Today’s earnings for IBM, Apple are a two-edged sword in a nervous market
For a market poised between a rally from a 6% drop and a continuation of that drop the question of which way the earnings sword will cut is extremely important
Sector Monday (on Monday!): Why IBM isn’t Microsoft
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...For tech stocks, it’s growth yesterday and growth tomorrow, but never growth today: How much is that promise worth?
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IBM misses on revenue again–and faces skepticism about its growth strategy
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The collapsing price of the cloud
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...Does today’s reaction to IBM’s buyback news say the market is done with this ride?
The buyback magic isn’t completely gone. But it is looking like a much less powerful spell—if today’s market reaction to a big new buyback program at IBM is an indication. And that’s not good news for a market in which companies are struggling to show earnings and revenue growth
Back to normal–and the market gets earnings news to worry about
Back to normal. The United States won’t default. The federal government is open again—including the Panda cam at the National Zoo. And once again earnings count. Which at least for the day isn’t good news for U.S. stocks—at least not for the Dow Jones Industrials. I think we’re seeing three themes that are likely to be major drivers of the U.S. market as we move through the meat of earnings season
10 stocks for a potential correction–revised for a new market
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 IBM, Google, Microsoft don’t put growth fears to rest
For a stock market worried about growth, earnings from IBM (IBM), Microsoft (MSFT), and Google (GOOG) reported after the close of the New York market today, Thursday, April 18, were NOT good news.
What Buffett is telling us with his buy of Heinz–and my 5 favorite “Heinz-like” stocks
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...10 more good stocks for a bad market–and some thoughts on timing
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 some companies simply better at the “plenty of work but no jobs” economy?
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