DECEMBER 31, 2019. Find them anywhere from Key Largo to Shenzhen. Ford’s vehicles roam the planet. Their problems are planet-scale as well. Planets are moving targets, and so is business. How many people even want to own cars anymore?
Ford’s moving as well, away from sedans and directly to electric drive. Their playbook calls for a stable of 40 EVs within the next twelve months. Many exist now. Think the sparkling new Mustang Mach E. Can investors take an electrifying ride along with a company amid wholesale transformation? We take a quick look to see if you can. “F. All Trucked UP?”(Cover photo; the 2020 Ford commercial Transit. It and the Transit Connect own Europe.)
December 25, 2019. Sending out our best seasonal wishes, and hoping your year has been as good as outs.. Thanks for another year of readership. Our hope is to always bring useful investing insight. Without You, their seems far less point. Thanks from the crew at STOCKjAW.Read more
DECEMBER 21, 2019. Dumpster diving defensive plays for bargains now is a fruitless folly. But we want a bargain. “You know what a bargain is? Buying nothing” David Faber. Well, that’s actually called saving. Is it time to save?
Always, and it’s also time for value. Can you smell the building rotation? It’s back to growth yo, soon. Think 266,000 November jobs and repeat all-time highs for all three indexes. Smell it now? The savvy never argue with jobs, rotations, or real bargains. Know any? Capital One?
Over three months we’ve witnessed the financials transform from a gaggle of dopey nappers into shimmering stars. Yup. Bam. Institutional money squirts like that. Witness the big banks. Jamie’s JPM used to sell for 1.6x book–buying with both hands yo. Now it cool-glides somewhere above the clouds in a hushed grace, all a fatter 1.84x book. Up 16%–three quick months.
And others? Skank of America? Better back up. BAC; up 17.7%, three rolled months. Only the hooks of a claw hammer rakes our wallet out for BAC’s price now. Even the still grab-asstic criminal stage coach known as Wells Fargo has creaked forward 9.8%. Wells is now more expensive than enticing. We know. We’re still attempting to hatch a pile.
Once bargains roar they’re no longer bargains. A few become parables, while the rest simply become pricey. Any rotation-driven move up creates a bit of multiple expansion. That’s unless company fundamentals also improve. Most don’t. All up moves have only so much gas. All that’s where we’re at with Capital One. COF is now one of the top 10 largest lenders in the U.S., and has more than 520 bank branches, mainly in the east. Bank deposits mean better funding, and more security. It’s not just a card dealer. It’s up. It’s value, and it pays. Is that enough? STOCKjAW looks deep to see…”Dare it is. Capital One.”
DECEMBER 8, 2019. Core truths lie deep within baffling complexities. That’s life. The art of living well often means rediscovering such. Amen. That’s now.
The holiday season often functions as a garlanded flashcard. When our crazed lives ease just a breath we again realize why we do it all. Such works with investing as well.
The core truths of stock investing serve us all and will so tomorrow. The sound, fury, and utter nonsense, of the retail investing carnival swirls daily. Yet, these five foundational truths remain., regardless of the market. When you think you’re too clever for these, you’re begging for fugly. Here they are. “5 Points to Portfolio Perfect.”
NOVEMBER 29, 2019. Investing’s bone-simple. Leverage assets over time. A pair of active ingredients are required. An asset and time. Now this sweet little goodie kit’s all tied up in a big bow for you. Nice. All you do is make it pay. That’s why we’re talking about it. Example one.
This bustling holiday season consider Amazon. The site. Besides shopping from home, they’ll give you 2% just for having a heartbeat. (Correction–this original statement is inaccurate. We attempted to track this back down. with Amazon staff. No 2%–our mistake). We did however get a tidy $10 buck kicker just for loading $100 on to an Amazon gift card. And? And bring that together with a card.
Think credit cards. If you sign up for JPM’s “Amazon Prime Rewards Visa Signature” card, they’ll pay you 5% cash back for using everything you buy at Amazon. Amazon offers over 200 million items. Walmart offers 2 million. Yet there’s even more fun with cards. Big fun.
Still thinking cards. Got student debt, a car loan, a mortgage, or interest-bearing credit card debt? Wonderful. You can kill some of that. Or instead, you could create some fall-back liquidity, or even a sparkling new appreciating asset. How about a chunk of 5% dividend-paying stock? And you can do so for nothing but being smart. “From 0 to More. What 0% Means for You.”
NOVEMBER 24, 2019. Are shock and back-turning outrage merely quint now? Does a history of criminal antics put you off? Haven’t we seen it all, including fraud so vastly sweeping it’s visible from space? But then, think about it. America sports a spectacular spider’s web of laws so dense that even a Popsicle stand would violate something. Right?
All of the above being true, no excuse exists for the Criminal Twins. The Twins are the recidivists we’ve chosen to embrace, in these uncertain times. Why? For one, they pay. They’re not perfect, yet finding something that works in this market is good, regardless of their rap sheets. And as we said–they pay. Are these corporate repeat offenders still a buy here?
Enjoy. “Soaring With Vultures. The Criminal Twins.”
NOVEMBER 16, 2019. You need socks and stocks. You don’t wanna pay. Is Wal-Mart your way? Yes socks and maybe stocks. Back in the day there was Y2K. While others worried over the end of the world Wal-Mart was thinking groceries, and an even bigger future. Netflix was new and busy over a predictive algorithm. VHS yet clattered on and trash-strewn cable snorted and roared and robbed everybody every night.
Meanwhile Wal-Mart thought about–right again, groceries, and a blue heaven of fabulous sprawling one-stop shopping, the way mother never did it.
Simultaneously Thomas Jefferson–oops, Jeff Bezos, was laboring like some mad troll out in the mists of Seattle. Jeff was re-envisioning America. Let’s face it. Americans are professionals, at shopping, and doing so from home has always been the inevitable American Dream.
Straight out of Jeff’s bubbling cooker popped Marc Lore, freshly resentful and bent with intent. Burning hot in Hoboken Marc sharpened a savage scheme to gut-punch Bezos. Lore promptly began Jet.com behind the clever refinement of even lower online prices, driven by efficiency and extreme cost cutting, mostly on a new shipping configuration. Customers could save if willing to wait, bundle purchases, and select vendors within the same region. Big surprise. Wal-Mart noticed and popped out their Wal-let.
Jet.com’s now part of Wal-Mart’s fast growing e-commerce push, and again–Fa King groceries, are the center of all that. And after we remind you that Sam Walton’s Wal-Mart was begun in ’62 in the harboring Ozarks, Rogers Arkansas, not Bentonville, you’ll have heard the roots of modern American Retail. “Should You? Wal-Mart?”