CULTURE, EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, INVESTING, TECHNICALS, THINKING NOW

Turd Spotting. Roku. The New Cable.

JULY 5, 2019. Facebook didn’t charge you up-front. FB played your back side, the data usage shell game. Roku does both and more. Roku deceives you up-front, charges you for their device, then leverages an account and a c card to activate what you already paid for, tracks your every move, pimps you with the ads you sought to dodge, shares your personal and viewing data, and then assists others in their attempts to target and track you. Roku is the new cable, on steroids.
Free was never free and Facebook illustrated such. The old East Germany was never free and the Stasi showed that. Today many simply flip their privacy away like a cigarette butt. Years ago Zuckerberg declared blithely that “privacy is dead.” FB then created the standard of contempt for “privacy” in the digital age. None. Like Daniel Ortega he’s now on the other side of that. Whatever it takes.
Along came TiVo, and their DVR surveillance platform. TiVo brought advertisers right on to your sofa. Only one step remained. Direct surveillance. Apple’s now got that covered–auditory and visual surveillance. No? Sharp consumers found the Apple camera in their digital assistant. There’s also Mitsubishi TV. They also tell you, after you buy and install.
Is it only Us? Little things create character. Roku is dishonest, by omission. “So what?” Dishonesty displays contempt. Dishonesty in business displays contempt for both you, and the business you bring. Honesty means saying “Credit card required to activate.”
But they don’t. If Roku games you like that from the very start, what else do you think they’re willing to do? Sj shows you.
Contempt, “the feeling that a person or a thing is beneath consideration, worthless.” -Google. That’s why Sj is “Turd Spotting. Roku. The New Cable.”

Read more
CREDIT CARDS, CULTURE, Editor's Choice, EDITOR'S DESK, FUNDAMENTALS, INVESTING, MONEY, STOCKS

JPM Beaten Like a Brexit Goat. “But Still All Good–For Now.”

JUNE 27, 2019. Alexander Bell wasn’t thinking banking when he unwound some wire to create a connection. Quaint it seems now, the notion of telephones for talking.  Who talks?  Phones are for textual grunts, photos, useless apps, and moving money.  Nothing stays the same, and caring just gets in the way.  That’s why there are museums. That’s also like our big, old, banks.  Soon they will need parks, just like dinosaurs, for those who wish to remember.
Moving money used to be hard, and physical.  Slow and expensive marred the experience while Western Union provided the piratical pricing.  Western Union increasingly looks like Xerox, a company looking for a future.  It’s about to get much worse for them.
JPM is far more than either of those dinos, and more then a money mover.  But who cares?
Many would say JPM is the best at what it does  However some of what it does is caught in a costly change, and under pressure.  Should you want any? Commissioner Gordon could be about to hard-beam the Bat Signal over big banking.

Read more
FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Looking Larger. Arcing Farther. Find Harris There.

JUNE 19, 2019.  It’s been seven months since James Mattis occupied the role of Secretary of Defense.  Now we have nominee and long-acting Secretary Patrick Shanahan sinking in a boiling scandal of domestic chaos and violence, a cover-up, and suspect harboring regarding his son and an assault with a baseball bat.  Shanahan has playing a high-level decider role in Pentagon procurement actions.
Many contractors troll the beltway and the Crystal Palace clocking very big D.C. business.  But who’s shares skated up 2.24% yesterday?  And who’s technology now feeds the date-ravenous brain of the F-35 joint strike fighter?  And who’s share price has cranked 45.8% year-to-date, but yet remains affordable on a growth adjusted basis?  That would be the high-flying yet quiet Harris Corporation.
We’d never heard of Harris.  Now we know and we’re sharing what we learned with you.
We only paid up moderately for the chance to participate in a sprawling multiyear global defense modernization program. The program rolls fast on a systematically growing budget, already authorized, yet still in the early stages.  Harris is there, on multiple fronts.  You can be too. 
  

Read more
FUNDAMENTALS, INVESTING, Specials, STOCKS, TECHNICALS

Amazon. Simply Amazing.

JUNE 9, 2019. Who else compels massive companies to adapt, to create new types of positions, by the hundreds?  Who else dispatches teams to widely roam rural routes and residential neighborhoods on irregular and ever-shifting schedules?  Who else’s reach is so extreme that your arrow package swooshes in on a quiet Sunday evening, a day after launching that order?
Of course.  It’s Amazon.  If you ask, they’ll even place it in your trunk, while you’re parked at work.  Really.
Anti-trust?  Near total trust.  We tell Amazon what we want. Indirectly we are telling Amazon what we want them to be, or they know so already, before we ask.  Amazon simply looks, listens, mobilizes, and fulfills, better than anyone in history.  And as investors, when angry waves rock our days, our hopes, we want a big ship, or a star, to punch through.  Of course it’s Amazon.  Name one reason why it wouldn’t be.

Read more
FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS, THE AMERICAN DREAM

TREX. That’s What’s Next.

MAY 28, 2019. Precisely how much reflected excitement is socially appropriate?  You’re wine touring your best neighbor’s mammoth new hot tub, when you notice it’s clad in exquisite  redwood.  Is it right to raise a toast “Fa King awesome–those redwoods sucked anyway.  All they ever did was stand there.”  How about when a cousin coos abut her  new cedar wood shingles, and she borders a fire zone?  “Nice–of course,” you nod vigorously, lying your ass off with nowhere to stare.  “Filthy buggers.  You ever seen that crap that comes off cedar trees?  Might as well have been you.  They were just beggin’ to be nailed to someone’s roof.”
Life is weird, and situations arise, like grossly over-built 10,000 square foot decks.  But then there’s Trex, actually making American life seem more sensible, and sustainable.  In fact, everyone can feel distinctly better about our decades-long rap sheet of single-swipe plastic bags. That’s what Trex uses to make its’ stuff.
Natural resources are not endless.  Most are not renewable, trees included–unless you enjoy fields of stumps.  Meanwhile, the true filth of the chemical industry remains slightly more contained as no one needs to slather their completely unused and already half-rotted back deck in paints, or stains, and sealants.  Why?  Trex.  Live like an American, while leaving every tree right where it lives.

Read more
CULTURE, EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY

Galaxy of Guesses. Stone Fact.

MAY 5, 2019. Fighting stone theft has brought down the acid rain of trade warring. Correcting the outrage of “Forced Technology Transfer” is turning out to be outrageously expensive. Follow the bouncing tariffs, as the process takes now bumbling share prices down the basement stairs into chaos. No predictable end exists to a war that looks likely to produce a prolonged market decline.
If you’re not defensively positioned now, it’s too late. The remainder of the market seems set for lower prices. We see China-free secular momentum stocks as a refuge, even in a slower economy. Yet even those are targeted now. A descending market takes everyone down. Stay and ride it out? Or return when prices are lower?
Should you be invested in this trade war market?

Read more
CULTURE, Editor's Choice, FUNDAMENTALS, INVESTING, STOCKS

Who’s Winning Now? New Age–Peace and Profit.

MAY 18, 2019. Beating the back alleys and broken parking lots for winners is a sucker’s game, unless you find one–a new one just begging to ramp. But that’s the thirsty dirty work few are ever paid for. Is New Age Beverages that rare answer to both a big thirst and stock brilliance?
Back in 2016 along the dynamic front range of Colorado one drink bought another and a drinks company hatched. Relief came to the few as health snapped into view. Now years later a healthy lifestyle has become much more than a fad and pop sugar is seen as brightly-packaged poison. And? And people enjoy feeling good, and like things that help in that quest. Functional beverages help.
Water, tea, and energy drinks are functional and NBEV features those and more. Rivers run and so do trends and people follow both, usually with something to drink. That’s New Age’s business. Their business could be catching. It caught our eye, and Wal-Mart’s. Now STOCKjAW’s sharing our view with you. Who’s Winning Now? New Age–Peace and Profit.

Read more