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...
Stocks break above all-time high but that doesn’t answer the growth question
In my Saturday Night quarterback post of July 9 on my subscription site JubakAM.com I wrote that the big question for the upcoming week was whether or not the Standard & Poor’s 500 stock index would this week take out the all-time high near 2135 set in May 2015....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
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...The happiness of "early" and the sadness of "too early": How to maximize your portfolio's happiness
There’s early. And then there’s too early. Early is buying Apple (AAPL) on October 6, 2008 at $98.14 and having to wait until March 2009—six months–before the stock moves up. And up. And up. On March 6, 2009 Apple closed at $85.30. A year later on March 5, 2010...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...Apple has completely disrupted the technolgy sector: Can anybody else play this game?
It’s war. Full out war. Savage your former allies war. To the victor go the spoils war. To the death war. It’s Google (GOOG) against Hewlett Packard (HPQ) against Microsoft (MSFT) against Dell (DELL) against Lenovo (LNYGY) against HTC against Amazon.Com (AMZN)—and, of...Palm is for sale–RIMM, Apple, and Google crush smart phone pioneer
Palm, a pioneer in what turned into the smart phone market, has hired Goldman Sachs and Qatalyst Partners to find a buyer, according to Bloomberg. Leading candidates, Bloomberg reports, are Taiwan’s HTC and China’s Lenovo Group (LNVGY). Lenovo recently repurchased its...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...Apple's iPhone to go to T-Mobile and not Verizon in 2010
When AT&T’s (T) exclusive deal expires in 2010, Apple’s (AAPL)  iPhone is most likely to find a second home with T-Mobile and not Verizon (VRZN). That’s the conclusion of a note published by analyst Doug Reid of Thomas Weisel Partners and picked...Has Apple blown it? Did the company squander the competitive chance of a lifetime?
I know Apple (AAPL) is an investor darling trading near an all-time high. And I know the company’s products have tremendous consumer cache. So much so that the company is able to sell its iPhones and iMacs for prices well above those charged by competitors. But it...Apple gets its deal in China; iPhone goes non-exclusive in the UK
China Unicom (CHU) announced on September 28 that it will begin selling Apple’s (AAPL) iPhone in China on October 1. China Unicom is China’s second largest mobile phone operator. (For more on how the Chinese players line up and the coming battle between...Apple and Google go head to head in China's mobile phone market
Ladies and gentlemen. In this corner, wearing the Macintosh red trunks, Apple (AAPL) and its partner China Unicom(CHU) In the other corner, wearing the Chrome trunks, Google (GOOG) and its partner China Mobile (CHL). That’s the lineup that’s about to cross...Nobody else could shake up the smart phone and net book markets this way but Apple. Oh, and give Google headaches too.
Not a bad’s day work for any company. You could have once described Apple (AAPL) as a niche company that produced cool products for a tiny sliver of the market. No more. On Monday, August 3, Apple demonstrated that although it may not have the market share of a...Head to head: Apple versus Nokia. Which is the better stock to buy?
Apple (AAPL) crushed Wall Street estimates when it reported earnings on July 21. Earnings per share for the company’s fiscal third quarter grew 13% from the third quarter of 2008. Revenue grew by 12% in a quarter when almost no company is reporting any sales growth....Jim’s Daily Email Alerts:
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