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Apple Inc. (AAPL)
Gold Rush To Tech Rush
Over the weekend I stopped to watch the last part of a James Stewart Western called, The Far Country . It was the story of two cattle drivers who took their cattle all the way to the Yukon to get a piece of the late 1890's Klondike gold rush. Like many of these movies and many gold rushes, it…
Apple: The iPhone X Saga
For some, Apple's ( AAPL ) iPhone X is the smartphone that will carry revenues and profits to new highs, leading Apple to become a trillion-dollar market cap company. Part of that theory was based on the notion that high demand and low supply would create an imbalance that couldn't be met fo…
Is Apple Applying Its iPhone X Strategy To Macs?
I have recently written a couple of articles on Apple's ( AAPL ) iPhone X, and how I think the smartphone supercycle is likely to bode well for the company's financials in fiscal 2018. I believe the new, high-end mobile device will be particularly successful because it addresses a sub-segm…
Final Cut Pro X Introduces 360-Degree VR Video Editing
Apples Pro Video Editing App Also Adds Advanced Color Grading, HDR Support and More Apple today announced a major update to its professional video editing app, Final Cut Pro X, with new features including 360-degree VR video editing, advanced color grading tools and …
iMac Pro, the Most Powerful Mac Ever, Available Today
Apple today released iMac Pro, an entirely new product line designed for pro users who love the all-in-one design of iMac and require workstation-class performance. With Xeon processors up to 18 cores, up to 22 Teraflops of graphics performance, and a brilliant 27-inch Re…
SHU Portfolio: Why We Just Bought Lumentum
We have been long on Finisar ( FNSR ) for quite a while and that hasn't been an easy ride. We had simple arguments for our position: The shares were very reasonably priced. They faced an emerging secular growth market with VCSELs for 3-D sensing. Chinese demand will recover. But th…
Market Celebrated Rate Hike - Cramer's Mad Money (12/13/17)
Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday, December 13. The market did not fall on the 25bps interest rate hike and celebrated it instead. While this did not impact the stocks, this will not last forever. Fed wants to promote growth and…
Don't Buy Snap - Cramer's Lightning Round (12/13/17)
Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, December 13. Bullish Calls KEMET Corp. (KEM): There is no catalyst to go up but it's a cheap stock. Applied Materials (AMAT): It's a good stock. Cramer's trust doesn't own it as they have othe…
Apple: The Bigger Picture
Shareholders of Apple ( AAPL ) have been handsomely rewarded in the past year with the common stock a little up over 50 percent since the start of the year. Recently, the market capitalization of Apple has surpassed $900 billion and is within striking distance of $1 trillion. With superb fo…