FUNDAMENTALS, GREEDY CREEP, INVESTING, MARKETS/ECONOMY, STOCKS

Off Label. JNJ. Just Say No.

AUGUST 29, 2019. Savvy investing’s bone-simple at its’ core. Buy lower and sell higher. The problem is what lies in-between. What lies in-between is known as risk. Risk comes in two forms. You don’t want any of either.
“Market risk” can only be avoided by not buying. “Individual issue risk” can be selected and “managed” by knowing what and when you’re buying. And Johnson & Johnson?
Opioids have proved a problem whether prescribed, taken, or neither. No? Then why are forty of fifty states already on-board and suing? Who wants trouble? Is buying JNJ’s trouble really “defensive?” Not everyone’s scheduled for court, tens of thousands of times. “Off Label. JNJ. Do Not Drive, Operate Heavy Machinery, or Invest…”

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Editor's Choice, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, Specials, STOCKS

Gimme Shelter. Stocks For This Storm.

AUGUST 17, 2019. Civil safety messaging is mostly about releasing dire information “appropriately. Never panic people.” That includes bridge collapses and raging epidemics. Never mind the yawning gap or the bodies. And GE may be another Enron fraud, but it’s “inappropriate” to say so. Panic’s destructive in it’s own right, but the clear truth helps, if you can get any in time.
Here’s some. The storm’s upon us, parked and churning. Our economic globe’s spinning more slowly now, and the trade bomb’s going off slow-motion style. Gimme shelter. It exists, if you look.
Meanwhile even keen people confuse trade friction with overarching reality; a mud fight for global influence and economic predominance.
This cultural slipknot around our prosperity isn’t about to loosen.
Years of exasperating trade talks with the multiplicity of Japanese “faces” ended only in fruitless exhaustion. They never truly opened their markets. Japan yet lives in an endless recession.
Global slowing, fed fumbling, and the tariff tilt are boring a hole in confidence.  That trade face-off that once seemed so sensible now spins with much darker import.  Many are now playing not to lose, and offering stock picks accordingly.  We look inside those picks.  It’s not that complicated, when you actually do the looking.  “Gimme Shelter. Stocks For This Storm.”

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FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

ETSY. Real Deal Or Just A Reflection?

AUGUST 11, 2019. UPDATE: ETSY
shares climbed relentlessly in a line for nine linked sessions. From September 6 through the 17th ETSY rose 24%, again, in nine straight trading days. More is coming. For two years ETSY has been migrating operations to the Google Cloud. Better performance ahead.  Nice.  The unique artisan-crafted goods marketplace is melding old and new to stoke their already lashing fire of artsy goods and sales.

Big Data-fueled insight and analysis are new powers coming for this smart Brooklyn-based firm. Learning from Amazon is key. Carbon-neutral is materializing as well. What else? Free shipping standard. STOCKjAW looks inside “ETSY. Real Deal or Just a Reflection?”

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Editor's Choice, EDITOR'S DESK, INVESTING, MARKETS/ECONOMY, STOCKS

Dividend Glory. Ford 6.33%. If You Can Find A Cheaper Dividend, Buy It.

AUGUST 8, 2019. Investing insight has a short shelf-life. We just covered Ford. Now we’re stockjawing again. Why? Ford’s a miracle. Now is the time to recognize that–right now. Again–why? Others are beginning to catch on. Ask Adam Jonas of Morgan Stanley.
Why is Ford all the rage again, so soon? Again, it’s a miracle, even more so since Monday’s market face-plant. Ford’s Fa King dirt cheap, almost free. The dividend is sky-high, at 6.33%. And? And increasingly many believe it’s payable. And? And it’s holding up like a heavy weight champ, amid some of the fugliest conditions we’ve ever seen. Again, think Monday. Think “Dividend Glory. Ford 6.33%. If You Can Find A Cheaper Dividend, Buy It.”

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CULTURE, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS

Ford. Fabulous Still? If It Runs On Gas, It’s Time Is Running Out.

AUGUST 2, 2019. Summer’s end always seems near when the calendar opens on August. Who doesn’t feel it? The pool splashes on, but not the same. Seasons’ change fills the air, and it fills the air for Ford.
It’s been 116 years since the T and 57 more since the Mustang. Every Ford from then to now has been pushed by gas. Gas is now sad. As the planet chokes the auto industry shambles for form–compact, sedan, gas, big, small, diesel, shared, hailed, hybrid, or EV. It’s the menu at McDonald’s.
Some say the Germans are in the lead, again, soon to be offering real choice. The Chevy Volt’s a joke, and the Toyota Prius isn’t. The Tesla galaxy’s in trouble. Musk’s on a leash, as is our Great Electric Hope.
America’s need is grand and we hate limits. Besides, where you gonna plug-in?
Ford’s trucked between the battery technology rock, and the environmental hard case. Meanwhile the company lives on big produces that rely on cheap gas. Now they’re livin’ on a big dividend promise as well. The vice is closing, socially, despite the price of gas and the shale revolution. If it runs on gas its’ time is running out. Ford. Fabulous Still? (Lead photo; Sunset over Detroit.)

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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.

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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. 
  

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