Good morning! ______________________________ OVERVIEW Is June 30 America’s Debt D-Day? | Pimco’s Bill Gross thinks so because it’s when the Fed stops buying Treasuries and we see if anybody else steps forward. The Economy Keeps Improving | The Federal Reserve’s Beige Book reported that economic activity continued expanding in early 2011. Apple Extends Its Lead […]
Category Archives: Individual Stocks
Why I Like AMD
We’ve owned Advanced Micro Devices (AMD) in The Kelly Letter for a while now, with a cost basis below $10. Over the weekend I received a note from an analyst I’ll call Robert, who subscribes to the letter, from which the following: You need to face facts on AMD, and spare your readers endless rationalizations […]
Ad Challenges Facing Facebook
Facebook is seen as a threat to Google’s advertising business, but a closer look at the differences between the two models shows Facebook to suffer some big disadvantages. 18-Minute Podcast Episode Receive this and future episodes in iTunes or another player with this feed URL: http://jasonkelly.com/rss In iTunes, go to the “Advanced” menu, select “Subscribe […]
Sprint Getting Cheaper
The Kelly Letter added Sprint (S) to its watch list earlier this month. We use the list to keep an eye on promising stocks so we can buy them more cheaply later. Sprint shares are down 9 percent since we began watching them, so patience has paid. Many people have argued that the drop in […]
Kroger v. Safeway
I covered in yesterday’s Kelly Letter several stock ideas for 2011, one of which was Safeway (SWY). From the letter: Finally, a stock that I literally walked into while thinking about good stock ideas: Safeway. The lowly grocery store doesn’t compete well against the high-tech and exotic financial plays on the table, but it’s a […]
