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, newsy catalyst.
Bullseye Brief Members receive the following:
  1. Bullseye Brief - Actionable ideas every two weeks
  2. Bullseye View - What’s happening in key markets
  3. Week Ahead Preview - Sunday night email on alternating weeks
  4. Podcast - Meet the people driving American Ingenuity (2x/month)
  5. Access - Call or email Adam directly with questions or comments

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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Work from Anywhere

Communication Reimagined
  • Working from home (WFH) upends traditional interoffice interaction but ignites new ways to communicate
  • Three-quarters of home-bound workers report higher productivity according to a survey by Email Analytics
  • Integrating email, video, file-sharing and group IMs onto a secure cloud-based platform is IT’s Holy Grail

No man is an island. – I like to work early in the morning. The phone doesn’t ring and I get a lot done before 9am. I also recognize that isolation gets in the way of synergy… that unmistakable magic you feel when smart people collaborate and create something bigger than if they’d been toiling alone. I call it one plus one equals three, and Silicon Valley may have figured out how to bridge these two extremes. In its simplest form, the solution could be group texting, where potentially dozens of teammates view each post and respond in real-time. If that group were in a conference room, people might be talking atop one another, but not so online. Quarantine has upended how we work, but shared platforms like this might spark their own synergies. One company is leading this charge, and it has recently partnered with Amazon. Island no more.

July 10, 2020

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Thank You Uncle Sam

Semi-Annual 401(k) Dividend Rebalance
  • Dividend reinvestment in pre-tax accounts generates significant outperformance over time
  • Second quintile dividend stocks offer the best risk-adjusted returns
  • June’s semi-annual rebalancing of Bullseye’s Optimized Dividend Portfolio yields two new stocks

There’s a lot to be said for boring dividend stocks. They bounce around less, they pay you every quarter and they let you sleep at night… they can also make you rich. Buying dividends stocks in your 401(k) retirement account is one of the greatest gifts government has ever invented. The reason is tax arbitrage. Money goes in pre-tax, gains accrue without paying tax (even if sold) and dividends are reinvested with no tax. It’s a triple whammy and it’s there for the taking, courtesy of the IRS. True, you’ll eventually have to pay tax when liquidations begin during retirement, but in the meantime all those gains will have built up pre-tax. Put another way, if you start a 401(k) account in your 20s, it’s as though the government will be giving you a loan on what you would have paid in taxes for the next forty years. Over a 25 year period, you’ll quite possibly double the return of the S&P 500… and that’s based on math I can show you. Triple tax exempt funds produce results quickly and it’s never too late to start, especially with generous allowances for 50-something investors looking to play catch-up. I rebalance Bullseye’s Optimized Dividend Portfolio twice a year, and I urge you to use put the strategy to work in your own 401(k).

July 10, 2020

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Healthcare Spider Web

America’s Biggest Hospital
  • Ongoing quarantine and CDC-mandated health service cutbacks have severely impacted provider cashflow
  • The CARES Act attempts to offset hospitals’ significant costs associated with treating Covid patients
  • Hospital stocks are trading near historic valuation troughs which may provide tactical upside opportunity

Spinning a Web – I like businesses which create ecosystems that make customers feel like they’re part of something. Apple does this brilliantly, with its overlapping suite of software, hardware and services. So does Amazon, by offering everything cheaper with one-touch buying and same-day delivery. Disney, JPMorgan and Uber cultivate loyalty by offering multiple services integrated into everyday life. It’s all about seamless integration. Healthcare providers have figured this out, and they’re making great strides at convincing people that preventative care is their best pathway to long-term health. This may mean more check-ups, or uploading daily data from an iWatch, but integrating healthcare into our daily routine is more important than ever as we adapt to living with Covid. The nation’s largest hospital operator is helping to lead this charge, and with the stock trading at a single-digit multiple, it’s an exciting investment opportunity as well.

July 10, 2020

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16.4

As in e-commerce currently accounts for 16.4% of total US retail sales, compared to 11.4% pre-Covid.
#ReinventingMainStreet

59

As in the US accounts for 59% of all Artificial Intelligence jobs globally, with Google ranked as the top AI employer according to data from MarcoPolo.
#AmericanIngenuity

5,397,000

As in US employers posted 5.397 million job openings in May, down from the 7.450 million high in February but well ahead of the 4.500 million estimate.
#RoadToRecovery

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

“Tech talent will continue to be in short supply post Covid-19. Both IT suppliers and enterprises will be competing to fill the incremental 1.4 million tech roles that will be required between now and 2023.”
– Meredith Walden, Chief of Research International Data Corp.
#SmartPeopleWanted…Always

“The Covid-19 crisis has accelerated the need for innovation across many parts of the economy and firms, in areas such as collaboration and remote networking, e-commerce, IT services, gaming and streaming.“
– Jonathan Simnett, Director of M&A Advisory Hampleton Partners
#CrisisAcceleratesChange