CREDIT CARDS, CULTURE, FUNDAMENTALS, INVESTING, TECHNICALS

Eclipse of the JPMorgansons? Paypal’s Digital Wave.

AUGUST 15, 2018. No one hides. Don’t turn your back. P2P is only the edge. That glistening cutter-fin circling the water is mobile. You got a phone? You run a POS? Every “point-of-sale” is fresh game. Ask Paypal. Or just listen right inside management’s Q2 huddle. Dazzling, and yet ringing in our ears.
Making sense of where to invest in the financials is easy. It’s a three-way. Goldman, JPM and the old guard, the cards, or fintech. The financials’ future is written on the wall. So are the numbers, and charts. We lined it up. You decide.

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FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS

ABIOMED. A Company With Heart. Want One?

AUGUST 6, 2018. No one out-performs Amazon.
Or do they? ABIOMED is a company with heart. They make them–temporary percutaneous mechanical circulatory support devices. If you’re one of the many people with any of a variety of cardiac issues, this company may just help you heal. That’s whet CEO and President Michael Monogue will tell you.
Abiomed’s blood pumps create blood flow when the heart needs assistance. It’s ABMD’s time as well.
Born in 1997 this Danvers Mass-based company originally sought the artificial heart, a pedigree continuing to provide both direction and inspiration. That tight focus clearly shows in the financial metrics ABMD is now producing. There’s heart here, and it’s early days.

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

Google. Cash Swarm.

JULY 26, 2018. Smack talking about Google or Amazon is like dangling some stamped pot-medal chandelier in the ballroom of Wayne Manor. Nice. The Joker–oops, we mean Elizabeth Warren, seems to feel that the squeaky-clean European Commission is all good using Google like a cash machine. $2.7 billion last year and $5.01 billion this month. Very nice.
Perhaps the truly laudable senior senator from Massachusetts should focus on the CFPB, or EU Airbus subsidies.
Meanwhile, Batman–oops, Alphabet, soars to all-time highs off the glory of a monster $11.75 EPS score. The consensus estimate was $9.58.
What do you say when an $870b. company cranks out a retina-detaching 23% revenue growth rate, in constant currency terms, after turning 20? What do you say about Alphabet’s obscene cash mountain? Well, you say “Sorry for the smack–we love you.
Where’s the buy counter?”

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

Big Banks. Testimony Of The Tape.

JULY 20, 2018. Who hasn’t curled a lip behind investors shimmering indifference to big banks?
Yet the carousel of table-leaning bank lovers chimes and rotates. “Well Ken, we really like the banks here.” Why? How many others have been confused by such bubbly fun? Mother of sweating–where’s the performance? Tech is what works–tech.
No real love exits for our big banks, going no where fast. We’ve seen the Youtube vid of shareholders falling instantly to sleep when suddenly exposed to a bank earnings report. On comes the comes the carousel of more money managers broadcasting more bank “attractiveness.”
STOCKjAW takes a look. What’s the bank performance truth, and benchmark reality? The benchmarks and the players all have scores, and the reality stands clear, right here. More pool-party bank summer fun.

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

3 SELLS Now. Dump Downers Before They Devour You.

JULY 2, 2018. Your mission is simple. Buy low and sell high. Sell? You actually want me to sell? Do you realize how hard I worked to create this cost basis?
Stock market fervor lives on the buy side. Some myth exists concerning the sell–like it’s just supposed to happen. And it will be right. Wrong.
Knowing sell disciline is one of the hardest skills of all. Who wants to sell at a loss? Who wants to sell their cherished horses? You do. Here are three examples time is proving right.

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

A Time To Zag? BABA Bye-Bye?

JUNE 27, 2018. Is the US equity markets snuggling-in for a prolonged trade ruccus? Stones of tough trade talk are tossed into the stock pond daily. Welcome to the new–never mind. No one really knows what’s next. It will no doubt come from above. Get a helment. Or better yet, adjust where you’re standing.
The impact area of this trade exchange includes many stocks, and Alibaba too. How can that be good? How can that even be O.K.?
Alibaba is the king hell juggernaut of the east. BABA proves that the runway for Amazon is much much, much, longer.
Nice. But BABA’s in the blast zone. Are you going to stay?

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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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