Notes You Need for December 11: Tax cuts boost tech earnings, Itau Unibanco, Hong Kong rally continues, Verizon and NFL, COF
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 You Need. Post includes items like this from today: “Investment  bank Cowen & Co. estimates that Amazon (AMZN), Alphabet (GOOG) and Facebook (FB) will save a combined $4.5 billion  on taxes in 2018 thanks to the Republican tax bill. The tech giants, Cowen also notes, should in addition benefit from the bill’s capex expensing provision. The investment bank sees big earnings per share gains for the companies with Amazon showing an expected earnings upside of 24%, and Alphabet and Facebook seeing 8% earnings increases.”
Notes You Need for November 7: Cash at value funds, Disney talks to Fox, EuroZone retail sales, Wal-Mart’s mobile app vs Apple Pay, Potash merger, SQM, Brexit, consumer credit, COF
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 You Need. Blog items are posts like this from today: “12:20 p.m.: China’s Ministry of Commerce has cleared the proposed merger of Potash of Saskatchewan (POT) and Agrium (AGU)–providing diverse its minority positions in Arab Potash and Sociedad Quimica y Minera de Chile (SQM) within 18 months.”Â
Time for me to stop fighting the Fed’s uncertainties and delay, and sell Capital One
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...Where do we go from here? (Part III: Lessons on bank bargain hunting from today’s market action)
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 bank stock Capital One as the Fed begins to raise interest rates
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...Sector Monday: Bank stocks deserve a pick as the Fed looks to raise interest rates
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...Saturday Night Quarterback says, For the week ahead expect…
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...Earnings from financials lead the market modestly lower today–more of the same tomorrow?
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...Download Jim’s eBook for Free
