Special Report: 3 Picks for the Next Wave in Tech Profits
I've recently made two tech picks for the shorter-term. I think that over the next four weeks or so both Cirrus Logic (CRUS) and Skyworks Solutions (SWKS) will beat Apple (AAPL) and an Apple-driven technology sector rally. But what about the longer term for technology...
Adding Natura to my Special Report 10 Long-term Picks for a Short-term Market as Pick #7 and to my long-term 50 Stocks Portfolio
I don't want to give the impression that my list of picks in my Special Report 10 Long -term Picks for a Short-term Market is limited to just technology stocks. It's just that using indictors such as R&D spending makes it easier to find technology stocks with...
Catching up on addition of VMware to Volatility Portfolio on September 17
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Adding Taiwan Semiconductor Manufacturing to Special Report 10 Long-term Picks for a Short-term Market as Pick #6 and my long-term 50 Stocks Portfolio
It's hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these consultant's define...
Special Report: It is different this time–an intelligent investor’s guide to the next 5 years of Tough Decisions. Part 1 The Fundamentals
This past week, on Tuesday and Wednesday, September 17 and 18, the Federal Reserve injected $128 billion into the short-term money market in an effort to control a liquidity crunch that threatens the Fed's ability to set short-term interest rates. On Thursday, it put...
Special Report: Are you ready for the next Big One? A 5-Step Portfolio Strategy–Part 1, the odds of a Recession or Credit Crunch, Step #1 Foundation Buys, Step #2 Sectors to Sell, Step #3 More Hedges, Step #4 Rebelancing
Is a Recession coming? I don't mean "someday." Someday the sun will go nova but I don't need to price that in to my investment strategy. But a Recession in 2020 or 2021? That's something to take into account. And to prepare for to the degree possible. Or a Credit...
Making Qualcomm my fourth bottom fishing pick in my Special Report
Shares of Qualcomm (QCOM) ended trading today at $73.16 in the regular session, down 2.21%, and then fell another 4.76% in the after-hours session to $69.68. The stock traded at a 2019 high of $89.29, so today's price represents a 22% drop from this year's high. The...
Making IBM my #10 (and last) stock in my Special Report 10 Best Picks for the last half of 2019 and adding it to Dividend Portfolio
IBM? I can hear you saying. Yes, IBM (IBM) and I will even add the stock to my Dividend Portfolio tomorrow, July 19. IBM reported second quarter earnings after the market closed yesterday, Wednesday July 18. And in many ways it looked like typical disappointing IBM...
Adding Tyson Foods as last of my 5 Value Picks Special Report–and adding to my 50 Stocks Portfolio
Today I'm making Tyson Foods (TSN) the fifth and final value pick in my Special Report 5 Value Stocks for a Market at an All-time High. It's clear that shares of Tyson Foods are cheap. The stock trades at 14.57 times trailing 12-month earnings per share and at a...
Adding China Mobile to my 5 Value Stocks Special Report and to my 50 Stocks Portfolio
In my latest addition to my Special Report on Disrupted Sectors on the coming 5G disruption to the telecom and Internet space, I noted that China would be relatively early to roll out 5G capacity and handsets and that because of that timing and China's huge wireless...
Disrupted Sector #3 in my Special Report 5 Sectors Facing Disruption: Anything touched by 5G (and some winners too)
There's a consensus on Wall Street that the roll out of 5G wireless technology will be a hugely disruptive event. 5G is the successor to 4G (well, like, Duh) the current standard for network technology introduced commercially in 2009. 5G could end up being 100 times...Jim’s Stock Alerts
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