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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  1. Bullseye Brief - Actionable new stock pick every week
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  3. Bullseye Now - News, catalysts and trades in our stocks
  4. Bullseye Podcast - Meet the people driving American Ingenuity
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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.

November 15, 2024

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Enabling 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.

November 15, 2024

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Tactical 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.

November 15, 2024

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As in Volkswagen is investing $6B in struggling EV truck maker Rivian to co-produce new models.
#ThrowingGoodMoneyAfterBad

72

As in 72% of corporate cyber chiefs have personal insurance policies to indemnify them from corporate hacks on their watch.
#GimmeeShelter

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As in the average AI supercomputer is 120M times faster than the human brain, according to data published in The Atlantic.
#TheNeedForSpeed

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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

“Currently there is hardly any growth momentum in our end-markets outside of Artificial Intelligence.”
– Infineon Technologies CEO Jochen Hanebeck
#SemiconductorCycleBottom?

“Most of our raw materials could be sourced away from China without significant disruption to operations.”
– JELD-WEN Manufacturing CEO William Christensen
#TariffPreparations