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 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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Know Your Customer

World #1 CRM
  • Cloud-deployed software enables business to mine customer data in real time across entire enterprises
  • Customer relationship management (CRM) is a $58B market growing 12% per yr (ResearchandMarkets.com)
  • Five providers account for nearly half the global CRM market and the perennial #1 commands 24% share

Have We Met Before? – Customer relationship management (CRM) is a software-based technology aimed at deepening client engagement and driving product sales. That may sound complicated, but you’ve probably experienced CRM yourself… from targeted email campaigns promoting things you actually like, to takeout restaurants that “remember” exactly what you ordered last time. In short, CRM narrows the gap between people and providers. It’s old school relationship building enhanced by AI-driven technology, and one company does it better than anyone else. The stock is down with the market and trading at its lowest valuation in years, providing an exciting opportunity to engage.

May 20, 2022

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Keep It Simple

Quality on Sale
  • The NASDAQ has fallen 25% and declines of this magnitude have typically led to significant rebounds
  • Even leading companies with consistent and high earnings growth now trade at historically low valuations
  • Only one tech mega-cap ranks number one across multiple categories reaching billions of people daily

Stocks on Sale – We don’t often see the world’s best companies trade at a 50% discount to historic valuation despite beating estimates quarter after quarter… but we don’t often see investor sentiment imploding to a 30-year low as we have recently. The mood on Wall Street is as depressed as I’ve ever seen it, arguably worse than in 2008 and even 2000. The combined assault of inflation, rate hikes, supply outages, war in Europe and a Covid crisis that just won’t go away has left investors at wit’s end. Leading stocks have fallen more than many thought possible, and even good news seems to be greeted with waves of selling. I don’t know how long this morass can last, but I have learned that extremes often produce extremely compelling opportunities. Too many high quality stocks have fallen too far, and this week I’m focusing on one in particular. Staring us in the face is one world’s biggest and best companies, trading 25% from its high and 50% below its historic valuation, despite consistently beating estimates and growing 18%. Keep it simple… Quality on sale.

May 20, 2022

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Once in a Blue Moon

Biotechs at Extreme Lows
  • Covid syphoned considerable resources from Health Care and put capital hungry Biotechs in deep freeze
  • Biotech ETF (XBI) has fallen 65% from last year’s all-time high as investors continue to cut exposure
  • XBI trades at the same level witnessed during depths of 2020’s Covid plunge and 2018’s recession scare

Blue Moon – The expression “once in a blue moon” pays homage to the 13th full moon within a 12-month period happening once every three years… an extra lap as the moon orbits the earth faster than the earth orbits the sun. While blue moons aren’t actually blue, they are somewhat rare, and the biotechnology sector is having a blue moon moment of its own. The SPDR S&P Biotech ETF (XBI) has fallen 65% from last year’s all-time high, returning to the previous lows of March 2020 and December 2018. While the selling pressure is enough to make investors blue in the face, I think this blue moon is buyable. One fifth of the companies in the biotech index trade at a discount to cash… that has never happened before. When traders sell an entire sector to five-year lows, and in many cases push the price of stocks below cash per share, buyers invariably emerge.

May 20, 2022

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26

As in venture capital investment declined 26% YoY in Q1, according to data from PitchBook.
#NotJustStocks

79

As in US Factory Utilization rises to 79%, the highest since May of 2019.
#Recession??

3,200,000,000

As in the insurance industry collected a total of $3.2B in premiums to cover cybersecurity risks last year, nearly double the amount collected in 2020 according to the WSJ.
#Russia’sNewColdWar

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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 Reed Hoffman
#AmericanIngenuity

“The supply chain didn’t move towards normal as quickly as we thought.”
– Walmart CFO Brett Biggs
#FindTheWorkAround

“We are all curious by nature and seek to understand the unknown. I’m a lifelong intelligence professional, and I want immediate explanations about these unidentified aerial phenomena as much as anyone else.”
– Naval Intelligence Deputy Director Scott Bray
#StarWars