FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

ETSY. Real Deal Or Just A Reflection?

AUGUST 11, 2019. For nearly two years now ETSY’s been migrating it’s operations to the Google Cloud. The artisan-driven hand-crafted goods marketplace is melding old and new to stoke an even larger fire. Big Data-fueled insight and analytics are at the wheel for this Brooklyn-based singularity.
Learning from Amazon is key. Think free shipping standard. “Price it in. Helping buyers find items, building trust in our brand, and the confidence to buy,” says CEO Josh Silverman. The “find items” element of that brew is labeled within the company as “Search and Discovery.” Well, of course.
We’re doing that as well, in an attempt to understand why shareholders have abandoned ETSY like a burning ship, while it’s sales are blowing full. STOCKjAW looks inside “ETSY. Real Deal or Just a Reflection?” 

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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.”

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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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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.

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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.

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EDITOR'S DESK, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

Extended Hours. The Market is Your Oyster.

MAY 14, 2019. The surface is, well, just the beginning. Much of the story lies below and beyond. Why? Trading never sleeps. Life’s for living and the market’s for winning. Yesterday’s trade war turbulence made that both more difficult, and easier.  The value of existing positions was dragged down, while better prices were created.  We intend to buy more of what we already own, thus reducing our cost basis.  But not yet.
The volatility picture has two additional pieces.  The regular trading session is the sun-bubbly party. Extended hours is the exclusive memory-making after party. Many will tell you to remain top-side, in bounds. Most do, rightly so. Every explorer is warned. Only the few move past those entreaties. They’re the ones with tales to tell.
The pre-market and after hours sessions are known as “The Wild West.” True. Barrel-head bargains are cut in mere minutes while butt-fugly knives routinely fall from a darkened sky.
Collectively these flickering hours are called “extended,” and oodles of the good stuff resides there. We go often now, and so might you. We have two tales, in HD detail–and close up gruesome. Yet we go, to get that good stuff. Plan and know, before you go. Otherwise, you’re just working for the man.

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CULTURE, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

What’s in There? New Age Beverage

APRIL 30, 2019. Add it up. Delicious, organic, gorgeous packaging, and health-promoting, equals momentum. That’s right. New Age Beverage has all that and more, like CBD infusion. What’s not to love?
Everyday our market gets sneakier. Growth flints and hides and then simply vanishes altogether. So what to do? Be patient. Right now owning nothing is far better than owning the wrong. So how ’bout NBEV? After all, the real growth in growth is in the early days. Here’s the who.

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