October 5, 2021 | Daily JAM |
Today, October 5, I’m making Intuit (INTU) my eighth pick in my Special Report: 10 Greatest “Savings Account Stocks.” (As with pick No. 7 MasterCard, I’m suggesting that you hold off on buying Intuit until we see a bigger dip or the end of October and its volatility.) Here’s the tricky thing about finding great savings account stocks in the financial sector. In technology it’s “reasonably” easy to see what a company’s competitive advantage is and to estimate how long it will last. We can look at the intellectual property built up by a Nvidia (NVDA) and estimate the distance–and time–between the company and its identifiable competitors. This is much harder for a financial stock because 1) the sector is in turmoil with “disruptors” popping up like wild flowers after a desert rain, and 2) it’s not clear, much of the time, what a meaningful competitive advantage might consist of. But there are a few exceptions where a company has carved out a clear competitive advantage in a part of the financial market space. And I think Intuit is one of those exceptions.
September 15, 2021 | AMAT, Daily JAM, Jubak Picks, MSFT, NVDA, Special Reports, Top 50 Stocks, TSM, V |
You know how a savings account works, right? You deposit money in a bank. The bank uses your deposit to make a loan. Out of its profits, the bank pays you interest. That interest payment is a pittance today. 0.5% if you’re very, very lucky. But the national average is just 0.06%. What I’m calling “savings account stocks” work the same way that a bank savings account does. (Share prices do fluctuate but in the long run I’d argue that these stocks are as safe as a bank savings account.) And they pay an annual return that’s 10X–or much, much more–higher–than the paltry 0.5% now offered by the highest yielding savings accounts. How do these stocks work and why are they so much better than bank savings accounts? You–investors–give the company capital by buying newly issued shares or company bonds. The company invests that cash in making widgets or apps or whatever. And the company returns the bulk of the profits from those investments to the owners of its stock in the form of dividends, stock buybacks, and the appreciation in share price that results from the growth of the company’s business over time. I’m posting the first of my 10 Greatest “Savings Account Stocks” today and my Special Report will name a total of 10 great “savings account stocks” in posts over the next week. Today’s Greatest Savings Account Stock Pick: Microsoft (MSFT). The average annual return on Microsoft shares has been 28% over the last 10 years. Beats that 0.5% on a savings account, no?
July 22, 2021 | Daily JAM, PYPL, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My thirty-fifth YouTube video “QuickPick–For bank disruptors, buy Square” went up today.
May 26, 2021 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. The twenty-fifth YouTube video “5 big FinTech disruptors” went up today.
May 17, 2021 | Daily JAM, Dip-O-Meter, IFNNY, Jubak Picks, NVDA, NXPI, PYPL, RUN, SEDG, Top 50 Stocks |
Last week’s sell off and rally, which left the Standard & Poor’s 500 down 1.4% for the week, resulted in farther dips in many of the Dip-O-Meter stocks. The picture that emerges is much more complicated than simple advice to “Buy on this dip.”
April 12, 2021 | Daily JAM, Dip-O-Meter, Mid Term, PYPL, RUN, TDOC, Volatility |
Looking at the recent performance numbers on the 20 stocks I’m tracking in my Dip-O-Meter as of the close on Friday April 9, I have to conclude that for most of these stocks it’s time to take a pause on any “buy on the dip” opportunities. What I’m seeing in this sample is a general weakening of the upward bounce on rally days from these stocks–and without a strong bounce on a good day there’s not much reason to buy on the dip.
August 26, 2020 | Daily JAM, Morning Briefing |
On Monday the Standard & Poor's 500 and the NASDAQ Composite hit new all-time highs on what I'm calling the Vaccine Put, the hope that we'll see the announcement of an approved coronavirus vaccine by early in 2021 or maybe even the end of 2020 or perhaps before...
August 5, 2020 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...