the investing consequences of a period where market history is an unreliable guide to future market behavior before I post my newest Special Report: “A New Core Portfolio for a New Market–10 picks.” The 5 strategy conclusions I’m putting out today certainly feed into my thinking about the nature of the new market. I’ll be working on that that Special Report over the weekend and will post it on Monday, February 14, just in time for Valentine’s Day.
January 3, 2022 | Daily JAM, Long Term, You Might Have Missed |
The yield on the 10-year Treasury is up 11 basis points as of 1:30 p.m. New York time today, Monday, January 3, to 1.62%. That’s the first time the yield has been above 1.60% since the emergence of the Omicron Variant in November.
December 30, 2021 | Daily JAM, Long Term, Stock Alerts, Top 50 Stocks |
We’ve got just two more trading sessions left in 2021. And then it’s on to 2022. Which means you should have wrapped up–or making any last minute sells–to harvest tax losses from 2021 in the next day or so. Of course, being the tax-savvy investor that you are, you have postponed taking profits on big winners in 2021 until 2022. (I’ll have an update on January profit-taking in the week after New Years.)
December 10, 2021 | Daily JAM, Long Term, SMNNY, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-ninth YouTube video “QuickPick Shimano Update” went up today.
December 8, 2021 | Daily JAM, JCI, Long Term, Stock Alerts, Top 50 Stocks |
Johnson Controls International (JCI) raised its quarterly dividend to 34 cents a share, a 26% increase, effective with the dividend payment payable on January 14, 2022. (The record date for owning the shares in order to collect the dividend is December 20, 2021.)
December 7, 2021 | Daily JAM, Long Term, WST |
It’s been a while but I haven’t forgotten. Back on October 5 I named Intuit (INTU) my eighth pick in my Special Report: 10 Greatest “Savings Account Stocks. Which meant that I owned readers two more picks. Today’s pick of West Pharmaceutical Services (WST) is pick No.9. One more to go. (As with picks No. 7 MasterCard and No. 8 Intuit, I’m suggesting that you hold off on buying West Pharmaceutical until we see a bigger dip or what I now anticipate as the end of the current extreme volatility sometime around March 2022.)
November 9, 2021 | Daily JAM, Long Term |
As the Glasgow global climate conference whimpers to a close on November 12–another year of delay and inadequate action, but, hey, we’ve got plenty of time right–maybe even 8 or 9 years–two reports say that things are even worse than they seem.
August 12, 2021 | Daily JAM, Long Term |
With the recent retreat in the price of 10-year Treasuries and the rise in the yield on these long-term instruments (to a whopping 1.36% as of today, August 12) I think this is a decent time to start buying to build that bond ladder for your long-term bucket.
August 10, 2021 | Daily JAM, Long Term |
Back in 2018 the Federal Reserve started to run down its valance sheet out of concern that its asset pile had grown so large that the central bank was in danger of becoming the market for things like Treasuries and mortgage-backed assets. (For some of the dangers in that state see the Bank of Japan, which does “own” the market for government debt.) Over the next two years the Fed ran its assets down to $3.75 trillion from $4.4 trillion. If you haven’t been paying attention, you might have missed the steady increase in the Fed’s holdings to a whopping $8.2 trillion in Treasury bonds and mortgage-backed assets.
