October 24, 2019 | Daily JAM, Stock Alerts, TWLO, Volatility |
On October 18 I made Twilio (TWLO) one of my 3 picks for the next wave in tech profits in my Special Report of that name. Here's a standalone post on that stock for bookkeeping purposes: Twilio is  my favorite play in the red-hot cloud software platform sector. (To...
October 24, 2019 | AMZN, Daily JAM, Stock Alerts |
You know what an "Amazon quarter" feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that's sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon quarter is...
October 24, 2019 | Daily JAM, Morning Briefing, MSFT, Volatility, You Might Have Missed |
Last night, October 23, after the market close, Â Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
October 23, 2019 | Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
October 23, 2019 | Daily JAM, Morning Briefing |
Shares of Texas Instruments (TXN) closed down 7.48% today after the company reported that third-quarter earning felt $1.49 a share from $1.58 a share in the third quarter of 2018. Revenue dropped 11% year over year. On the other hand, shares of Apple continued to move...
October 22, 2019 | Daily JAM, Mid Term, Morning Briefing |
Today the Standard & Poor's 500 matched a 12-week high and made yet another assault on a new all-time record. Better than expected earnings have been the market driver. Some 81% of the S&P 500 companies that have reported for the quarter so far have beat...
October 21, 2019 | Daily JAM, SCHW |
I've been working on this Special Report on 5 Sectors Facing Disruption for a while. The first candidate for disruption went up in April. The most recent, #3, 5G, went up on July 8. In between I nominated oil as my second disrupted sector. Today, October 21, I'm...
October 19, 2019 | AMZN, Daily JAM, MSFT |
...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than...
October 18, 2019 | Daily JAM, PANW, Special Reports, TWLO, VMW |
I've recently made two tech picks for the shorter-term. I think that over the next four weeks or so both Cirrus Logic (CRUS) and Skyworks Solutions (SWKS) will beat Apple (AAPL) and an Apple-driven technology sector rally. But what about the longer term for technology...
October 18, 2019 | Daily JAM, Morning Briefing |
In the third quarter GDP in China grew by 6%. That's the slowest pace since the early 1990s and below the forecast of 6.1% growth from economists surveyed by Bloomberg. From the reaction--or maybe more precisely "non-reaction"--by the government and the central bank...
October 17, 2019 | Daily JAM |
Went to the doctor today after 3 weeks of generally feeling cruddy. Good news is that I don't have the flu. (Or Asian swine virus.) But bad news that I have one of those "somethings" where all the advice is sleep, hydrate, and wait. So that's what I'm doing. Hope for...
October 16, 2019 | AAPL, Daily JAM, MSFT |
The Technology Select Sector SPDR ETF (XLK) may indeed follow the technology sector of the Standard & Poor's 500 stock index. But don't expect much in the way of diversification from the ETF. The latest figures on Yahoo Finance show that 19.55% of the ETF's assets...