What FOMO stocks to add after today’s pause Volatility
Contrary to recent evidence, stocks don't go up everyday. And today U.S. stocks took a very minor rest with the Standard & Poor's 500 actually falling 0.12% and the NASDAQ Composite essentially flat with a gain of 0.02%. But I think the trend is still definitely...
Apple beats on earnings per share and raises holiday quarter forecast
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...
Microsoft’s earnings beat last night sets up Amazon and Apple earnings to come
Last night, October 23, after the market close, Â Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
A tale of two tech markets as Texas Instruments and Apple move in opposite directions.
Shares of Texas Instruments (TXN) closed down 7.48% today after the company reported that third-quarter earning felt $1.49 a share from $1.58 a share in the third quarter of 2018. Revenue dropped 11% year over year. On the other hand, shares of Apple continued to move...
The tech ETF is actually Apple and Microsoft and a bunch of little guys
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...
My second pick for a tech better than Apple: Buying Cirrus Logic for my Volatility Portfolio
Friday, October 11, gave us another preview of tech stocks that would move up more than Apple (AAPL) as that stock itself rallies on reports that iPhone 11 sales are running so strong that Apple has asked supplier to up production by 10%. Apple shares gained 2.66% on...
Market soars on “news” of U.S.-China trade war truce
We've been here before. We've had other days and other rallies on news, rumors, speculation that the U.S. and China would reach some kind of deal that amounts to a truce in the two countries' trade war. We been disappointed in that story before when it turned out that...
Buying Skyworks in my Volatility Portfolio as a better play on Apple than Apple
On Friday, October 4, Japan's Nikkei Asian Review reported that Apple (AAPL) has told suppliers to increase production of their products that go into the new iPhone 11 line by as much as 10% to meet stronger than expected sales. A 10% increase would add 7 million to 8...
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...
Did Tuesday’s Apple event signal a shift to new and lower iPhone pricing model?
The new workhorse of the Apple iPhone lineup, the iPhone 11 starts at $699. That's down from the $749 price of the iPhone XR last year. The XR wound up accounting for about 50% iPhone unit sales. The iPhone XR remains in the lineup but the price goes to $599. That's a...Jim’s Stock Alerts
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