Special Report:Â The Crisis in Global Capitalism and 5 Ways to Position Your Portfolio–Part 1 The Crisis in Global Demand
Finally, Part 1 The Crisis in Global Demand, from my Special Report: The Crisis in Global Capitalism and 5 Ways to Position Your Portfolio. On May 29, U.S. stocks took another step lower with the Standard & Poor's 500 closing down 0.69% at 2783. Â News reports on...
FANG techs (plus more) fall on news of investigations
Both Congress and government regulators are taking aim at big tech. The House Judiciary Committee is planning an investigation into whether digital platform companies are using their market power to harm competition. The Federal Trade Commission is taking the lead in...
Further lowering China exposure in my portfolios
This morning Wall Street is buzzing with talk that the U.S.-China trade war could stretch on to 2035. I think there's just about no chance of that. But we aren't looking at the quick resolution of the dispute that seemed possible just 10 days ago. And we are looking...
Pioneer cuts workers and market cheers: Window dressing for a sale?
Today, May 21, Pioneer Natural Resources (PXD) announced that it would lay off 230 workers at its headquarters and in Permian Basin offices. Added to the 300 employees who took buyouts earlier this year, the total cuts amount to about 20% of the company's workforce....Deere earnings victim of U.S.-China trade war
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Cisco earnings on May 16 powered the market; Cisco gained 6.66% on the day and another 0.75% today, May 17
Yesterday, May 16, earnings from Cisco Systems (CSCO) and Wal-Mart (CSCO) before the open powered U.S. stocks higher to start the day. So what did Cisco say? (I reported on Wal-Mart in a post yesterday that you'll find in your email today.) Cisco reported earnings per...
Recent weakness good opportunity to pick up Disney for patient, long-term investors
Every so often the calendar and the movie release schedule give patient long-term investors a chance to buy Disney (DIS) on some mild weakness. That's where we are now. The stock pulled back slightly after the company announced first quarter earnings on May 9 of $1.61...
LNG from Cheniere dead in the sights of trade war with China–short term I’d think about selling; long term I’d just hang on
LNG (liquified natural gas) from Cheniere Energy (LNG) is one of the U.S. exports most in danger in the newest round of the U.S.-China trade war. Reflective of that the stock was down 3.57%, or $2.42 a share, as of 2 p.m. New York time, to $65.45. That has taken the...
Tariffs up, talks end, Chinese retaliation next
Whatever the ultimate end point of the trade talks between the United State and China, the next step is almost certainly the announcement of retaliatory measures by China in the wake of the Trump administration's decision to raise tariffs on $200 billion of Chinese...
Middleby sees 17.4% revenue growth, stock pulls back slightly on earnings miss
Yesterday, May 8, Middleby reported earnings of $1.24 a share, 10 cents a share below Wall Street estimates. Revenue for the first quarter climbed 17.4% from the first quarter of 2018 to $686.8 million, slightly above the $683.01 million Wall Street projection. Gross...
Why are shares of China Southern Airlines up 12% today?
I can't find any news that explains why shares of China Southern Airlines (ZNH) are up 12% today. The entire Chinese market is higher on positive news on the U.S.-China trade talks, but that's been good for gains like 0.56% on JD.Com (JD) and 0.85% on CTRP...Jim’s Stock Alerts
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