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Posts Tagged ‘technology stocks’

Selling Synaptics out of my Jubak Picks portfolio tomorrow

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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Adding Xilinx to my Volatility Portfolio as one last FOMO pick through the end of the year

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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Ho, hum–another day, another all time high driven by FOMO

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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Buying Skyworks in my Volatility Portfolio as a better play on Apple than Apple

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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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 as the Internet of Things--Ring doorbells, certainly, but […]

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Market rally today expands on last week’s “Microsoft rally”

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 technology news will be enough to keep the market in an upward tend […]

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Saturday Night Quarterback says, For the week ahead expect…

...a rally in U.S. financial markets as the markets got what they were hoping for out of the talks today between President Donald Trump and President Xi Jinping at the G20 conference. There are major differences in what the two countries are saying about what was agreed at the meeting, but not in dispute is […]

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Whoa! on those interest rate cuts, the Fed says

The financial markets are getting ahead of themselves in a bad case of rate cut fever, Fed chair Jerome Powell, and St. Louis Fed President James Bullard both said today. This is a message that I've been waiting to hear as the financial markets moved to price in not a 25 basis point cut interest […]

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Chip recovery keeps slipping further away, Broadcom says

Today Broadcom (AVGO) cut its annual sales forecast, saying that the U.S.-China trade war will wipe out the rebound in orders that it had predicted for the second half of 2019. Revenue at the chipmaker for fiscal 2019 will be $22.5 billion instead of the $24.5 billion the company predicted just three months ago. That […]

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Salesforce buys Tableau: Nobody wants to be a “dumb pipe”

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