April 16, 2020 | Daily JAM, Stock Alerts, TSM |
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January 26, 2020 | CRUS, Daily JAM, Stock Alerts, Volatility, You Might Have Missed |
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...
January 22, 2020 | Daily JAM, Morning Briefing, ZNH |
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...
January 13, 2020 | Daily JAM, Morning Briefing |
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....
November 25, 2019 | Daily JAM, Stock Alerts, SYNA |
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...
November 13, 2019 | Stock Alerts, Volatility, XLNX |
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...
November 4, 2019 | Daily JAM, Morning Briefing, Short Term |
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...
October 7, 2019 | Daily JAM, Stock Alerts, SWKS |
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...
October 7, 2019 | Daily JAM, Stock Alerts, TSM |
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...
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 29, 2019 | Daily JAM |
...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...
June 25, 2019 | Daily JAM, Morning Briefing, Short Term |
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...
