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.
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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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Back on Track

Industrial Opportunity
  • Normalized trade between the US and China lifts uncertainty and should unleash pent up capital spending
  • Industrial companies which serve global customers are likely to benefit directly as investment resumes
  • One chemical manufacturer dominates its markets and offers investors a rare combo of growth and value

Growth Meets Value – Periodically I screen the S&P 1500 for high quality companies whose stocks have taken a beating.  Sometimes they deserve to trade at a discount, and sometimes they do not. I think I’ve found an opportunity within the industrial sector. Many of these companies have been in the doghouse over trade, and this is especially true of companies linked to global transportation and/or capital expenditures… not to mention the Coronavirus. I get it, but people are creative, economies are resilient and this is a wonderful company poised to rebound from recent lows. It’s a direct beneficiary of trade normalization, increased capital investment and even a potential infrastructure package… the one thing all of Washington can agree on. If I’m right, this world #1 producer of chemicals used to preserve wood for commercial and recreational use could rise 50% or more.

February 14, 2020

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Biotech’s Cutting Edge

Immuno-Therapy IPO
  • Drugs which stimulate the immune system against disease constitute THE cutting edge of biotechnology
  • Several recent M&A transactions for promising immuno-therapy companies underscore their prominence
  • One company targeting a single immune response pathway could ultimately help millions of patients

Supercharging the Immune System – In the past year I have uncovered several biotechnology companies focused on stimulating the body’s immune system to fight disease, and today I’m introducing another. This is very exciting… not because we’re making good money in these names… but because immuno-therapy opens the door to millions of new possibilities. No longer are we hemmed in by what a drug or a scalpel can accomplish, but instead what the human body can accomplish. Immunotherapy is about treating root causes, not symptoms. It’s about empowering, or at least facilitating the the body to engineer its own solutions, and that’s why it’s ground-breaking. I recognize this technology is still early stage and in some ways unproven, but I do think it exemplifies American Ingenuity at its more daring.

February 14, 2020

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Steady Lads, Steady

Boeing’s Ecosystem
  • Stocks typically decline 3-4 times per year by an average of 7-8% even during strong bull markets
  • The abrupt 4% selloff in S&P 500 Index during late January reminds us that no rally proceeds unchecked
  • Uncertainty around US elections, global growth and macro developments will likely amplify volatility

Stay the Course – Stocks rallied for 91 days without a single decline of more than 1%, and then dropped 4% on concerns the Corona virus would dent global growth and derail the rally. This in an understandable reaction, and a worthy reminder that markets don’t rally indefinitely, especially in the midst of an election cycle defined by the most fractured and unpredictable political environment since the 1960s. That said, history also reveals selloffs happen with considerable regularity. The S&P 500 typically declines 3-4 times per year, by an average of 7-8%. Since 2015, we’ve witnessed 16 separate and definable declines, each of which has proven an attractive buying opportunity. If you believe as I do that the US economy will expand this year, powered by buoyant consumers and ample liquidity, then buying favorite names on down days constitutes sound portfolio management. Today I discuss why selloffs happen, what defines a tradable bottom, and which companies make my shopping list.

February 14, 2020

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5.1

As in the cost of medical care rises 5.1% in the latest CPI figures, the second highest increase since 2008.
#SomethingFeelsBrokenHere

41

As in earnings rise 41% YoY at Nvidia, maker of the world’s fastest and most powerful chips… 3 trillion calculations per second.
#ISoldTooSoon

2,300

As in 2,300 cases of the Coronavirus have been correctly diagnosed by AI, which is proving more time-efficient than reviewing CAT scans manually according to a report in the WSJ.
#TimeSavedIsLivesSaved

 

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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

“How do we learn with fewer labels, fewer samples, fewer trials? We use self-supervised learning, which is basically learning to fill in the blanks. It’s the idea of learning to represent the world before learning a task… which is what babies do.”
– Yann LeCun, Chief AI Scientist Facebook
#HowArtificialIntelligenceWorks

“Big companies wouldn’t be investing billions of dollars in A.I. if it weren’t producing for them.”
– Geoffrey Hinton, Google’s Vector Institute
#Truth