Notes You Need
May 9, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item will look like the from today: “10:20 a.m.: Bloomberg has reported that Qualcomm (QCOM) is considering exiting the market for server chips. Qualcomm started production shipments of its ARM-based 48-core Centriq 2400 server processors only last November. A Qualcomm retreat would be good news for Intel (INTC) and its 50% margins on its server chips with their $5 billion a quarter revenue rate.”
May 4, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item resembles this from today: “11:40 a.m.: Warren Buffett says Berkshire Hathaway has completely sold all its shares of IBM. At the end of the fourth quarter, Berkshire Hathaway held 2.05 million shares of IBM.”
April 13, 2018 | Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. This item from today is a representative example of an entry: “This morning the Trump administration issued an executive order setting up a task force to examine the operations and finances of the U.S. Postal Service. Section 3 says “The Task Force shall conduct a thorough evaluation of the operations and finances of the USPS, including:  (i)   the expansion and pricing of the package delivery market and the USPS’s role in competitive markets.” Think that could mean Amazon’s (AMZN) contract for package delivery?”
April 3, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item resembles this from today: “11:20 a.m.: Yesterday Bloomberg reported that Apple (AAPL) is planning to use its own chips in its Mac computers as early as 2020. Those computers currently run on Intel (INTC) chips and Apple is the source of about 5% of Intel’s revenue. The change would replace the only  major processor components designed by a company other than Apple from Apple’ products line and would give Apple control of the timelines for introducing new models rather than relying on Intel’s schedule for new processors.”
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March 29, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative entry resembles this from today: “10:40 a.m.: Tesla (TSLA) is coping with what looks like another quarter of lagging production for its Model 3. Deutsche Bank is projecting that production averaged just 800 cars a week in the first quarter. The weekly run rate, the bank’s analysts say, is now approaching 1,100 cars. That’s well short of the 2,500 cars a week that CEO Elon Musk had targeted for the first quarter. I’m not sure that this will be a big surprise to Tesla investors.”
March 16, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative items resembles this from today: “10:20: Wall Street analysts rushed to raise their target prices for Adobe Systems (ADBE) after the company beat earnings and revenue estimates yesterday. The stock closed yesterday at $218.87 and was up 3.05% at $225.55 at the close today. BMO Capital Markets raised its target price to $260 a share from $205. Stifel took its target to $250 from $230.”
March 14, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. This post from today is a representative item: “10:20 a.m.: Not a single 10-year note traded in Japanese markets yesterday. The Bank of Japan now holds 40% of all Japanese government debt. Add in such buy-and-hold investors as pension funds and life insurance companies and there’s just not much Japanese Government paper to buy or sell–especially for the 10-year benchmark. My favorite comment was this from Barclays Securities Japan rates strategist Naoya Oshikubo to Bloomberg: “The JGB market was generally thin.” This would seem to suggest that the Japanese government’s policy of buying bonds to reduce interest rates and weaken the yen has reached an endpoint–in the government bond market anyway.”
March 9, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative sample is this entry from today: “10: 20 a.m.: Recode is out with the compilation of reviews on Samsung’s new flagship phones, the Galaxy S9 and S9+ due in stores on Friday, March 16. Consensus: It’s not an “If you’ve seen last year’s Galaxy S8, you’ve seen the $719.99 S9. The Bixby voice assistant is still a dud.” Samsung added a number of gimmicky features, Recode concludes, such as face-scanning, aperture-switching, Super Slow Motion and AR Emoji to show on TV commercials. The company did make a number of unseen changed to improve the user experience. My take is that this illustrates the big current problem with top end smart phones: Where’s the whiz-bang to get people to ditch their old phone and spend $700 to $1,000 on a new model?”
March 5, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative item resembles this from today: “10:20 a.m.: Shares of soybean giant Bunge (BG) are up 3.75% today on a Reuters report that agricultural investor Continental Grain plans to push Bunge to a deal to sell itself to Archer Daniels Midland (ADM) or another buyer. Continental has increased its position in Bunge according to a filing with the U.S. Federal Trade Commission. Archer Daniels reported approached Bunge about a takeover in January. Last year Bunge rejected an offer from commodity trader Glencore.”
February 26, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. The typical item resembles this from today: “11: 40: Bloomberg is reporting that Apple (AAPL) is planning to release three new smartphones this year as it tries to rebound from disappointing sales of the iPhone X. The new models, tentatively set for a fall introduction, include the largest iPhone even (as Apple tries to grow in the phablet market), an ungraded handset the same size as the current iPhone X, and a less expensive model with some of the key features of the iPhone X.”
February 22, 2018 | Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical post resembles this one from today: “1:40 p.m.: Amazon (AMZN) has launched its own Basic Care line of more than 60 over-the-counter health products. The products are produced by Perrigo )PRGO), a private-label healthcare manufacturer, for Amazon. Perrigo reports earnings on February 27. “
February 5, 2018 | Daily JAM, Notes You Need, VIX |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative post resembles this entry from today: “10:40 a.m.: Earlier rumors have advanced to reports of talks between Archer-Daniels-Midland and Bunge (BG) about an acquisition of the latter company. Bloomberg is reporting that the deal could be agreed as early as this week. Soybean giant Bunge is a member of my long-term 50 Stocks Portfolio. The shares are up 4.33% today.”
