FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

GM Rising? A Fresh Future.

FEBRUARY 6, 2019. GM. Was it ever sexy? Maybe–but who was there to notice? GM’s phallic palace tower in downtown Detroit was sexy once so they say. Women now run that symbol of masculine dominance. Things change. GM itself perhaps? Tesla’s sexy right–it’s electric for God’s sake. Elon Musk wasn’t even born yet when General Motors was great and firing on all cylinders. But wait.
In fact old dogs do learn new tricks, and design new trucks. That’s good, but not electric. Yet, in a truck and crossover world GM isn’t an old dog. Nor is CEO Mary Barra.
Trucks are not tricks and neither are corporate turnarounds. Like we said, things do change, under great leadership. Think Belichick. And GM’s CEO and CFO look like the dynamic duo of change. Does a 20% share price move count? That was 20% in one month. Is that also dynamic?

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

Standing Tough. SJ Portfolio Now

FEBRUARY 3, 2019. Change often comes in a flash. Ask the man who brings pizza to our office. He sports shorts everyday. He came from southern California where snow is unknown and assures us “its’ all good.” That’s when we pay him 50% above pie price and discuss stock picks.
He’s one of the few and only the few who wear shorts year round. Shorts in the snow may be an individual thing, but for sure only the rare individuals own individual stocks when things get tough. That’s like shorts-wearing while strolling the snow around the building ledge. And only the few out of the last group make it pay.
STOCKjAW works around the clock to make it pay. We’re lucky that way and share it all with you joyously. It’s not a secret to sell, as far as we’re concerned. It’s spreading the joy. Stand tough now and you’ll get 50% above pie price. Our picks now.

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INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS, THINKING NOW

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

JANUARY 29, 2019. 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.

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BUSINESS, CULTURE, EDITOR'S DESK, INVESTING, MONEY, STOCKS, TECHNICALS, THINKING NOW

The Better Than Bond. Payment In Dollars Not Pennies.

JANUARY 21, 2019. Night-dreaming your way through fixed-income brings results similar to automobile crumple zones. Yet mashed returns are common to market tourism particularly for bond fund buyers. Even Batman can’t make bond funds fly. So why try? Alternatives exist.
Popular culture historians will tell you that bond funds were birthed ugly deep below Gotham City. Who knew? Commissioner Gordon flatly refuses to hold bonds–in any form. When we cornered him one night at a Wayne Manor blast he claimed disgustedly to have actually “seen how they were made.” Well, maybe.
Either way, bond funds are in reality stock market vehicles riding on a comfy cushion of fees, and semi-mysterious low-paying paper promises. “Complexity” you say? Well–yes. Complexity leads to confusion and confusion often results in wreckage, except for the Fund Family. They live right next door to Bruce’s place.
Fund business was the foul reality that sent us out, along with the postal service, into the gloom of the Gotham night in search of an alternative. STOCKJAW shows you the goods–bond and bond fund alternatives. All pay more–much more. And with equal safety. See what we uncovered.

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

Amazon? Again? Now? Bird Talk.

JANUARY, 12, 2019. When equity markets are pulverized even the best and towering are blistered, like now. Money “rotates” from once craved growth to stunningly bland creepers called “defensive,” like now. When airborne macros are ingested by our economic turbines our equity markets are chopped like pigeon bits. That’s when the “lame” go fame. Food and utility names suddenly strut and glitter all over, while the red carpet is harshly jerked out from under real-deal growth. “Amazon” you say? Right, and Boeing too.
Investors behave much like app-driven hook-ups. Spangles blind and then the charm dims to a twenty-watt bulb. Maybe someone orders a pizza. “Bang” it’s all smoke and mess.
Many “investors” possess the stock staying power of a stadium wave. “Oops–gotta go.” No kiss. No middle finger. Nothing but ass-and-elbows.
Last year AMZN hit 2050.50. Now it’s 1640.56. That’s $410.06 cheaper. Do you think AMZN will ever read on fundamentals again–before it takes over the world? If so, now’s your time. Better hurry. Even fair-weather fans are beginning to notice. STOCKjAW gets technical, and fundamental.

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

Starwood Trust. 9% Harbor or Comedic Goof?

DECEMBER 20, 2018. Gravity isn’t consistent–ask Albert. When the suck’s on, the market warps–like now. Who can escape market gravity? Amazon? No. Mr. Softie? No. Real estate trusts–Starwood Property Trust?
When growth dies dividends fly. How about 8.94%? Fries with that?
Powell’s back to his earlier antics, reading the economy from space. Life is very different on the ground. Jerome hiked yesterday and has two more in his big black Christmas bag.
The clatter you hear from above isn’t Santa. It’s your new fed head bringing coal. Is there a safe harbor anywhere, one with an outrageous dividend just for you? STOCKjAW unwraps Starwood Property Trust. Tis the season to be skeptical. But then, you may just wish for some. And then there’s CEO Berry Sternlicht. That’s passion, all caps.
(Cover photo:) Miami. Last year Starwood Property Trust entered the residential real estate market. The move comprises only a 2% slice of the company’s current loan book. That investment currently holds 15,000 low-income housing units in Florida.

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FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Holiday Moments With Mr. Softie

DECEMBER 16, 2018. looking for resilience in a turbulent market? Know this. Even the nearest and dearest are slugging it out with the down-suck.
As anti-trust talk swirls, not everyone is equally vulnerable. Remember Microsoft vs. the United States? Back in the ’80’s the feds turned the big guns on Mr. Softie. Facing an onslaught powered by bottomless federal cash, Mr. Softie smirked and swung up a middle finger. Is MSFT doing the same to the downturn? Cage matchs: AMZN vs. MSFT, MSFT vs. itself, and both vs. the market. Want some? Many do. Sj takes a look.

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