Topic Archives: Starbucks (SBUX)

There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]

When looking into “buy the correction” ideas, a key problem is getting your head around when a stock has finally “blown off” any excess valuation — fundamentals aren’t falling for most stocks, at least not for the stronger, growth-oriented names in the market, but the stocks are falling anyway… why? Well, obviously we have the […]

This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]

Dozens of folks have been asking me about this latest teaser for “Motley Fool One”, which is yet another Motley Fool service that aims to upgrade folks’ relationship with the Fool — they’ve progressed to running “real money” portfolios in recent years, investing the Fool’s own corporate portfolio, and having more interactive stuff like the […]

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    I have first hand experience from a Telecom vendor as well as working with Finnish software developers for the last thre...

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    Earlier this month AG Bill Barr mentioned ERIC and NOK as potential key players in the future of 5G roll out across the...

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    Haven't seen the tease but Ericsson trades at around $9 and Travis talks about it in the premium content. I'd guess tha...

  • Travis Johnson, Stock Gumshoe

    Yes, I do not expect Nokia or Ericsson to get a lot of business from China for building new 5G networks... though both o...

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    A possible explanation why NOK and ERIC do not move up can be found here: https://www.visualcapitalist.com/the-future-of...

  • Travis Johnson, Stock Gumshoe

    Trade Note: A couple 5G stop losses hit the Real Money Portfolio today... This morning I closed out two smaller posit...

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    Being în the industry for the last 20 years, I'd say it will come a time when the shares of 5G vendors will go down as...

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    New info on 5G, Ericsson, ERIC, is also getting to be a supplier. your welcome...

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    Travis, do you think those "M-Boxes" might actually be made by Airspan (AIRO)? This is currently a $7 stock, and this pr...

  • Travis Johnson, Stock Gumshoe

    There are a great many of them promoted by lots of different people. The ones that I’m currently invested in primaril...

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    5G rollout will surely happen - even though some claims regarding speed, etc, are overhyped. Trying to predict which com...

  • Travis Johnson, Stock Gumshoe

    Ericsson, Huawei and Nokia are the large players most widely discussed as possible winners from the infrastructure build...

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    What your thoughts on Ericsson (ERIC) Verizon and Ericsson have announced an expansion of their 4G LTE partnership, with...

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