Special premium report Part 1: My 2018 earnings boom profit strategy–and two picks

Special premium report Part 1: My 2018 earnings boom profit strategy–and two picks

With the report of first quarter earnings season from Netflix (NFLX) on Monday, April 16, we’ve moved into the heart of earnings season. In most quarters traders began putting on plays for earnings announcements a few weeks before reporting starts. And they’ll keep making new bets over the next three weeks or so. In most quarters buying shares or options on companies about to report makes profitable sense. But this strategy is likely to be even more rewarding this year

Notes You Need for January 10: KODK, bitcoin, natural gas, solar imports, State of the Union date, Nvidia, next Samsung smart phone, oil inventories, NAFTA pull out

Notes You Need for January 10: KODK, bitcoin, natural gas, solar imports, State of the Union date, Nvidia, next Samsung smart phone, oil inventories, NAFTA pull out

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 typical item resembles this one from today: “10:20 a.m.: Shares in Eastman Kodak (KODK) are up 58% this morning after the former camera and film leader said it would launch the Kodakcoin, “a photocentric cryptocurrency to empower photographers and agencies to take greater control in image rights management.” Kodak, which emerged from bankruptcy in 2013, has sold off most of its patents and now focuses on digital photography and printing.”

Notes You Need for January 10: KODK, bitcoin, natural gas, solar imports, State of the Union date, Nvidia, next Samsung smart phone, oil inventories, NAFTA pull out

Notes You Need for January 8: Nvidia, GPRO, Amazon, Facebook, BLUE

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 resemble this from today: “11:40 a.m.: It’s almost earnings season so it’s time for Wall Street analysts to raise target price forecasts on high visibility stocks so they won’t be left behind on any post-earnings spike. Today Credit Suisse raised its target on Amazon (AMZN) to $1410 from $1385 and Robert W. Baird raised its target to $1310 from $1100. The stock traded at $1245 at 11:40 today. Amazon will announce fourth quarter earnings on February 1. And on the Facebook front Credit Suisse raised its forecast to $232 from $230. the stock traded at $188 today.”

AMD earnings were supposed to be a bellwether for Nvidia–let’s hope not

AMD earnings were supposed to be a bellwether for Nvidia–let’s hope not

Before AMD’s earnings report on October 24, traders had speculated that the company’s earnings would be a useful indicator for what Nvidia (NVDA) would report on November 9. After all, the two companies do compete in some of the same markets with processors for gaming, and servers, and, increasingly for chips with parallel architectures used in artificial intelligence and autonomous driving applications. But AMD dropped almost 11% after it reported. Does that have any significance for Nvidia?

AMD earnings were supposed to be a bellwether for Nvidia–let’s hope not

Tech breakdown starts to look serious

The conventional wisdom at the end of last week was that we were witnessing a rotation out of tech shares and into financials and small cap stocks. In other words, nothing to get  too concerned about. Apple (AAPL) was a special case as surveys of retail channels showed weak sales for the iPhone 8. Today, though, the concern is a bit more serious.