EDITOR'S DESK, FUNDAMENTALS, GREEDY CREEP, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Buy The Banks? How About A Grower? PYPL’s TEC-Ray Analysis.

JUNE 22, 2018. Trade war volatility will wave on. That means today, probably. But then, who knows? Waves bring sales and we’ve snagged three new positions during this disruption. What works, we’ll keep. Here’s one. Paypal.
Daily we see the financial shills recommending big banks. Right. Look at the new financials. Paypal’s not a baby, but an established player. They’re a payment processor at a technical turning point.

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

– 287 South Dow. Sidewalk Sale Or Trade War Bomb?

JUNE 20, 2018. The stress filled the air and airwaves on Tuesday. Our major indexes all headed straight toward the floor from the open. Of course–trade fear. Market darlings were beaten mercilessly–like Boeing. We left on Monday at $353. We think BA’s headed further down and we have the chart to demonstrate.
But yesterday brought almost everything down, except Amazon. AMZN went up right in the downturn’s face. It will again. Did you find any gems in the wreckage? We did. And here they are.

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BUSINESS, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Descending Boeing. Why?

JUNE 17, 2018. We should have trusted our instincts. Yet the line between obvious buys and mindless chasing can be faint. It’s Boeing for god’s sake. What could go wrong? Tariffs–yes. Let’s see–a steady industrial goes stratospheric–with dazzling charts to support it still. Who wouldn’t want a piece of that? Ah, stoic fundamentalists.
Despite its’ soaring technical strength, Boeing’s price action is wingtipped earthward. That’s when we chased. It’s a wingdip. Right–a dip, but no wing yet. Isn’t there an award for blind driving and other dumbass activities? But is it chasing?
Now STOCKjAW probes the quite pedestrian price action of a stock accustomed to more rarefied air. Up or down, are you firmly buckled-in, or ready to deplane? On board for our in-flight safety check. This could just help you survive. We’re hoping so.

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BUSINESS, CULTURE, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS, THINKING NOW

TELADOC. Beaming the Doctor-And Fast Growth-To You.

JUNE 14, 2018. The virtual hook-up is our future, and that definitely means virtual medicine. Relentless and savage medical pricing is draining American’s prosperity, while leaving many stranded in an unserved wilderness. Inefficiencies in the industry soak up tens of billions annually. The mind-bending cost ramp of care looms very darkly over all balance sheets from Washington to Main Street, and more so in every home.
Has the digital revolution finally reached the doctor’s office? Yes, if TELADOC has it’s way. Doctor up digitally. Soon perhaps, far fewer patients will idle for hours repeating the exact same paperwork. We hope so.

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FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

Glide Path. Lockheed Martin Flying Low. Time To Go?

JUNE 12, 2018. The defense contractors have enjoyed a very nice run. The past 13 months have been glorious. We’re not including the market-wide plunge on February 19th. But there it is and it carried LMT down like a SAM. “But Lockheed is a pure play on defense, a quality company, with tons of cash and a bullet-proof balance sheet, and a nice dividend.” For many jobs LMT is the only choice.
Yet great companies in terrific fundamental shape, can sport completely broken charts. That’s Lockheed now. Exactly how expensive, or cheap, is Lockheed? Is it more expensive than Northrop, or Raytheon? Who’s growing earnings the fastest? Is it time to go? STOCKjAW ran the numbers ourselves. Find the facts here. Now our two-fisted take on pure defense–both fundamental and technical. You decide. We did, and we may be wrong.

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, STOCKS

MONEY CHOPS. Fun with Peg and P/E. “Who’s P/E Again?”

JUNE 5, 2018. Rarely are we given such easy and powerful help. Yet there they are, the sisters of crap cutting–the Price-to-earnings multiple and the Price-to-earnings growth ratio. It’s a two-fer of the highest investing order. Too basic for you? Fact. Every team in the NFL employs QB coaches. Guess what they try to perfect? Right. Fundamentals. Even top-flight pros require regular help. The unteachable do not remain in the league very long.

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