when folding phones make a comeback but with folding screens this time it's going to be yuuuugeee for samsung and apple. Samsung rumored to have one next year. Has the potential to cause a huge wave of upgrades, even I would want one and that's saying something from a consumer demand perspective.
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Comment -
Article could be biased given that it fails to mention Apple's folding phone plans. It does mention apple screen plans and pricing, but Apple told analysts last March that they were working on a folding iphone that doubles as a tablet for 2020 release.
But Samsung is releasing sooner so it addresses apple's presence at that time...
Samsung apparently believes that this design will enable it to offer a 7-inch screen in a pocketable form factor — a size larger than 2017-vintage Pixel XL and Plus-sized iPhone screens. Unfolded, the surface area would indeed be closer to a tablet than a phone.
But display improvements are enabling new phones to offer nearly 7-inch screens without requiring folding. By September, Apple is expected to include a 6.5-inch screen in the iPhone X’s larger-sized sequel, which will use bezel reductions to squeeze that larger display into a chassis sized like the iPhone 8 Plus.
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if you think about the form factor of the smartphone nothing really has changed in 10 years except the phone getting bigger. They have more features and edge to edge screen so small design changes but the form has not meaningfully changed, still a bar. Smartphone sales are dropping off because there is no excitement anymore. It has been a decade of the same thing and now there is not much left to add for the masses except 5G and cloud gaming. 5G is huge and will sustain apple and Samsung for at least one more cycle but that's not the phone itself driving sales. Apple and Samsung must come up with something new, there is no choice.
Folding phone should restart another 8+ years of phone upgrades. The potential of what you could do with a folding phone, 5G and upcoming new chips could drive sales for many years.Comment -
This week's picks:
ABMD*
ADBE*
ALGN*
AMED*
CNC
CRM*
CTAS
FTNT*
IDXX*
ILMN*
INGN*
INTU
LULU*
MED*
NOW*
NSSC*
PANW*
SYX
TCMD*
TRU*
TTD*
TTGT*
TWTR*
ULTI
VEEV*
WWE*
ZTO
*= Held over from last weekComment -
Futures down in the pre market by -45.
I'm feeling bullish for the week.
Forecasters have really raised the bar on GDP. It started the qtr estimated at 2.7%. Now it's 4%. I'll bet we do not reach 4% this quarter. Looking for 3.6% myself.8:30 am Chicago Fed national activity index June -- -0.15 10 am Existing home sales June 5.45 mln 5.43 mln 9:45 am Markit manufacturing PMI flash July -- 55.4 9:45 am Markit services PMI flash July -- 56.5 10 am New home sales June 670,000 689,000 8:30 am Weekly jobless claims 7/14 215,000 207,000 8:30 am Durable goods orders June 2.9% -0.4% 8:30 am Core capital equipment orders June -- 0.3% 8:30 am Advance trade in goods June -$69.1 bln -$64.8bln 10 am Housing vacancies Q2 8:30 am
Gross domestic product Q2 4.0% 2.0% 10 am Consumer sentiment July 97.0 97.1 Last edited by RoyBacon; 07-22-18, 09:20 PM.Comment -
KVB is giving us the biggest decliners each day so we can try and pick off some companies on sale
Josh is giving his list every Sun night and he has beaten the S&P gains most weeks
Roy just posted a list of reports coming out this week M-F
All the info one could want/need is all right here.
Tremendous stuff, Fellas. THANK YOUComment -
Shouldn't trump start giving bezos hell? I wish he would to get some cheaper amazon. Did you hear siri signed a deal with netflix?Comment -
Saw that, Netflix is going to have a comedy channel on SiriusXM.
Netflix is in the radio business now.
Tesla dropping.
I saw last night, on CNBC Europe that Musk asked suppliers for refunds on already complete contracts to help with the numbers.
Whaaat?
He tried to sell it as being an investment for both automaker and supplier going forward.
How can Wall Street take this stock seriously? Any fund managers must be laughing at the strategy.
Crazy. Tesla is the ultimate speculation.
I don't favor excess lititgation, but I wouldn't be surprised to see Musk sued for the comments by shareholders.
He can afford it, I suppose.Comment -
It's a little early but here are the top 20 decliners with last trade over 5 and avg 5 day volume over 250,000
Symbol Last Trade Change % Change Prev Close Description TSLA 301.39 -12.19 -3.89 313.58 TESLA INC BKNG 1,998.31 -11.36 -0.57 2,009.67 BOOKING HOLDINGS INC ITW 135.90 -10.96 -7.46 146.86 ILLINOIS TOOL WORKS MELI 363.57 -9.89 -2.65 373.46 MERCADOLIBRE INC ENTA 114.20 -8.14 -6.65 122.34 ENANTA PHARMACEUTICALS IN EQIX 427.51 -6.71 -1.55 434.22 EQUINIX INC LII 209.61 -6.62 -3.06 216.23 LENNOX INTERNATIONAL INC AMZN 1,807.43 -6.27 -0.35 1,813.70 AMAZON.COM INC SWK 138.04 -6.18 -4.29 144.22 STANLEY BLACK & DECKER IN RACE 133.92 -6.08 -4.35 140.00 FERRARI NV NTGR 69.75 -6.05 -7.98 75.80 NETGEAR INC SHW 420.29 -5.84 -1.37 426.12 SHERWIN-WILLIAMS CO PETS 34.84 -5.35 -13.31 40.19 PETMED EXPRESS INC MHK 219.00 -5.23 -2.33 224.23 MOHAWK INDUSTRIES INC NOC 319.28 -4.65 -1.44 323.93 NORTHROP GRUMMAN CORP SXT 67.85 -4.57 -6.31 72.42 SENSIENT TECHNOLOGIES COR NTES 259.76 -4.50 -1.70 264.25 NETEASE INC DPZ 272.68 -4.49 -1.62 277.17 DOMINO'S PIZZA INC PH 159.00 -4.47 -2.73 163.47 PARKER-HANNIFIN CORP TDG 360.72 -4.18 -1.14 364.89 TRANSDIGM GROUP INC Comment -
Nice call. Maybe Trump reads SBR. Hell, maybe he's a poster.
<blockquote class="twitter-tweet" data-lang="en"><p lang="en" dir="ltr">The Amazon Washington Post has gone crazy against me ever since they lost the Internet Tax Case in the U.S. Supreme Court two months ago. Next up is the U.S. Post Office which they use, at a fraction of real cost, as their “delivery boy” for a BIG percentage of their packages....</p>— Donald J. Trump (@realDonaldTrump) <a href="https://twitter.com/realDonaldTrump/status/1021384752136409088?ref_src=twsrc%5Etfw" >July 23, 2018</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
<blockquote class="twitter-tweet" data-lang="en"><p lang="en" dir="ltr">....In my opinion the Washington Post is nothing more than an expensive (the paper loses a fortune) lobbyist for Amazon. Is it used as protection against antitrust claims which many feel should be brought?</p>— Donald J. Trump (@realDonaldTrump) <a href="https://twitter.com/realDonaldTrump/status/1021388295618682881?ref_src=twsrc%5Etfw" >July 23, 2018</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>Comment -
Can't sue Trump, but shareholders could make a case against Musk, for sure.
Amazon taking over, what's Trump going to do? They'll off cheaper drug prices, Trump wants that.
They will offer cheaper products for consumers, jobs, you name it.
But Trump wants a piece. If he taxes them through the post office, Bezos will grow his own delivery service, even Uber style, creating more jobs.
Amazon can be like McDonald's and just control its supply and distribution chains.
Crazy tweets and memos this week.
Overall I agree with Roy, I'm bullish once again for the week.Comment -
I know I ran an early one, but here's the midday Top 20 decliners with last trade over 5 and avg 5 day vol 250,000...
Symbol Last Trade Change % Change Prev Close Description BKNG 1,992.34 -17.33 -0.86 2,009.67 BOOKING HOLDINGS INC MELI 360.60 -12.86 -3.44 373.46 MERCADOLIBRE INC ITW 134.80 -12.06 -8.21 146.86 ILLINOIS TOOL WORKS AMZN 1,803.07 -10.63 -0.59 1,813.70 AMAZON.COM INC TSLA 303.45 -10.13 -3.23 313.58 TESLA INC SHW 417.78 -8.34 -1.96 426.12 SHERWIN-WILLIAMS CO ENTA 115.06 -7.28 -5.95 122.34 ENANTA PHARMACEUTICALS IN NTGR 68.83 -6.98 -9.20 75.80 NETGEAR INC SWK 138.38 -5.84 -4.05 144.22 STANLEY BLACK & DECKER IN LII 210.42 -5.81 -2.69 216.23 LENNOX INTERNATIONAL INC EQIX 428.88 -5.34 -1.23 434.22 EQUINIX INC DPZ 271.85 -5.32 -1.92 277.17 DOMINO'S PIZZA INC PETS 34.91 -5.28 -13.13 40.19 PETMED EXPRESS INC SXT 67.17 -5.25 -7.25 72.42 SENSIENT TECHNOLOGIES COR PZZA 46.53 -5.06 -9.82 51.59 PAPA JOHNS INTERNATIONAL TDG 359.93 -4.96 -1.36 364.89 TRANSDIGM GROUP INC NTES 259.31 -4.94 -1.87 264.25 NETEASE INC MHK 219.32 -4.91 -2.19 224.23 MOHAWK INDUSTRIES INC RACE 135.20 -4.80 -3.43 140.00 FERRARI NV NOC 319.31 -4.62 -1.43 323.93 NORTHROP GRUMMAN CORP 
Comment -
Top 10 NASDAQ Most Active% Up% Down
Symbol Last Chg % Chg
BBGI 8.98 -1.62 -15.33%
INNT 5.44 -0.74 -12.05%
PETS 35.41 -4.78 -11.89%
NTGR 67.90 -7.90 -10.42%
VRNA 11.84 -1.36 -10.30%
RYAAY 106.00 -10.70 -9.17%
PZZA 46.90 -4.69 -9.09%
FORTY 33.15 -3.16 -8.70%
COOL 17.80 -1.46 -7.58%
SCWX 13.84 -1.06 -7.11%
NYSE Most Active% Up% Down
Symbol Last Chg % Chg
HAL 41.63 -3.57 -7.90%
SXT 66.93 -5.49 -7.58%
ITW 136.08 -10.78 -7.34%
FTSI 12.04 -0.73 -5.72%
TCS 7.31 -0.41 -5.31%
LII 205.50 -10.73 -4.96%
RES 14.35 -0.69 -4.55%
QES 6.97 -0.33 -4.52%
HIL 5.75 -0.25 -4.17%
LKSD 14.07 -0.60 -4.09%Comment -
My AMZN earnings play. Potential reward: $22,350 Potential loss: unlimited Margin equity required:$283k07/23/18 Sold PUT AMZN 07/27/18 1700 AMAZON.COM I... 11,157.30 07/23/18 Sold CALL AMZN 07/27/18 1902.50 AMAZON.C... 11,192.73
If AMZN stays between $1700 and $1902.50 make the full reward by this Friday. Every point out side that is a $1k lossComment -
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Anyone else buying Discover this week? Think it pops... Could see 10% increase by this time next week. Anyone see a reason to suggest otherwise?Comment -
You talking the credit card co? This one?
Looking for all time record earnings on Friday. Not over valued at 2.5x book.
This guy never kept up with his big brothers V & MA.
I don't know about this week but you will make a killing on this longer term. It should double in 4 or 5 years at the most.Comment -
Yep, DFS. Decent 2% dividend and reasonably valued. Recent news of huge buybacks forthcoming. Maybe I'll just open a long play. If it does pop on earnings this week it will be tough to fight the urge to sell it. Gambler in me always wants to move on to the next idea.You talking the credit card co? This one?
Looking for all time record earnings on Friday. Not over valued at 2.5x book.
This guy never kept up with his big brothers V & MA.
I don't know about this week but you will make a killing on this longer term. It should double in 4 or 5 years at the most.
While I've never sold a stock at a loss I have all too frequently sold too early. Sometimes much to early. Can't help myself.Last edited by topgame85; 07-23-18, 11:06 PM.Comment -
pags maybe a shot for meComment -
Some updated tariff info for the ones on this thread that say tariffs are great for America..
WH readies plan to extend 12 Billion dollars in emergency aid to farmers caught in Trumps escalating trade wars...
This is nothing but a tax on hard working Americans...This is what economist said would happen and some on here are so
delusional you keep pumping up tariffs saying their so great for America..
What the fuk is wrong with you..Comment -
Got in around $73.20 this morning. Think there is room to run assuming card spend was up along the lines of the big banks. Their numbers could be even better because of who they are targeting recently with offers. Lower income/ lower credit applicants are swiping away right now and Discover has moved a little further into that market. If it doesnt pop as expected I'll just hold it. Essentially no risk and as Mr. BACON pointed out it will move forward- if not now, later.Comment -
Short term thinking here.
Tariffs are not being raised because high tariffs are so great for America, it's an attempt to shake up the already unfair trade environment to pull America out of the disadvantaged position they have been in and to fight back against manipulation and intellectual property theft.
With the economy running so well and some Asian economies not so much, it is a good time for the battle.
It is a battle that needs to happen, regardless of who is in the White House.
This is good for the future.Comment -
That would be fine if i thought someone was negotiating for me other than trying to bully countries via Tweets....Just wait, these tariffs will soon effect your stock positions. Last week it was Alcoa, this week it's Whirlpool. Who will it be tomorrow? Who will Trump bail out tomorrow and make the hard working Americans pay for his BS....Comment -
Jumped on the Discovery train at $73.30.Comment -
The US is acting for a future position and willing to put resources back to the US for the short term, for that longer game gain.
Money will get printed either way, can't stop it, at least some of it comes back to the US base.
We've seen far too many Presidents get the money printed, then give to another country or even bail out a bank, who turns around and invests globally with the help (BAC).
QE and the Fed force inflation, can't stop that, no matter the President.Comment
