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...
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...
Special Report: 10 long-term picks for a short-term market (first seven picks)
(A word of apology. I hadn't realized that I had written about this Special Report but never posted it until several readers brought it to my attention last week. My initial reaction was "Impossible! Of course I'd posted it." But checking showed I hadn't. It took...
Apple sketches in September product launches–will they be enough?
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?...
A deep dive into Exxon Mobil financials shows where even the big oil majors are vulnerable
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...
Adding China Mobile to my 5 Value Stocks Special Report and to my 50 Stocks Portfolio
In my latest addition to my Special Report on Disrupted Sectors on the coming 5G disruption to the telecom and Internet space, I noted that China would be relatively early to roll out 5G capacity and handsets and that because of that timing and China's huge wireless...
In the shortish short term does anything matter for U.S. financial markets except for the Fed?
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...
Correction: I’m adding DuPont, my #3 Value Pick, to my 50 Stocks (not Dividend) Portfolio
Correction as of July 8. Dupont added to 50 Stocks rather than Dividend Portfolio I'd be willing to be dollars to donuts that U.S. stocks won't repeat their first half performance--up 17.4% on the Standard & Poor's 500--in the second half of the year. It's hard...
Bonus Special Report: 5 Value Stocks in a Market Near All-Time Highs
The Standard & Poor's 500 closed at a new all-time high on June 20 at 2954.18. It's easy in today's market to find stocks trading at astronomical price to earnings ratios. Amazon (AMZN) sell for 79.90 times trailing twelve-month earnings per share. Netflix (NFLX)...
Raising target price on Tencent Holdings , #4 in my 10 Best Picks for the Next 6 months of 2019 Special Report
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...Jim’s Stock Alerts
Download Jim’s eBook for Free
