T – STOCKjAW.COM

FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, THINKING NOW

Dividend Destroyer. The Illusion of a Payout.

MARCH 2, 2021. Crowbar in a sand pile. It’s dividend-simple. Dividends are the auto-joy of investing success, a sweet cash kicker, a bankable confetti storm of goodness. Many employ such as a livable income. AT&T lives on such income investors. Own it?
Dividends can be all of that, except when they’re not. We’re not talking about div problems like Ford, or Macy’s, both of whom completely discarded dividend payouts. That’s the obvious hole in the boat. When cash is king and more is better you win. Cash or additional shares, both mean a larger pie right? Market wisdom says that “Forty percent of the S&P500’s return comes from reinvested dividends.” So how can that go wrong? The two stone ways when dividends are not a win. Even the big names fail here. Think “Dividend Destroyer. The Illusion of a Payout.”

EDITOR'S DESK, FUNDAMENTALS, MARKETS/ECONOMY, STOCKS, TECHNICALS, TRADING

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.”

EDITOR'S DESK, FUNDAMENTALS, INVESTING, STOCKS, TECHNICALS, TRADING

Rise Exit Repeat. Patterns That Pay.

MAY 9, 2020. What’s the market story? Saw tooth. That’s what stocks and markets do. Done. Stock price gyrations net out either up or down, eventually. Chode still sinks while cream still rises.
Meanwhile investors scheme, wait, hope, and scratch like simians. We’ve never been paid for scratching, and we’ve done a lot of that. Yes, the market action’s fun, or sickening. Someone talked about the market; “a tale told by an idiot.” Well, yeah. That guy obviously understood price-action.
Some are slower than others. Thus finally, we’re learning to make those ass-itching gyrations pay. We’re discovering the countless paydays along the way. We’re beginning to do so by crisp design. We’re sharing it with you so you can too. You probably are already.
Long-term investors leave bucket-loads on the table. Why? Because they ignore the majority of the movement. Yet truly savvy players invest and trade. We’re doing both now, and we’re geeked out of our minds. We hope you love it too. The cash for our example trade’s on the way.
“Rise Exit Repeat. Patterns That Pay.”

FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, THINKING NOW

You Call That Investing? AT&T. Alphabet. JNJ. Amazon.

APRIL 24, 2020. If you’re looking to phone up some profit now you may need to Google it first and maybe medicate for a long river run past toe-tagging underbrush. Or you could simply sum these four plays up here and how. No sweat or blood. Breezing through the buys or whys. “You Call That Investing? AT&T. Alphabet. JNJ. Amazon.”

EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS, THINKING NOW

REIT Down the Street. 10% They Pay. MFA.

JANUARY 28, 2020. We’re inhabiting what’s known as an “expensive market.” The flight to safety, and quality, has seemingly left little to choose from if you like income. Well, perhaps not.
AT&T has for years been viewed as income and even safety. But that was before shares ran from the low $30s to $39. The dividend’s nice, but let’s face it. The company’s at best a barely-manageable mess.
We admit it. We used it for the dividend, until we found something we like better. Are there alternatives to the AT&T show? We take readers on a zip tour of the “REIT Down the Street. 10% They Pay. MFA.”

EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS, TECHNICALS

Soaring With Vultures. The Criminal Twins.

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.”

EDITOR'S DESK, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, STOCKS

In the EYE of the Storm.

NOVEMBER 9, 2019. Hurricanes, typhoons, and cyclones are all tropical storms. Mostly they differ only in hemispheric location. Does it matter what we call them? All create chaos and loss, with a halftime pause. This year’s hurricane season ends on Saturday, November 30th.
Wall Street and those who comment on said have no season. They create chaos and toss shit around all year long. We saw that this week. Xerox? You Fa King kidding? 92%YTD. Oops. The Real Real”s apparently not all real, and neither is most of the coffin nail-pounding hog shit spun by the street. Spin’s just business, like loose electricity, regardless of the precise nonsense it’s comprised of.
We do our own homework, like a mad typhoon. Why? It’s nobody’s money but ours, and trust is no substitute for knowing. Even really smart, savvy, and honest people disagree, and blunder sideways to the tune of billions. On Wall Street you often can’t even tell you’re in a blow, until you’re already spinning. Besides, you don’t really want to repeat goofy moves made by others while crouched in “The Eye of the Storm.”

Editor's Choice, FUNDAMENTALS, GREEDY CREEP, INVESTING, Reader's Choice, STOCKS, THINKING NOW

4 Bullets To Savvy Dividends

OCTOBER 26, 2019. Dividends don’t flutter from fall skies like seasonal leaves. Dividends are paid out of cash flows, if there’s enough. Who has enough? It isn’t always those promising. No problem. Checking’s a piece of cake. We’ve got cake.
But paying isn’t the only issue. Dividends are paid by companies doing real business, in a rapidly changing environment. No one gets a free pass through macro chaos or the battle for market share. The fight for cash flow goes on everyday and everywhere. That includes “dividend aristocrats” like JNJ, with it’s’ 57 year history of consecutive dividend raises. How about an affordable, recession-proof, price-performing example, paying 4%? We’ve got that too.
Hoping to be paid regularly for the market risks you take isn’t rocket science. But it isn’t simply aristocratic standing either. Smart people get this one wrong, routinely. We’ve got the right, in “4 Bullets to Savvy Dividends.” Make sure you’ll be paid, top and bottom–and enjoy.

BUSINESS, CULTURE, EDITOR'S DESK, INVESTING, MONEY, STOCKS, TECHNICALS, THINKING NOW

The Better Than Bond. Payment In Dollars Not Pennies.

JANUARY 21, 2019. Night-dreaming your way through fixed-income brings results similar to automobile crumple zones. Yet mashed returns are common to market tourism particularly for bond fund buyers. Even Batman can’t make bond funds fly. So why try? Alternatives exist.
Popular culture historians will tell you that bond funds were birthed ugly deep below Gotham City. Who knew? Commissioner Gordon flatly refuses to hold bonds–in any form. When we cornered him one night at a Wayne Manor blast he claimed disgustedly to have actually “seen how they were made.” Well, maybe.
Either way, bond funds are in reality stock market vehicles riding on a comfy cushion of fees, and semi-mysterious low-paying paper promises. “Complexity” you say? Well–yes. Complexity leads to confusion and confusion often results in wreckage, except for the Fund Family. They live right next door to Bruce’s place.
Fund business was the foul reality that sent us out, along with the postal service, into the gloom of the Gotham night in search of an alternative. STOCKJAW shows you the goods–bond and bond fund alternatives. All pay more–much more. And with equal safety. See what we uncovered.

BUSINESS, FUNDAMENTALS, INVESTING, STOCKS

Who’s Up For A Fight? Bring Camping Gear. This May Take A While.

April 10, 2018. The very real drama of gigantic lawsuits doesn’t all occur in court. AT&T’s play for Time-Warner, and a potentially brighter future, is growing hot. The date and time are set. Are you staying in for the fight?
Meanwhile Harvard dropout mega-billionaire Mark Zuckerberg trolls the halls of congress on a meet and greet redemption tour. And today the Facebook pontif presents the company’s case before a packed congressional subcommittee primed for ranting, and maybe regulating.