July 25, 2023 | Daily JAM, DHR, Jubak Picks, Long Term, Top 50 Stocks |
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, 2022 | Daily JAM, Special Reports |
I just added Veolia to my Special Report Water, Water Nowhere: 10 Water Picks for Our Drying World.
September 14, 2022 | Daily JAM, XYL |
You can find the gradually larger water Special Report in the Special Reports section of the site. Xylem is the most recent addition to the list of 10.
September 6, 2022 | Daily JAM, Special Reports |
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?
August 19, 2022 | Daily JAM, Videos |
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.
February 7, 2022 | Daily JAM, Jubak Picks, XYL |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My ninety-seventh YouTube video “QuickPick Xylem Update” went up today.
November 30, 2021 | Daily JAM, DHR, Jubak Picks |
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.
November 6, 2021 | Daily JAM, Jubak Picks, Millennial, Volatility |
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.)
August 16, 2021 | Daily JAM, Special Reports |
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February 23, 2021 | Daily JAM, Jubak Picks, XYL |
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.
July 15, 2020 | Daily JAM |
Pentair (PNR) is my second pick for my Special Report: 10 Global Warming Stock Picks. Everybody wants a swimming pool when the temperature tops 100 as if has this week in Dallas, Phoenix, and Las Vegas. But while a warming planet assures rising demand for anything...
July 14, 2020 | Daily JAM, Jubak Picks, Stock Alerts, XYL |
Just a reminder today from Xylem (XYL) of why the company is one of the best investments in trends in the water market. The shares moved up 8.97% ahead of the release of second quarter earnings on July 30, 2020 to close at $73.38. Today, July 14, I'm raising my target...