November 21, 2019 | AAPL, Daily JAM, Stock Alerts |
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...
November 19, 2019 | AAPL, CRUS, Daily JAM, Stock Alerts, SWKS |
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...
November 8, 2019 | AAPL, CRUS, Daily JAM, SWKS, Volatility |
I'm using my Volatility Portfolio pick Cirrus Logic (CRUS) as an indicator of the trend in technology stocks--particularly chip stocks--through the end of 2019. And right now that indicator is pointing up. On November 1, the company's shares jumped to $72.43 from...
October 30, 2019 | AAPL, Daily JAM, Stock Alerts |
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...
October 16, 2019 | AAPL, Daily JAM, MSFT |
The Technology Select Sector SPDR ETF (XLK) may indeed follow the technology sector of the Standard & Poor's 500 stock index. But don't expect much in the way of diversification from the ETF. The latest figures on Yahoo Finance show that 19.55% of the ETF's assets...
October 15, 2019 | AAPL, CRUS, Daily JAM, SWKS, TSM, VMW, Volatility |
On October 8 I wrote "Tech is back" led by fact-based speculation that Apple (AAPL) had asked supplier to increase production of components for the iPhone 11 by 10%. That, obviously, was a good sign for Apple, which is set to announce earnings on October 30. And, I...
October 4, 2019 | AAPL, Daily JAM, Friday Trick or Trend |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today Japan's...
September 30, 2019 | AAPL, Daily JAM, Stock Alerts |
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...
September 10, 2019 | AAPL, Daily JAM, Stock Alerts |
The new products Apple (AAPL) introduced today aren't bad. The successors to the iPhone XR, iPhone XS, and iPhone XS Max add more cameras, a faster chip (on the iPhone 11 successor to the XR), and longer battery life. It's just that none of these new features are...
September 7, 2019 | AAPL, Daily JAM, Short Term |
...lots of speculation on what the Federal Reserve will do and say about interest rates next week on September 18. What has become the routine squeaking and squawking about the U.S.-China trade war/trade talks. More fun and games from London (where the legal opinion...
August 22, 2019 | AAPL, Daily JAM, Stock Alerts |
Two big clouds of doubt hover over shares of Apple (AAPL). First, will the continuing U.S.-China trade war take another bite out of Apple's China revenue? And/Or disrupt Apple's China supply chain, saddling the company with higher tariffs on its made in China iPhones?...
July 10, 2019 | AAPL, Daily JAM, Short Term |
Think about it this way: The bulk of investors and traders believe that the Federal Reserve will cut interest rates at both the July 31 and September 18 central bank meetings. A significant minority believes that the Fed will deliver more than just two 25 basis point...