Notes You Need
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.”
January 29, 2018 | AAPL, Daily JAM, MCD, Notes You Need, PYPL, SQM |
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 entry would resemble this from today: “10:20 a.m.: Apple (AAPL) shares down 2% this morning on news reports out of Japan that the company will lower iPhone X production volume by 50% in the first quarter of calendar 2018. The stories see that Apple has notified suppliers that it will cut production for January-March quarter to 20 million units for the iPhone X instead of the 40 million units projected at the phone’s November release. Apple reports earnings after the market close on Wednesday, February 1.”
January 22, 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 typical item resembles this note from today: “12:40 p.m.: Biotech stocks up strongly with iShares NASDAQ Biotechnology ETF (IBB) ahead 3% on news of two big acquisitions: Celegene (CELG) buying Juno (JUNO) for 90% premium to pre-news price and Sanofi (SNY) buying Bioverativ (BOVV) at 64% premium.”
January 17, 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 typical items resembles this from today: “4:20 p.m.: The U.S. Dollar Index gave up a morning gain to fall back to 90.32 before rallying again to close at 90.736, up 0.34 on the day. Some analysts think that the 90 level on the index might give support to the U.S. currency against other major currencies. Others think the dollar is on the verge of falling to a new thee-year low that could open the way to further declines.”
January 10, 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 typical item resembles this one from today: “10:20 a.m.: Shares in Eastman Kodak (KODK) are up 58% this morning after the former camera and film leader said it would launch the Kodakcoin, “a photocentric cryptocurrency to empower photographers and agencies to take greater control in image rights management.” Kodak, which emerged from bankruptcy in 2013, has sold off most of its patents and now focuses on digital photography and printing.”
January 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 typical post would resembles this one from today: “10:20 a.m.: Wall Street analysts continue to position their target prices ahead of earnings season. Today I’ve seen higher target prices for MGM Resorts International (MGM), up to $4 from $41; Microsoft (MSFT), up to $115 from $100; and Charles Schwab (SCHW), up to $60 from $52. I’ve also seen lower targets for Allegan (AGN), down to $215 from $230; and Alibaba (BABA), down to $219 from $221.”
January 8, 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. Posts resemble this from today: “11:40 a.m.: It’s almost earnings season so it’s time for Wall Street analysts to raise target price forecasts on high visibility stocks so they won’t be left behind on any post-earnings spike. Today Credit Suisse raised its target on Amazon (AMZN) to $1410 from $1385 and Robert W. Baird raised its target to $1310 from $1100. The stock traded at $1245 at 11:40 today. Amazon will announce fourth quarter earnings on February 1. And on the Facebook front Credit Suisse raised its forecast to $232 from $230. the stock traded at $188 today.”
January 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 typical post resembles this from today: “11:40 a.m.: Global debt rose to a record $233 trillion in the third quarter of 2017, more than $16 trillion higher than at the end of 2016, according to the Institute of International Finance. Private non-financial sector debt hit all-time highs in Canada, France, Hong Kong, South Korea, Switzerland and Turkey. Thanks to global economic growth, though, the ratio of debt-to-gross domestic product fell for the fourth consecutive quarter. The ratio is now around 318%, 3 percentage points below a high set in the third quarter of 2016.”
