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Archive for the ‘Jim’s Stock Alerts’ Category

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Commonwealth Bank of Australia (CMWAY)

Selling Commonwealth Bank of Australia out of Dividend Portfolio

I've only got a small bit of exposure to the global banking system and, frankly, I think it's past time to get rid of even that exposure. We're in one of those banking sector moments where we know that banks are loaded up with assets that can't be priced (in the case of some illiquid […]

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Walt Disney (DIS)

Disney gets another negative vote–but one that’s still more positive in the short run than I am

Gugenheim analyst Michael Morris issued a deeply pessimistic call on Walt Disney (DIS) shares on Thursday, April 2. He's still more positive on the stock than I am in the next six months or so.  While I continue to hold Disney shares in my long-term 50 Stocks Portfolio, on March 31 I bought September 18 […]

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Luckin Coffee (LK)

Removing Luckin Coffee from my list of Buy on the Dip future opportunities on 75% loss today

This morning the board of Luckin Coffee (LK), the fastest growing coffee brand in the world, announced that it had told the U.S. Securities & Exchange Commission that it had initiated an internal investigation into the possibility that former  COO, Jian Liu had inflated revenues by more than $300 million. Expenses at the company may […]

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Palo Alto Networks (PANW)

Good news out of Palo Alto Networks doesn’t count for much in a bear market–but enough to earn a neutral from me

The problem isn't that there's no good news out of individual companies. It's just that good news on specific stocks doesn't count for much in a bear market when everything moves together in a single direction--most usually down. Take Palo Alto Networks (PANW), a member of my Jubak Picks Portfolio. The shares are down 19.3% […]

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Emerson Electric (EMR)

Selling Emerson Electric out of my Jubak Picks Portfolio today

I'm using today's bounce to sell Emerson Electric (EMR) out of my Jubak Picks Portfolio today. The shares are up 3.54% today. I think Emerson Electric is a stock that I'd like to own for the long-term if the short-term didn't look so negative for the economy as a whole. I can't see Emerson's customers […]

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Middleby (MIDD)

Selling Middleby out of my long-term 50 Stocks Portfolio today

I love this stock. It's been in the long-term 50 Stocks Portfolio since May 3, 2013. And someday I think the company's strategy of buying smaller commercial and domestic kitchen equipment companies and then super-charging their sales by giving them access to a bigger piece a very fragmented market will work again. But you can […]

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Grupo Aeroportuario del Pacífico (PAC)

Will Grupo Aeroportuario del Pacifico cut its dividend at April 28 meeting? Selling out of the Dividend Portfolio

Grupo Aeroportuario del Pacífico (PAC) has postponed its annual meeting until April 28. Th company's stock buyback plan and dividend payouts on the agenda. It's hard to imagine that the company hasn't at least considered cutting its buyback and dividends. Grupo Aeroportuario operates 12 airports throughout Mexico’s Pacific region, including the major cities of Guadalajara […]

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First Quantum Minerals (FQVLF)

Selling First Quantum Minerals today in bear market rally

I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)--that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new capacity coming on line just at about the […]

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ServiceMaster Global (SERV)

Selling ServiceMaster out of my 50 Stocks Portfolio

I wish I hadn't bought ServiceMaster Global Holdings (SERV) in my long-term 50 Stocks Portfolio back on December 17. But I did. It was a bargain then. It's not now. And now I think it's time to cut my losses after some relatively minor gains on March 24 (2.97%) and today (0.58%). My total loss […]

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General Motors (GM)

GM dividend looks safe for now after credit line draw down

General Motors (GM) drew down its $16 billion credit line today to maximize its financial cushion as the auto industry headed into a very uncertain future. The $16 billion drawdown adds to the $16 billion in cash that General Motors projects to have on hand by the end of the month. That $32 billion is […]

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