Bullseye explores, celebrates and invests in American Ingenuity, managing a portfolio of 35-50 publicly-traded US equities with significant runway for growth. These are dynamic, US companies propelling the world forward across multiple industries. Frequent focus sectors include Energy, Health and Technology. Every pick shares three defining attributes: great story, compelling data, timely catalyst.
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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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Supercharging Radiology

Faster, Definitive Diagnoses
  • Charged-particle chemicals illuminate targeted tissues on x-rays to help doctors diagnose/treat disease
  • $6.7B global radiopharma market expected to grow 8% annually through 2034 (Precedence Research)
  • Top radiopharma company commands 12-15% share and joins the IBD 50 list of high momentum stocks

Better Mousetrap – I entered Princeton as a pre-med, emerged an economics major, and today embrace these two divergent paths with the introduction of a life-sciences pioneer for our American Ingenuity portfolio. The company is supercharging how radiologists use x-rays to peer into the body, adding chemicals that target and illuminate certain cells and tissues. Disease can be spotted more quickly, and treatment initiated more promptly… often without the need for expensive exploratory surgeries. It’s a $6.7B annual market growing 8% annually, and the leading company has a 12-15% marketshare. Its shares are also quite cheap, trading at less than the S&P 500 Index on a P/E basis.

December 19, 2024

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Down 40%… On Rumors

High Tech at Deep Discount
  • Power management integrated circuits (PMICs) are essential to regulating workflows across AI platforms
  • Leading PMIC maker is an exclusive supplier to Nvidia but down 40% on rumors Nvidia plans to diversify
  • Channel checks indicate consistent order flow, suggesting rumors unfounded and stock a tactical buy

Pendulums – Everything is fine until it isn’t, especially on Wall Street. Artificial Intelligence has been an all-consuming land-grab for many investors eager to find the next Nvidia. Companies with first-mover advantage have soared, but success has brought competition, leaving some of those early winners battered and bruised. One such company has dropped 40% in recent weeks, despite consistently beating earnings. Blame the rumor mill. Wall Street is certain the company is about to lose its Nvidia contract, but as with all pendulums, I think this one has swung too far. Nvidia might diversify its supply chain, but cancel its sole power management supply altogether? No.

December 19, 2024

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Right In Front of Us

Back-Door Beneficiary
  • GDP and earnings growth supported by business-friendly policies signal bull market gains ahead
  • Buying great American companies that have stumbled is a theme that has served me well over time
  • Leading US parcel delivery service poised to see mid-teens or higher earnings rebound early next year

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 to $600. Recent Bullseye addition 3M Corp. is enjoying a rebirth, as is long-beleaguered Intel. We’ve owned them all, and today I’m adding another great American company due for a bounce. It’s an iconic logistics company well-positioned to benefit from potential tariffs and government efficiency. It’s also historically cheap and yields nearly 5%. There’s a lot to like.

December 19, 2024

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8

As in the NFIB Small Business Optimism Survey jumped 8 points in November, the most since 2020 when lockdowns were lifted.
#Elections

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As in 70% of cybersecurity executives say they employ up to 40 separate tools to secure their networks, according to Futurum.
#EnoughIsNeverEnough

20,000

As in the incoming Administration may propose rasing the SALT deduction from $10,000 to $20,000.
#EveryBitHelps

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“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reid Hoffman
#AmericanIngenuity

“The tactile grasp of the human hand and the perception awareness of the human brain are unmatched.”
– Amazon Robotics Technologist Tye Brady
#KeepTryingTye

“US drone companies see China’s rare-earths dominance as an existential threat to their businesses.”
– AUVSI President Michael Robbins
#ApproveMiningProjectsNow