Jobs data is not too productive and two stocks near LA to Watch - KB Home (KBH) and Champion Homes (SKY)

 

 

 Market Talk

 

It's been a wild sequence of recent events.  Before opining on the market and stock, let's pray and send help where possible for the victims of the firestorm of LA county.   As of preliminary data today, January 13, the wildfires in LA county have burned over 40,300 acres, resulting in 24 fatalities and more missing persons along with destroying or damaging more than 12,300 structures.  Meanwhile, the high winds off the Santa Monica mountains continue.

Next, we should perhaps consider when it comes to stocks,  there are NO absolutes. We can deal with fundamentals on valuations, projected growth and things like return to shareholders such as dividends.  We can try to project and predict future value and there will always be the intrinsics  as well as hidden values that the market may not see at the time. In a sense, trying to be one step ahead because the market values are also based on predictive trends that dwell into the unknown, basically ... THE FUTURE.

 Market dynamics..

 The jobs report data can be misleading.. The touted job increases were not in productive areas as far as GDP. They were in 

Health care (46,000 jobs)

Retail Trade (+43,000 jobs)

Social Assistence (+23,000 jobs)

Government (+33,000 jobs)

Leisure and Hospitality (+43,000 jobs)

Manufacturing experienced declines. Further, high productivity sectors like manufacturing, technology, and infrastructure were under represented, which may challenges long-term GDP growth and economic competitiveness.

WE will opine on this in a future post. 

With the above preamble, let us now step into stock talk.

 Stock Talk

There will be upcoming posts on stocks but for now, here are few stocks we are watching that are starting to garnering market interest and "momo".

  Stocks we stay the course  in some.

KTOS   - contract after defense contract keeps rolling in.

KGC , Gold mining with steady earnings and a divy too.

PR,  starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America. Drill baby drill staying the course. Britain is running out of natural gas!

 https://finance.yahoo.com/news/why-britain-running-gas-181640726.html

MO - paid the dividend.  It typically fades back some after the divy but as the next dividend date approaches, the stock may trend higher as long as earnings continue steady.  MO offers an 8.02% dividend at the current sp of $50.85.  Perhaps worthy of holding some MO for "mo" .

Two new stocks on the radar, close to LA. These two could play a big role in the recovery.

•  KB Home (KBH) : known for affordable, yet quality custom made stick built homes.  Just today posted an earnings blowout .

•  Champion Homes (SKY) : known for affordable high quality modular homes, RVs and quality trailer homes.
  

 

...  and  Maintain dry powder for opportune times.

 If you dare ... Stay tuned and aware  ....

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.
________

Is Market action a call for more caution on some spec stocks?

 

 

 Market Talk

 

Recently, there has been a trend where stocks move up in the morning, but as the day goes on they sell off on profit taking. Such market reactions could be a sign of a market correction coming.. Yes, the new administration may or may not offset whatever we may anticipate.  But, for now, eyebrows are being raised by analysts, traders and investors in stocks.  Some stocks may be priced to perfection as they sell off on good news.

At the end of every post here at the Jones report, the note about seeing how our views match up to the reality of the time.  As example, yesterday NVDA presented what seemed to be a bullish outlook on future product offerings involving AI, robots, and automation, data centers and coming AI cards for PCs.  Such notions "should have " catapulted NVDA into the next levels.  However, some analysts came up with the notion that new things may be "future".  But then opine on what is the "now" of it?  Thus, we see profit taking, sell the news, and analyst "hyper over think" suggesting to many - take the gain and hide.

It makes one wonder if the market is about to take a breather as traders and some investors hunker down to see how 2025 shapes up.

 Stock Talk

While sometimes it seems like "risk off" in certain spec stocks , there are a few stocks here we hold some:

 Kratos Receives $1.45B MACH-TB 2.0 Contract

https://finance.yahoo.com/news/kratos-receives-1-45b-mach-130000098.html

  Stocks we stay the course  in some.

MO ,  Steady earnings and a near 8% high dividend to reinvest.

KGC , Gold mining with steady earnings and a divy too. It's up today meaning a march to steady value.

PR,  starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America. Drill baby drill staying the course.

KTOS   - Just yesterday, KTOS  was selected as the lead prime  on a hypersonics test bed.  We anticipate a coming contract to deploy KTOS drones in a task force with US fighter jets to help maintain the balance of power with adversaries.

 Kratos Receives $1.45B MACH-TB 2.0 Prime Contract

 https://finance.yahoo.com/news/kratos-receives-1-45b-mach-130000098.htm

NVDA : long term stock, can be volatile.

 It seemed like NVDA should have surged into the $150's. It did indeed, for awhile. A brief awhile.  Then today, we see an NVDA sell off as some analysts opine that the products are the future, and not now.  Is this reaction typical of what may portend to overall  markets?

On other hand - Some spec stocks can get hit hard if they don't live up to their story.

some to watch, but a caution sign looms until they show positivity, after quite an amazing run on their story. They lack actual earnings though and are vulnerable to sell offs and short attacks.

QUBT, RGTI, QBTS, BBAI, ASPI

 Maintain dry powder for opportune times.

 If you dare ... Stay tuned and aware  ....

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.
________

Green light on for KTOS - Prime $1.4 Billion to lead Hypersonics

 

 

 Stock Talk

 

Stock of the day: Kratos Defense & Security Solutions, Inc. (KTOS)

 

 Kratos Receives $1.45B MACH-TB 2.0 Contract Award

https://finance.yahoo.com/news/kratos-receives-1-45b-mach-130000098.html 

  KTOS : After today's announcement of the hypersonic prime contract, our buying of 5 or 10 shares in  a dollar cost average basis here seems like a good move.  America's defense capability to keep with our adversaries is in the balance.  KTOS is also developing military drone systems and satellite communication systems. It seems an important mission to produce drones that can accompany fighter jets in mission critical tasks.  Elon Musk on the doge team seems to think so.  The Jones view here is KTOS just made a huge step up in status as a defense contractor.  green light to add some more KTOS in the 20's in a continued $ cost average mode. Note: as investors start getting "the flick" that KTOS is the real deal stengthening the US defense capability,  the Jones view is higher share prices will follow.  The sleeping market has not yet waken up to major awareness of the need for American hypersonic defense and task force Fighter jet level drone development.  Here at the Jones report, we keep KTOS on the watch / buy some list  and suspect higher stock values into the 30's and 40's may be coming.

Another Stock of the day:   Nvidia (NVDA)

NVDA is in play as traders and investors return to what they believe is a stalwart of the AI world with their advanced GPU processors.  Here is one way to look at the NVDA situation.  The Blackwell is the code name for its next gen GPU architecture succeeding the Hopper architecture.  Previously, there were several reports such as in Reuters stating that NVDA Blackwell chips are over heating in field use.  There were reports of the way wafers are attached in parallel with a glue causing over heating.  On the other hand, reports say that data centers are adjusting to the over heating by cooling methods. Further, reports say the Blackwell demand remains high.

Exactly how this would affect Blackwell orders is seeming to NOT be an issue because demand still exceeds supply as a prevailing view.  Here, we stay reserved until earnings are actually reported.  However, earnings will not be out until later in February. 

It seems that Feb 26 is long enough away that for now - NVDA stock is surging into the $140's and it may just continue as traders and investors flock back to the stalwart of current AI processing in servers at data centers. It would not be too surprising here to see NVDA continue to surge higher past the $150 mark.

Right now, the prevailing belief seems to be that NVDA sales are hot for the new Blackwell.

 Stocks we Watch:

   MO ,  Steady earnings and high dividend to reinvest.

   KGC , Gold mining with steady earnings and a divy too

   PR,  starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America.

 

 Some other spec stocks ON watch:

 RGTI, QUBT, QBTS, ABSI, BBAI, ASPI, ONCY

If you dare ... Stay tuned and aware  ....

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.
________

Green light is back on for some Nvidia (NVDA)

 

 

 Stock Talk

Stock of the day:   Nvidia (NVDA)

NVDA is in play as traders and investors return to what they believe is a stalwart of the AI world with their advanced GPU processors.  Here is one way to look at the NVDA situation.  The Blackwell is the code name for its next gen GPU architecture succeeding the Hopper architecture.  Previously, there were several reports such as in Reuters stating that NVDA Blackwell chips are over heating in field use.  There were reports of the way wafers are attached in parallel with a glue causing over heating.  On the other hand, reports say that data centers are adjusting to the over heating by cooling methods. Further, reports say the Blackwell demand remains high.

Exactly how this would affect Blackwell orders is seeming to NOT be an issue because demand still exceeds supply as a prevailing view.  Here, we stay reserved until earnings are actually reported.  However, earnings will not be out until later in February. 

It seems that Feb 26 is long enough away that for now - NVDA stock is surging into the $140's and it may just continue as traders and investors flock back to the stalwart of current AI processing in servers at data centers. It would not be too surprising here to see NVDA continue to surge higher past the $150 mark.

Right now, the prevailing belief seems to be that NVDA sales are hot for the new Blackwell.

 Stocks we Watch:

   MO ,  Steady earnings and high dividend to reinvest.

   KGC , Gold mining with steady earnings and a divy too

   PR,  starting to "pop"?   on easing natural gas restrictions.    Oil and Natural gas co in the Permian basin of America.

   KTOS -  starting to accumulate 5 or 10 shares in  a dollar cost average basis here and there may pay off as a growing defense contractor in military drone systems and satellite communications. It seems an important mission to produce drones that can accompany fighter jets in mission critical tasks.  Elon Musk on the doge team seems to think so. One thing on KTOS -  suggest not to go "all in " when a key insider sold his half on some news.. But maybe accumulating  5 or ten shares, on dips here and there while it floats in the 20's could be a good move in the long of it.   KTOS seems to be a potential growth stock in the area of well-needed American defense to keep up.

 Some other spec stocks ON watch:

 RGTI, QUBT, QBTS, ASPI, BBAI, ONCY

If you dare ... Stay tuned and aware  ....

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.
________