June 1, 2023 | AMAT, AMD, CVS, Daily JAM, Dividend Income, EMR, GOOG, ILMN, Jubak Picks, Long Term, MSFT, NVDA, Top 50 Stocks, TSM, Volatility |
Artificial intelligence really is a paradigm-breaking, transformative technology. Right now, investors are so enthusiastic about the sector, especially the obvious leader Nvidia (NVDA), that we’re looking at a potential bubble that will collapse with much gnashing of teeth and I-told-you-so “wisdom” casting doubt on the reality of the entire endeavor. I think a bubble is indeed possible. Nvidia did trade at a trailing twelve-month price-to-earnings ratio of 196 on May 31, after all. But I think you do want to own the sector now–because the breaking of the bubble, if it does break is, in my opinion, two quarters or more away. And you want to own the sector for the long run–say, 10 years or more–because it is such a game changer for so much of the economy. But what to own? I’ve put together a list of the 10 stocks that I think are the best way to participate in the AI gold rush.
November 1, 2022 | Daily JAM, Special Reports |
I just added Move #4 to this Special Report today, November 1. I’ve added it to the full report that you can find in the Special Reports section of the site. Move #4: Change your Bear Market rally selling strategy now that the rally has moved to a new stage with industrial stocks leading the way and technology shares lagging. To me, it looks like leadership has shifted in this rally in the last week or so of October.
October 25, 2022 | Daily JAM, Special Reports |
What now? I’ve been working to play defense in this Bear Market before there was even a Bear Market. Back in December, I added a drug stock, Bristol Myers Squibb (BMY) to my Jubak Picks Portfolio because it looked like Big Pharma was getting dollars from investors and traders looking for safe havens.
In February I added oil and natural gas, ahead of the Russian invasion of Ukraine. And since then I’ve added ETFs that track agricultural commodities. An ETF based on the U.S. dollar. And inverse ETFs that are designed to go up when prices in emerging markets or the small-cap sector of the U.S.market do down. And, of course, I’ve been selling: early on consumer stocks that looked vulnerable to inflation and recession and more recently technology stocks with exposure to China and the U.S./China trade war. But WHAT NOW? Here’s where I see investors and the market to be right now.
April 2, 2020 | Daily JAM, EMR, Stock Alerts, Volatility |
I'm using today's bounce to sell Emerson Electric (EMR) out of my Jubak Picks Portfolio today. The shares are up 3.54% today. I think Emerson Electric is a stock that I'd like to own for the long-term if the short-term didn't look so negative for the economy as a...
October 14, 2019 | Daily JAM, EMR, Stock Alerts |
On the surface the creeping improvement in the price of Emerson Electric (EMR) shares seems odd. The company is a powerhouse in process manufacturing--you know industrial automation, industrial control and safety, and the Internet of Things. And those haven't been...
February 6, 2019 | Daily JAM, EMR, Stock Alerts |
One of my mother's favorite sayings was "It's an ill wind that blows nobody any good." (Lest anyone get the erroneous impression that my mother was an optimist, I'd note that another of her favorites was "Every silver lining has a cloud.") Which--the ill wind...
