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Posts Tagged ‘50 stocks portfolio’

The squeeze on the U.S. shale patch just keeps getting worse–selling Cheniere Energy out of my long-term 50 Stocks Portfolio

The second quarter of the year is, historically, the weakest quarter for global demand for natural gas. That's not a good forecast since the global glut of natural gas has already gotten so large that U.S. exporters of liquified natural gas have no place to send it. LNG demand from China has slumped thanks to […]

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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 working to upgrade its wireless earbuds and that product too will miss the […]

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Can’t anybody run a streaming service? Netflix joins the Disney glitch parade

Netflix (NFLX) customers couldn't log in to their accounts for about two hours on Thursday morning. Downdetector.com recorded more than 1,000 complaints in the first hour. This follow on a much more serious service disruption suffered during the launch of Disney's (DIS) streaming service Disney+. Complaints hit more than 7,000 within an hour of the […]

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Saturday Night Quarterback says, For the week ahead expect…

...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than Amazon Web Services. But Amazon Web Service is so much bigger--with about 3 times the […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

So how’s my “Tech is back” call (and picks of SWKS and CRUS) doing?

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 argued even better for Apple suppliers with […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

Adding Natura to my Special Report 10 Long-term Picks for a Short-term Market as Pick #7 and to my long-term 50 Stocks Portfolio

I don't want to give the impression that my list of picks in my Special Report 10 Long -term Picks for a Short-term Market is limited to just technology stocks. It's just that using indictors such as R&D spending makes it easier to find technology stocks with long-term growth paths than to identify picks with […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 as the Internet of Things--Ring doorbells, certainly, but […]

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Trick or Trend: Is good news from Apple enough to create a tech rally to lead the market?

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 Nikkei Asian Review reported that Apple (AAPL) has told suppliers to increase production […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 system for the computer’s processor. The decision comes about a week after […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.

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 2019 four of the largest U.S. beef-packing companies were accused of violating […]

To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.