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Adam Johnson
Adam Johnson anchored several business programs at Bloomberg Television over five years, interviewing CEOs, heads of state, and Nobel laureates. His daily video investment blog, Insight and Action was sponsored by a major U.S. lender. Previously he managed global risk assets for ING Furman Selz and Louis Dreyfus, trading oil futures, listed equities and equity options. Adam began his career at Merrill Lynch with a degree in economics at Princeton.
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When Great Companies Stumble…
Buying Big Tech’s Fallen Angel
- Buying great companies after they have stumbled is a strategy that has served me well over time
- One of tech’s largest and best-know pioneers has fallen significantly but appears poised to rebound
- Multiple catalysts set the stage for a potential return to greatness for one of America’s great companies
When Great Companies Stumble – You buy them. This is a strategy that has served me well across my investing career. General Electric plummeted to $5 before splitting itself into Aviation and Healthcare, unlocking significant value that enabled those new tracking stocks to rise many times over. Facebook fell 80% to $80, then pivoted from metaverse to AI and saw shares soar above $500. Recent Bullseye addition 3M Corp. is also enjoying a rebirth, and soon I think it will be joined by today’s new pick… one of Big Tech’s most iconic companies. Share have just started to rebound on news of an Amazon partnership and a major cash infusion. This week, Bullseye joins many of the company’s top ten shareholders as a buyer.
October 11, 2024
Read MoreEnabling AI… Under the Radar
Top Systems Designer and Builder
- 40% of companies in the S&P 500 mentioned Artificial Intelligence in their first quarter conference calls.
- AI requires not only high-powered semiconductors but also multi-layered hardware and software networks.
- Meg-cap tech companies began accelerating AI capex only last year, suggesting the cycle is still early.
Preparation – Part of my process for uncovering new stocks involves screening with a computer, where I narrow the S&P 1500 to two dozen candidates based on factors like growth, profitability or price. I then investigate each company to see what stands out. One such candidate appeared on two of my screens simultaneously last week, and that only happens a couple times a quarter. Digging deeper, I found that other stock pickers like it too… AND that the company is a partial bet on Artificial Intelligence. With so many factors lining up, this new discovery joins our American Ingenuity portfolio.
October 11, 2024
Read MoreTactical Energy Trade
Best-in-Breed at a Discount
- US oil demand of 20-21 Mb/d exceeds the pre-Covid baseline by 5% and represents a new all-time high
- Solid 3% GDP growth and near-record low 4% unemployment imply no recession / sustained oil demand
- Slowing EV sales and solar installations suggest concern about slowing carbon dependance is unfounded
Three in One – I traded jet fuel early in my career and learned so much… from global economics, to supply and demand, to quality at a discount. Today’s new portfolio pick reflects all three of these lessons: 1. Recession is not on the horizon 2. Oil demand appears strong 3. Best-in-breed is always attractive. Recent oil price volatility has created some dislocations among energy-related equites, and one of my favorite oil service companies has entered its historic buy zone. For tactical investors who appreciate focused investment ideas, I think this presents a compelling opportunity. I’ll add that 2.3% dividend yield and 40% option vols provide notable income as well.y.
October 11, 2024
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