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Posts Tagged ‘CRUS’

A promising trading strategy for upcoming earnings season

I'd like to see this pattern season for a few more days--until next week I'd say--but I think I see a promising trading strategy for the second quarter earnings season that begins, in my mind at least, with JPMorgan Chase (JPM) before the market open on Tuesday, July 14. My observation is that recently on […]

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Apple’s delay in iPhone launch to hit Broadcom, other suppliers

Broadcom CEO Hock Tan told analysts today, June 4, that the next iPhone will be launched later than usual and that chip suppliers like Broadcom (AVGO) will see the customary bump in revenue from Apple (AAPL) one quarter later than usual. The CEO told analysts that there will be a “major product cycle delay” at […]

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Selling Cirrus Logic out of my Volatility Portfolio on Monday

I was going to wait until just before Cirrus Logic (CRUS) reported earnings on January 29 before deciding to sell. But with the market trending down on fears of the coronavirus outbreak in China (and increasingly globally), I don't see the upside in waiting. Also on a pure earnings story and the gains the stock […]

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iPhone sales in China show double-digit growth in December

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Market says U.S.-Iran crisis is over–for a day, anyway

After last night's Iranian attack on the U.S. troops stationed at two Iraqi airbases and a relatively restrained morning message from U.S. President Donald Trump, financial markets have decided to take profits in oil and cybersecurity stocks today. And wait for the next stage in this confrontation? Oil prices, which had climbed on fears that […]

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Trick or trend: Are chip stocks going to lead the market again?

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. First, chip stocks led the market upward. From October 8, 2019, through November 15, the […]

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iPhone sales up in China continuing Apple revenue momentum

Apple (AAPL) shipped 10 million iPhones in China during September and October, according to Bloomberg. That would be an increase of 6% from the same period in 2019. The projections add to speculation that sales of the iPhone 11 are running ahead of Wall Street expectations. In an effort to increase iPhone sales in China […]

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Tech stocks acting like they’re good to rally to the end of the year

I'm using my Volatility Portfolio pick Cirrus Logic (CRUS) as an indicator of the trend in technology stocks--particularly chip stocks--through the end of 2019. And right now that indicator is pointing up. On November 1, the company's shares jumped to $72.43 from $58.49 on way better than expected earnings. That was a 23.8% move to […]

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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 upward from here through year end--assuming that the U.S. […]

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So how’s my “Tech is back” call (and picks of SWKS and CRUS) doing?

On October 8 I wrote "Tech is back" led by fact-based speculation that Apple (AAPL) had asked supplier to increase production of components for the iPhone 11 by 10%. That, obviously, was a good sign for Apple, which is set to announce earnings on October 30. And, I argued even better for Apple suppliers with […]

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 site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.