Blog

Archive for August, 2017

How will Apple’s new iPhone match up with the competition from Samsung’s Note 8? Here’s what we know

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What? Wait a minute! Not everything is perfect at Alibaba?

I'm on vacation until September 6. I wrote this post on August 24 before I left. On August 17 Alibaba Group Holding (BABA) reported another blowout quarter. Non-GAAP earnings per share climbed 65% and revenue rose 56%. And... on its conference call Alibaba repeated its guidance for 45% to 49% revenue growth for fiscal 2018. […]

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Cummins reports solid second quarter and shows progress in moving to electric truck market

I'm on vacation until September 7. I wrote this update on portfolio holding Cummins on August 22. On August 1 Cummins (CMI) reported second quarter earnings of $2.53 a share. That was 3 cents a share below Wall Street estimates. Revenue climbed 12% year over year to $5.08 billion, significantly above the $4.8 billion projection. […]

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Tencent crushes revenue growth; margins slip

I'm on vacation until September 7. I wrote this update on portfolio holding Tencent Holdings on August 21. On August 16 Tencent Holdings (TCEHY) reported second quarter year over year revenue growth of 59%. That was the highest revenue growth in the last seven years and beat the analyst consensus by 7 percentage points. Earnings […]

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Yellen tells Trump exactly what he’ll get if he reappoints her to head the Federal Reserve

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Buying of insurance against big market downturn has surged

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Hurricane Harvey is demonstrating the new world of oil prices–and I’m selling refiner Marathon Petroleum into the storm

With Hurricane Harvey barreling down on the Gulf Coast complex of refineries and oil terminals, you might have expected the price of gasoline to rise yesterday, August 24, on fears of a shutdown of supply. And it did. The price of gasoline climbed 2.35% on the commodities market. The price of oil fell, though, with […]

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Notes You Need for August 24: Hurricane Harvey, Apple TV, Fed balance sheet, Amazon cuts Whole Food prices, natural gas

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The bond market gets nervous about the debt ceiling and other DC shenanigans

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Samsung introduces Note 8–this is the bar that new iPhone will have to jump

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