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.

Standing Tough. SJ Portfolio Now

FEBRUARY 3, 2019. Change often comes in a flash. Ask the man who brings pizza to our office. He sports shorts everyday. He came from southern California where snow is unknown and assures us “its’ all good.” That’s when we pay him 50% above pie price and discuss stock picks.
He’s one of the few and only the few who wear shorts year round. Shorts in the snow may be an individual thing, but for sure only the rare individuals own individual stocks when things get tough. That’s like shorts-wearing while strolling the snow around the building ledge. And only the few out of the last group make it pay.
STOCKjAW works around the clock to make it pay. We’re lucky that way and share it all with you joyously. It’s not a secret to sell, as far as we’re concerned. It’s spreading the joy. Stand tough now and you’ll get 50% above pie price. Our picks now. Continue reading Standing Tough. SJ Portfolio Now

Shock Wavin. Verizon And United Health Battle Concussion Waves.

DECEMBER 11, 2018. Poseidon ruled beneath the waves. It was much calmer below. Peace ruled but breathing came in gulps. Positive price-action is now much like a gulp, when there is any. We would settle for a slice of stability. Got any?
Markets are in correction pain mode and relentlessly technical. “Fundamentals” you say? Fundamentals are not driving. Vast swaths of stocks with good fundamentals now struggle beneath concussive waves of their descending moving averages. Little breathing occurs that far down. And what about fortress companies such as United Health and Verizon? Bulwarks both.
Yet keep the following in mind. On-going instability and down-trending volatility are this market’s rule. STOCKjAW snorkels the depths on two of our strongest survivors. Even these stars are in a very wavy way. Continue reading Shock Wavin. Verizon And United Health Battle Concussion Waves.

Inverted. Can United Health or Boeing Float Through This?

DECEMBER 7, 2018. The view is different upside-down. You’ll hear then say that about the “inverted yield curve” Is that real? What’s it do just before the end?
The dreaded curve yielded on Tuesday. But this one was the twos and fives. That’s kid stuff, but look what happened. Smart people say an inversion of twos and tens spells doom, the equity death dirge. We’re close, very close. We don’t know if anything lives through that. But aren’t inversions like volcanoes? They may huff but they don’t always go off.
Meanwhile, United Health and Boeing battle along with the rest. How are two towering leaders doing amid a very busy brutal mix? Do you trust them still? STOCKjAW takes an informative technical look. Continue reading Inverted. Can United Health or Boeing Float Through This?

Fabulous Values. Glamorous Prizes. QuikClot Anyone?

NOVEMBER 27, 2018. How cheap is cheap, and how much might that cost you in the end? Buying cheap in a tumbling market may mean “bring QuikClot.” Cheap can be a funky dead money pit. Those are known as “value traps.” We have a prime example, maybe four.
Diversification ranks as the only free lunch and everything else costs. Prices vary but actual “value” varies more. Nature provides in the summer and takes away in the winter. Bulls provide while they run and value calls when they stumble, or are tripped.
Are low price-to-earnings multiples, or flouncy dividends, reasons to buy? STOCKjAw swivels a spotlight on value now. Continue reading Fabulous Values. Glamorous Prizes. QuikClot Anyone?

Master-Blaster Powell’s Spam Hole Apocalypse. Our Fix.

NOVEMBER 5, 2018. Who knew? Well, most people. A single word or phrase from the federal reserve can move markets. Jerome Powell’s “over-shoot” comment threw markets backward. Throw in the escalating fear of a very real trade war and markets dive.
“Not to worry–it’s a common correction. It’s healthy.” We heard that. Does a 20% decline in portfolio worth sound healthy?
We know what you’re thinking. “It’s too late to reposition.” It’s only too late to adjust you positions if you want traditional defensive stocks–consumer packaged goods or utilities. Better plays exist. Besides, like us, you may want to look at your research habits as well. We did. Glimpse our four fix points for a far less “accommodating” environment. Continue reading Master-Blaster Powell’s Spam Hole Apocalypse. Our Fix.

The Machine’s Fine. Then Why Do We Keep Getting Images Of Warren Buffet And Jeff Bezos? Because You Have It Set On TAROT, Not X-RAY. You’re Looking at Your Future. Come on Doc. Is That Alcohol I Smell?

FEBRUARY 1, 2018. It doesn’t have a “Tarot” setting. The next one will. Warping reality takes power. Successful medicine creates a new reality. Now perhaps it’s healthcare itself that’s about to receive a new reality called non-profit.

Healthcare’s savage and relentless cost climb can be broken–so it seems. Why else would two of the planet’s three richest people state so? And that’s exactly what Buffet, Bezos, and Dimon, have said. Dazzling.

Steering Off-road, the Lions of Winter are going non-profit, and digital. Chops proved. What do you think is going on in the high offices of high healthcare profit today? Like Ian Fleming called it. It’s a lot of tension and “Sour Stress Sweat.” Wait, is that BCBS crying for mommy? Enjoy. We are. Continue reading The Machine’s Fine. Then Why Do We Keep Getting Images Of Warren Buffet And Jeff Bezos? Because You Have It Set On TAROT, Not X-RAY. You’re Looking at Your Future. Come on Doc. Is That Alcohol I Smell?