December 7, 2021 | Daily JAM, Long Term, WST |
It’s been a while but I haven’t forgotten. Back on October 5 I named Intuit (INTU) my eighth pick in my Special Report: 10 Greatest “Savings Account Stocks. Which meant that I owned readers two more picks. Today’s pick of West Pharmaceutical Services (WST) is pick No.9. One more to go. (As with picks No. 7 MasterCard and No. 8 Intuit, I’m suggesting that you hold off on buying West Pharmaceutical until we see a bigger dip or what I now anticipate as the end of the current extreme volatility sometime around March 2022.)
December 2, 2021 | Daily JAM, DHR, PFE, Top 50 Stocks, VEEV, Videos, WST |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-fifth YouTube video “4 Picks for the Omicron Wave” went up today.
February 26, 2021 | CRM, CTVA, Daily JAM, ILMN, ISRG, Jubak Picks, PANW, Top 50 Stocks, VMW, Volatility, WST, You Might Have Missed |
On to Stage #2 in my Special Report: “Profit and Protect–What you need to know about stock market stages for 2021. And to my rules for the sells and hedges in Stage #2 for 2021: When you win, you lose. (I just posted sells for ILMN, CTVA, WST and VMW)
February 17, 2021 | Daily JAM, Mid Term, Special Reports, You Might Have Missed |
2021 is shaping up as an especially challenging year for investors. Much, much more challenging than 2020. I don’t think we can count on this rally running uninterrupted through the year. That would be simple, wouldn’t it? We’d all know how to profit from that scenario. And I don’t think the market is about to drop off a cliff from its current record highs. That would be traumatic. But, still, we do know how to protect a portfolio in that scenario. And even how to profit from a prolonged plunge–if we can bring ourselves to place those short and Put Options bets. Instead 2021 is likely to be one of those years with a Rally Stage and then a correction (or “something”) to be followed by a last quarter of 2021 that is, at this moment, close to completely unpredictable. That would make 2021 one of those years that gives investors a chance to be wrong several times over, to botch timing on the upside and the downside, and to let emotions power some really bad investment moves. I don’t pretend that I’ve got this year’s market stages down perfectly–although I think the outlines for the first two stages for 2021 are pretty clear. I don’t imagine that I’ve got the timing for navigating these stages clocked perfectly–although I do think I understand “generally” when the market is likely to switch gears. And that lets me lay out for you a likely pattern for 2021 and to suggest stocks and ETFs to use to navigate this year. Part of the point in getting as specific as I can at this point isn’t that I expect that I’ve got everything right, but to lay out concrete markers that will let you and me adjust portfolios as the year progresses. I’m dividing this Special Report into three parts.
September 29, 2020 | Daily JAM, KCAC, Mid Term, Special Reports, Volatility |
Yikes. Does this market have enough volatility for you? And I think that volatility will only get worse over the next two to six months, I can't remember a market with so much potential to move up or down in big relatively short-term volatility as this one. Just as...
August 12, 2020 | Daily JAM, Jubak Picks, Top 50 Stocks, WST |
What a difference 72 hours can make. Just a few days ago I was looking to find consumer/cyclical/"re-opening dependent" shares as the stock market looked to be rotating away from recent technology and momentum leaders and toward beaten down shares that would climb...
June 17, 2020 | Daily JAM, Special Reports |
Just about everybody agrees that the world after the coronavirus pandemic and recession will look very different. And from what I've read every stock market guru worth his or her smart phone agrees that buy the stocks of companies that are "attuned" to that different...
June 16, 2020 | Daily JAM |
Just about everybody agrees that the world after the coronavirus pandemic and recession will look very different. And from what I've read every stock market guru worth his or her smart phone agrees that buying the stocks of companies that are "attuned" to that...
April 23, 2020 | Daily JAM, Stock Alerts, WST |
West Pharmaceutical (WST) reported first quarter earnings of $1.01 a share on Thursday, April 23. That beat Wall Street estimates by 19 cents a share and was up 36% year over year. Revenue of $491 million for the quarter was up 10.8% year over year and exceeded Wall...
April 22, 2020 | Daily JAM, Special Reports |
Just about everybody agrees that the world after the coronavirus pandemic and recession will look very different. And from what I've read every stock market guru worth his or her smart phone agrees that buy the stocks of companies that are "attuned" to that different...
April 17, 2020 | Daily JAM, Dip-O-Meter, Short Term, WST |
In my recent post "What do you do when the market is insane and you're not?" I argued that one of the dangers in a very volatile market with strong--and temporarily profitable--short-term trends is that we'll give in to the pressure to do something--and do something...
January 21, 2020 | Daily JAM, PANW, SCHW, VEEV, WST |
In my most recent Special Report: When to sell: What to sell I recommended that any current rebalancing build up some cash. To implement that cash-building strategy, when you sell to rebalance a portfolio for 2020, buy fewer stocks than you sell so that the result is...