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Posts Tagged ‘50 stocks portfolio’

Raising target price on Tencent Holdings , #4 in my 10 Best Picks for the Next 6 months of 2019 Special Report

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Adding Barrick Gold, #3 in my 10 Picks for the Next 6 Months Special Report, to Jubak Picks

It hasn't taken much--fears of war with Iran, a trade war with China, and signals of at least 50 basis points in interest rate cuts from the Federal Reserve--but gold has finally broken out of its 5-year trading range. Gold shot higher on June 20, testing the March 2014 high of $1.393 an ounce. Gold […]

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Special Report: The Crisis in Global Capitalism and 5 Ways to Position Your Portfolio–Part 1 The Crisis in Global Demand

Finally, Part 1 The Crisis in Global Demand, from my Special Report: The Crisis in Global Capitalism and 5 Ways to Position Your Portfolio. On May 29, U.S. stocks took another step lower with the Standard & Poor's 500 closing down 0.69% at 2783.  News reports on the day's action ascribed the retreat to worries […]

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FANG techs (plus more) fall on news of investigations

Both Congress and government regulators are taking aim at big tech. The House Judiciary Committee is planning an investigation into whether digital platform companies are using their market power to harm competition. The Federal Trade Commission is taking the lead in an antitrust probe of Facebook (FB) and Amazon (AMZN) The Justice Department is opening an […]

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Further lowering China exposure in my portfolios

This morning Wall Street is buzzing with talk that the U.S.-China trade war could stretch on to 2035. I think there's just about no chance of that. But we aren't looking at the quick resolution of the dispute that seemed possible just 10 days ago. And we are looking for multiple rounds of escalation and […]

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Pioneer cuts workers and market cheers: Window dressing for a sale?

Today, May 21, Pioneer Natural Resources (PXD) announced that it would lay off 230 workers at its headquarters and in Permian Basin offices. Added to the 300 employees who took buyouts earlier this year, the total cuts amount to about 20% of the company's workforce. The company projects cost savings of $100 million. So why […]

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Deere earnings victim of U.S.-China trade war

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Cisco earnings on May 16 powered the market; Cisco gained 6.66% on the day and another 0.75% today, May 17

Yesterday, May 16, earnings from Cisco Systems (CSCO) and Wal-Mart (CSCO) before the open powered U.S. stocks higher to start the day. So what did Cisco say? (I reported on Wal-Mart in a post yesterday that you'll find in your email today.) Cisco reported earnings per share of 78 cents for the company's fiscal third […]

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Recent weakness good opportunity to pick up Disney for patient, long-term investors

Every so often the calendar and the movie release schedule give patient long-term investors a chance to buy Disney (DIS) on some mild weakness. That's where we are now. The stock pulled back slightly after the company announced first quarter earnings on May 9 of $1.61 a share. That was 4 cents better than the […]

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LNG from Cheniere dead in the sights of trade war with China–short term I’d think about selling; long term I’d just hang on

LNG (liquified natural gas) from Cheniere Energy (LNG) is one of the U.S. exports most in danger in the newest round of the U.S.-China trade war. Reflective of that the stock was down 3.57%, or $2.42 a share, as of 2 p.m. New York time, to $65.45. That has taken the stock below support at […]

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