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. Continue reading Eclipse of the JPMorgansons? Paypal’s Digital Wave.

Big Banks. Testimony Of The Tape.

JULY 20, 2018. Who hasn’t curled a smirking lip behind investor’s chilling indifference to the big banks? Boring.
Yet the money managers can’t stop the recommendations.
They’re a carousel of table-leaning bank pluggers. “Well Ken, we really like the banks here.” Why for god’s sake? How many others have been confused by that bubbly love? Mother of sweating–where’s the share price performance? Why do they have single-digit P/Es? Tech is what works. Repeat that–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 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. Continue reading Big Banks. Testimony Of The Tape.

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. Continue reading Buy The Banks? How About A Grower? PYPL’s TEC-Ray Analysis.