January 26th, 2020, 5:10 PM
I was going to wait until just before Cirrus Logic (CRUS) reported earnings on January 29 before deciding to sell. But with the market trending down on fears of the coronavirus outbreak in China (and increasingly globally), I don't see the upside in waiting. Also on a pure earnings story and the gains the stock […]
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January 22nd, 2020, 1:50 PM
Even as the death toll in China from the new coronavirus continues to rise, global financial markets are reacting like everything is under control. My way to track the market reaction is to follow shares of China Southern Airlines (ZNH), the largest airline in China and indeed in Asia. Yesterday shares fell on fears that […]
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January 13th, 2020, 4:56 PM
Today has continued a pattern that emerged last week. With the odds improving that the United States and China will sign a Part 1 trade agreement on Wednesday (or so), the risk on, momentum stocks that led the market in 2019 have reasserted their leadership. Technology has been especially strong last week and again today. […]
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November 25th, 2019, 4:44 PM
When Synaptics (SYNA) traded at $40 I though the shares were undervalued. At $60 I think they're close to full value. My target price on the stock is $64 and the shares closed at $58.51 today, up 2.94% on the day. Tomorrow I'm going to take advantage of the current trend in favor off all […]
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November 13th, 2019, 11:03 PM
On November 6 I added chip maker Xilinx (XLNX) to my Volatility Portfolio as one last FOMO pick to go with Skyworks Solutions (SWKS) and Cirrus Logic (CRUS). The stock closed that day at $93.77. It closed essentially unchanged at $93.29 today. My argument for the timing of this buy is that investors and especially […]
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November 4th, 2019, 4:22 PM
Today, Monday November 4, the Dow Jones Industrial Average hit its first new all-time high since July. The Standard & Poor's 500 and the NASDAQ Composite also saw new highs. Stocks gave up some of their gains into the close but the Dow still finished up 0.39% for the day and the S&P 500 closed […]
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October 7th, 2019, 4:25 PM
On Friday, October 4, Japan's Nikkei Asian Review reported that Apple (AAPL) has told suppliers to increase production of their products that go into the new iPhone 11 line by as much as 10% to meet stronger than expected sales. A 10% increase would add 7 million to 8 million units to Apple's initial sales forecast […]
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October 7th, 2019, 2:34 PM
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 as the Internet of Things--Ring doorbells, certainly, but […]
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