5G

This Unexpected Stock is the Real 5G Winner

This Unexpected Stock is the Real 5G Winner

Ever since the onset of the pandemic, one consistent characteristic of the global economy has come to the fore again and again: shortages of physical goods. The latest shortage to rear its head is a worldwide shortage of fiber-optic cable, driving up prices and lengthened product delivery times and endangering telecommunications companies’ ambitious plans to […]

TSM Extends Its Dominance in Chips

TSM Extends Its Dominance in Chips

Soaring demand for semiconductors used in smartphones, laptops, and other gadgets during the pandemic has led to an acute chip crunch, keeping order books full at Taiwan Semiconductor (TSM), the world’s most valuable and largest semiconductor manufacturer. No wonder it reported a record quarterly profit. Taiwan Semiconductor’s revenue growth went above 20% year on year […]

Getting Cash From AAPL While You Wait For The Next iPhone

Getting Cash From AAPL While You Wait For The Next iPhone

Covered call trading is a commonly used strategy to generate cash flow and help normalize equity returns. A multitude of research suggests a basic covered call trading plan, from a risk-adjusted standpoint, outperforms long equities. However, covered call trading can be used situationally as well. There are times when short-term overwriting can be a powerful […]

AAPL and The Rollout of the iPhone 12 and 5G

AAPL and The Rollout of the iPhone 12 and 5G

In his inauguration speech on January 20, 1961, President John F. Kennedy famously encouraged Americans to: “Ask not what your country can do for you—ask what you can do for your country.” I’m paraphrasing JFK’s line to explain to you the right way to look at the Wall Street buzz surrounding Apple (AAPL) and 5G: […]