
Z-SYMBOLS


Selling utilities Duke and NiSource on higher yields elsewhere
Today, in my Special Report: 8 steps to Protect Your Portfolio from the Globlal Debt Bomb, I advised raising some cash my selling two utility stocks, Duke Energy (DUK) and NiSource (NI) out of my Dividend Portfolio tomorrow.

Buy (more) of the ProShares Short Russell 2000 ETF to short small caps in this credit crisis
Today I’m adding the ProShares Short Russell 2000 ETF (RWM) to my Jubak Picks Portfolio.

Special Report: 8 Steps to Protect Your Portfolio from the Global Debt Bomb–complete 8 steps
I’ve hi-lighted the key characteristics of the coming global debt bomb explosion that investors MUST include in any plan to protect a portfolio from the explosion of this bomb.

Saturday Night Quarterback (Part 2) says, For the week ahead expect…
Investors see a ton of third-quarter earnings reports this coming week with news from Microsoft, Amazon, Meta Platforms, and Alphabet quite capable of moving the entire market. We’ll also get more consumer company (Coca-Cola and Kimberly-Clark for example) reports to show whether last week’s higher revenue but lower volume pattern continues. And Wall Street is expecting negative new from oil companies ExxonMobil (XOM) and Chevron (CVX) when they both report on Friday.

Abbott earnings look to make successful reset from Covid sales boom–and to overcome GLP-1 fears
Yesterday, October 18, Abbott Laboratories (ABT) reported third-quarter 2023 adjusted earnings of $1.14 per share. That beat the Wall Street consensus projection of $1.10 a share. This was an important transitional reset quarter for Abbott

U.S. electric vehicle sales up 50% year over year in the third quarter, but Tesla loses market share
In the third quarter electric vehicle sales in the United States jumped to more than 300,000 for the first time, Cox Automotive reported today. Electric vehicle sales were up 50% year over year in the quarter. And electric vehicles made up 7.9% of total industry sales. It’s not surprising that as vehicle sales volumes have surged, market leader Tesla (TSLA) has lost market share.

PepsiCo beats on earnings, raises guidance
Clearly, inflation isn’t bad for everyone. Not if you have pricing power, anyway. Today, PepsiCo (PEP) reported earnings and sales that a beat Wall Street estimates, and raised its guidance for the next quarter.

Selling 2 gold positions out of my portfolios tomorrow
Gold was up 1.9% in trading on COMEX today to $1876 an ounce on war in Israel and Gaza and fears that it would become a wider conflict in the region. I’ve been looking for an exit from two of my gold positions for a while now. And tomorrow is a good exit point, I think.

I’ll be selling Nvidia out of my Volatility Portfolio tomorrow
I’m going to take advantage of today’s pop in Nvidia (NVDA) to sell the shares out of my very short-term Volatility Portfolio tomorrow, Tuesday, October 2. The shares closed up at the close today at $447.82, a gain of 2.95% on the day. I initiated the position in the Volatily Portfolio on Mach 25, 2023. It was up 66% as of the close today So why sell Nvidia here?

Special Report: Your 10 Best Moves for the Rest of 2023, Part 2–10 of 10 Moves (revised on 10/22)
So what do you do with your portfolio for the rest of 2023? And what’s your best strategy to be prepared for 2024? In Part 1 of this Special Report I laid out the 10 developments that I thought would drive the financial markets for the rest of 223 and into 2024. Today, in Part 2, I’m going to give you the first 2 of 10 moves to take–with as much detail and as many specifics as possible–that you should be making now to position your portfolio for the uncertainties of the last quarter of 2023.

Notes You Need for September 25: MSFT market fuel, cost of car ownership, Goldman fine, Micky Dee franchise fees up, CSCO buys SPLK
I haven’t done one of these in a while, but I think that this current market is throwing up lots of hints that might contribute to an investing thesis but that don’t deserve a full post. So here I go with Notes You Need again.