Harbor. Here Comes The Storm.

MARCH, 31, 2019. Times change. But god it’s been nice. For years we rode that rising wave. Everyone had a great time. Now it’s curling if not crashing. Storms have come to our formally splendid seas. Many have harbored. As the placid and neat turned angry, utils have grown too expensive to buy. That’s how it goes. Did you grab your slice? Upward and onward we go. Oops, we meant simply onward, and up and down.
The S&P can’t hold 2815 with either wet hand. Our fed’s given up attempting to predict what he isn’t reading. Our bull’s shuffling restlessly. Long term investors are rethinking their approach, as every spike simply melts away into sad little puddles. Has your thinking shifted? Still attempting to climb in that smart slow way? Yeah, us too. But we’re scattered.
Predictable pauses had for years led gracefully into plumy runs of joy and slap-happy success. We’re here to help you forget all that. The way forward feels different now, more difficult, and clearly less promising. We’re struggling to maintain focus. We’re ready to instantly sell any three hundred dollar move. But we did exactly that when ETSY reported, and were promptly left behind.
Market storm socks are stiff. Headwinds shift and gales whip ugly everyday. The warnings are in the water. Our markets now, as seen through five mega-leaders and their clutch of sectors. FANG will not prove a pristine harbor this time. Nor will healthcare. We’re all gonna get wet. Continue reading Harbor. Here Comes The Storm.

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. Continue reading ABIOMED. A Company With Heart. Want One?

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

Facebook. A Fundamental Winner. Bucking Regulatory Risk From Space.

APRIL 30, 2018. Facebook reported Q1, results on the 25th. Amid the hubbub of hearings and privacy howling FB has been blowing our quarter after quarter. Q1, 2018 is no different, except perhaps for their free cash flow growth. How much did they grow their cash? That, EPS, revenue, history, and more. Continue reading Facebook. A Fundamental Winner. Bucking Regulatory Risk From Space.

Hopping And Hoping. Is That Bird Following Facebook? A Fat-Stack For A Bird?

APRIL 11, 2018. While the pope of social media spoke on capitol hill yesterday, the markets soared. We learned later that China sat behind that big move. But FB shares soared as well. Meanwhile TWTR ripped the roof off the NYSE to the tune of 5.4% on 140% of average 5-day volume. Yet a complicated future lies ahead, including Uncle Sam pointing and going regy. TWTR seems on a mission nonetheless, and the earnings beats they continue to stack up look like proof. Continue reading Hopping And Hoping. Is That Bird Following Facebook? A Fat-Stack For A Bird?

ZUCKERBERG–A GENIUS OUT OF TOUCH.

MARCH 27, 2018. Facebook is in trouble. FB looks arrogant, and indifferent to the growing concern over personal privacy. Regardless of market position, disrespecting your users is never wise. No quick end is in sight. Broiling PR, probable hearings, target-seeking pols with an election just over the hill, wow. What did STOCKjAW do? We have an apt song for a BandAid.
Continue reading ZUCKERBERG–A GENIUS OUT OF TOUCH.

SHAME-FACED. A Quick And Fugly Exit? How About A Court Order With That?

MARCH 23, 2018. How long will it be before Facebook is finger-printed? “Relax your hands. Remove the hoodie string and empty your pockets. Hold the number under your chin and wait for Snap–I mean the snap.”
Everyone knew this day would come; Facebook all grown up, driving, dating, leaking, stone-wallling, and rubber-necking senators busy talking to CNN. The senator from Minnesota is talking, talking sub-committee hearings, and ungodly privacy sins.
Wolf’s lashing questions back out like pulsar X-Rays. FB accounts have been deactivated. Will you stay on?
Investors are being forced to choose. In or out? What are you going to do? We’ve got options, for you, either way. We’ll also tell Ya what we’re doing. Continue reading SHAME-FACED. A Quick And Fugly Exit? How About A Court Order With That?

Nobody Calls This. Nobody Knows.

February 6, 2018. 4:34 AM. On Monday U.S. markets featured fear, algorithm maddness, and the largest intraday drop in history. This after tens of billions of long-idle cash crashed back into the market over the past 7 weeks. Retail investors jumped back in with abandon, just in time to catch a drop they normally hand out market-sickness bags for–just like on airplanes. While clutching our sick-bag yesterday, we bought price-slashed T. A trailing P/E of 8, with a 5.4% dividend. Guess what? Bet that play works. And on deck today?

M o r e selling pressure.
Guess what hordes of those just-back-in investors will do today? We will not be among them. Nor should you. We’re not here to kill our bull. We’ve smelled metallic before. Continue reading Nobody Calls This. Nobody Knows.