November 16, 2023 | Daily JAM, Long Term, Millennial, Top 50 Stocks |
More real world dissent to Wall Street’s view that everything looks great for 2024. On Thursday Cisco Systems (CSCO) shares closed down 9.83% after the networking giant offered up significantly weaker-than-expected guidance for 2024. Wall Street analysts called the guidance “disappointing.” And the same day cybersecurity favorite Palo Alto Networks (PANW) dropped 5.42% after the company lowered its billings forecast for the fiscal 2024 year.
September 25, 2023 | CSCO, Daily JAM, MCD, MSFT, Notes You Need |
I haven’t done one of these in a while, but I think that this current market is throwing up lots of hints that might contribute to an investing thesis but that don’t deserve a full post. So here I go with Notes You Need again.
May 15, 2020 | Daily JAM |
China is ready to put U.S. technology companies such as Apple, (AAPL), Cisco Systems (CSCO), and Qualcomm (QCOM) on its "unreliable entity list." That would likely result in investigations and economic restrictions on those U.S. companies, according to the Global...
September 16, 2019 | CSCO, Daily JAM, GLW, ISRG, PANW, Special Reports |
(A word of apology. I hadn't realized that I had written about this Special Report but never posted it until several readers brought it to my attention last week. My initial reaction was "Impossible! Of course I'd posted it." But checking showed I hadn't. It took...
May 17, 2019 | CSCO, Daily JAM, Stock Alerts |
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...
July 19, 2018 | Daily JAM, Notes You Need |
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...
March 29, 2018 | Daily JAM, Notes You Need |
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. A representative entry resembles this from today: “10:40 a.m.: Tesla (TSLA) is coping with what looks like another quarter of lagging production for its Model 3. Deutsche Bank is projecting that production averaged just 800 cars a week in the first quarter. The weekly run rate, the bank’s analysts say, is now approaching 1,100 cars. That’s well short of the 2,500 cars a week that CEO Elon Musk had targeted for the first quarter. I’m not sure that this will be a big surprise to Tesla investors.”
June 16, 2014 | CSCO, Daily JAM, Stock Alerts |
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June 10, 2011 | Daily JAM |
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April 12, 2011 | CSCO, Daily JAM, Stock Alerts |
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February 11, 2011 | CSCO, Stock Alerts |
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November 11, 2010 | CSCO, Daily JAM, Stock Alerts |
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...
