What Caught Our Attention in the Investment World? – Week of October 14-18, 2019

By Kuldip K. Ambastha and Anil K. Ambastha During this trading week, JP Morgan Chase & Co. (JPM) was a star performer. Specifically, the company delivered on many fronts, in terms of strong underwriting data, an increase in mortgage banking activities, significant bond trading income, substantial wholesale and credit card loans, and positive home lending …

What Caught Our Attention in the Investment World? – Week of October 7-11, 2019

By Kuldip K. Ambastha and Anil K. Ambastha Pacific Gas & Electric Co. (PCG), aka: PG&E Corp., announced it would file for Chapter 11 bankruptcy on January 29, 2019 due to massive claims caused by deadly wildfires. Since then, its stock has still been trading actively on the New York Stock Exchange (NYSE) as legal …

What Caught Our Attention in the Investment World? – Week of September 30-October 4, 2019

By Anil K. Ambastha and Kuldip K. Ambastha On September 26, Interactive Brokers (IBKR) announced a new IBKR Lite service effective from October that will feature unlimited, commission-free trades of U.S.-listed stocks and exchange traded funds (ETFs) along with no account minimum or inactivity fee. This news caused only a mild reaction on September 26 …

What Caught Our Attention in the Investment World? – Week of September 23-27, 2019

By Kuldip K. Ambastha and Anil K. Ambastha BlackBerry Limited (BB) is a prominent Canadian company, previously known as “Research In Motion.” The general public knows BlackBerry Limited best as the developer of the BlackBerry brand of phones and tablets, but in more recent years the company now provides enterprise software and services. From 2001 …

Ambastha Financial LLC

We provide investment advisory / management solutions to clients. For a LIMITED time only, my firm can analyze any portion of your investment portfolio once for FREE for suitability and validation purposes, if you would like. Please contact us today for our firm’s presentation materials and a FREE analysis. Email us at kuldip@ambasthafinancial.com today. Ambastha …

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Ambastha Financial LLC is a Registered Investment Advisor (RIA). We primarily create diversified, stock-based portfolios, with some mutual funds / exchange-traded funds (as needed) plus selected options to create extra income (as appropriate). Stock-based portfolios are customized for your goals, objectives, and risk attitudes. We collect such information via a questionnaire plus oral conversations with …

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