Special Reports
Special Report: My new Millennial Portfolio (for anyone who has more time than money) with stock picks 1-10
Today I’m starting a new portfolio on JubakAM.com as part of a new Special Report.The portfolio, The Millennial Portfolio (for anyone who has more time than money), isn’t intended to be limited to millennials, that generation from 1981 to 1996. Its strategies and stock picks are aimed at any investor who has more time–to retirement, to college tuition payments for the kids, to the downpayment on a house–than money. But millennials get their name on this portfolio because this generation is such a perfect example of the problem.
Special Report: Everything You Need to Know About 4 Industries You Must Own: Part 1 Is there a better EV stock than Tesla?
So where are your profits going to come from in 2021 and indeed for the next 10 years? Not, I’d argue from a bounce in the consumer stocks that got crushed by the coronavirus pandemic shutdowns. For the next few months, I think you’ll be able to score big profits in airlines, retailers, restaurants and other stocks that have been hammered in the coronavirus economy. It’s already been quite a bounce. And there’s still more upside as coronavirus vaccines get rolled out.But after that? Pheh! Not in those sectors. Airlines haven’t shown a net profit during the life of the airline industry. The retail sector was “over-stored” even before the coronavirus. The restaurant sector was busy devouring its own young. And just how many chicken sandwiches can America eat? No, the really big long-term profits aren’t going to come from a bounce in distressed sectors. But from the invention of whole new products and industries and sectors. They’re going to come from electric cars, artificial intelligence, climate change, and distributed-work software to name just four big but already discernible future trends.
Special Report: Dividend stocks that are beating the risky rockets–Part 1 Five utility picks; Part 2 and the first 2 of 5 vaccine recovery picks
I started off with utility stocks and I’ve now moved on to other dividend stocks within the general argument that dividend stocks–if you pick the right one–are perfect for the post-vaccine economy and stock market rally.
Special Report: 10 stocks for a post coronavirus world–first five picks for Group 1
Before the coronavirus pandemic, I used to eat breakfast a couple of times a week at the Manchester Diner a few blocks from my house. Then one day the diner just closed. Common enough in New York City where small local restaurants can go out of business over night...
Special Report: Your Investing Guide for the Next Six Dangerous Stock Market Months (Complete with 14 picks)
Yikes. Does this market have enough volatility for you? And I think that volatility will only get worse over the next two to six months, I can't remember a market with so much potential to move up or down in big relatively short-term volatility as this one. Just as...
Special Report: How to meet your retirement challenge–Complete–Part 1 how we got into this mess (and what’s the size of the problem); Part 2 rethinking some of the strategies and formulas; Part 3 (A & B) strategies and picks
I’m going to divide this Special Report: How to meet your retirement challenge” into three parts. Today, Part 1 outlines the problem, its causes, and its likely duration. Tomorrow, Part 2 looks at the way the crisis has upended rules and assumptions about how to invest for retirement. Part 3 gives you concrete strategies and investment recommendations for meeting the crisis. You’ll find all 3 parts in this post (finally).
Special Report: 10 Global Warming Stock Picks–Special Report: 10 Global Warming Stock Picks–6 Stage One picks, my first Stage Two pick
According to John Lennon, "Life is what happens to you while you are busy making other plans." That's also true of the global warming. Â ("Climate change," if you want, but I prefer "global warming" because heat is the fuel driving climate change whether the change is...
Bonus Special Report: 10 Stocks for after the Coronavirus
Just about everybody agrees that the world after the coronavirus pandemic and recession will look very different. And from what I've read every stock market guru worth his or her smart phone agrees that buy the stocks of companies that are "attuned" to that different...
Special Report: 10 Stocks to Beat Amazon–Part 1 Why Amazon is such a tough stock to beat and why my first pick Illumina jumps the hurdle; second pick Intuitive Surgical, third pick is ASML, fourth pick is Seattle Genetics, fifth pick is Danaher, sixth pick Thermo Fisher
Amazon (AMZN). Maybe you've heard of it. It's been one of the great stocks of the best--well, however long. As of June 15, Morningstar puts the stock's 15-year return at an average of 33.11% a year. That's the kind annual performance that you need to show to be a...
Special Report: Getting higher dividends–safely–in a dividend crisis! Parts 1, 2, and 3 with 8 Dividend Picks
It'a gotten so that I shudder whenever a stock in my Dividend Portfolio gets near the day for the company to announce the dividend payout for the upcoming quarter. Too often, lately, the news has been grim: General Motors (GM) suspended its dividend for the second...
Bonus to my Special Report: 5 stocks for after the coronavirus (5 of 5 posted so far)
Just about everybody agrees that the world after the coronavirus pandemic and recession will look very different. And from what I've read every stock market guru worth his or her smart phone agrees that buy the stocks of companies that are "attuned" to that different...
Special Report: Do you have a strategy for the really dangerous stage in this bear? Let me tell you mine–Part 1: The ups and downs of the Bear over the next 6-10 months; Part 2: The re-opening rally; Part 3: Is the re-opening rally over already?
Part 1: The ups and downs of the Bear In digging into the historical record of Bear Markets--again--I've come to the conclusion that what you can say about a bear market with any hope of a degree of accuracy very much depends on your time scale. In the longest time...
Special Report: Everything you need to know about a bear market–Part 1 What kind of bear is this? Part 2 The Strange Case of Asset Allocations in an Extreme Bear Market
The definition of a bear market is rather simple: It's a drop of 20% or more from the market high. By this standard we've recently moved into a bear market on all the major U.S. stock indexes--and indeed on all the major overseas indexes with the exception, for the...
Special Report: Winning the financial challenge of the next 10 years against projected mediocre returns (Parts 1 and 2 with the first two Part 3 picks on where to put your money–more to come)
Pickings look rather slim for investors over the next decade, according to the results of Morningstar's annual survey of financial market forecasts. Certainly much slimmer than the extremely strong returns for U.S. stocks for the last decade. During that period the...
Special Report: The top 12 vote getters in my selling research survey
I'm going to have to do more than 10 stocks since there was some very tight bunching at the top. This will mean that it might take me the weekend to get everything researched and posted but I'll move on this as quickly as possible. To recap: As a bonus to my last...
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