EDITORIAL, FUNDAMENTALS, INVESTING, STOCKS, THINKING NOW

Apple TV. 4Ked.

NOVEMBER 3, 2019. Mashing your numbers is a terrible and embarrassing thing. We did that yesterday and we’re mopping up now. Apple is truly wonderful and amazing. Apple TV launched last week and already an analyst has suggested the service is a reason to buy the stock. That’s sweet.
Opinion is fine but accuracy shines brighter, like superior programing. Apple might be offering some of that, but not much. When Tim Cook announced Apple’s quad package of services last summer everyone heard that Apple TV had 24 shows lined up. Apple TV+ has precisely 9 shows now. Nine.
Last week HBO launched HBO Max., and NBC slipped-in the notion of offering their ad-supported “Peacock” streaming service for “free,” if you can stand the ads. Peacock is “on-demand,” but with those goddamn ads. Let’s just say the arena Apple’s entered with TV+ is exceedingly crowded, add they’re very late to the battle. Here’s our hi-def on-demand “Apple TV. 4Ked.”

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EDITORIAL, FUNDAMENTALS, INVESTING, STOCKS

Appl TV. Big Show?

NOVEMBER 2, 2019. Apple TV finally launched on Friday. How many years have they been working on that? It’s funny really. When a company does something awe-inspiring and spectacular, many simply stop questioning them when the company rolls out what’s next.
We know. You’re thinking “Apple’s wonderful.” Well, yes, of course. Just look at your phone. They do make the most amazing devices, ones that don’t catch fire while you’re flying home for the holidays. Apple’s indeed the biggest and the best. Yet keep looking. How many Apple Music subscribers are there? Do you know? Ever heard of the Apple Newton, or the Apple Pippin? The tiny core of “Apple TV. Big Show?”

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GREEDY CREEP, INVESTING, MARKETS/ECONOMY, THINKING NOW

Toxically Crispy Is Not Value. What Is?

JANUARY 9, 2019. Radiation doesn’t really glow in the dark. But real value does. Beat the weeds if you will. But the good stuff lives in the light.
We live in macro times. The equity train has been hijacked by politics and global economics. Nothing new here. In the midst of this macro beat-down even the best and brightest have been beaten bloody. Now’s your chance–and ours also. It’s bargain-hunting time–really. But what’s a bargain look like now?
“Value” does not roll off an assembly line with an orange sticker. Value is created, and bargains don’t flow in only one direction. The buyer’s forced to give something up too. But what? Weak fundamentals, technicals, or the stark fear of the unknowable? Pick your poison, because you don’t get out the door carrying value, without also taking a does of something ugly. STOCKjAW points at which ugly to pick.

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FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

3 Stock Winners Now. Flickering Flames of Proven Safety & Growth. Ask Warren.

MAY 5, 2018. Vicious is a word we love in describing our markets. Banks blow out top and bottom lines and shareholders “boo” vociferously. It’s all thumbs-down blood mongering. Still think we’re in a bull market?
We’re looking for a SugarMama. We only love the best. Only secular growers need apply. Remember, defensive is mostly dead. Actual defense stocks are taking hits and giving back, but are well funded for the future.
Dividends alone will not save us from this vortex of geopolitical crazy. We want more. That’s American right?
Boeing owns the commercial airliner market–for at least the next 10 years, or forever. Will that work? Facebook and the Googler own digital ads. FB has an installed user base over 2 billion. How’s that? Oh, the feds? Not really a worry now.
How about the biggest company in history? Right. AAPL has more money than most countries. They measure it, rather then weigh it. And they’re busy shoving oodles of that cash directly into their share repurchase canon. That’s $100 billion dollars, with a “B” repurchase canon. And you can keep the dividend.

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