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Tuesday, March 5, 2019

Looking At 5G -- Investors Only -- Nothing About The Bakken -- March 5, 2019

Disclaimer: this is not an investment site. Do not make any investment, financial, job, travel, or relationship decisions based on anything you read here or anything you think you may have read here.

XLNX: link here --
  • will likely report 4Q18 earnings on April 24, 2019
  • based on ten analysts' forecasts, the consensus EPS forecast for the quarter is 94 cents
  • the reported EPS for the same quarter one year ago: 77 cents
  • Other data points from various sources:
    • trading near its 52-week high
    • pays slightly more than 1%
    • Xilinx shareholder have enjoyed an impressive 161% share price gain (over three years)
    • share price is up about 35% in about a quarter -- link here, March 5, 2019;
    • XLNX is "best-in-class" 5G chip pick -- BofA ML analyst; link here -- Barrons; March 4, 2019;
  • five high-flying stocks near their 52-week highs that can scale higher -- Zacks, March 4, 2019; of the five stocks, XLNX was mentioned first;
  • press release: XLNX chip can cover the entire sub-6 gigahertz spectrum, which is critical for next-generation 5G deployment
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A Pretty Ugly Graphic

Link here: GE shares tumble; company sees "significant" headwinds to 2019 industrial cash flows. On top of that, US GDP growth for 1Q19 might come in at 0.3%.


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Two Heavyweights Drop Out: Clear The Field For Biden-Beto

Within the last couple of days, Hillary says "no." Earlier today, Michael Bloomberg also said he won't run for the Democratic nomination for president. He cites the "fact" that he could not break out of the crowded field, especially given the rules the DNC has set for a potential candidate to be in the primary debates.

Take any of the current announced candidates and seriously ask yourself, do you actually see any of them becoming the next president of the United States? Pocahontas? Kamala Harris? Bernie Sanders? I just don't see it. Which brings me back to Biden-Beto.

It speaks volumes that both heavyweight contenders -- Bloomberg and Hillary -- have said no. They have seen the polls and they know how far left they would have to move.

Cuomo? He might not even be able to win his own state. The guys and gals from Virginia, West Virginia, New Jersey? Possibly. The governor of Illinois? Possibly.

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