Notes You Need
December 15, 2017 | 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 would resemble this from today: “10:40 a.m.: Costco (COST) is up almost 5% this morning after releasing earnings for the fiscal first quarter after the close yesterday and showed the company is doing just fine in the face of competition from Amazon (AMZN) Sales climbed 13.3% in the first quarter with a 43% increase in e-commerce sales.”Â
December 13, 2017 | 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 is much like this from today: “10:20 a.m.: Â Intel (INTC) will cut payments under its “Intel Inside” program by 40% to 60%, according to CRN.com. Intel Inside darts to 1991 and paid OEMs and channel partners to mention Intel’s brand on products from PCs to workstations. CRN.com says that Intel will use some of the funds from this cut to invest in its data center business.”
December 11, 2017 | 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. Post includes items like this from today: “Investment  bank Cowen & Co. estimates that Amazon (AMZN), Alphabet (GOOG) and Facebook (FB) will save a combined $4.5 billion  on taxes in 2018 thanks to the Republican tax bill. The tech giants, Cowen also notes, should in addition benefit from the bill’s capex expensing provision. The investment bank sees big earnings per share gains for the companies with Amazon showing an expected earnings upside of 24%, and Alphabet and Facebook seeing 8% earnings increases.”
December 8, 2017 | 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 blog post resembles this one from today: “12:20 p.m.: The Japanese government has reported that the country’s economy grew by 0.6% in the third quarter from the second quarter. That brings year over year growth to 2.5%. Economists had expected year over year growth of 1.5%. A 2.5% growth rate for Japan is stunningly high. At this point a year ago the economy was growing at a 1.4% rate.”
December 4, 2017 | 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 blog post resembles this one from today: “11:20 a.m.: Wall Street isn’t nearly so positive on CVS Health’s  (CVS) $69 billion bid to acquire Aetna (AET) now that it has seen how the company plans to pay for the buy. CVS plans to issue $44.8 billion in new debt and $21 billion in new equity in addition to using $4.1 billion of cash on hand. Shares of CVS are down 5.2%.”
November 30, 2017 | 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. Here’s one item from today’s posts: “11:20 a.m.: Yesterday the semiconductor sector led the technology sell off with the Philadelphia Stock Exchange Semiconductor Index (SOX) scoring nearly a 5% retreat with a drop of 4.39%. Recent outperforming stocks led the retreat with Nvidia (NVDA) off 6.78%, Micron Technology (MU) off 8.74%, Cypress Semiconductor (CY) off 6.99%, and Lattice Semiconductor (LSCC) off 5.95%. The last 5% pullback came in early August–which was followed by a strong sector rally of more than 25%. Good chance that today was occasioned by traders taking profits”
November 28, 2017 | 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. Blog posts are typically something like this from today: “10:20 a.m.:Â Amazon has reported the ‘best-ever’ holiday shopping weekend (Thanksgiving through Cyber Monday) for its Echo to, Fire TV Stick, Amazon Echo (AKA Alexa) and Fire 7 tablet. Customers purchased 2.7x as many Fire TV Sticks as in the same period last year. Echo Spot is now sold out for this holiday season. Bet Apple wished that its competing device was going to be available for the Holiday shopping season.”
November 22, 2017 | 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 in this mini-blog include items like this: 11:40 a.m.: “Bloomberg calculates that over the past 12 months, Tesla (TSLA) has burned cash at a rate of about $8,000 a minute (or $480,000 an hour.) At this pace, the company is on track to exhaust its current cash pile on Monday, August 6, 2018. Last week the company announced plans to require a $250,000 down payment from prospective buyers of its new Founders Series Roadster, even though the car is more than two years away. Reservations on its regular Roadster will cost $50,000. Companies can also pre-order electric Semi trucks for a $5,000 deposit with production scheduled to start in 2019. Despite these deposits Wall Street analysts project that Tesla will need to raise $2 billion by the middle of 2018.”
November 17, 2017 | 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. Post include items such as this from today: “12:40 p.m.: Sources are telling Fast Company that Apple (AAPL) and Intel (INTC) are working together on a 5G wireless modem to go into future iPhones. Qualcomm hs been Apple’s iPhone modem supplier of choice since 2011 but that relationship has soured on an ongoing battle over royalty payments. Getting this 5G modem into the iPhone is close to a must win for Intel if the company hopes to increase its share of the wireless chip market.”
November 15, 2017 | 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. Items in this miniblog include posts like this today: “CNBC discusses comments from analysts who are speculating that Apple (AAPL) might introduce video streaming service to compete with Netflix (NFLX). Apple opened lower this morning to close last week’s bullish gap along the 168.50 area.”
November 14, 2017 | 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. Items include posts like this from today: “Japanese investment bank Mizuho reports that its field checks of Apple’s (AAPL) Japanese suppliers show slower-than-anticipated improvements in yields for iPhone X components. In particular the 3D-sensing module remains a bottleneck. Yields have improved on the OLED panels for the phone’s screen. Mizuho lowers its forecast for total aggregate production by about 1% and notes that ASPs (average selling price) could come in below forecast. Mizuho notes that in September quarter ASPs at $618 were below consensus of $638.”
November 9, 2017 | 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 include items like this one from today: “11:40 a.m.: Just a reminder in the midst of all the chaos over the tax bill: The deal to continue funding the federal government expires on December 8. Without a new deal (most probably another temporary extension of funding authority) the government will have to close down after that date. (The deal to suspend the debt ceiling expires on that same date but Treasury Secretary Steven Mnuchin says “extraordinary measures” will enable the Treasury to keep paying the government’s bills through the end of January.)”
