Jones Stocks in the by and by. - holding their own.

  

Market Talk 

The economic data of inflation and employment is making the market believe a high probability of an interest rate cut by the Federal Reserve in September.

Stock Talk

Some of the key stocks watched and noted months ago have gone up quite a bit , some even more that four times.

The bullish thesis put forward back then STILL applies to stocks like KGC, KTOS, LRCX, METC, METCB,  HPE.  The large institutions have loaded up on some of these and still appear to be bullish.  However,  as it often can happen - NO stock is safe from a whipsaw down when the "tute" decides to bail for whatever reason they may see or pick.  For this reason, play your game as you see fit for your own situation and risk tolerance.  make some money and lock some in is one way to go to ride the wave and save yourself before "the tutes' " profit taking - takes your own gain.  At some point, the excess inventory logged in by the building inventories - will wind down and tariffs will likely kick into the future inflation reports.  Stay watchful and circumspect but have fun in the by and by.

Kinross Gold (KGC) mining reported a large quarterly earnings beat with an eps of 44 cents. This is a 33% earnings beat over average analyst expectations and shows an increasing earnings trend over previous results. It is the Jones report view that KGC is a real deal stock and currently quite undervalued and "should be" in the 20's.

KTOS, LRCX , METC, METCB remain "in play" as "some shares"  in the current view of the Jones report.  The Ramaco Resource stocks of METC and METCB seem in play as long as the rare earth's projected at their Brook Mine in Wyoming progresses with vibrant activity and positive developments. And, possibly even some of the new Ramaco high interest rate convertible preferred shares -METCI with a 8.25% annual dividend rate based on its $25 par value.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

One Stock Today- Kinross Gold (KGC) - the real deal

   

Market Talk 

It's funny how a weekend can clear out the sentiment of a Friday storm followed by clear skies of a Monday morning.  We saw the downward jobs revision by the Bureau of labor statistics of over 200,000 less jobs than previously announced.  That is a LOT less jobs than they reported!  Now President Trump was" annoyed" and in Trump style declared the revision as politically motivated by democrats and fired the lady at the head of the statistics gathering agency.  Now the President has been publicly berating the Federal Reserve Chairman J. Powell for not bringing down interest rates.  The irony is that the one of the roles of Fed Policy is to monitor jobs as a factor in making rate decisions.  So, the very reason he fired the lady is actually a fairly GOOD reason the Federal Reserve would lower rates!  That's kind of ironic.  However, one caveat: There are prior reports of announced labor statistics and then later revisions coming out that favored democrats, timed for elections. We'll leave it to the reader to make what they may out of it.

Stock Talk

Sometimes the trading action calls us to organize the portfolio to weigh the positions according to the outlook. On Friday, the market was dumping in fears of a slowdown because of the lower jobs' numbers. Today, the market is looking and thinking about a rate cut on September 17.

Without opining too much on various stocks that we already have good gains on and maybe trimmed some, perhaps in an IRA, I'll offer an update on a few stocks we watch.

Kinross Gold (KGC) mining reported a large quarterly earnings beat with an eps of 44 cents. This is a 33% earnings beat over average analyst expectations and shows an increasing earnings trend over previous results. It is the Jones report view that KGC is a real deal stock and currently quite undervalued and "should be" in the 20's.

The above result of increasing earnings by KGC is cause enough for notice that this particular post will forego noting of other stocks.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

The market meanders on the Fed and hey - this HEAT ! wow - TRY a "MOJO" - just The DRINK - on Spider J Jones (and see for yourself).

   

Market Talk 

Today, the market meanders about in a curious way. no clear direction before the Fed meets tomorrow. It is kind of anticipated that no change in rates is coming.  A major factor why is because housing and rent costs are high and still showing inflation. If the Fed lowers rates an immediate effect is that rents tend to go higher. Good God - people pay enough and available discretionary spending by many is not the greatest.

Stock Talk

Sometimes the trading action calls us to organize the portfolio to weigh the positions according to the outlook.

Today, we see KTOS selling off a bit.  KTOS works on critical needs of America's defense like advanced drones as highlighted in previous posts here and critical defense test beds and Communicatons that will be key to bringing together the Iron dome for the US.  However, there is one bugaboo as far as share price. Since it was highlighted here in the teens, it's moved to the high 50's. The bugaboo is that the earnings (eps), although positive like 9 cents last quarter, appear kind of lackluster for a stock in the 50's.  The stock seems to be peaking at a natural resistance level.  Will big orders come in and fuel a further rise?  That hope will keep us in "some" KTOS.  As far as being overloaded on KTOS?  Not at this juncture.

Another stock we liked was Rocket Labs.  Some whales and "tutes" have bailed.  It could be because RKLB has no earnings yet. Resistance is a real thing and as Blackrock and Cathy Woods bailed? Maybe RKLB has a rough patch ahead while they still have to report earnings and also try to get permits to float a giant rocket through narrow canal pathways to a launch pad. yikes?

Tomorrow, Kinross Gold (KGC) mining will report quarterly earnings.  KGC shares closed at $16 today  Gold prices have a bullish trend - so it seems that earnings should be ?  We will see... 

https://finance.yahoo.com/news/kinross-gold-stock-smart-buy-115400368.html

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In other areas, let's close with a comment about the HEAT wave here in the East.  If you have to go out, stay hydrated!  If you have to work outside, it's not healthy to be out there.   Personally, there is a drink I like and typically have two cans a day. It's pure coconut water distributed by a very small company called ...

EQUATOR Beverage Company (MOJO)

This is a thinly traded OTC stock, under 50 cents at the moment.

I have been drinking this MOJO drink for about two years. I regularly purchase a case, at a local grocery store, of twelve cans for about a buck a can. 

 MOJO Original Coconut Water

 MOJO Original Coconut Water+ Mango

 MOJO Original Coconut Water+ Pineapple -* Spider's favorite

To add to this, I will offer the following suggestion.  Don't buy the stock (yet).  But if you happen to see it stocked in your local grocery store where I buy it.  Try it! It's pure juice, low calorie and packed with natural electrolytes and natural vitamins B & C.

All in all -- a cold can of MOJO - is quick way to get hydrated with a natural tasty drink that is not made up with a bunch of chemicals!

and for a Buck? I'll take one - thank you - and give one to anybody around that has a thirst

So, if you happen to pass it in the grocery - grab a case or look in the cold dept as they may have ONE can for a buck.   TRY IT.

If you like, buy a case and take one home.  After a while? IF you find yourself regularly stocking your fridge like me?  Look on the side of the can.  There will be blurb about Produced for the Equator Beverage Company with stock symbol: MOJO.

It's a Jersey City company with the founder, Glenn Simpson.  I once called him cold to see for myself what's up with his business.  He did not know me from Adam.  However, Mr Simpson was generous and cordial to entertain a few questions from a nobody.  I found him to be very interesting and knowledgeable about the beverage industry with much experience from working in the big well- known companies.  To summarize, I found MOJO Company is run as a streamlined business to synergize years of top-quality experience to the advantage of a quality drink to distribute to the people at a great price point and the Mojo company is showing a profit to top it all off. The packaging and quality of the drink is testament.

Well, I'm not going to note further about it for now - I'll close with - give the MOJO drink a try and see for yourself- To me? Mojo drink has a kind of simple elegance as a daily pick me up to replace soda or other less healthy drink.  After a while?  - maybe you'll decide to buy a few hundred shares of MOJO as a spec stock - and put them away to see what may or may not happen. I bought 600 shares today at 0.49 on the OTC market.  IF YOU do, the stock is thinly traded on the OTC market. DO NOT put in a market order, just a limit order and if I may suggest, just some. This MOJO has some Mojo in my world, just for the drink.  AS far as stock? who knows but they say - buy what you use.  

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Back to the "Basics" - no more "meme talk".

   

Stock Talk 

Back to the basics - may be best to forget the meme stocks. Big money is on a short jihad of the stocks they named "the Dork" stocks. And the meme crowd can be like paper tigers, no - just make it like fickle cats. No group conviction like back in the original "days of meme".

Here's a few brief trading notes on some stocks we watch:

Lam Research (LRCX) - Chip foundries in America would be great for Lam Research.   Etching and deposition, nobody does it better and right here in America. Yes, ASML guided cautiously but it's a foreign Dutch company and concerned about tariffs. Lam Research is based in America.  Suggested here in the 60's and looking good to find a new range above $100.   Holding some LRCX makes sense based on performance.

Kratos Defense & Security Solutions, Inc. (KTOS)

Europe wants in on KTOS with Airbus to develop a European variant of its KTOS XQ-58A Valkyrie drone. The collaboration aimed to deliver a combat-ready version of the uncrewed combat aircraft for the German Air Force by 2029. The Valkyrie is a low-observable drone designed for long-range missions.

Kinross Gold (KGC) - Watching KGC for coming market impact of higher gold and lower interest rates on the table by the September time frame.  Who is to say that that KGC can't find the 20's as a next level if KGC can continue their trend of higher earnings and reducing debt at the same time?  They did it last quarter- so ...?

METC and METCB- some whales and institutions are in as well as insiders holding.  Perhaps they are thinking about a govt grant to spur the REE development at Brook Mine.  Also, met coal price surged in China last week with jumps in futures as well.

Hewlett Packard Enterprise Company (HPE) - The need for AI servers has room for HPE with their adversity to use all kinds of chips like from AMD and Nvidia and others.

Rocket Labs (RKLB)  has seen some selling pressure from institutions and whales raising some caution flags on near term share levels.

Oncolytics Biotech Inc. (ONCY)  -  After the Key Opinion Leader (KOL) event highlighting the mechanism of action on Pelareorep to combat various serious cancers, the market seemed to be asking - Ok well, is the new CEO waiting for partnerships and/or buyout deals to come to him OR is he proactively seeking deals with multiple big Pharma's?  An open question here that remains to be seen how things may play out. Here, ONCY is now just a spec stock, only some stock or none.  The market may be saying a partner is not so close to happening as we hoped.  We don't have more than we can afford to lose in spec stocks.

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Gotta watch the "Blackrock Effect" - and does it favor METC and METCB and maybe not so much some others in the near view?

 

Market Talk 

The market indices are running at all-time highs.  Perhaps there are signals that point to being mildly circumspect.  For traders, let's look at one signal that can affect our stocks- Blackrock, Inc with CEO Larry Fink. 

Here is a benign and gentle description of Blackrock:

Blackrock is the world’s largest asset manager, quietly shaping global finance while profiting in every market direction.

Here is a more real-world description for us small traders and investors:

Blackrock is like a giant hedge fund that can take a huge stock position and manipulate the hell out of it long and short - and leave you high and DRY or a bag holder if not aware.   And conversely, if Blackrock is accumulating your favored company stock- traders will not argue!  Just be aware Blackrock can be a two-sided coin in the near view.

In a nutshell, here is a way that Blackrock can roll with their positions. They may take a massive position in your stock, perhaps a lower cap stock it can manipulate - driving the shares higher. Then, suddenly reverse position, taking gains like pulling the rug out from under the stock as it seems like it's suddenly crashing (and it often is). Then after it fades, and retail investors confidence is shaken- Blackrock will lend remaining shares out to Brokers for guess what?  Yep - lending to SHORT SELLERS.  They then make about 12 % interest from that lending shares to brokers to short sell.

So, be aware about Blackrock - if you are on the wrong side of a Blackrock trade - they can feel like a nefarious dark force on your stock position as a small investor.  The Jones report here tries to foster awareness. Again, if on the right side and Blackrock research agrees.  Oh man - the stock can start flying- until they decide to take a gain, see something coming like challenged earnings or who knows? 

So, you may not see buy / sell recs here.  But when trading in an IRA, preserving a gain is a key to success.  If Blackrock is dumping shares, then lending out their remaining shares to short?  Just watch and make a note to sometimes preserve a gain and try to stay ahead or at least keep up with "the Finks" out there. Yikes!

Stock Talk 

Yesterday, Blackrock dumped a lot of shares of meme stock OPEN as it was just starting to run to $5.  Blackrock also dumped a lot of RKLB.  One wonders what they may do with KTOS?  We have some real nice gains in both.  

hmmm sometimes trimming some shares and taking a well-deserved gain is a win, especially in a trading IRA account.

On the other hand, there is a 13G form filed by Blackrock on July 17 disclosing that they now hold over 5% of Ramaco Resources, METC. So, some digging or due diligence (dd) shows that Blackrock holds about 5.6% of METC shares and less, about 3.5% of the METCB shares and started buying in about the April time frame.

As a side note here - The Jones report does not "brag".  One of the hallmarks of smart investing fostered here is to stay humble, never become arrogant. That can lead to a downfall.  With the above well noted- If you've been a reader and watching METC since at a single digit? - 'nuff said.  So, for now?  perhaps METC and METCB are still looking good? - as holds or maybe even start taking a small position for a $ cost average rank on the prospects of increasing met coal for steel made in the US and the Rare earths being developed in their Brook mine in Wyoming and is starting to be called a National treasure of the USA.

Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

What's going on with OPEN? meme action is.

 

 

Stock Talk 

The following are some stock symbols on the watch list.  All have been covered in prior posts and remain worth watching and even holding some in the Jones report view:

Lam Research Corporation (LRCX)

Kratos Defense & Security Solutions (KTOS)

Kinross Gold Corporation (KGC) - upgraded price targets

Ramaco Resources (METC and METCB)

Rocket Labs (RKLB)

Hewlett Packard Enterprise Company (HPE)

It seems that alliances with NVDA and the AI server market are lifting market sentiment on HPE. 

_____

Some interesting" spec stocks" on the watch list: 

Oncolytics Biotech Inc (ONCY) - on way to regaining NASDAQ compliance (in spite of KGaA trying to puppet master them).

Opendoor Technologies Inc. (OPEN) - catching big whale and Meme buy side interest. 

____

 

Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

The $17 Billion Deal Behind ONCY and their Pelareorep that No One’s Talking About - (YET)

 

 

Stock Talk 

Today, lets headline "Spec stock" to watch :

 Oncolytics Biotech (ONCY)

It may be about time something came out of the closet.

A $17 Billion Move… and ONCY Is in the Middle of It

If you’ve followed this site, you know we occasionally circle back to ONCY. It’s been a long road of trials with their lead cancer therapy, Pelareorep — a viral immune booster designed to activate the patient’s own T-cells to fight tumors.

The results have been promising — especially in breast cancer and aggressive pancreatic cancer. The latest pancreatic trial has been approved to expand in Germany, and past responders have lived more than twice as long as patients on standard of care — with better quality of life.

ONCY is at an inflection point.
At this stage, a partnership or acquisition seems like the natural path forward.

Now here’s the breadcrumb most have missed:

The lab that manufactures Pelareorep is part of SAFC Pharma — a company owned by Merck KGaA of Darmstadt, Germany.

And Merck KGaA?
They paid $17 billion to acquire the parent company that owns that lab.

That’s not rumor. That’s fact.

And the pancreatic trial?
It’s being conducted across Germany — Merck’s home turf — giving them regional proximity and likely logistical influence.

So to Merck KGaA:

• You’re already producing Pelareorep and getting paid by ONCY.

• You’re based in the country where the trials are expanding.

• You’re not on the sidelines — you’re already in the room.

Maybe it’s time to make it official… and put a ring on it?

A $17 Billion Move… and ONCY Is in the Middle of It.

One wonders: Nobody puts that kind of money into the supply chain by accident. Can only imagine what they’d pay to own the therapy too.

— The Jones Report.

The following are some stock symbols on the watch list.  All have been covered in prior posts and remain worth watching and even holding some in the Jones report view:

Ramaco Resources (METC and METCB) - see previous post, scroll down.

Lam Research Corporation (LRCX) - chips need Lam .

Kratos Defense & Security Solutions (KTOS) - The defense department has the flick on the need for drones to defend.

                                    Kratos UTAP Mako

Kinross Gold Corporation (KGC) - upgraded price targets

Ramaco Resources (METC and METCB) - see above

Altria Group (MO) - just some with a reinvest dividend policy

British American Tobacco p.l.c. (BTI) - same as MO.

Rocket Labs (RKLB) - the HASTE program means defense of America by strength.

https://news.satnews.com/2025/04/14/rocket-lab-on-ramped-to-multi-billion-u-s-u-k-defense-contracts-for-hypersonic-haste/

Another stock capturing market interest is

Hewlett Packard Enterprise Company (HPE)

It seems that alliances with NVDA and the AI server market are lifting market sentiment on HPE. Also, HPE servers are AMD friendly too.

A spec stock to watch: 

Oncolytics Biotech Inc. (ONCY)

If you've been following this site, you may know we watch this ONCY stock from time to time. It's been a long quest of trials with their lead cancer treatment, Pelareorep - a virile immunity booster that is geared to target cancer with an army of T fight cells to reduce tumors from the patient's own immune system. Results have been very positive against breast and a most aggressive form, pancreatic cancer with the latest trial approved to expand in Germany. Patients that respond to an additional Pelareorep treatment are now known to live more than twice as long that the standard of care.

ONCY is at an inflection point. It seems a partner or a buyout to merge as a subsidiary of a large Phama would be the option for progressing Pela.  The following is a tid bit that not a lot of investors are aware of.  Either was the Jones Report until the breadcrumbs were followed back.  Back to where?  The Puppet Master!

Some digging has determined that the Lab that ONCY uses to manufacture is owned by the same company that resides next to the ongoing Pancreatic trial in Germany. Yes Merck KGaA of Darmastadt Germany paid $17 BILLION for the company that controls manufacturing Pelareorep.

So Merck KGaA?  The Jones report asks a simple question. YOU have been taking fees from ONCY to produce their very own Pelareorep.  Maybe it's time to step up and put a ring on it! ?

 

Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________