October 16, 2019 | Daily JAM, Morning Briefing, Short Term |
It would be an overstatement, in my opinion, to say the market is trendless. I think there's a definite and but unspectacular bias to the upside in the short-term--four weeks, say. It would be accurate, however, to say, there's not much conviction to that trend. So...
October 15, 2019 | Daily JAM, PE, Stock Alerts |
Low oil prices mean low oil stock share prices mean the ability of mid-range producers to acquire smaller producers in the low cost, prolific Permian Basin is increasingly limited. Take Parley Energy's (PE) deal to acquire Jagged Peak Energy (JAG). At the Friday price...
October 15, 2019 | AAPL, CRUS, Daily JAM, SWKS, TSM, VMW, Volatility |
On October 8 I wrote "Tech is back" led by fact-based speculation that Apple (AAPL) had asked supplier to increase production of components for the iPhone 11 by 10%. That, obviously, was a good sign for Apple, which is set to announce earnings on October 30. And, I...
October 15, 2019 | Daily JAM, Morning Briefing |
Good earnings news from big U.S. banks drove U.S. stocks higher today. As of 3 p.m. New York time, the Standard & Poor's 500 was up 1.10% and the Dow Jones Industrial Average was ahead 1.03%. The NASDAQ Composite had climbed .28% and the Russell 2000 small cap...
October 14, 2019 | Daily JAM, EMR, Stock Alerts |
On the surface the creeping improvement in the price of Emerson Electric (EMR) shares seems odd. The company is a powerhouse in process manufacturing--you know industrial automation, industrial control and safety, and the Internet of Things. And those haven't been...
October 14, 2019 | Daily JAM, Morning Briefing, Short Term |
China now says it wants to hold more talks this month to hammer out the details of the U.S.-China mini-deal announced by President Donald Trump on Friday before Chinese President  Xi Jinping will sign it, both Bloomberg and the Washington Post are reporting today....
October 13, 2019 | Daily JAM, Stock Alerts, Volatility |
Friday, October 11, gave us another preview of tech stocks that would move up more than Apple (AAPL) as that stock itself rallies on reports that iPhone 11 sales are running so strong that Apple has asked supplier to up production by 10%. Apple shares gained 2.66% on...
October 12, 2019 | Daily JAM |
...the financial markets to beg for clarity on what's actually in the mini-trade deal between the United States and China announced by President Donald Trump on Friday and for assurance that there deal will actually get signed. But I think the markets are going to be...
October 11, 2019 | Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. The news on a...
October 11, 2019 | Daily JAM, Morning Briefing |
We've been here before. We've had other days and other rallies on news, rumors, speculation that the U.S. and China would reach some kind of deal that amounts to a truce in the two countries' trade war. We been disappointed in that story before when it turned out that...
October 10, 2019 | Daily JAM, NATU3, Stock Alerts |
I don't want to give the impression that my list of picks in my Special Report 10 Long -term Picks for a Short-term Market is limited to just technology stocks. It's just that using indictors such as R&D spending makes it easier to find technology stocks with...
October 10, 2019 | Daily JAM, Stock Alerts, VMW |
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