Stock Alerts
Adding Boeing to Jubak Picks on weak dollar, strong global economy, tax cuts
Shares of Boeing (BA) have tumbled from $351.01 on January 17 to close at $334.69 today. I'm using the pull back to add shares to my Jubak Picks portfolio tomorrow, January 25. The Boeing story right now is one of multiple tailwinds pushing the stock higher. A weak...
Adding Caterpillar to my Jubak Picks and Volatility Portfolios ahead of earnings tomorrow
Caterpillar (CAT) looks to be a major beneficiary of the lower tax rates in the Tax Cuts & Jobs Act and for a lower U.S. dollar. (See today's Morning Briefing on the lower dollar.) Not that Caterpillar sales are exactly struggling. The company reported today a 34%...
Cheniere Energy’s Sabine Pass terminal reaches full capacity
Natural gas volumes feeding into Cheniere Energy's (LNG) Sabine Pass terminal have nearly doubled compared with this time a year ago, S&P Global Platts has reported. LNG feed-gas volumes have averaged 2.9 billion cubic feet per day and have risen as high as 3.3...
My eighth stock pick of Christmas is Bank of America–and eight maids a-milking
I'm adding shares of Bank of America (BAC) to my Dividend Portfolio today. The stock yields only 1.2% on trailing 12-month dividend payouts so why am I adding it to a portfolio dedicated to beating the yield on the 10-year Treasury bond? Because Bank of America has...
My seventh stock pick of Christmas is McDonald’s–and seven swans a-swimming
I've become convinced that the best way to think about McDonald's (MCD) and other established fast-food stocks is as cyclicals. Oh, not in the usual way where the fortunes of a company rise and fall with the cycles in the economy. No, I think the established fast food...
Turmoil isn’t done in lithium sector with volatility at SQM and ALB
The announcement of a deal between Sociedad QuÃmica y Minera de Chile (SQM) and Chile's development agency CORFO that resolves a long-standing dispute on royalty rates and that would allow SQM to expand lithium production from the brines at government-owned Salar de...
Consumer Electronics Show caps great month for Synaptics
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I’m adding copper exposure to my Jubak’s Picks Portfolio by moving Freeport McMoRan Copper & Gold from my 50 Stocks Portfolio
By this time I think you get the message: I like the trend in copper prices and copper stocks over the next five years. I've added copper producers South Copper (SCCO) to my long-term 50 Stocks Portfolio and First Quantum Minerals (FQVLF) to my volatility portfolio....
Nektar soars today on J.P. Morgan healthcare conference
Anybody still think that conferences, especially biotech conferences, don’t move stock prices? Shares of Nektar Therapeutics (NKTR) are up 7.65% today to $61.79 as of noon New York time on the company’s appearance at this week’s J.P. Morgan biotech conference. The slides from the company’s presentation today are in circulation but CEO Howard Robin doesn’t actually present until 2 p.m. New York time today.
Land driller Helmerich & Payne completes recovery from August bottom, prospects more than solid enough to keep me on board for the dividend
Shares of Helmerich & Payne (HP) have just about completed their recovery from last year's sell off on tumbling oil prices. The stock closed at $66.40 today, January 4. That's just 1.34% below the $67.30 price at which I added these shares to my Dividend Portfolio...
On the sixth day of Christmas my stock pick is Starbucks–and six geese a laying
2017 wasn’t a great year for the shares of Starbucks (SBUX). The stock is up just 3.8% in the last year. Shares peaked at $64.57 on June 2, 2017 and then plummeted to $52.70 on August 18. They closed today, January 2, at $57.63. But 2018 looks a lot better. So much better that I’m making Starbucks my sixth pick in my 12 days of Christmas stock picks
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