Nidec splits 2/1
No, the problems in the Chinese auto industry--a big customer for Nidec's (NJDCY) small motors and electric drive trains--didn't suddenly spike and cut Nidec's share price in half. The Japanese company executed a 2/1 split on April 9. I bought these shares in my 50...
Disney delays release dates on entire Marvel movie slate–including Black Widow
You know that Disney (DIS) is really serious about the likelihood of continued social distancing measures disrupting movie going for months when it delays the release date of Black Widow, once intended as the tentpole of its summer schedule. Black Widow has been...Selling my infrastructure play Vulcan Materials out of Jubak Picks into today’s rally
Last week House Speaker Nancy Pelosi threw in the towel on any near-term chance for a big infrastructure spending package. The horrific jobs numbers had convinced her, she said, that sending more aid to unemployed workers and small businesses took a higher priority....
Disney gets another negative vote–but one that’s still more positive in the short run than I am
Gugenheim analyst Michael Morris issued a deeply pessimistic call on Walt Disney (DIS) shares on Thursday, April 2. He's still more positive on the stock than I am in the next six months or so. Â While I continue to hold Disney shares in my long-term 50 Stocks...
Selling Middleby out of my long-term 50 Stocks Portfolio today
I love this stock. It's been in the long-term 50 Stocks Portfolio since May 3, 2013. And someday I think the company's strategy of buying smaller commercial and domestic kitchen equipment companies and then super-charging their sales by giving them access to a bigger...
Selling First Quantum Minerals today in bear market rally
I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)--that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new...
Selling ServiceMaster out of my 50 Stocks Portfolio
I wish I hadn't bought ServiceMaster Global Holdings (SERV) in my long-term 50 Stocks Portfolio back on December 17. But I did. It was a bargain then. It's not now. And now I think it's time to cut my losses after some relatively minor gains on March 24 (2.97%) and...
Selling HDFC Bank out of 50 Stocks Portfolio as India declares coronavirus lockdown
In normal markets I don't sell stocks out of my long-term 50 Stocks Portfolio on changes in market direction. This is definitely a buy-and-hold-ish portfolio. But these aren't normal times either for financial markets or economies and today, March 24, I'm selling...
Gold is climbing while VIX falls and stocks set new records? But why?
Gold is supposed to go up when investors and traders are looking for safe havens and hedges against market volatility. So it makes sense the gold and gold mining stocks are gaining as coronavirus stalks through the land. Gold closed up 0.99% today to $1570.50 an...
I think today is just a pause in the China-coronavirus selling; I’m selling China Southern Airlines out of my 50 Stocks Portfolio today on the bounce.
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#3 of my four “Not so easy pieces” for rebalancing my long-term 50 Stocks Portfolio: My four buys
In my most recent Special Report: When to sell: What to sell I recommended that any current rebalancing build up some cash. To implement that cash-building strategy, when you sell to rebalance a portfolio for 2020, buy fewer stocks than you sell so that the result is...Jim’s Stock Alerts
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