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Who Will Stay Long Tomorrow, With Markets Closed On Friday, N. Korea, Syria & Russia All In Play.

by Anura Guruge





U.K. Daily Mail, April 12, 2017.


I have been amazed that the market has been resilient in light of all of this geopolitical unrest.

Never seen it so steadfast and ready to ignore Tomahawks being lobbed around, willy nilly.

But this weekend could be rather interesting to say the least and the Markets are close on Friday for Easter.

So, any risk aversion trades will have to be done Thursday, April 13, 2017.

I will continue to stay LONG.

Having stayed LONG, without a single exception, for the last 10 years there is no point trying to be cut now.

I have quite literally accumulated enough ‘Market Karma’ to keep me going through a few corrections. {SMILE}

Basically thinking out aloud.

As an option trader all volatility is what we live for.

All the best. Bon Chance. It could be quite the ride.


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by Anura Guruge

SYF, ‘Synchrony Financial’ As A Cheap Proxy Stock For Amazon (AMZN).

by Anura Guruge


Click to ENLARGE and view here. From ‘MarketWatch’ at marketwatch.com (SYF)


Not sure why I had NOT thought of this before. Maybe because I was already in AMZN, big time, and had been so for over 2 years.

But, this morning I happened to see SYF on CNBC and it got me thinking.

Why is it a PROXY for AMZN?

Because Amazon Store Credit Cards are issued by Synchrony Financial (via their Bank).

So more people that get Amazon Credit Cards the better it is for SYF.

AMZN at $900 is expensive and it is going up …

Yes, SYF will NOT MATCH AMZN performance.

But, SYF is 30 times CHEAPER.

So just a thought. Worth considering. I am.


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by Anura Guruge

Amazon’s ‘Kindle Direct Publishing’ Now Offering Paperback Print Option Undercutting Amazon’s CreateSpace.

by Anura Guruge


kindle

Click to ENLARGE and read here. Use link below to access the original.

Click here to get more information on this from Kindle.


Got the above in an e-mail Wednesday morning.

I was baffled; it made no sense.

Both ‘Kindle Direct Publishing‘ (KDP) and ‘CreateSpace‘ are Amazon companies — though KDP is more tightly integrated with Amazon, e.g., can reach KDP from Amazon.com (usiing same userid/password).

My books are published with BOTH.

‘CreateSpace’ has offered a publish on Kindle option for years — and actually pesters you to do so.

Yes, makes a LOT of sense to combine the two and have just one Amazon publishing company that did BOTH paperbacks and eBooks, i.e., Kindle.

But, in this instance KDP appears to be competing head-on with CS and even telling me to move my paperbacks from CS to KDP.

Does not make sense.

I went to CS to see if I can find a statement. I couldn’t. So I have e-mailed them.

I will keep you posted. Very confusing.

I had noticed that CS since September had been acting jittery. This may have been the cause.


The 36 Companies Owned By Amazon.

Click to ENLARGE.

Click to ENLARGE.


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by Anura GurugeI’m

Amazon Should Buy IBM, Outright, And Put It Out Of Its Lingering Misery.

by Anura Guruge


Amazon IBM Anura Guruge

Click to ENLARGE. Created by Anura Guruge


Amazon AMZN IBM stock Anura Guruge

Amazon (AMZN) stock performance vs. that of IBM over the last 5 years. What more do you need to know. Chart, of course, from marketwatch.com. Who else? Click to ENLARGE. Visit marketwatch.com to get your own.


This must have occurred to Jeff Bezos. I had already talked about this way back in October 2015.

Makes a lot of sense and there are some amazing synergies when it comes to artificial intelligence (AI) (and IBM’s Watson), Cloud plays & server technologies. Plus, Amazon can tap into IBM’s still lucrative revenue streams from software licensing, product leasing and maintenance contracts. Plus, IBM still must have some choice real estate in places that should suit Amazon.

Amazon’s Market Cap is 2.4 times that of IBM’s.

I would have to think that a majority of IBM shareholders would be happy to get 1 share of AMZN for every 4.5 shares of IBM. That would put the sell price at around $177. Yes, the lack of a dividend will gall some, BUT AMZN’s amazing growth should be a compensation.

Yes, I would benefit from this in multiple ways. Yes, I am a long-term AMZN shareholder and this deal will make AMZN even sweeter down the road. Plus it will bring the two halves of my adult life nicely together. IBM was my life for 36-years. I am only ‘here’ because of IBM. A few years after I stopped doing IBM stuff, I bought into AMZN. I am NOW on;y ‘here’ because of AMZN. So, this will be perfect from my perspective.


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by Anura Guruge

Next Week, Year End 2016, On The Stock Market — My Take.

by Anura Guruge


dow2000

Dow ’30’, 1:20pm on Wednesday, December 21, 2016, ‘The Solstice’ — trying but failing to flirt with Dow 20,000.


The U.S. Stock Market, next week, December 27 – 30, in my opinion is going to rater STRANGE.

For a start, with Monday (Boxing Day) a holiday in lieu of Christmas Day (falling on a Sunday) it is going to be a short week (albeit not with stocks getting shorted) — with most likely very THIN volumes.

Whether the Dow hits, or is over, 20,000 is not going to matter most.

But, we are going to see another Trump effect!

Typically this is the week that savvy investors rebalance their portfolio to exploit CAPITAL GAINS — or more to the point CAPITAL LOSSES.

But, this year that is going to be different.

By and large, unless you have been very unlucky or imprudent, there isn’t going to be that much Capital Losses around! The market has done well. {SMILE}

Plus, most people MUST BELIEVE that Trump, in his first year, i.e., 2017, will REDUCE Capital Gains tax.

So why sell in 2016. Wait to see what Trump does in 2017.

That will be a MAJOR FACTOR.

So, I, for one, do NOT expect to see much CAPITAL GAINS/LOSSES related selling next week. We might see some in the first week of January.

And then there will be the CUSTOMARY ‘Window Dressing’ by the Stock Fund Managers, who yet again (as tends to be their wont), got it WRONG. So that will fuel another wave of buying.

That is my take. Not that I plan to do much next week. I am all set — thank you. {SMILE}

Have some BIG options expiring next year.

Happy Holidays.


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by Anura Guruge

Selling Off Amazon Shares On Cyber Monday Is Incredibly STUPID — Just Herd Mentality!

by Anura Guruge


amznnov28

Click to access v. germane ‘MarketWatch’ story.


amzncybermon

From “MarketWatch” — use link above to access chart if you need to. Otherwise: marketwatch.com


 

Betting against Amazon post-Black Friday and during what is really ‘Cyber Week’, rather than just Cyber Monday, is PLAIN STUPID.

You know, and I know, that Amazon is making out like a bandit.

Others might do well, but in the end Amazon would still have done better.

Why bet against Amazon (AMZN) to YOUR detriment.

Today’s 1.9% drop should be a buying opportunity.

Amazon will go past $800 before the year is out AND ahead of the Fed’s, inevitable (spite Trump), December rate increase.

This is not the time to sell. Wait for it t0 get to $800+ — then sell JUST ahead of the December Federal Reserve meeting December 13 – 14, 2016.

But for now … BUY, BUY, BUY AMZN.

Full disclosure: I own AMZN and I am very long. 


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by Anura Guruge

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