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Archive for November, 2019

Gobble, gobble, have a great Thanksgiving

Along with the rest of the United States, I'm on the road today headed to grandma's house over the hills and through the woods for Thanksgiving. Hope you get to be thankful with all those you love. (And travel safely.) I'll be back posting after the holiday weekend (or before if grandma's wifi is any […]

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The squeeze on the U.S. shale patch just keeps getting worse–selling Cheniere Energy out of my long-term 50 Stocks Portfolio

The second quarter of the year is, historically, the weakest quarter for global demand for natural gas. That's not a good forecast since the global glut of natural gas has already gotten so large that U.S. exporters of liquified natural gas have no place to send it. LNG demand from China has slumped thanks to […]

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Selling Synaptics out of my Jubak Picks portfolio tomorrow

When Synaptics (SYNA) traded at $40 I though the shares were undervalued. At $60 I think they're close to full value. My target price on the stock is $64 and the shares closed at $58.51 today, up 2.94% on the day. Tomorrow I'm going to take advantage of the current trend in favor off all […]

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What about the Hong Kong vote? Market’s focus on just part of China news sends U.S. stocks to all-time highs

Today both the Standard & Poor's 500 and the NASDAQ Composite Index hit all time highs. As of 3:40 p.m. New York time on Monday, November 25, the S&P 500 was up 0.67% and the NASDAQn Composite had gained 1.26%. There are two main drivers for the market advance today. First, a surge in Merger […]

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Trick or Trend: Growth and Value go into end of year neck and neck

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. Over the last three months Value has beaten Growth. The SPDR Portfolio S&P 500 Value […]

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Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…

... a quiet, holiday shortened week on U.S. markets--with the possible exception of China news. The Thanksgiving calendar, which puts the start of the Federal Reserve's quiet season ahead of the December 11 meeting of the bank's Open Market Committee on Saturday November 30, has jammed Fed speeches into a narrow window this week. Fed […]

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China’s Xi Jinping demonstrates why ending the U.S.-China trade war will be so tough

In spite of all the delays and all the contradictory claims I remain convinced that a Part 1 trade agreement between the U.S. and China will get signed. Maybe not in the remainder of 2019 but certainly within the early part of 2020. A wider agreement to settle issues such as greater protection for intellectual […]

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Apple AirPods wireless earphones sales expected to double in 2019

It sure doesn't hurt when your two biggest potential competitors miss the deadlines for holiday sales. Microsoft (MSFT) has delayed the launch of its Surface Earbuds to the spring of 2020, missing the 2019 holiday shopping season. Google (aka Alphabet) has been working to upgrade its wireless earbuds and that product too will miss the […]

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At least someone wants to buy TD Ameritrade–can we say the same for Citibank?

Interesting column by Matt Levine on Bloomberg Opinion today. In the piece "Schwab Broke Ameritrade to Buy It" he points out that the acquisition bid from Charles Schawb (SCHW) today to buy TD Ameritrade (AMTD) for a reported $26 billion comes after Schwab's announcement that it would cut its commissions for online stock and ETF […]

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Can’t anybody run a streaming service? Netflix joins the Disney glitch parade

Netflix (NFLX) customers couldn't log in to their accounts for about two hours on Thursday morning. Downdetector.com recorded more than 1,000 complaints in the first hour. This follow on a much more serious service disruption suffered during the launch of Disney's (DIS) streaming service Disney+. Complaints hit more than 7,000 within an hour of the […]

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