Stock Alerts
Catching up on addition of VMware to Volatility Portfolio on September 17
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Buying Skyworks in my Volatility Portfolio as a better play on Apple than Apple
On Friday, October 4, Japan's Nikkei Asian Review reported that Apple (AAPL) has told suppliers to increase production of their products that go into the new iPhone 11 line by as much as 10% to meet stronger than expected sales. A 10% increase would add 7 million to 8...
Adding Taiwan Semiconductor Manufacturing to Special Report 10 Long-term Picks for a Short-term Market as Pick #6 and my long-term 50 Stocks Portfolio
It's hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these consultant's define...
Looking for an above average yield? Australia’s Westpac Banking looks very attractive after today’s financial sector selling but I’d wait on a likely dividend cut this fall
Today's weakness in the financial sector on the news that online brokerage Charles Schwab (SCHW) will be cutting commissions on equity and ETF trades to 0% sent the financial sector down to a loss of 2.07% on the Financial Select Sector SPDR ETF (XLF). That drop--plus...
Schwab’s move to free trades hits financial sector stocks
Charles Schwab (SCHW), the market leader among online brokerages, took the sector down hard after it announced plans today, October 1, to eliminate commissions for trading U.S. stocks, and ETFs. Schwab’s online clients will qualify for zero commissions, down from...
How does a company navigate this tariff mess? Apple gets tariff waivers on 10 Chinese parts but not on 5 others.
Today, Monday, September 30, the office of the U.S. Trade Representative denied Apple's (AAPL) request for relief from 25% tariffs on the optional wheels for the Mac Pro, a circuit board for managing input and output ports, power adapter, charging cable and a cooling...
Two strikes and it’s time to sell Tyson out of my 50 Stocks Portfolio
Ok, one lawsuit/investigation/class action action against a company is bad news, usually, for a stock. Two, though? Time to say, Move along. Especially when the company in question shows a remarkable ability to keep getting sued for the same practices. Back in April...
McDonald’s announces test of Beyond-Meat-based PLT
We knew this one was coming, right? Today, McDonald's (MCD) announced that it would begin a test of the PLT, the plant, lettuce and tomato burger, for 12 weeks in 28 restaurants in south-western Ontario. The move mirrors but trails (by six months) the introduction of...
First Quantum Minerals jumps 15% on speculation that “someone” is interested in an acquisition
Shares of First Quantum Minerals (FQVLF) are finally cheap enough to be drawing the interest of a possible acquirer. At least current management of the company thinks so. The copper miner, owner of Africa's biggest copper mine and the huge Cobre Panana mine that has...
Did Tuesday’s Apple event signal a shift to new and lower iPhone pricing model?
The new workhorse of the Apple iPhone lineup, the iPhone 11 starts at $699. That's down from the $749 price of the iPhone XR last year. The XR wound up accounting for about 50% iPhone unit sales. The iPhone XR remains in the lineup but the price goes to $599. That's a...
Selling Pfizer out of my Dividend Portfolio tomorrow on Dem’s proposed drug-pricing bill
Why introduce legislation that will dead on arrival in the Republican controlled Senate? Because House Speaker Nancy Pelosi and other Democrats know that controlling drug prices is extremely popular with voters. And a proposal that is a serious effort to lower drug...Jim’s Stock Alerts
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