CMI
May 2, 2022 | CMI, Daily JAM, DNNGY, ES, FQVLF, JCI, LICY, Long Term, SCCO, Special Reports, Top 50 Stocks |
All you have to do to find the high profits that will make the risk of investing in climate change stocks worthwhile is to focus on sectors (1) where the rewards are solid and the risk is quantifiable, (2) where companies are making profit the old-fashioned way by building out networks and then charging high rents to use them, by (3) carefully targeting a few technologies (wind and solar and hydrogen and electric cars) that will be part of any mix of solutions, and (4) by investing in bottlenecks that are likely to drive prices up (and provide good profits for companies that resolve the bottleneck.
February 28, 2022 | CMI, Daily JAM |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My one-hundredth-and seventh YouTube video “Trend of the Week Auto Supply Stocks” went up today. Two big deals for auto suppliers have Wall Street excited! Last week, Cummins (CMI) bought Meritor (MTOR) and Apollo Group bought Tenneco (TEN). These stocks jumped up in part because they were so undervalued and cheap before, but it also points to a larger trend: with the ongoing transition to EVs, makers of auto parts that can be put to use in that process will be increasingly important. That’s why I’m recommending you look at Dana (DAN), BorgWarner (BWA), and American Axle (AXL). As well as Cummins, the buyer in one of these deals
September 14, 2021 | ALB, CMI, CRWD, Daily JAM, DE, PANW, Short Term |
I found myself humming “I scare myself” this morning as the market continued its September selling. The Dan Hicks and the Hot Licks song pretty much sums up the market action this morning. We all know that stocks go down in September so we’re sending stocks downward. And we all know that September 17 is the Big Bad Day in the month so it’s unreasonable to expect a turn in sentiment before that date. But so far, I’d note, the selling seems “orderly” with the usual candidates bucking the trend and showing up in the green. It’s when those still in the green stocks start tumbling that I’ll really start to worry.
August 5, 2021 | CMI, Daily JAM, Top 50 Stocks, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My thirty-eighth YouTube video “QuickPick: Cummins”-went up today
November 12, 2019 | CMI, CMWAY, Daily JAM, DLR, IEF, ITW, KMI, MRK, MSFT, OKE, PAC, PFXF, Special Reports, VZ, WBK |
Just to put all the changes in my Dividend Portfolio in one list after my Special Report 3 Ways to Higher Income in a Low Yield Desert Here are the sells: Bank of America (BAC) as of November 1 ING Group (ING) as of November 1 Tapestry (TPR) as of November 1 Westpac...
February 12, 2019 | CMI, Daily JAM, Stock Alerts |
Some companies you listen to because their stocks themselves are good investments--and because of their insight into a big chunk of the economy and trends in the economy. For example, I pay attention to what Deere (DE) says in its quarterly earnings report because the...
August 10, 2018 | CMI, Daily JAM, Stock Alerts |
In my on-going Special Report: 10 Best Stocks in 10 Sectors I laid out the case for buying Cummins (CMI) now a a dividend stock with the expectation that as the current depression over the share price of industrial exporters lifts, the buy will also generate very...
August 7, 2018 | ALB, CMI, Daily JAM, Mid Term, PYPL, Special Reports |
Sorry getting all 10 picks up took so long. But this Special Report is finally done. I've been arguing for months--and in two previous Special Reports that you can find on the JubakAM.com home page, "How to Invest in a Late Cycle Market" and "5 Place to Hide in this...
October 4, 2017 | CMI, Daily JAM, Stock Alerts |
North American orders for Class 8 heavy trucks jumped 62% year over year in September and analysts and economists are predicting that a strong U.S. economy will push orders even higher in the fourth quarter. Net orders for heavy trucks, the semis that haul freight on...
January 12, 2017 | CMI, Daily JAM |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
January 11, 2017 | CMI, Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
January 11, 2017 | CMI, Daily JAM, KMI, OKS, WES, XOM |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
