Stock Alerts
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...
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...
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...
iPhone sales up in China continuing Apple revenue momentum
Apple (AAPL) shipped 10 million iPhones in China during September and October, according to Bloomberg. That would be an increase of 6% from the same period in 2019. The projections add to speculation that sales of the iPhone 11 are running ahead of Wall Street...
Nvidia climbing with chip rally, keeping as Jubak Pick
After the close on November 14 Nvidia (NVDA) announced fiscal third quarter 2020 quarterly earnings of $1.78 a share, 20 cents a share above the Wall Street consensus. Revenue of $3.10 billion was $92.21 million above projections. Chip stocks are currently among the...
Adding Xilinx to my Volatility Portfolio as one last FOMO pick through the end of the year
On November 6 I added chip maker Xilinx (XLNX) to my Volatility Portfolio as one last FOMO pick to go with Skyworks Solutions (SWKS) and Cirrus Logic (CRUS). The stock closed that day at $93.77. It closed essentially unchanged at $93.29 today. My argument for the...
Disney hits new record price on launch of streaming service
The bad news is that 10 million customers tried to sign up for Disney+ on Tuesday, intermittently crashing the website for Disney's (DIS) new streaming service. The good news is that 10 million customers flocked to the newly launched streaming service and by Day Two...
Adding JD.Com to my Volatility Portfolio on strength of Singles’ Day performance and ahead of Friday’s earnings report
Last time I owned Alibaba (BABA) e-commerce competitor JD.Com (JD) I got a 25% short-term pop. I think it's time to go back to that trade again. JD.Com sold $29.17 billion in goods during the recently completed Singles' Day shopping frenzy. That was a new record for...
Apple beats on earnings per share and raises holiday quarter forecast
After the close today Apple reported fiscal fourth quarter revenue of $64 billion. That was up from $62.9 billion in the fourth quarter of fiscal 2018 and above the $63 billion consensus forecast from Wall Street analysts. Net income dropped to $13.7 billion from...
Merck continues to ride cancer drug Keytruda higher
 Shares of Merck (MRK) closed up 3.50% today, October 29, after the company reported better than expected third quarter earnings. On a Non-GAAP basis earnings of $1.51 a share beat the Wall Street consensus by 27 cents a share. Revenue of $12.4 billion fell 6.7% year...
Implications of McDonald’s earnings miss
On October 22 McDonald's (MCD) reported third quarter earnings of $2.11 a share. That was a big 11 cents a share below Wall Street expectations. Revenue of $5.43 billion for the quarter was up just 1.1% year over year and $40 million below Wall Street consensus. The...Jim’s Stock Alerts
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