Next earnings season test after Netflix? Microsoft
The Netflix (NFLX) drop yesterday (14.27%) and today (5.24%, which actually showed a recovery from the after-hours tumble) on the company’s disappointing guidance for the third quarter says that we’re still on track for a test of the earnings rally. But...
Adding Microsoft to my Jubak Picks portfolio–hoping for a July “miss” like that in April
As I wrote in Part 3 of my Special Report “Investing in a Late Cycle Market,” (available to subscribers to my paid JubakAM.com site), I’m adding Microsoft to my Jubak Picks portfolio. The April third quarter earnings “miss” sets Microsoft...
Tech breakdown starts to look serious
The conventional wisdom at the end of last week was that we were witnessing a rotation out of tech shares and into financials and small cap stocks. In other words, nothing to get  too concerned about. Apple (AAPL) was a special case as surveys of retail channels...
Looking at the Microsoft earnings beat that wasn’t
Shares of Microsoft (MSFT) closed up 5.31% today after the company announced earnings that beat Wall Street projections. It’s always worth taking a look at what “beating Wall Street projections” actually means in any specific case. Lowering...Sell Microsoft (MSFT)
I’m going to take advantage of the half-hearted bounce this week to sell Microsoft (MSFT) out of Jubak’s Picks. (For more on this bounce, see my post https://jubakpicks.com/2010/06/10/return-of-son-of-bounce/ ) The stock has not performed well on up days for the...Update Microsoft (MSFT)
The earnings news out of Microsoft (MSFT) yesterday, April 22, after the stock market close in New York, was good but good isn’t getting investors very excited these days. Unless a company delivers great earnings and ups guidance as well, shares have been selling off...Update Microsoft (MSFT)
Microsoft (MSFT) reported fiscal second quarter earnings on January 28. The really good news for investors was what wasn’t in the blowout numbers. And what’s happened to the company’s business since then. The second quarter results were good enough on their own....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 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...Buy Microsoft MSFT: This is as bad as it gets
Nothing like shooting yourself in the foot while the global economy is pushing you toward a cliff. That’s the pretty picture that Microsoft (MSFT) painted when it reported fiscal fourth quarter earnings on July 23. And that’s exactly why I’m buying shares of Microsoft...Jim’s Daily Email Alerts:
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