Millennial
August 17, 2021 | COPX, CPER, Daily JAM, Dividend Income, Millennial, SCCO, Top 50 Stocks |
On Monday the Chinese government reported that the country’s economy slowed more than expected in July. Retail sales were crimped by tough new virus restrictions introduced toward the end of the month to contain fresh outbreaks. Retail sales rose by 8.5% near over year. Analysts had expected growth of 10.9%. Industrial production to a 6.4% year over year increase instead of the 7.9% in economist forecasts. Investment in fixed assets rose 10.3% year to year in the first seven months of 2021 against expectations for an 11.3% increase. No big secret about the effects. China’s economy is the driver for global demand for commodities such as copper. And for demand for some key manufactured goods such as chips.
August 5, 2021 | Daily JAM, EVGO, Long Term, Millennial, Volatility |
Today President Joe Biden unveiled a plan that would speed up the transition to electric vehicles in the United States. Included was an executive order (in this case a goal) calling for half of new passenger car sales to be of electric vehicles powered by batteries and fuel cells or plug-in electric hybrids by the end of the decade. And new proposed regulations from the Environmental Protection Agency and the Transportation Department on greenhouse gas emissions and fuel efficiency for cars, SUVs and pickup trucks through model year 2026. The proposed regulations would reverse a Trump administration freeze on fuel-deficiency standards that was itself a reversal of the Obama administration regulations that would have ramped up average fuel economy to 54.5 miles per gallon by model year 2025.
July 16, 2021 | Daily JAM, EVGO, Millennial, Volatility |
On July 15, General Motors announced that Brightdrop, its new unit for recharging electric vehicles, would expand to the recharging of commercial fleet vehicles (such as FedEx.) GM named EVgo (EVgo), already partnering with GM to expand its network of fast charging stations, as a preferred partner in the fleet effort. Yesterday shares of EVgo jumped 14.18% on the news. Today, Friday, July 16, the stock gave back 2.57%. EVgo is already a member of my Volatility Portfolio where it is up 4.81% since I added it on May 19, 2021 through a purchase of shares in the the SPAC that would take the company public via a reverse merger. I’ll be adding EVgo shares to my “Millennial Portfolio (for investors with more time than money)” on Monday
July 15, 2021 | Daily JAM, DE, Jubak Picks, Millennial, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My thirty-fourth YouTube video “QuickPick: 3 reasons to buy Deere” went up today.
July 3, 2021 | CRWD, Daily JAM, Jubak Picks, Millennial, PANW |
Another day; another ransomware attack. This one is being called the largest non-national-state supply-chain cyberattack ever seen (and possibly the largest cyberattack ever, period.)
June 23, 2021 | COPX, Daily JAM, Dividend Income, FCX, FQVLF, Jubak Picks, Millennial, SCCO, Top 50 Stocks |
Copper stocks have been moving steadily higher recently in anticipation of a turn in the eight week downward trend in the price of copper itself. Today, the price of copper is showing some of the upward movement that the rally in copper stocks anticipated.
June 13, 2021 | Daily JAM, Jubak Picks, Millennial, Stock Alerts |
I posted Friday, June 11, that investors looking for a theme to buy in an expensive market had turned to Cyber Security stocks. Makes sense, I noted, with ransomware attacks running at a fast pace and forecast pointing to even more attacks on corporate and government systems in the months (years?) ahead. I wrote that in this sector I already owned Palo Alto Networks in my Jubak Picks Portfolio where the stock is up 79% since I added this position on June 27, 2019, and in my 50 Stocks Portfolio where it is up 50% since I added this position on January 21, 2020, and in my new Millennial Portfolio where the position is up 0.94% since I added it on May 21, 2021. And that I would be adding another Cyber Security stock, CrowdStrike Holdings, to my Jubak Picks and Millennial portfolios on Monday, June 14
June 11, 2021 | Daily JAM, Jubak Picks, Millennial, Top 50 Stocks |
Investors looking for a theme to buy in an expensive market where the Standard & Poor’s 500 hit a new all-time high yesterday today, June 11, looked to Cyber Security stocks. And why not with the newest round of ransomware attacks clearly not the last effort by hackers to break into corporate networks.
June 7, 2021 | Daily JAM, EQNR, Millennial |
I’m using the rise of oil prices to near $70 a barrel on optimism about a post-pandemic increase in oil prices to sell Equinor (EQNR) out of my Millennial Portfolio.
May 21, 2021 | Daily JAM, Jubak Picks, Millennial, PANW |
Yesterday, May 20, after the market closed, Palo Alto Networks (PANW) reported third-quarter fiscal 2021 non-GAAP earnings of $1.38 per share. That beat the Wall Street consensus by almost 8%. Last earnings for the third quarter of the fiscal year were $1.17. Revenue gained 24% year over year to $1.07 billion. That was slightly above the Wall Street projection of $1.06 billion. After the earnings announcement the company raised guidance for the fiscal 2021 fourth quarter to project earnings per share of $1.42 to $.44 and year over year revenue growth of 23$ to 24% to $1.65 billion to $1.715 billion. For all of fiscal 2021 the company forecast adjusted earnings of $5.97 to $5.99 a share. That was up from an earlier projection of $5.80 to $5.90 a share.
May 11, 2021 | Daily JAM, DE, Long Term, Millennial, SCCO |
Sure looks like a market struggling with rotations between growth and value stocks. One day the growth stocks sell off on fears of higher interest rates and rising inflation or something–and because after such a strong rally in the style growth stocks are very expensive. And that same day value stocks move higher because increasing economic growth is a very, very good thing for a style that depends on a strong economy for much of its revenue gains. The next day the market’s preference reverses and growth again outperforms value. What’s a poor investor to do? Especially the long-term investors with very long time horizons that are the focus for my new “Millennial Portfolio (for investors with more time than money.)” How about a few stocks that offer both growth and value? I’ve got two stocks today that I’m going to add to the Millennial Portfolio: Deere (DE) and Southern Copper (SCCO)
May 3, 2021 | Daily JAM, Long Term, Millennial, Special Reports |
If any investor wants to figure out what trends to invest in and when are the investing opportunities created by global climate change and efforts to limit the rise in our planet’s temporary, you need to look at every system of signs for clues. That means looking at the obvious, the political discourse as represented by the climate change plans of the Biden administration and the positions staked out by its opponents on the right and left. It means looking at the slightly less obvious, the advertising and public relations spending by companies trying escape the worst effects of the efforts to control climate change (oil companies, for example) and by companies trying to position themselves as champions of the fight to save the planet. And it means studying the much less obvious such as the climate change accounting principles I described in Part 1 of this Special Report to see which actions will be privileged and which penalized by the rules for keeping the books. From my own take on those systems, I’ve come up with a list of climate change trends that I think are worth investing in–and a calendar for when I think you ought to put your money into these trends. In Part 3 of this Special Report I’ll give you the names of 10 stocks that I’d look to use to ride these trends. Today’s segment, though, is devoted to laying out a sense of when to put your money into specific phases of the overall global climate change trend. I’ve divided this “calendar” into three parts.
