Jim Jubak, Jubak picks, investing, Wall Street, portfolio, portfolio management

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  • Place your bets on sin and bling

    As incomes in the developing world grow, so will appetites for gambling, high-end booze and luxury goods. Here are some stocks worth a look for this long-term trend.

  • The three big crises of 2012

    To the eurozone mess — which will spread — add Russian unrest and a budget crunch in India. By midyear, we should know how it will all play out.

  • Tiffany, Coach are counting on China

    Efforts to slow the Asian giant's boom are likely to have a tremendous impact on luxury-goods makers. And there are plenty of reasons for investors to be nervous.

  • Time to buy into China and Brazil?

    These two emerging markets have been outpacing the U.S. market for a month — that's a trend that could make you some money. Here's why it's almost time to buy in.

  • Seven stocks for the growth drought

    No matter where you look, you're not likely to see much economic growth in the near future. Stocks like DuPont and Nestlé should help get us through the desert.

  • The euro 'solution' solves nothing

    The highly touted deal to solidify Greece's finances doesn't look so good in the naked light of day. It's short on details and long on optimistic assumptions.

  • Time to give up on Greece?

    A report from inside the euro crisis says saving Greece will cost much more and take much longer than expected. Politically, that's not doable, making default likely.

  • China faces its own debt bomb

    The country let the money gush to keep growth going despite the 2008 global financial crisis. The bills are coming due now, and alert investors may profit.

  • Can China save us from recession?

    Be prepared for several more months of struggle as markets fret about Europe. But next year, the markets are going to be focused on China.

  • Is Europe in debt denial?

    Greece will surely default on its loans, dragging Europe into a deeper financial crisis. Leaders need to find ways to protect Spain and Portugal before it's too late.

  • If Greece defaults ... then what?

    Nobody wants a Greek default now. But sometime in 2012, Greece will want one — and so will Germany. The question for investors is what will happen to the euro.

  • How to play a coming tech rally

    After a difficult summer, expect a profitable late autumn, as a season that's already very good to technology gets an additional boost from a broad market upswing. Here are the names worth watching.

  • Get ready for the next crash

    European leaders may stave off a banking crisis for a few more weeks. Markets may even stage a relief rally as Greek debt worries abate. But make no mistake — a deeper crisis in foreign banks is coming.

  • At a loss? Where to look for growth

    Economic growth forecasts are getting weaker in the U.S., but stronger in developing countries. Of those, two stand out as particularly promising for investors.

  • Three smart ways to lower market risk

    You can’t even begin to measure all the risk in global equities markets now. But you can reduce your exposure. The stocks that fit into three themes should rise even if the global economy stalls.

  • How to pick stocks in an ugly market

    Given the turbulent markets, cash may seem like the best place to be. But if you’re willing to take a little risk for a chance at higher returns, look for a dividend stock with a currency kicker.

  • 10 go-go stocks for a no-grow world

    Economies everywhere seem to be slowing or stalled, giving investors little to choose from. So where, exactly, can you look for growth? Here are some ideas.

  • How to really fix the U.S. federal budget

    Families and businesses count and add the numbers honestly. They invest and plan for the future, and borrow when it makes sense. Washington could take a lesson.

  • China's deadly wake-up call

    Did China’s high-speed trains get so fast by cutting corners on safety? The recent wreck is becoming a potent symbol for those who believe China is growing too fast for its own good.

  • From debt crisis to investor panic

    Even if the U.S. technically runs out of money, creditors will probably allow a little time before calling it a default. But investors may bail long before then. Here’s a road map to how it would play out.

  • Would a U.S. default mean disaster?

    Failure to raise the debt ceiling would inflict immediate pain on many Americans and long-term damage to the nation's finances. But there's a chance the fallout could be far worse.

  • Why China's growth will hit a wall

    The real problem investors in China need to worry about is not inflation or debt. It's known as the 'middle-income trap,' and it may be hitting China now.

  • China crash coming? Don't bet on it

    Conventional wisdom would suggest China's economy is heading for a painful landing. But the government will go to great lengths to avoid that -- which creates a different set of problems.

  • Get ready for a July rally

    The drumbeat of bad news is ending, and investors are now willing to cling to any hint of better news. But how long can that boost the market?

  • Why U.S. Treasury crash won't happen

    Investors worried about sinking U.S. Treasury values can breathe easier -- for now. New banking regulations mean sovereign debt will look a lot more attractive in the short term. After that, things could turn ugly.

  • Simple ways to attack U.S. unemployment

    Even as America's economy recovers, joblessness has barely budged. Solutions are out there, and waiting will only put the U.S. at a disadvantage in the global economy.

  • China's ticking time bomb

    The fast-growing economy is fuelled by low-paid migrant workers who have watched others profit from their sweat. How much longer will they be willing to do it?

  • Back to the brink of disaster

    The fallout from derivatives -- this time tied to Greek debt -- could trigger global financial contagion. How could we be dumb enough to let it happen again?

  • The coming global financial crisis

    Politicians in the U.S., China and Europe are all postponing tough financial decisions until after next year's elections. But in 2013, we'll have to face the (bigger) problems.

  • The best tech bargain out there

    Giants like Cisco and Hewlett-Packard look inexpensive based on some valuation measures. But if you consider where trends are heading, there is an obvious winner.

  • Time to lighten up on U.S. stocks

    There are numerous parallels with the market's current malaise and last summer's 15% drop. And this summer's swoon could be even worse, Jim Jubak says.

  • The big fraud in Chinese stocks

    Investors can learn a lot from the scandal at Longtop Financial. Jim Jubak offers five lessons, plus five tips for safer investing in China.

  • Fuel shortages hit developing world

    Caught between rising costs and price controls, China, India, Russia and other countries face a problem that is much worse: Not enough energy to go around.

  • Chinese Internet stocks growing up?

    Some highly touted names have come back down to Earth. Even better, the stocks seem to be trading off fundamentals, not froth. Here are 2 worth watching.

  • When a search for safety backfires

    The recent crash in silver is only the latest proof that when too many nervous investors seek refuge in the same asset class, a dangerous bubble can result.

  • Reset the clock on emerging markets

    The timeline for buying stocks in developing countries has splintered. Buy Chile first, then Brazil and later (maybe much later), China.

  • The upside of currency troubles

    The euro's crisis has kept it cheap and been a boon to some European manufacturers. Your portfolio should have exposure to select European export stocks like Germany's Siemens and Aixtron.

  • Earnings aren't as good as they seem

    Companies are reporting stellar results. But drill down in the numbers and you find those companies benefiting from temporary tax breaks and facing climbing costs. Stock pickers need to be extra-choosy.

  • China creeps toward a crisis

    By taking a weak stance on inflation, China is inviting political unrest. That sets it on a dangerous course of greater political repression and even less action on inflation.

  • What happens when U.S. stimulus ends?

    The end of the U.S. Fed's program of quantitative easing will bring plenty of bumps but won't crash the American economy. Emerging markets could be in for a rockier road.

  • High-speed trains to nowhere?

    The graft and corruption plaguing China’s railway system are not what worry me -- it’s the misallocation of capital. China may not unseat the U.S. as the world’s largest economy as soon as expected.

  • Ready for the latest challenge?

    I told you months ago to shift your portfolio to emerging markets in the spring. Here, I’ve found some good stocks to consider. The trouble is, individual investors can’t always buy the best ones.

  • Risk is shifting, so shift with it

    With central banks in developing countries raising rates, investors should consider moving assets back into emerging market stocks.

  • Why India is undervalued

    True, blue chips from India are not cheap. But there is a host of emerging Indian companies that offer growth at a bargain price -- and I expect many of them to start trading in New York soon.

  • Three keys to China's three stock markets

    Stocks in this emerging giant come in three distinct types. Knowing which is which can make a big difference in how you play them and how much you make.

  • The perversity of Japan's finances

    Why did the value of the yen reach new highs at the same time the risk of Japan defaulting on mountains of debt soared? The answer to that shows why Japan still needs to buy plenty of U.S. debt.

  • Tsunami will send Japan's factories offshore

    The nation wants to rebuild its ruined factories quickly, but this disaster may end up accelerating interest in off-shoring.

  • Prepare for a stock market curveball

    Expectations for U.S. growth could soon get a reality check, so it's time to plan investment moves to dodge a possible correction. Start with emerging markets.

  • Why Libya could tank the market

    Stocks didn't crater during Egypt's revolution, but there are plenty of signs suggesting that Libya's turmoil could lead to more pain, even if Gadhafi remains.

  • Reaping the demographic dividend

    As events in Egypt and Libya show, countries with a young population may face unrest, but they also benefit from faster economic growth. And that can mean more opportunity for investors.

  • Libya crisis confounds investing

    A spike in oil prices means higher inflation, which makes it much harder for governments to slow growth without tanking their economies.

  • Be wary of this market's head fakes

    Getting into a stock early is good. Getting in too early can be painful. Getting it right requires that you not fool yourself before you jump in.

  • Emerging markets' inflation trap

    Don't get caught investing in developing markets until it is clear that interest rate hikes have tamed inflation. India and Brazil may be safe by June; other emerging nations likely have more pain ahead.

  • Five ways to play a global water crisis

    Water shortages threaten hundreds of millions of people the world around. Believe it or not, there is a way to invest in this trend. Hint: Consider ripple effects.

  • Bet long-term for commodity profits

    Short-term volatility can test an investor's mettle. But if you get in during a boom cycle, like copper and iron ore are in today, you can win big. Here's how.

  • Investors, choose the right hammer

    For this stage in the economic cycle, the sector to add to your portfolio is one you may not be familiar with, so start learning. Here are several stocks to choose from.

  • Egypt unrest: An investor's view

    Soaring food prices and high unemployment have combined explosively in Egypt -- and are a global threat. Don't bet on thoughtful governmental responses.

  • How to invest in a zigzag U.S. economy

    The U.S. remains mired in the early stages of a recovery, while emerging markets are speeding into later stages. Knowing how to bridge the gap is key to picking stocks now.

  • 10 reasons to love rising prices

    We fretted about deflation, and now we are worried about what to do about its remedy, inflation. Maybe we should embrace it.

  • Hop on board the U.S. auto revival

    The Big two saw sales rise in 2010, and they expect to put more cars on the road this year. The stocks to buy to play this trend, though, are the big automakers' suppliers.

  • World's five best 2011 stock markets

    There's a globe's worth of opportunity to make money this year, and knowing where to invest is key. One of your best options is surprisingly close to home.

  • The 10 best stocks for a volatile '11

    With so much uncertainty and potential for crisis, the year ahead could be rough. I'm focusing on three clear trends -- and 10 stocks that will succeed because of them.

  • Focus on Bank of China, not the U.S. Fed

    The old market wisdom says investors shouldn't fight the Fed. But these days, what China does matters a whole lot more than what Bernanke's crew says.

  • Tax deal says Americans are deadbeats

    Adding another trillion to the U.S. national debt tells the world the U.S. doesn't intend to pay its bills. The country is following the course of the great Spanish Empire -- which went bankrupt.

  • The new market norm: Volatility

    Overall, market performance has been about average in 2010, but it was a tale of ups and downs, shocks and uproar. You may not like it, but you'd better get used to it.

  • Running from emerging opportunities

    Investors who missed out so far have been begging for a chance to get into red-hot emerging markets. That chance is here. So, what's with the hesitation and fear?

  • Nine good bets on the U.S. economy

    The U.S. has the world's most promising economy right now, if only because the rest of the world looks so risky. Buy these stocks while it lasts.

  • Five stocks for your holiday shopping

    Retail hasn't exactly shone brightly over the past few years. Though expectations are low, these companies are poised to outperform during the fourth quarter.

  • Five rules for the wild year ahead

    Amid the market's ups and downs, keep your eye on the long-term trend moving stocks upward. And should that trend break, prepare to run for cover.

  • Get ready for a wild ride in 2011

    Increasing Europe worries and China fears are leading me to rethink my strategy for next year. It's going to be a rougher course than I've been expecting.

  • Invest globally in domestic bliss

    China plans to focus its economy on domestic consumers; that's probably a good tactic for investors, too. Here are nine stocks (you may not have heard of) to help.

  • How to invest for the next bubble

    With the U.S. Fed and cash-rich China both pumping cheap money into the system, another global bubble looks likely. Do you play for a sudden pop or a slow deflation?

  • Oops, has the Fed done it again?

    The Fed contributed mightily to two financial bubbles over the past decade. Now it seems bent on a course that will create one in the world's emerging economies.

  • The best U.S. stocks for gridlock

    The GOP's big gains are good news for companies that benefit when regulations don't get written or funded. Here's a rough guide to the likely winners.

  • 10 ways to survive a zombie economy

    Investors face a host of potential horrors, including looming debt, currency disasters and water wars. Here's how to face down the scary monsters and still make money.

  • The big U.S. banks' biggest problem

    It's not foreclosures or bad paperwork -- it's being stuck in slow-growth economies while the developing world and its banks are booming. So, what's an investor to do?

  • Beyond the U.S. foreclosure fiasco

    American banks' inattention to detail brought foreclosures to a halt across the U.S. Was there a similar pattern in handing out mortgages that will come back to bite the industry?

  • Dial up dividends in telecom stocks

    Despite short-term interest rates close to 0% in the U.S. -- and long-term rates headed in that same direction -- there are still some decent options for income investors.

  • Do superfoods make for superstocks?

    PepsiCo, Nestlé and other giants are making long-term moves toward foods in which nutrition has been juiced up. Here are 3 ways to play the trend.

  • Get in on the new oil boom

    Oil production is going gangbusters in the shale fields of North Dakota, Montana and Saskatchewan. Here's why -- and how investors can do a little wildcatting, too.

  • The election that really matters

    Sure, the U.S. elections could lead to political gridlock in Washington, but the vote that could most affect your portfolio hasn't even been scheduled yet.

  • The prospects for a shiny new quarter

    What a difference three months make. The bear market we had expected didn't show up -- but don't start singing 'Happy Days Are Here Again' just yet.

  • How Obama can fix the U.S. economy

    Some advice on filling that economic-adviser job at the White House: Think big, get tough in the global economy, and invest in America's future. Oh, and call Jim Jubak.

  • Be ready for the rally's end

    September's big market move faces a few hurdles with earnings season closing in. Here's why it's likely to stall, how to tell if it is and how to prepare.

  • The recipe for another depression

    Just as the Smoot-Hawley Tariff of 1930 helped put us on a course toward the Great Depression, Japan's recent currency move could begin a downward spiral.

  • Why there's such a dividend deluge

    Companies are handing out dividends left and right, but the yields are hardly worth cheering about. What does an investor have to do to make money?

  • Is U.S. economy better than it seems?

    Yes, the numbers look ugly, but a lot of them are old. There's more and more evidence that things are getting better at ground level.

  • Eight stocks for the market's next rally

    Take a look at which stocks made big moves in the market's Sept. 1 bounce. That's your guide for where you'll want to be invested when the real turnaround comes.

  • Dell-HP bidding war: The real story

    Why are the tech giants willing to pay nearly $2 billion for a data storage company that isn't turning a profit?

  • Three takeover targets to take aim at

    Deals are driving prices higher, so making money should be easy -- theoretically. Here are stocks (and target prices) that are worth watching.

  • Time is on investors' side

    The stock market is in short-term disarray, but big buying opportunities are emerging for long-term investors.

  • China feels global-market pain

    The worldwide network of getting goods made and sold is becoming even more complex. But here's how investors can benefit.

  • Are China's banks in trouble?

    Plans for a stricter test of the country's banking system look good on the surface, but they could really be a sign of problems ahead.

  • Two tests for Chinese giants

    In diverse fields -- trains and telecommunications -- we'll soon learn whether some of China's leading companies can win business on the global stage.

  • Fannie and Freddie must die

    The U.S. taxpayer wards have gotten billions in bailouts in the name of preventing a mortgage meltdown and housing collapse. And now the American government is looking for a solution. Watch out.

  • Did Exxon misplay its bet on China?

    If new estimates are right, China won't import as much liquefied natural gas as once thought, leaving big energy companies -- particularly Exxon Mobil -- in the lurch.

  • The best U.S. banks to invest in

    The post-crisis financial landscape may be confusing, but it offers more banking models to choose from -- including one that seems poised for long-term growth.

  • Bubble, bubble ... China's trouble

    Many aspects of China's real-estate bubble mirror the run-up to the housing bust in the U.S. But there are important differences as well.

  • Investor clues in latest earnings

    Results show some themes for smart investors to monitor — and to be ready to move on when the time is right.

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