Added Restaurant Brands to my Jubak’s Picks and Dividend Portfolios on February 21
My apologies. Sometimes the bookkeeping in my portfolios gets a little complicated and I miss an entry. On February 20 I made Restaurant Brands International (QSR) the first pick in my Special Report on JubakAM.com "10 stocks for a market worried about an earnings...
Selling Helmerich & Payne out of my Dividend Portfolio today
I named Helmerich & Payne (HP) #6 in my Special Report on the 10 most dangerous stocks for this earnings season. After naming Pioneer Natural Resources (PXD) #4 and Diamondback Energy (FANG) #5, I asked What do those two oil shale producers have in common? They're...
Dividend Portfolio member Merck continues Keytruda momentum
Merck's cancer drug Keytruda continues to build global momentum. Today Merck (MRK) announced that China has approved Keytruda for first-line treatment of metastatic nonsquamous non-small cell lung cancer in combination with chemotherapy. The stock, which is a member...
The oil sector turns upside down–which is why I’m adding three oil stocks to my 10 Most Dangerous Stocks for the upcoming earnings season
Once upon a time investors and traders wanted to own the shares of U.S. oil shale producers and shares of the oil service companies that sold them equipment and services. U.S. oil production from oil shales--especially the low-cost Permian Basin--was soaring. Oil...
I’m selling Exxon Mobil out of my Dividend Portfolio as part of my annual portfolio rebalancing
I'm part way through the annual rebalancing of my Dividend Portfolio (with other portfolios to follow.) The initial stage of that process requires a close look at which of the stocks in the portfolio I'd like to keep for another year (based on their prospects for the...
Making Digital Realty Trust the #9 pick in my Special Report: 10 Stocks for an Earnings Recession–and adding it to my Dividend Portfolio
For Digital Realty Trust (DLR), a REIT that owns 198 data centers in 32 metropolitan areas with 2,300 customers, the case for stable earnings growth--one of my criteria for stocks to own during the earnings recession that's looming for 2019--is pretty solid. The...
Selling AT&T out of Dividend Portfolio on debt load, business trends
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...
Appeals court rules AT&T acquisition of TimeWarner can go ahead–why isn’t the stock up more today?
The U.S. Appeals Court in Washington ruled today that AT&T's (T) $85 billion takeover of Time Warner (now known as WarnerMedia) could go ahead. The court said in a 35-page opinion that the Justice Department had failed to establish that a lower-court judge had...
Government action on drug prices seems far, far away
The format was familiar: Seven CEOs sit in front of a Senate Committee probing their industry's business practices. But whereas a Congressional hearing a decade ago marked a key moment in what was a costly public reckoning for the tobacco industry, today's hearing...
ING yields 5.8% and may have turned the corner on share price in the last month
I'm sure you're happy with the 5.80% forward dividend yield on ING (ING). That dividend is why the stock is a member of my Dividend Portfolio. I'm also sure that you're not happy with the loss in the stock's price--down 13.64% year to date as of today's close at...
Buying Pfizer for my Dividend Portfolio
I'm going to take advantage of the selling in the market in general and in the drug sector in particular--on news of the asbestos liability at Johnson & Johnson and fears of the death of Obamacare (AKA the Affordable Care Act)--to buy Pfizer (PFE) in my Dividend...Jim’s Stock Alerts
Download Jim’s eBook for Free
