March 25, 2020 | Daily JAM, FQVLF, Stock Alerts |
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...
December 12, 2019 | Daily JAM |
In my set up to this Special Report: 12 Bargain Stocks NOW I laid out the reasons for adding some bargain stocks to a portfolio. (You can find that set up in my Special Report in the Special Reports pane on the home page of JubakAM.com. I'll add these picks to that...
December 5, 2019 | Daily JAM, Special Reports, You Might Have Missed |
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...
September 19, 2019 | Daily JAM, FQVLF, Stock Alerts |
Shares of First Quantum Minerals (FQVLF) are finally cheap enough to be drawing the interest of a possible acquirer. At least current management of the company thinks so. The copper miner, owner of Africa's biggest copper mine and the huge Cobre Panana mine that has...
July 30, 2019 | Daily JAM, FQVLF, Stock Alerts |
First Quantum Minerals (FQVLF) is tricky for bottom fishers. If the challenge with Illumina (ILM), my #2 pick for my 5 Bottom Fishing Picks Special Report, Â is figuring out when the bad news will all be in the stock--hence making it a good buy for bottom fishers, the...
July 29, 2019 | Daily JAM, Special Reports |
I've finished my Special Report 5 Value Picks for a Market at Record Highs. (The five picks, for the record were Disney (DIS), DuPont (DD), Constellation Brands (STZ), China Mobile (CHL), and Tyson Foods (TSN). You can find this special report with information on each...
June 11, 2019 | ALB, Daily JAM, FQVLF, Short Term, SQM, Volatility |
I think the strong move in commodities stocks today has more to do with continued weakness in the U.S. dollar than it does with any renewed faith in growth in the global economy. After all the U.S.-China trade war doesn't look any more settled today than it did last...
April 8, 2019 | Daily JAM, FQVLF, SCCO |
The big Cesco copper conference in Santiago, Chile, has been remarkably bullish considering worries about global economic growth and the Chinese economy. That's because there looks like a significant gap in the development of new supplies in 2019 and 2020 that could...
January 20, 2019 | Daily JAM, FQVLF, Stock Alerts, Volatility |
Tuesday January 22, I will be adding First Quantum Minerals (FQVLF) to both my Special Report: 10 Bust Buy Stocks for after the bear--and to my Jubak Picks Portfolio. The shares are already a member of my Volatility Portfolio. Although this Canadian copper miner...
January 15, 2019 | Daily JAM, Mid Term, Special Reports, Volatility |
Is the bear market over? And if it is, what stocks should you target as "best buys." The first is a really, really tough question to answer now. News of new efforts to stimulate economic growth in China helped push the Standard & Poor's 500 stock index over...
August 3, 2018 | Daily JAM, FCX, FQVLF, Friday Trick or Trend, LNG |
Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today,...
January 2, 2018 | Daily JAM, FQVLF, Stock Alerts |
When, way back on August 17, I started recommending going long copper on the increasing adoption of electric cars, I noted that the big uncertainty in this play was how fast demand for electric vehicles and charging stations would grow. Electric cars use more copper...