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Apple’s newest China problem

Apple’s newest China problem

If you use an Android smart phone in Beijing, you can just tap it to pay for a ride on the city’s transit system. An iPhone? Forget it. Apple’s Phone uses ApplePay. And the company doesn’t grant access to third-party apps like those from Yikatong...
U.S. stocks pause ahead of earnings

U.S. stocks pause ahead of earnings

Not terribly surprising that U.S. stocks are meandering in slightly negative territory today after busting out to new all-time highs. (The Standard & Poor’s 500 stock index was off 0.09% at the close in New York.) We’re about to head into the meat of...

Buy Synaptics

Today, November 10, I’m adding Synaptics (SYNA) to my Jubak Picks portfolio. The immediate news behind this decision is a Digitimes report last week that Synaptics has won orders from Apple (AAPL) that will put its LCD driver chips into 2016 iPhones. This is quite a...

Update Visa

Updated July 24, 2015. On July 23 Visa (V) reported fiscal year third quarter earnings of 62 cents a share (excluding one-time items), beating the Wall Street consensus of 58 cents a share. At $3.52 billion revenue for the period was up 11.4% year over year and ahead...
Visa

Visa

If you think of growth at Visa (V) and MasterCard (MA) in terms of business as usual, then even in a slow growth global economy where a company with a clear long-term growth trajectory should command a premium, these two stocks seem pricey. Using the current Wall...

Apple–buy on the blip?

Well, actually on two blips. The first is the blip—cost to investors about $6.3 billion on a $6.93 a share drop in Apple (AAPL) shares on July 13—created by research from Consumer Reports that argues that the iPhone4 dropped call issues are the result of a hardware...

The other war between Apple and Google

There are two fronts in the increasingly bitter war being fought between Apple (AAPL) and Google (GOOG). And while the contest between the iPhone and Google’s Nexus One (and other Android phones) is getting most of the ink, it’s the apps battle that comes with the...