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.
Bullseye Brief Members receive the following:
  1. Bullseye Brief - Actionable new stock pick every week
  2. Bullseye View - What’s happening in key markets
  3. Bullseye Now - News, catalysts and trades in our stocks
  4. Bullseye Podcast - Meet the people driving American Ingenuity
  5. Bullseye Access - Email Adam directly with questions/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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Health Care’s Steady Eddy

Data + Process = Better Outcomes
  • US +65 population will increase 32% in the current decade creating new demand for age-related health care
  • Medicare payouts to providers will more than offset inflation increasing 3.7% YoY in 2024 and 2025
  • IRF outcomes demonstrably better than outpatient and nurse-staffed facilities proves IRF model success

Balance – Markets are particularly volatile this year, reflecting uncertainty over interest rates, election outcomes and the economy. While I am optimistic on growth and remain fully invested, I also appreciate a good night’s sleep. So this week I introduce a top-rated healthcare provider defined by steady earnings growth and steady stock performance. It’s a position you can own and not worry about. Will we double our money? Maybe not as quickly as the next AI company, but we’ll get there… and the ride will be considerably less volatile. I’m comfortable with that combination.

September 05, 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.

September 05, 2024

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Anticipating Lower Rates…

Via Higher Mortgage Demand
  • US population has increased 25% in 30 years yet mortgage applications sit at 30-yr low due to high rates
  • Housing market is currently undersupplied by 4-7 million units according to online marketplace Zillow
  • Rate cuts could ignite a new building / buying cycle that would benefit best operators in housing industry

Any Day Now – Fed rate cuts may be the most anticipated market catalyst since quantitative easing in 2008, especially for would-be home buyers who’ve been priced out by expensive mortgages. Due to falling affordability and steady population growth, the US has an estimated housing shortage of 3M units, though lower rates will restore balance. Reluctant sellers will list properties and builders will break ground. The net result will be a surge in mortgage applications, accompanied by a surge in title insurance policies required by lenders. For the few companies that offer this essential risk-management tool, profits could more than double… especially for the nation’s largest pure-play title insurance company.

September 05, 2024

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As in the Fed’s latest assessment of economic activity makes no mention recession, compared to 15 a year ago.
#AttitudeAdjustment

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As in stocks account for a record 42% of household wealth according to JPMorgan, despite $6T sidelined in cash.
#BullMarket

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As in the White House has asked all 50 states for an assessment of public water system vulnerability.
#PotentialCyberTargets

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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

“Nearly all our big tech clients are struggling mightily with the amount of job applicants they get.”
– BrightHire CEO Ben Sesser
#ModernDayLandGrab

“The EV transition won’t be linear… customers and markets are moving at different adoption speeds.”
– Volvo N. America CEO Jim Rowan
#NotReadyForPrimetime