Category Archives: Stocks

Office 365 and Azure cloud-computing made Microsoft a winner and investors sent the stock up over 50% last year

Microsoft is expected to report earnings on Wednesday 29, and along with Apple, Amazon and Facebook, their earnings can make or break the stock market. Apple has gone straight up since January last year, followed by the Space X equity Tesla. Rocket-shared both of them.

Now, its time for Microsoft with shares risen nearly 20% since their last report on October last year. That`s more than twice as much as the S&P 500 which is impressive for that tech giant. Wall Street analysts predict that Microsoft will report $35,7 billion of revenue and earnings of $1,32 per share.

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Microsoft continue to benefit from their cloud business and in addition they have $20 billion annual buybacks/dividends. This is a major reason why they outperformed the market last year. Office 365 and Azure cloud-computing made the stock a winner and investors sent the stock up over 50% last year.

Consensus revenue estimate would represent 9,8% growth compared to the same quarter a year ago. Windows, search ads, Surface and gaming boosted the company`s revenue with $11,13 billion. Cloud computing service Azure and Windows Server, SQL Server, System Center, GitHub and consulting saw $10,85 billion in revenue.

Research firm CFRA estimates that revenue from cloud-based services hit 50% of total revenue in the company`s fiscal Q4, and investors are postive to Microsoft at the moment. The company changed its strategy and are competetive to Amazon in the cloud sector as well.

The stock declined to $162,28 per share on Tuesday, down -1,67%, but Microsoft is the most valuable U.S company after Apple which is number one on the list. Microsoft`s valuation after the drop on Tuesday is $1,24 trillion, while Apple is valued at $1,35 trillion.

Microsfot signed a military cloud contract with Pentagon worth $10 billion. They won the contract in October last year after a long battle with its competitors like Amazon, Oracle and IBM. Earnings strength is very strong and looks good for future earnings growth.

Microsoft is expected to report earnings on Wednesday 29 after the market close.

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Tesla joined the $100B club, but VW is still bigger by enterprice value and will become the official global industry leader by sales for 2019

The shares of Tesla look more like Space X. The shares has skyrocketed since the summer last year, and the shares is up over 200 percent. It`s a funny story, but what`s even more funny is that Tesla joined the $100 billion club earlier this week. They surpassed Volkswagen.

The $100 billion club is measured by a market cap but if you look at sales or profit you have a different picture. But it isn`t bad to be the second most valuable global carmaker after topping the combined value of Ford and GM. Toyota is still on top with a value of $198 billion.

There is no doubt; the future is green and EV`s like Tesla will outnumber cars with fossile fuels. Musk is planning to build a new plant in Germany and started to sell from a new plant in China earler this month.

VW is still bigger by enterprice value and they will become the official global industry leader by sales for 2019. In a speech, Chief Executive Herbert Diess urged his executives to focus on profit rather than sales.

The EV industry have huge challenges. Battery technology is very expensive. So are R&D and all the factories they are planning build. On top of that you have all the workers. GM`s battle with the United Auto Workers union last fall illustrated how costly the process of winding down factories can be for companies too.

So far, the valuation have been bumpy and it seems like it will remain bumby. We saw a dip on Friday after a wild speculative ride.

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Apple to visit CES for the first time since 1992 to talk about Privacy

Apple is back at CES (Consumer Electronic Show) in Las Vegas for the first time since 1992. But the tech giant isnt`t joining the CES show because it has a new innovative product. Apple is in Las Vegas to talk about Privacy which is a hot topic this year.

Former CEO John Sculley came from Pepsi to Apple and debuted at CES in 1992 with the Newton personal digital assistant. It was a disaster and it didn`t take long before Steve Jobs went back to the job again. I read Sculley`s book and that story is very interesting.

Now, CEO Tim Cook is running the company. And he wants to talk about something very important; Privacy.

Privacy is a fundamental human right. At Apple, it`s also one of our core values, they say on their web site. Your divices are important to so many parts of your life. What you share from those experiences, and who you share it with, should be up to you.

We design Apple products to protect your privacy and give you control over your information. It`s not always easy. But that`s the kind of innovation Apple believe in.

Well, let`s think about it. The phones we have today is called; Smart phones. Oh yeah?! How smart is it to have a smart phone actually? So far, it isnt smart at all. It is the most stupid thing you can have. Is that why they called it smart phone?

We know that people have been hacked, and information and pictures have been stolen and distributed in social media. It is still happening today. Someone can also tap your phone. They can listen to your conversations, and have a look at you on your camera.

The phones they produced in the 80`s and 90`s was much safer, because it was difficult, if not impossible to hack. Nor was it camera on it. Not as good as the phones are today, but much more safer. Until now. Fortunately.

Apple have developed a Privacy Policy that covers how they collect, use, disclose, transfer, and store your personal information. In addition to this Privacy Policy, they provide data and privacy information imbedded in their products connected with their Data & Privacy icon for certain features that ask to use your personal information.

This is what Apple will talk about at CES along with Facebook, Procter and Gamble and officials from the Federal Trade Commission (FTC) to discuss how they can establish privacy protections in terms of size, regulation, and consumer demand.

Tech innovation seems to take much longer time than anticipated and there isn`t so much new innovative products to see at the CES 2020 this time. But in addition to Apple`s talk about privacy, they will be showing off its homekit smart home platform. A smilar product will be launched by competitor Google to add more capabilities to their IoT-powered divices.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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2019 has been a great bull market and Trump have played a huge part in it

A lot of people started the year talking about a recession, but 2019 was a big sucess. A great bull market and a big surprise for many. President Trump have played a huge part in it by cutting tax and regulations and that`s what Wall Street like.

Only a few trading sessions are left of this Wall Street record year. It has been an unbelievable year for stocks! Recession will come one day but the bull market will continue until it stops.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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Cyber Monday sales hit $7,9 billion last year, but today it is estimated to hit $9,4 billion

People love days like this; Thanksgiving, Black Friday and Cyber Monday. So far, Black Friday has been very chaotic, but this time it was much better. This is very important days for all the retailers, So, how is it going for them this time?

It`s no doubt; Trump`s booming economy is working. Thanksgiving broke records with $4,2 billion in online sales. Black Friday also hit a new high. Consumers spent $7,4 billion online last friday buying goods online via computers, tablets and smartphones.

Smart people buy products on days like this, and if you are one those who didn`t use your card last week, you have a few hours to do it today. On Cyber Monday. And if you do, you will not be alone to do it.

Last year, Cyber Monday sales hit $7,9 billion, but today it is estimated to hit $9,4 billion, according to Adobe Analytics. If this holds, it will be a jump of 18,9% from last year.

Shoppers do not go to the stores on days like this. It`s all about online sales. Not only that. Extreme weather will also force some people to shop online, and shoppers are expected to spend $11 million per minute during the peak hour of 11:00 p.m ET.

The reason why the lines were thiny on Black Friday is the retailers early sales start. Retailers began sales in early November, so people didn`t wait until Black Friday or Cyber Monday this time. This also means less chaos.

In fact, Black Friday was predicted to be the busiest shopping day of the year in the U.S for shoppers to head out to stores, but people made it online on their shopping carts. Online spending on Black Friday hit a record of $5,4 billion, and that is up 22,3% from last year.

The winners in this game so far is Target, Best Buy and Walmart, while the department stores are still a little bit slower. Both, Target and Walmart saw bigger jumps in online customer spending than Amazon during the first two weeks of November.

Nordstrom had the biggest jump in online sales. Up 60%. Second is Walmart with a 53% jump, while Amazon on the third place jumped 49%, and that`s huge for an already Giant in online sales if you ask me.

Buy online and pick up in stores as well as curbside pickup services since November 1 have seen a 43,2% growth since 2018, according to Adobe. Shoppers have so far spent a record $72,1 billion online between November 1 and December 1. Shoppers are also on track to hit $143,7 billion in online sales for the full holiday season.

One of the most popular products on days like this is a Smartphone. So, it`s headed for a new online spending record next year. Or…..

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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