Market Talk
Russia bombs Ukraine with the strategy to break their soul into submission. But Russia failed to realize that with the Ukrainian's having their back at the wall - just what they brought upon the Russian motherland. The Ukraine army infiltrated Russia and decimated the Russian bomber air force. Launched from trucks, the Ukrainian drones used AI to target and take out over 40 Russian aircraft and infrastructure as well. Nobody feels safe there, BUT a big difference is Ukrainian's target the Putin war machine, whereas the Russians are indiscriminately targeting civilians.
Today, we hear of "peace talks" in Turkey but there is all but faint hope for an agreement soon with these latest hostilities and Putin seeking revenge. But "Putin's people" are growing alarmed as the war is now coming back to them.
As far as the market - the one thing we should not be surprised on is a continued choppy market. Let's talk - Stock Talk...
Stock Talk
Today, let's talk Defense and Gold and more ...
Kratos Defense & Security Solutions (KTOS): If the Ukrainian's had some of our country's KTOS drones - such a risky operation could have been carried out much simpler with subsonic, even stealth drones, with range of 3,000 miles made by KTOS. These drones are so advanced that production, testing and eventual deployment will continue "as a secret" for a while. But our adversaries like China and Russia are already building arsenals of deadly drones. The Jones report urges the US government to step up their plans, whatever they are, on multipurpose cost savings drones like KTOS offers. It's actually a matter of for National defense and should be a top priority. The one important issue is that KTOS drones are so advanced that we have to be careful about their use. However, the KTOS advanced surveillance drones can also be for monitoring and keeping peacekeepers informed
Kinross Gold Corporation (KGC): reported earnings of $0.30 eps in the recent quarter and beat the expected by whopping amount. With the gold surge to over the $3k resistance. Lots of worry over overblown budgets, and inflation and even US bonds. If bitcoin can rally as a pseudo currency based on stored "bits in the ether" what can real GOLD be valued at in the future? It seems about time that Gold soon finds itself heading to the $3500. Indeed, Golman was projecting about $3700 by year end. why not? maybe higher. Kinross is preforming quite good with higher gold and cutting costs as well as buying back shares and even paying a dividend to patient shareholders
Ramaco Resources (METC and METCB): Steel made in USA is taking front and center action by the Trump administration. The Jones report views this as Bullish for holding some Ramaco shares. Steel in America requires metallurgical coal. Also, the rare earth reserves reported in their Brook Mine have attracted market attention. some METC and METCB is a smart set of stocks to watch. It may take some patience for the Brook Mine report to come to fruition, but the market could get the flick sooner with visibility that a new high- level member brings on the Board of Directors, former U.S. Senator Joseph Manchin.
Lam Research Corporation (LRCX): has enjoyed a nice ride from the 60' to the 80's since starting a watch here. This is one stock that could pay off holding some as a buy "some' on dips. Even if it takes a while for new foundries to be built in America, Lam still gets nice income from service contracts and upgrades on the tools needed to keep on putting out the volume of high-powered chips needed in a growing world of AI and automation. Bullish on holding some LRCX, maybe buying some on dips. But don't go crazy on the stock in the 80's even if the 90's look closer to the 70's. Sometimes getting too greedy makes one lose the conviction in the long view. If you have some shares at a nice gain, well - maybe holding some could see the 90's but it may take some time. Bottom line, be cool.
Altria Group (MO): remain bullish on holding "some "MO shares. Still a great dividend rate and the guidance was positive. The new pouches are trending due to a relatively safer and more pleasant smokeless and flavorable way for users to get nicotine with less risk and concealed use with no need for inhaling or chewing and no need to spit. If MO backs off some in share price it may be a good chance to buy some to get an even better interest rate point.
British American Tobacco p.l.c. (BTI): Starting to get notice here from the other side of the pond. Pays a great dividend around 6.6% at the current share price in the 45 range. Starting with a small amount of shares and accumulating strategy over time seems like a possible theory to test. Both MO and BTI look like fair game in a "some, not too much" strategy for exposure to a high- interest rate dividend stock.
ASP Isotopes (ASPI): just a watching stock or maybe a small some stock with a cautious optimism but aware it's a relatively new issue on the scene. A loan from Bill Gates involved TerraPower LLC for ASPI producing enriched uranium for their Small Modular Reactor (SMR) is in the news. Also, a helium company is a target for acquisition by ASPI. This indicates a very real agenda for being a driver in cutting edge technology in several areas of major significance and need of the future. ASPI is back on the watch list. Possibly a "some stock" but it had a good run recently so watch it for dips. stay tuned..
Finally - maintain some dry powder and trade or invest according to your own due diligence.
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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.
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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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