Your Special Garden. Grow Generation.

Six in California, five in Colorado, four in Michigan, four more in Oklahoma, one in Washington, and Oregon, and Florida, four more in Maine, and online–and now in Arizona, with the brand new acquisition of Hydroponic Depot, along with the state’s pending Prop 207 calling for legalization. All right then. It seems Grow Generation’s on the march. Specialty cultivators celebrate. Traders too. Corporate growth requires … Continue reading Your Special Garden. Grow Generation.

Synaptic Snap. SYNA

Link to the Real. It Pays. The images on the screen haven’t always moved when touched. Poking and swiping at our phones or most everything else is yet another example of what we all live with now; technological innovation. Thank Synaptics in part for that one. San Jose-based Synaptics is involved in the “development, marketing, and sale, of intuitive human interface solutions for electronic devices … Continue reading Synaptic Snap. SYNA

GM. Anatomy of the Trade.

Link to the Real. It Pays. https://stockjaw.com Time is money and quick is better than slow and never is a one year certificate of deposit at the going rate of 0.15%, or lower. Even stone can’t wait that long. Enjoy income? Fact. Even a fat 6% dividend isn’t a locked-in win when the underlying share price crumbles by 7%. Think AT&T. That’s more like cycling … Continue reading GM. Anatomy of the Trade.

Joy and Sorrow. Own These?

The chode’s forever circling in a stir with the choice. Hum. Life’s weird that way. It tosses everything about in a humongous bag, the jewels amid the junk. We’re left sorting it all out, voting with our dollars, while hoping for a future. Meanwhile analysts refuse to mark even the radioactive as a “Sell.” And that’s life in the sprawling equity market. It’s all there, … Continue reading Joy and Sorrow. Own These?

Facts Are Stub-Crazy Things. NFLX. Disney.

JULY 19, 2020. After close last Thursday Netflix put their Q2 facts on the table. Oops, it was really their suspicions that enraged.  Shares were indeed priced for perfection. They promptly plunged roller-coaster style 11% in after-hours.  But the fall actually began on Monday and didn’t abate until the close on Friday.
What’d the Los Gotos-based SVOD superstar say that enraged?
Simply the expectation of “2.5 million net new adds” for next quarter–Q3.  They also said the COVID crush of new subs is “tapering off.”  That did it.
O.K. Well, John Quincy Adams said “Facts are stubborn things.” And NFLX isn’t the only name in SVOD town.  Like Tom Cruse said in The Color of Money, “Everybody’s doin’ it.”  Disney’s doin’ it–since last November.  So’s Hulu, AT&T with HBO MAX.  Prime too.  But what about the enduring pundit love for Disney?  So Netflix v Disney, when “Facts Are Stub-Crazy Things.  NFLX.  Disney.”  Continue reading Facts Are Stub-Crazy Things. NFLX. Disney.

Dominion Zags Down 10% & Green. Play the Bounce?

JULY 6, 2020. When
the stock price of leading performers declines, they actually become cheaper.  Nice.  Dominion did that today, by more than 10%.  When the share price of bad companies drop it’s called a value trap.  Today, Monday, Dominion launched two press releases.  They changed things.  What did we learn when “Dominion Zags  Down 10% & Green” Continue reading Dominion Zags Down 10% & Green. Play the Bounce?

Trade Savvy. The RSI’s “Swing Rejection.”

JULY 1, 2020. Only money moves share prices so track that money. RSI is the King hell money monster hound. It’s a ticker-tape parade of clues raining down all over us.
Piles of top-shelf tools lay all about us daily. All we have to do is make them ours. The truly savvy are trade-building with dashboards of tools everyday. The savvy up their game. Dashboards of great tools mean deeper looks, more insight, sharper shooting.
Knowing more means more, for you. We’re bringing exactly that. Relative Strength Index signals scope you deep into any and all trades. Multiple ways yo. How now? The bullish/bearish “Swing Rejection.” We’re bringing that along with some of our big paying friends; Fair Isaac, Zoom, Advanced Micro. We’re bent on expanding our “TRADE SAVVY. The RSI’s “Swing Rejection.” Continue reading Trade Savvy. The RSI’s “Swing Rejection.”

While the World. Nvidia

JUNE 20, 2020 Our market blinds with the brilliance of an angry diamond. Hot here now there; secular tech, airlines, energy, financials to the cyclicals. Meanwhile mega-caps shimmer on. As the smoking money chases, SaaS tech bubbles or simply soars straight into space. While Tesla and FICO rage deafeningly the malicious warning sign leers; “Victims chase.” The burned have learned.
When prices double anything after is chasing crispy.
Astounding growth is astounding, when you’re in from the start. Merely spectacular growth is often better when searching for something to acquire. That’s NVIDIA. One month return 16%. YTD return a mere 56.5%. Of course it’s expensive. But so is a Benz, until Drunky the Clown center-punches you and you walk away. Only value managers complain like that, as they down yet another dose of 3M. They keep scads out of Amazon.
While the world fights the invisible, while the world resists nature’s call to gather, while the world pushes even deeper into our digital future, it’s NVIDIA. Is NVDA a good buy? Only if you like things that even COVID can’t stop. “While the World. NVIDIA.” Continue reading While the World. Nvidia

Our Portfolio. Really.

JUNE 16, 2020 Our recovery from the COVID drop has been spectacular, quick, complex, and shifting. The market’s broadening, now, including the financials, and cyclicals. And what’s that about? Speculation, not economic expansion.
But it’s also reflects investors repositioning at smart prices for more recovery.
Opportunity knocks daily now. It’s a mix of the too expensive and the about to be repeatedly beaten.
Think the air and cruise lines. The easy money’s already been made. It’s all battle field roulette for them going forward. Look for the massive cracks and gaping holes in those businesses.
Trading is new to us and \we traded furiously for three weeks. Then we put our hands in our pockets and simply hawked over the action for the past two. Below is what’s left. We made money and mistakes. We lost no money. Why? In part because we didn’t sell what sunk below the waves. Credibility flows from clarity. See that now in “Our Portfolio. Really.” Continue reading Our Portfolio. Really.