Stock Alerts
Selling AT&T out of Dividend Portfolio on debt load, business trends
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Holding onto my April 18 Boeing puts a little longer
I bought Boeing (BA) puts (the April 18, 2019 put with a $290 strike to be precise) back in December as a way to hedge against a big escalation in the U.S.-China trade war and a plunge in the export-heavy Dow Jones Industrial Average. (The Dow is a price-weighted...
Nvidia wins the bidding to acquire key data center chip technology
Nvidia (NVDA) has won the bidding to acquire Mellanox Tech (MLNX). Nvidia has said that it expects the acquisition, which will be funded through cash on the Nvidia's balance sheet, to be accretive to non-GAAP gross margin, non-GAAP EPS, and free cash flow immediately....
Valero is a best of class refiner but it’s just not a good time to be a refiner so I’m selling the shares out of Jubak Picks
Valero Energy is the largest independent largest independent refiner in the United States. And it's also one of the best refiners in the world, period. But this just isn't a good time to be a refiner and the oil market has moved in ways that negate many of the...
I said I’d sell CTRP on first sign that upward momentum had broken–well, I’m selling today
Yesterday I posted that I would sell Ctrip International.com out of my Jubak Picks portfolio at the first sign that the stock's upward momentum had broken. Well, the New York traded ADS for Ctrip closed down 5.42% today. I think that counts as a break and I'm selling...
After huge bounce on earnings, when is it time to sell China’s CTRP.com?
Way, way back on March 1 I wondered when it would be time to trim some China positions. The Shanghai market as a whole was up more than 14% in the last month. Sure, a potential U.S.-China trade deal offered the chance of a rally on the news, but Wall Street was...
Making Cheniere Energy my #8 pick in my Special Report: 10 stocks for an earnings recession
At the moment everything is running Cheniere Energy's (LNG) way. Â And while natural gas remains a cyclical sector and subject to the ebbs and flows of the global economy, those catalysts are enough for me to make this the #8 pick for my Special Report: 10 stocks for...
Salesforce beats on earnings for this quarter but lowers guidance for year ahead
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Vestas is gaining market share in wind while GE struggles–adding it as #7 to Special Report 10 picks list for an earnings recession (and to my global warming special report and to my Jubak Picks Portfolio)
The global wind power market is highly concentrated with just four companies accounting for 57% of deployed wind turbines: Vestas (VWDRY), Goldwind of China, General Electric (GE), and Siemens Gamesa (SIEGY). Â In 2018 developers commissioned 45 gigawatts of onshore...
Making Wal-Mart my No. 6 pick in my Special Report: 10 stocks for an earnings recession, and adding it to my Jubak Picks Portfolio
Today February 27 I'm adding Wal-Mart (WMT) to my Jubak Picks Portfolio and making it the sixth pick in my Special Report: 10 stocks for an earning recession. Only 25% of Wal-Mart's revenue currently come from outside the United States--a plus in view of my projection...
Appeals court rules AT&T acquisition of TimeWarner can go ahead–why isn’t the stock up more today?
The U.S. Appeals Court in Washington ruled today that AT&T's (T) $85 billion takeover of Time Warner (now known as WarnerMedia) could go ahead. The court said in a 35-page opinion that the Justice Department had failed to establish that a lower-court judge had...Jim’s Stock Alerts
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