Docking For Earnings. Verizon, Abiomed, Boeing, Amazon.

After

the banks reported with strength we now move on to the loved, the growth, and a haven many use to talk. Amazon is the Death Star, and nothing will change their path of dominance, for now. Boeing has however done something we would never have expected. See what.

This very morning Verizon calls. We are hoping for something snappy and crisp. And on Thursday we hope and trust in Abiomed to enliven our hearts. Docking For Earnings right here. STOCKjAW.

Amazon

THE BEST LIES AHEAD

graphic, amzn
Amazon’s hometown. Pike Place Market with moon overlooking Elliot Bay. Seattle.

 

 

Amazon,

the Death Star” reports Thursday afternoon with a non-GAAP consensus EPS estimate of $5.64.  On October 25th AMZN posted an 84% EPS beat.  Over the past three months the Bezos crew has delivered a share price move of 7.02%.  Over the past year they’ve returned 16.8%, and over three 157.8%.  Is that worth waiting for?  We think so.

 

 

Common wisdom has long held that AMZN can turn on the “earnings tap” at will.  Of course they can–and will someday.  Cutting back on their ultra-heavy growth spending is precisely what will create that coming EPS monster.  Do you want to be there when that happens?

 

Amazon 1-29-19.

chart, amzn, 1-29-19
We believe the “Death Star” has landed. Amazon remains the most potent player in the market. It’s pull-back from 52wk. high of 2050.50 was dramatic, but market-driven. Absolutely no one, including Apple, possesses the positioning and firepower of AMZN.

 

 

Boeing

GROWTH ONCE CYCLICAL GOING SECULAR

graphic, ba, fund
What can we say? Boeing operates as the dominate sun within a Boeing/Airbus binary. Some say it’s days as a cyclical are over. Growth in the commercial air travel is indeed now fully global, thus certainly more secular. BA is growth, but not momentum. BA is better than best of bread. It is the bread.

 

Who

know Boeing returned 233% over the past three years?  That includes auto reinvested dividends.  We didn’t until we looked and gawked recently.  That makes Amazon look a bit faint.  We do not entirely expect that to continue, but then we didn’t realize it was happening–oops.  Well, we’re in now, and nestling in.

 

 

Santa delivered Boeing a fat bag of holiday coal just before Christmas Eve.  Shares hit $292.  Now BA’s flying again at $362.  Back in Q1, ’18 they posted a phenomenal 41.6% beat-down.  Since then they’ve posted inline results while delivering a respectable three month share price move of 3.6%, and 2.9% over six months.  Add on top of those last two figures their 2.25% dividend.  BA reports tomorrow morning.

 

 

  Boeing, 1-29-19.

chart, ba, 1-29-19
Before the serious volatility we let BA go at $353. We grabbed it back at $327. Since then it has only climbed. Things do not always work out that cleanly. Frankly, we need more, bout only on sale. That may happen tomorrow. consensus non-GAAP EPS IS $4.57. We’re watching for our chance.

 

 

Verizon

THE BETTER THAN BOND 

graphic, verizon
Honestly when October’s trouble rolled in we were caught naked. Nothing we held could vaguely have been called “defensive.” Frankly, we hate food stocks. JNJ seems locked in a legal Tsunami, potentially. PG doesn’t excite us either. We snatched Verizon, for stability and dividend, and more.

 

 

Verizon

is a telecom, a defensive haven.  Ugly up front, Verizon’s lost you money over the past three months, -5.35, and washes out slightly positive over six +6.46%.  That’s without dividends and compounding.  Yet look at the chart below.  No dividends are included.

 

 

Over 282 trading days the S&P 500 has returned -0.07% while VZ’s posted a 3.0% return.  Add in Verizon’s chunky 4.38% dividend and you get 5.3% over one year, and 28.5 over three.  We see VZ as a  reasonable bond equivalent we checked into VZ for those returns in a difficult and unpredictable market.  Verizon reports this morning.  

 

Verizon, 1-29-19.

chart, vz, 1-29-19
Verizon’s operation is far from clean–think “Oath.” Nor is it’s relative stability glamour flash. But we feel a snoozy-grin hearing a 4.15% dividend when it’s ugly out, and maybe slow.

 

 

Abiomed

A COMPANY WITH HEART–WHAT ONE?

cover, abmd
As a reminder, Abiomed is a heart assist device maker known for their Ipella heart pump line. New models are wi-fi, delivering real-time data directly to the doctor in charge, worldwide. And the growth? Forget about it–it’s jaw-dropping. Yeah, it’s a momentum play. We couldn’t help ourselves. Besides, volatility’s only a curse when the market’s trend-bent downward. Otherwise it’s just wave yo.  They report on Thursday.

 

 

No

one out-performs Amazon.  Or do they? ABIOMED is a company with heart. They make them–temporary percutaneous mechanical circulatory support devices.  They report Thursday.

 

 

If you’re one of the many people with any of a variety of cardiac issues, this company may just help you heal. That’s whet CEO and President Michael Monogue will tell you.  Abiomed’s blood pumps create blood flow when the heart needs assistance. It’s ABMD’s time as well.

 

 

Born in 1997 this Danvers Mass-based company originally sought the artificial heart, a pedigree continuing to provide both direction and inspiration. That tight focus clearly shows in the financial metrics ABMD is now producing. There’s heart here, and it’s early days.

 

 

Abiomed, 1-29-19.

chart, abmd, 1-29-19
Health care endures, even in slower markets. Momentum plays sway. Slower times seem likely. Long-term investing means stick to your winners and be patient, and diversified. Abiomed will go on. How fast is yet to be determined.

As good as when we released it in early August.  Savor the full story.  Every heart-palpitating detail at you fingertip;

Abiomed.  A Company With Heart.  What One?

https://stockjaw.com/2018/08/06/abiomed-a-company-with-heart-want-one/

 

graphic, abmd, hb

Here to cut the crap and get at the good stuff.

graphic, cover, lookin' for the good stuff

STOCKJAW

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Additional resources:

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https://www.schwab.com/public/schwab/client_home
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