Is the next big tech stock thing, Chinese tech stocks?
There's some evidence that the money that has left big U.S. tech stocks such as Facebook (FB), Netflix (NFLX), Microsoft (MSFT) and Amazon (AMZN) on some recent days has been headed into big Chinese tech stocks such as Tencent Holdings (TCEHY), Alibaba (BABA), and...
Sector Monday for Sector Monday Week: Streaming media market getting even more competitive, which is bad news for Netflix valuation
Sector Monday is my regular (or occasionally regular) post on the investible trends in a timely sector. I'm filling the first of the two weeks while I'm on break in Sicily (it's nasty work but some has to do it) with a week of Sector Monday posts. Normally these posts...
Special Report Update: 10 Best Stocks in 10 Sectors (Finally all 10 picks)
Sorry getting all 10 picks up took so long. But this Special Report is finally done. I've been arguing for months--and in two previous Special Reports that you can find on the JubakAM.com home page, "How to Invest in a Late Cycle Market" and "5 Place to Hide in this...
Special Report: 10 Best Stocks in 10 Sectors (first 4 picks)
This Special Report is under construction. Sorry the process is taking so long. I badly strained my left hand in a fall last week and it's made typing difficult. But all clear now and I 'm pushing ahead with this as fast as I can to complete the full ten picks. I've...
Amazon to the earnings rescue after Facebook plunge
A day after Facebook (FB) told Wall Street analysts to expect slower growth for the rest of 2018 (and saw its stock plunge 18.96%) Amazon (AMZN) beat Wall Street earnings projections by a massive $2.58 a share, reporting earnings for the second quarter of $5.07 versus...
Saturday Night Quarterback 2 says, For the week ahead expect…
...earnings, earnings, earnings for the big tech stocks that are so often the market leaders. (Saturday Night Quarterback 1 yesterday focused on the other big story this week, China tariffs.) Facebook (FB) Alphabet (GOG), Amazon (AMZN), Twitter (TWTR), and Intel...
Notes You Need for July 19: AMZN, ABT, IBM, AA, CSCO, QCOM deal, initial claims, Japan trade, President on dollar and Fed, Russia GDP, White House Fed walk back
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
Sector Monday: Drug store chains are right to be afraid of Amazon
Sector Monday (actually running on Monday this week) is my regular (or occasionally regular) post on the investible trends in a timely sector. This post will run only on JubakAM.com and will never appear anywhere else. Ever. Amazon's deal to acquire PillPack for $1...
Amazon targets digital display ad market with new tool
Amazon has announced a new advertising tool that lets companies selling on Amazon buy digital ads that will follow shoppers wherever they travel on the Internet with ads intended to lure those consumers back to Amazon to make a purchase. The tool goes out to select merchants for test later this month,
Did Intel and Amazon finally break the sell on earnings beat pattern today?
Okay, this obviously isn’t a Morning Briefing. I wanted to wait and catch the earnings announcements from Amazon, Intel, and Microsoft. All three beat earnings estimates–but this market hasn’t been very generous in rewarding earnings surprises (after Netflix) that is. Â The key tests here are to see what the shares did in after-hours trading, after investors and traders saw the earnings news, and to see how the market treats these beats tomorrow.
What President Trump can actually do about Amazon–and what you should do about Amazon
Another day’s worth of tweets by President Donald Trump attacking Amazon (AMZN) and another day of losses for the stock. At 3 p.m. Monday New York time Amazon shares were down another 5.21% (in the midst of a meltdown in the technology sector, I’d note, so the president doesn’t get all the credit/blame). At $1371 the stock is now below its 50-day moving average at $1471. The 200-day moving average kicks in at 1158. Which means support at that level is another 200 points–or 15%–away. Clearly the President’s rhetoric has more short-term than long-term effects on the stock. But I don’t dismiss the President’s complaints as simply rhetoric
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