Danaher continues its post-Covid reset–now is the time to buy future growth

Danaher continues its post-Covid reset–now is the time to buy future growth

The comparisons with 2022 continue to hurt shares of Danaher (DHR). For the second quarter, reported yesterday, the company saw revenue down 8% and adjusted earnings per share off 26% year over year. The culprit is easy to see. But I continue to hold Danaher in my Jubak Picks Portfolio where the position, initiated on June 20, 2017, was up 198.3% as of the close on July 25. Tomorrow July 26, I’ll be adding these shares to my long-term 50 Stocks portfolio. Danaher is one way to play the growth of the drug sector and the need of these companies for pure water.

September 19 update Special Report “Water, Water Nowhere: 10 Water Stocks to Buy Now–first pick AWK, second pick WTRG, third pick XYL, fourth pick VEOEY  (6 more to come)

September 19 update Special Report “Water, Water Nowhere: 10 Water Stocks to Buy Now–first pick AWK, second pick WTRG, third pick XYL, fourth pick VEOEY (6 more to come)

I’m going to start this Special Report “Water, Water Nowhere: 10 Water Stocks to Buy Now” with a look at the problem and the context surrounding that problem. Before I get to my 10 Water Stocks picks. Don’t we know what the problem is? And isn’t how to invest in water very, very obvious?

Watch my new YouTube video: It’s All About Water

Watch my new YouTube video: It’s All About Water

My one-hundred-and-sixty-sixth YouTube video “It’s All About Water” went up today. In this video, I look at how global water scarcity could impact the chip industry, using Taiwan Semiconductor Manufacturing (TSM) as an example. I then provide some of my top picks for water stocks–more to come in an upcoming Special Report: Investing in Water Stocks on my JubakAm.com subscription site.

Danaher continues its post-Covid reset–now is the time to buy future growth

Danaher is Pick #6 for my Special Report: It’s a Market Melt Up!!!

It’s hard today, November 30, to find any stock with the kind of momentum that I’m looking for in the last month of 2021. Apple (AAPL) looks like a good possibility, which is why I made it Pick #5 in this Special Report and why I added the shares to my Jubak Picks and Volatility portfolios. Danaher’s (DHR) momentum is less obviously–especially on a day like today when the stock has closed don 1.87% to $320.42. But take a step back.

Saturday Night Quarterback says, For the week ahead expect…

Saturday Night Quarterback says, For the week ahead expect…

Expect a scramble this week as Wall Street tries to identify the winners from the $1.2 trillion ($550 billion in new money) infrastructure bill passed by the House of Representatives (finally) late on Friday night. President Joe Biden will sign the bill, which passed the Senate in August, early in the coming week. Frankly, the bill has been so long in the baking that I had forgotten what was in it. So I looked it up. (And I’ve suggested some potential stock market winners from this new spending.)

September 19 update Special Report “Water, Water Nowhere: 10 Water Stocks to Buy Now–first pick AWK, second pick WTRG, third pick XYL, fourth pick VEOEY  (6 more to come)

Xylem is my 10th Special Report: Profit and Protect pick on the climate change trend

I’m making Xylem (XYLEM) the 10th and last pick for Stage 1 in my Special Report on the stock market stages for 2021. The stock fills the final slot in my three picks for the climate change trend. The collapse of the energy delivery system in the deep freeze that killed so many people and disrupted the economy from Texas east to Ohio has received the bulk of the headlines. But the stories about families left without drinking water–or indeed water of any sort–should remind us that climate change is also a water crisis.