Videos
March 28, 2022 | COP, Daily JAM, EQNR, Jubak Picks, LNG, Videos, Volatility |
Don’t sell those oil stocks yet! Back at the beginning of the year, I anticipated that coming conflict between Russia and the Ukraine would drive up the price of oil, and the stocks I added to my portfoliohene stocks (COP, EQNR, LNG) have all been up big. But, I don’t think it’s time to sell yet. Why? Summer. Summer is the big driving season in the Northern Hemisphere, and right now (in what’s called the “shoulder season”) reserves of gasoline are supposed to be replenished in anticipation of summer. But that’s not happening due to Russia-Ukraine, and I think with summer we will see prices for oil spike even higher. That’s why I wouldn’t sell these stocks yet. (And that’s despite of the selling today, March 28, on more lockdowns in China)
March 24, 2022 | Daily JAM, Jubak Picks, LULU, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and fourteenth YouTube video “Three Recession Sells” went up today.This week’s video takes a look at what I’m calling consumer discretionary companies and recommends that this kind of company should be your first sell as we head toward a Recession. These are places where consumers looking to save money in future economic downturn might cut back spending. I think Starbucks (SBUX), Lululemon (LULU), and Netflix (NFLX) are all stocks to avoid through the end of the year as we see a recession on the horizon. More coverage of this on my sites as well including 10 stocks to own during a Recession on my subscription JubakAM.com site.
March 16, 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 thirteenth YouTube video “The Fed gets depressed” went up today. Happy spring! But not for the Fed. In the meeting today, the Federal Reserve raised interest rates by 25 basis points, which was almost universally expected. The market hasn’t moved much in response. However, I’m looking at the Dot Plot projections from Fed officials issued today with lowered expectations for GDP growth in 2022, as well as higher expectations for inflation. In this video I break down what that could mean as we look at the Treasury yield curve and the chances of a coming recession.ke to take advantage of changing and volatile yields.
March 14, 2022 | Daily JAM, Short Term, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and twelfth YouTube video “Trend of the Week: Central banks tighten faster than expected” went up today. This week I’m looking at tightening by central banks, including the Fed. I think that some of us expected that with the invasion of Ukraine, banks would pump the brakes on raising interest rates and reducing their stimulus. With its announcement last week that it would accelerate the reduction of bond buying, the European Central Bank sent the opposite signal, and that makes me think that the Fed will stay the course to raise rates as well when it reports this Wednesday. I look at the volatility in the treasury market and talk about some moves you can make to take advantage of changing and volatile yields.
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.
