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E Market Briefing For Friday, April 28
Article By: Gene Inger
Friday, April 28, 2017 8:47 AM EDT
Washington and North Korean stonewalling are contributing to 'tension on the tape' as we approach another politically stressed weekend.
In this article: AMZN, GOOGL, AAPL, INTC, MSFT
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Friday Charts: Apple’s Death Curse, Tax Reform And Twitter Woes
Article By: Wall Street Daily
Friday, April 28, 2017 5:37 AM EDT
After much anticipation, President Trump revealed his tax plan this week. Or at least the framework of one. One of the biggest components is a tax holiday for U.S. firms that have been hoarding profits overseas.
In this article: TWTR, AAPL
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Trading Apple Ahead Of Earnings
Article By: Anyoption
Thursday, April 27, 2017 8:04 AM EDT
Apple is set to report second-quarter earnings this coming Tuesday. The drop in demand for the iPhone business will hit the quarter hard. The forecast for the next few quarters might come in weaker than expected as well.
In this article: AAPL
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Devil In The Detail
Article By: Marvin R Clark
Thursday, April 27, 2017 3:07 AM EDT
Trump’s plan will cut the number of income tax brackets from seven to three, with a top rate of 35 percent and lower rates of 25 percent and 10 percent. It is not clear what income ranges will fall under those brackets.
In this article: T, X, AAPL, MSFT, CCV, PYPL
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0.2% Of Nasdaq Companies Accounted For 45% Of Its Recent Gains
Article By: Tyler Durden
Wednesday, April 26, 2017 3:26 PM EDT
Just five of the more than 2,500 companies in the Nasdaq Composite Index are largely responsible for Tuesday’s first-ever close above 6,000.
In this article: AAPL, AMZN, MSFT, FB, GOOG
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Quiet Life: Interview With Netanel Eyal, CEO & Co-Founder
Linda Willis 3/29/2017 2:32:48 PM

This looks like a cool, innovative product. But tell me Netanel Eyal, what is to stop companies with a large existing user base, like #Amazon or #Apple from moving in and replicating your accomplishments, by integrating a similar technology into their products? Hat tip to Carl Schwartz for pointing this out. $AMZN $AAPL

What Fitbit Inc (FIT) Could Learn From Restoration Hardware (RH)
Carl Schwartz 3/1/2017 8:39:28 AM

I agree that $FIT could learn from $RH's stock buyback. But just as the dedicated MP3 player became obsolete with the proliferation of smart phones, I believe #Fitbit is in serious trouble as products like the #AppleWatch go mainstream $AAPL.

Why Barclays Downgraded Apple
Jason Stewart 1/24/2017 3:36:51 PM

With regards to #Apple's exposure to China, the current administration could also negatively impact this front via a trade war. Some are understandably skeptical of this actually coming to full fruition but judging by rhetoric and promise, the chance of this happening has increased. I'd imagine we'll be hearing sooner rather than later on this subject as it is a major point of contention for the current administration. $AAPL

Ignore All The Hype Around BlackBerry Ltd Stock
Dick Kaplan 1/4/2017 5:17:43 AM

Personally, I don't see the rationale of #Blackberry getting into the self-driving car market. Especially when companies like #Google and #Apple are aggressively pursuing it, I don't see how Blackberry could pull ahead. $BBRY $GOOGL $AAPL

The Battle of Smartphone Assistants: Siri Vs. Google Assistant
Cents And Sense 12/27/2016 12:11:48 AM

I use #Alexa often. It can't answer nearly as many questions as #Siri, but can have "skills" added, app-like programs to do everything from play games to control your smart home. $AMZN $AAPL

I've never used #GoogleAssist and hadn't realized #Google was getting into this space but could see them being formidable. But I've never had #Cortana successfully answer anything I've ever asked it. All it does is direct me to a web search. No idea what #Microsoft is trying to accomplish with that but I would place them dead last. $GOOGL $MSFT

Tech May Hold Key To Continued Santa Rally
Candy Matheson 12/10/2016 5:50:45 AM

Thx, Alexander...If $AAPL execs can be convinced to repatriate its overseas cash in exchange for forgiveness of paying taxes on such a transaction by some kind of Congressional intervention (which includes AAPL committing to invest in public infrastructure programs), you could see its stock break out to new highs next year. Perhaps Mr. Trump's team can work some kind of magic in this regard. Your comment has inspired me to write about a potential rally on my Blog at StrawberryBlonde'sMarketSummary.com.

Innovative Food: Beaten Down Former Growth Darling Throwing Off Significant Cash
Brian Harper 11/30/2016 4:56:00 PM

I think it's quite a different situation than some component maker to AAPL who has massive power over suppliers. I don't think there are any great alternatives for USFD, and the switching costs would be very high as many of the end customers have relationships with IVFH. USFD is highly unlikely to try to supply these small market, niche ingredients which IVFH provide. As a specific product gets larger, USFD ultimately takes it in house and IVFH abandons the category. And its a great biz for USFD, as the business is like a royalty, and very asset lite. $AAPL $USFD $IVFH

Innovative Food: Beaten Down Former Growth Darling Throwing Off Significant Cash
Kurt Benson 11/30/2016 4:47:26 PM

Brian Harper, thanks for sharing your thoughts on $IVFH. I've been considering this stock but am concerned that 70% of #InnovativeFood's revenue comes from a single company - $USFD.

It reminds me of how $GTAT went bankrupt after $AAPL decided not to use it's screens on the #Apple Watch. Aren't there other competitors which could steal US Food's business from them?

The Needed Acception Of Cryptocurrency Today
Barry Hochhauser 11/30/2016 1:47:49 AM

I'd have to agree with you Alexander Hamilton. Though I often wonder if sites like $AMZN or $AAPL have their own plans for #cryptocurrency. Like with #ApplePay.

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