Stock Alerts
June 2, 2025 | Daily JAM, Jubak Picks, PAAS, Stock Alerts, Top 50 Stocks |
Today’s Quick Pick is Pan American Silver (PAAS). Gold isn’t the only way to hedge against global economic and currency risks–silver is another great option. It’s a precious metal with industrial uses, so it doesn’t soar as high as a first choice financial hedge as gold, but it’s very affordable right now relative to gold. Pan American Silver just reported solid first quarter results: 5 million ounces of silver, 180,000 ounces of gold, $0.47 earnings per share, and $773 million in revenue. Their all-in production costs for silver are $13.94/oz, while silver’s market price is around $33.64/oz-—a nice margin! Gold production costs are $1,485/oz vs. a market price of around $2,343/oz. The stock even pays a small 1.68% dividend. Morningstar thinks the stock is slightly overvalued, but I think the premium is fair given current market risks. Plus, they recently acquired a 44% stake in the high-quality Juanicipio Silver Mine in Mexico, which should boost production. If you’re looking for a hedge beyond gold, silver—and PAAS specifically—-is a smart choice. I’ll be adding PAAS to my Volatility and Jubak Picks portfolios soon.
May 26, 2025 | Daily JAM, Jubak Picks, Stock Alerts, TBF, Volatility |
I’m adding shares of the ProShares Short 20+ Year Treasury ETF (TBF) to my Jubak Picks and Volatility portfolios tomorrow, May 28, as a play in the continued decline in prices at the long end of the Treasury market.
May 12, 2025 | Daily JAM, Jubak Picks, Stock Alerts |
Buying the iShares International Treasury Bond ETF (IGOV) for my Jubak Picks Portfolio tomorrow, May 13. Let’s be clear here–with this ETF you’re giving up some current yield for safety. But with the strong possibility that in 2025 investing in safety can produce decent capital gains.
March 24, 2025 | BABA, Daily JAM, Jubak Picks, Short Term, Stock Alerts, Volatility |
Today I added shares of Tencent (TCEHY) and the iShares China Large-Cap ETF (FXI) to my portfolios at least partly on the strength of China’s AI rally. Tomorrow, March 25, I’d adding shares of Alibaba (BABA) to my Jubak Picks and Volatility portfolios.
March 23, 2025 | Daily JAM, Jubak Picks, Long Term, Mid Term, Stock Alerts, TCEHY, Top 50 Stocks, Volatility |
On Monday, March 24, I’m adding these Tencent ADRs (TCEHY) TO my Jubak Picks and Volatility Portfolios.
March 12, 2025 | AAL, Daily JAM, Jubak Picks, Stock Alerts |
On January 22, 2025, my position in American Airlines (AAL) was up 46% from my October 22, 2024 buy-in my Jubak Picks Portfolio. As of the close on March 12, however, the stock is down 34% for 2025. And my portfolio position is down 16%. I don’t see any sign of a recovery in airline sector growth or revenue wth the economy clearly slowing. In fact all the major U.S. carriers have recently cut guidance for 2025. So on March 13, I will be selling American Airlines out o my Jubak Picks Portfolio.
March 5, 2025 | CMI, Daily JAM, Long Term, Stock Alerts, Top 50 Stocks |
Sales of the heaviest category of trucks in North America collapsed in February. ACT Research reported on Wednesday that February preliminary North America Class 8 net orders were down 34% year-over-year to 18,300 units.
March 3, 2025 | BYDDF, Daily JAM, Jubak Picks, Stock Alerts |
I don’t see any way the escalating trade tensions between the United States and China and the now almost certain global trade war will mean anything good for BYD (BYDDF) the leading global maker of electric and hybrid cars And apparently the stock market agreed. Today’ March 3, shares of BYD dropped 11.05% in New York trading as President Donald Trump confirmed that higher tariffs on imports from Mexico, Canada, and China would go into effect tomorrow March 4. So I will be selling shares of BYD out of my Jubak Picks Portfolio tomorrow. March 4. The position was up 54% since I initiated it on December 28, 2023.
March 3, 2025 | CRM, Daily JAM, Jubak Picks, Morning Briefing, Stock Alerts |
I’m selling Salesforce (CRM) out of my Jubak’s Picks Portfolio tomorrow, March 4. The position was up 22% as of the close on March 3 from my buy on June 22, 2024.I added the stock back in June because I think companies with existing product platform that can add AI to bring value to their customers is the next stage in monetizing AI. I still think that’s true but the trend is taking a bit longer to play out than a market increasingly impatient with AI profits is willing to pay up for.If we get the sell off that certainly now looks possible, I’d be more than happy to rebuy.
February 26, 2025 | Daily JAM, FCX, Jubak Picks, Morning Briefing, Stock Alerts, Top 50 Stocks |
President Donald Trump has ordered an investigation of copper imports in what is a first step toward potential tariffs on the metal. The move launches a process that Trump previously used to put tariffs on steel and aluminium, opening a new front in his trade war. We’re at the early stages in this effort but I think a copper tariff play is a reasonable buy right now–especially since coopper demand and copper prices are forecast to climb tariffs or no tariffs. The biggest winner would be Freeport-McMoRan (FCX), the largest producer of copper in the United States. I’ll adding shares of Freeport my Jubak Picks portfolio tomorrow, Thursday, February 27.
February 7, 2025 | AAPL, Daily JAM, Stock Alerts |
China’s antitrust watchdog, the State Administration for Market Regulation, is laying the groundwork for a potential probe into Apple’s (AAPL) app store policies and the fees it charges app developers. Apple policies under scrutiny include the cut of as much as 30% on in-app spending that Apple collects and the company’s policy of barring external payment services and stores. The news is a reminder that China has weapons other than tariffs to employ in any trade war with the Trump Administration.
February 6, 2025 | Daily JAM, Stock Alerts, Videos |
Today’s Quick Pick is Vertex Pharmaceuticals (VRTX). The FDA has approved a new non-opioid, non-addictive pain killer from Vertex Pharmaceuticals. It’s currently only approved for acute pain, not long term, chronic pain. Acute pain treatment is about a $100 million market with plenty of generic opioid competitors. Because of this, the stock didn’t pop a lot on the approval news–less than 10%. This is a long term buy on the next market dip with an eye toward approval for chronic pain, a much larger market, and a much bigger jump in the stock.
