November 1, 2019 | Daily JAM, Special Reports |
How dry is the current low yield desert Awfully dry. And likely to get drier. Which raises this question: How can income investors find higher returns? Providing three answers to that is the subject of this special report. Let's start with the dryness of the desert....
October 24, 2019 | Daily JAM, Morning Briefing, MSFT, Volatility, You Might Have Missed |
Last night, October 23, after the market close, Â Microsoft (MSFT) reported earnings and revenue beats for its fiscal first quarter. Revenue climbed 14% year over year, beating Wall Street forecasts by $860 million. Earnings of $1.38 a share exceeded Wall Street...
October 19, 2019 | AMZN, Daily JAM, MSFT |
...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than...
October 16, 2019 | AAPL, Daily JAM, MSFT |
The Technology Select Sector SPDR ETF (XLK) may indeed follow the technology sector of the Standard & Poor's 500 stock index. But don't expect much in the way of diversification from the ETF. The latest figures on Yahoo Finance show that 19.55% of the ETF's assets...
July 22, 2019 | Daily JAM, MSFT, Stock Alerts |
Technology stocks drove the market higher today in an expansion of last week's subdued but important "Microsoft rally" on that company's earnings. With earnings from Facebook (FB), Alphabet (GOOG), and Amazon (AMZN) on tap on Wednesday and Thursday, the odds are that...
June 3, 2019 | AMZN, Daily JAM, FB, GOOG, Mid Term, Volatility, You Might Have Missed |
Both Congress and government regulators are taking aim at big tech. The House Judiciary Committee is planning an investigation into whether digital platform companies are using their market power to harm competition. The Federal Trade Commission is taking the lead in...
December 21, 2018 | Daily JAM, Short Term, Special Reports |
This Special Report was revised--extensively- on December 21. When I posted the first version of this Special Report back in November, the bear market was just a possibility--although a highly likely possibility--and my best projection on how the market would develop...
October 24, 2018 | Daily JAM, MSFT |
After the close of trading today, October 24, in New York Microsoft (MSFT) reported earnings of $1.14 a share, a big 18 cents a share above analyst estimates. Revenue climbed 18.5% year over hear to $29.08 billion, well ahead of Wall Street projections of $27.92...
October 24, 2018 | Daily JAM, Morning Briefing |
Today, Wednesday October 24, everything sold off. And stocks with the biggest growth prospects sold off the most. The Standard & Poor's 500 closed down 3.09% and the Dow Jones Industrials fell by a smaller 2.41%. The growth heavy HASDAQ Composite drop 4.43%. Among...
September 13, 2018 | Daily JAM, Mid Term |
There's some evidence that the money that has left big U.S. tech stocks such as Facebook (FB), Netflix (NFLX), Microsoft (MSFT) and Amazon (AMZN) on some recent days has been headed into big Chinese tech stocks such as Tencent Holdings (TCEHY), Alibaba (BABA), and...
July 20, 2018 | Daily JAM, MSFT, Stock Alerts |
Going into yesterday's earnings report from Microsoft, I felt torn. On the one hand, the stock had hit an all time record high on the strong guidance for the June quarter back in April. How much higher could the stock go? Would guidance for the September quarter prove...
July 17, 2018 | Daily JAM, FB, GOOG, MSFT, Short Term, Volatility |
The Netflix (NFLX) drop yesterday (14.27%) and today (5.24%, which actually showed a recovery from the after-hours tumble) on the company's disappointing guidance for the third quarter says that we're still on track for a test of the earnings rally. But the test has...