November 26th, 2019, 4:57 PM
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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November 21st, 2019, 11:29 PM
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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November 21st, 2019, 3:56 PM
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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October 19th, 2019, 4:57 PM
...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 […]
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October 15th, 2019, 4:56 PM
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 […]
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October 10th, 2019, 5:00 PM
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 […]
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October 7th, 2019, 2:34 PM
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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October 4th, 2019, 11:17 PM
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 […]
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September 30th, 2019, 11:08 PM
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 […]
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September 30th, 2019, 10:41 PM
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 […]
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