Notes You Need for November 22: Amazon Cloud, yield curve, Net Neutrality, TSLA, GE
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. Posts in this mini-blog include items like this: 11:40 a.m.: “Bloomberg calculates that over the past 12 months, Tesla (TSLA) has burned cash at a rate of about $8,000 a minute (or $480,000 an hour.) At this pace, the company is on track to exhaust its current cash pile on Monday, August 6, 2018. Last week the company announced plans to require a $250,000 down payment from prospective buyers of its new Founders Series Roadster, even though the car is more than two years away. Reservations on its regular Roadster will cost $50,000. Companies can also pre-order electric Semi trucks for a $5,000 deposit with production scheduled to start in 2019. Despite these deposits Wall Street analysts project that Tesla will need to raise $2 billion by the middle of 2018.”
Saturday Night Quarterback says, For the week ahead expect…
General Electric’s (GE) investors day presentation is scheduled to begin at 9 a.m. New York time on Monday, November 13. New CEO John Flannery will announced whether or not he’ll cut GE’s dividend, sell off divisions such as, potentially, the company’s healthcare business, and how he plans to return the company to growth.
Earnings day of truth for General Electric tomorrow
There's little doubt that tomorrow's third quarter earnings report from General Electric--due before the market opens--will be one of those kitchen sink quarters. New CEO John Flannery is sure to want to mark his accession to the corner office two and a half months...News You Need for February 10: Vestas, GE, MCD, oil demand forecast, rig count, iPhone 8
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...Trick or trend: Wall Street earnings projections for the fourth quarter slip
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...Trick or trend: A season of low quality earnings reports
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...Sector Monday: Industrials such as Cummins and Schlumberger are starting to look interesting–give them another few weeks?
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...More aggressive than expected sale of financial assets drives GE to 10% gain today
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...Are earnings expectations so low that stocks will rally on mediocre growth? I don’t think so but earnings season starts today
Wall Street estimates for first and second quarter earnings continue to fall. The most recent projection is for earnings for Standard & Poor’s 500 companies to drop 5.8% in the first quarter
GE offers a 3.6% yield and a low risk internal growth story–while you wait for the energy sector to turn around “someday”
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
