Top 50 Stocks
April 26, 2022 | Daily JAM, Dividend Income, Jubak Picks, KO, PEP, Top 50 Stocks |
Neither company crushed Wall Street earnings expectations, but both reported good enough news in a very tough environment. I own PepsiCo in my long-term 50 Stocks Portfolio, where it was up 220.4% from my initial December 30, 2008 pick as of the close on April 26. I will add the stock to my 12-18 month Jubak Picks Portfolio tomorrow, April 27, with a target price of $190 a share. The stock pays a 2.47% dividend I own shares of Coca-Cola in my Jubak Picks Portfolio, where it was up 29.8% from my February 19, 2021 pick, and in my Dividend Portfolio, where it was up 41.75% from my May 1, 2020 pick. Tomorrow, April 27, I will add shares of Coca-Cola to my long-term 50 Stocks Portfolio. In addition I will raise the target price on Coca-Cola in my Jubak Picks Portfolio to $78 from the current $56 a share.
April 19, 2022 | AAPL, Daily JAM, DIS, Jubak Picks, Top 50 Stocks |
Shares of Netflix (NFLX), fell 25.73% today, April 19, in after-hours trading after the company announced first quarter earnings. (In regular trading the shares had gained 3.23%.) The stock was already down 42% for 2022 before today’s after-hours plunge. The bad news: In the first quarter of 2022 Netflix (NFLX) lost 200,000 subscribers. That was a bit short of the company’s guidance for the addition of 2.5 million subscribers for the quarter. And to put a cherry on top of the bad news in the company’s earnings report, Netflix forecast that it would lose another 2 million subscribers in the second quarter of 2022.
March 20, 2022 | BABA, Daily JAM, FXI, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
I expect a continuation of the “disagreement” between domestic Chinese and foreign investors about the risk and direction of China’s stock marketThe two groups see very different worlds when they look at Chinese stocks. China’s domestic investors see a market ready for a big rally from a severe bear market on support from the People’s Bank of China, stock market friendly changes in policy from China’s financial regulators, and promises of fiscal stimulus from the Beijing government. Foreign investors see a the dangers of a confrontation with the United States and the potential for economic sanctions on China
March 16, 2022 | Daily JAM, FXI, Jubak Picks, Morning Briefing, Perfect Five-ETFs, TCEHY, Top 50 Stocks |
Yesterday, March 15, I was thinking that I wished I didn’t own any China stocks at all. Today, March 16, I wished I owned more. Lot’s more.
March 8, 2022 | Daily JAM, Jubak Picks, Top 50 Stocks |
Right now investors and traders are getting a crash course in how vulnerable global supply chains are to disruption–especially when they become really extended. And how a supply chain disruption can ripple out in unexpected directions thanks to the complexity of many key products.
First, the Pandemic took a hammer to the complicated logistical systems required to get Commodity A to Sub-assembler B in order to make Consumer good C that would show up for sale around the world. Just in time inventory, it turned out, didn’t work very well when nothing arrived on time. Second, the Russian invasion of Ukraine has–or at least it should have–reminded us that global supply chains can resemble Whack-A-Mole.
March 7, 2022 | COP, Daily JAM, EQNR, Jubak Picks, LNG, Morning Briefing, PXD, Top 50 Stocks |
I suppose there is something else that could add to the supply of bad news today on oil supply, but we’ve already got a full dance card At 2 P.m. in New York U.S. crude benchmark West Texas Intermediate traded up 5.07% to $121.55 a barrel; international benchmark Brent crude was up 6.24% to $125.48 a barrel. Where to start?
March 5, 2022 | Daily JAM, Perfect Five-ETFs, Top 50 Stocks |
In the coming week I expect global stock market action to shift to China. With every other stock market looking almost too risky to invest in, and the recent advice to invest in emerging market stocks, China’s short-term story looks (relatively) very attractiveAt the opening of China’s weekend session of the country’s legislature on Saturday, China’s premier, Li Keqiang, announced that the 2020 growth target for the country’s economy was “around 5.5 percent.”
February 24, 2022 | CRWD, Daily JAM, DAL, EQNR, Jubak Picks, LNG, Millennial, Morning Briefing, PXD, Top 50 Stocks |
With the Russian invasion of Ukraine about to trigger another package of tougher U.S. and European sanctions, I think we can expect Russia to delver on Vladimir Putin’s promise of retaliation. The most obvious form of that will be cyberattacks on U.S. infrastructure, like the Colonial Pipeline attack, on U.S. financial systems through hacking to steal customer information and denial of service attacks, and on attacks to break into U.S. corporate networks to either paralyze those networks or to effectively put them off line. I wouldn’t rule out attacks on government infrastructure either at local, state, and national levels.
February 17, 2022 | ALB, AMAT, Daily JAM, Jubak Picks, Millennial, NVDA, Top 50 Stocks |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and second YouTube video “Strong hands vs. hot hands” went up today. Today I’m looking at a few stocks that exemplify what most experienced traders know: some hands are steady, and some are not. So when Nvidia announced this week that it expected to see supply chain issues (despite beating earnings and raising guidance), the stock fell. Similar things happened to chip-making equipment supplier Applied Materials and Albemarle, the lithium maker. I’m taking this opportunity to add some of these stocks into my portfolios. What about you?
February 16, 2022 | Daily JAM, NVDA, Stock Alerts, Top 50 Stocks |
After the close today, Nvidia (NVDA) reported fourth quarter earnings of $1.32 a share (versus analyst projections of $1.22) and revenue of $7.6 billion (versus expectations for $7.42 billion). As of 4:45 the stock has trading down $1.09 in the after-hours market. In my opinion that’s likely a result of a big run up in the stock before earnings. The stock gained 11% from February 11 through the close today, February 16. From January 27, a low in the recent downturn in Nvidia shares, to today’s close the shares are up 21%.
February 14, 2022 | Daily JAM, Millennial, NVDA, Top 50 Stocks |
Traders and investors look to be anticipating a big earnings beat from Nvidia after competitor Advanced Micro Devices delivered good news in its earnings report. The Wall Street consensus is that Nvidia will report $1.01 a share for the quarter, up from 64 cents a share in the year earlier period. But the course of the stock after earnings is likely to have more to do with news, if any, on a chip that Nvidia announced at the January 2022 Consumer Electronics Show.
February 11, 2022 | Daily JAM, Top 50 Stocks |
Welcome back to Quick Picks. I have another update this week, this time on Cummins (CMI), the maker of diesel engines that I first covered in August 2021. Cummins has built itself into a leader in developing new technologies for diesel engines in terms of efficiency and is now using the cash flow from that legacy business to create a market leading position in clean energy engines (fuel cells and electric vehicles.) That willingness to invest legacy earnings in new businesses is why I say they’re more like MSFT than XOM. The stock has fallen in recent months, so I think it’s a great time to buy and hold (and get paid a 2.6% dividend, too).
