Videos
March 11, 2022 | AAPL, Daily JAM, Jubak Picks, Long Term, Videos |
This week, my Quick Pick is Apple (AAPL). I wrote a post about a month ago, saying that Apple would be a stock to buy place ahead of its new product event on March 9 (and the traditional fall announcement of more new products.). And I think the reveal yesterday had promising new products likely to boost sales. There’s a new iPad Air, an improved iPhone SE (the cheapest iPhone), and new generations of Mac computers all with Apple’s new in-house M1 chip. The stock has fallen a bit so far this year, but hasn’t been hammered as much as other tech stocks, and I think the potential for huge sales of these new items make it a good holding over the next year.
March 10, 2022 | Daily JAM, Videos, Volatility |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and eleventh YouTube video “Russia’s looming default” went up today.
March 4, 2022 | Daily JAM, Jubak Picks, Videos, YARIY |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and ninth YouTube video “Quick Pick Yara International” went up today. This week, my Quick Pick is Yara International (YARIY), a Norwegian producer of fertilizer. In yesterday’s video I recommended adding exposure to agricultural commodities to your portfolio as the Russian invasion of Ukraine rumbles on. I like Yara because of that short-term story as well as its long-term focus on green agriculture and decarbonizing the food chain using Norway’s supplies of hydropower to produce green ammonia. I added the stock to my 2-18 month Jubak Picks Portfolio on January 18. It was down 14% since then as of the close on March 4.
March 3, 2022 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and eighth YouTube video “You should own more commodities” went up today. We all know that oil and gas prices will rise even more as a result of the invasion and you’ve probably added oil and natural gas stocks to your portfolio. I recommended that you do that back in January. But did you know that aluminum prices will soar too? Same with zinc. And wheat. The list goes on. There are a few individual stocks – like LNG and AA – I recommend to get yourself on top of this situation, but I also recommend looking at commodity ETNs like DJP which include agriculture as well as energy stocks in one basket.
February 24, 2022 | Daily JAM, Dividend Income, PXD, Videos |
This week my Quick Pick is Pioneer Natural Resources (PXD). I don’t like oil and gas companies in the long term (hello, global warming), but in the short term I like companies that are exercising restraint in spending on further exploration and development. With oil prices rising, Pioneer is set to generate high positive cash flows in the short term. That surplus will be distributed in the company’s two-tier dividend structure, giving investors a nice pot of money. I’ve added Pioneer to my Dividend Portfolio
February 23, 2022 | Daily JAM, Morning Briefing, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and fifth YouTube video “Russia sanctions and the Federal Reserve’s interest rate increases” went up today. So how will the seemingly imminent confrontation between the United States and Russia over the fate of Ukraine, and the likelihood of continuing economic sanctions against Russia change the prospects for interest rate increases by the Fed in the coming months. Ya think that the prospect of sanctions on Russia and possible Russian cyberattacks might change the Fed’s schedule?
February 21, 2022 | CHPT, Daily JAM, EVGO, Millennial, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and fourth YouTube video “Trend of the Week: Electric Vehicle Charging Stocks” went up today. This week I’m talking about electric vehicle charging stocks. You may have heard me talk about these in the past. However, these stocks have been hammered so far in 2022, so right now they are cheap. Why are they worth buying? Because we know that the U.S. government has already allocated $5 billion to build charging stations around the country. We haven’t seen the upside of that yet! I currently own EVGO and CHPT in my portfolios.
February 18, 2022 | Daily JAM, Jubak Picks, Short Term, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and third YouTube video “QuickPick Alcoa” went up today. This week, my Quick Pick is Alcoa (AA). Like in other commodities, with aluminum we are seeing a supply deficit amidst growing demand. Plus, Alcoa is paying down its debt, and generating a positive cash flow which has led the company to announce a dividend payment and re-institute stock buybacks.
February 10, 2022 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-ninth YouTube video “50 basis points because the Fed is scared not to” went up today.
February 8, 2022 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-eighth YouTube video “Trend of the Week Sticker Shock” went up today.
January 31, 2022 | Daily JAM, Mid Term, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-fifth YouTube video “Trend of the Week: Supply Chain Chaos Continues” went up today.
January 28, 2022 | Daily JAM, Jubak Picks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-fourth YouTube video “QuickPick CMG” went up today.
