Stock Talk
January has already delivered a few shockwaves across the stock charts. One area that captured a lot of air was defense, helped along by recent events involving Venezuela and renewed focus on defense spending.
Looking back at the Stock Watch List in our last post, you may have noticed one name in particular: Kratos Defense & Security Solutions (KTOS).
KTOS was suggested here last January while trading in the $20s. Today, the stock sits at $113 and change. Just last week it jumped more than 20 points, and notably, momentum has not stalled. For smaller traders and investors, even modest positions — five or ten shares at a time — are gaining traction.
Why?
That remains part of the story. There still appears to be a veil of secrecy around exactly what KTOS is working on as the U.S. responds to increasingly complex strategic threats being set up by adversaries abroad. Some things are not meant to be loudly advertised. That said, for those who watch closely, there have been important developments — including contract awards tied to KTOS drone platforms, hypersonic programs, and command-and-control management systems.
It can be a sobering world when you think too hard and become fully aware. Still, it is reassuring to know that companies like KTOS are quietly working in the background to help protect the balance in the free world.
Enough said — for now.
If you’ve been watching the NFL playoffs, you may also have noticed the Ro commercials tied to the new weight-loss pill from Novo Nordisk (NVO). The advertising alone has many eyes on the new easy pill.
It’s also worth noting that NVO continues to look firm, with increasing attention around its 25 mg weight-loss pill. The level of interest alone suggests this remains an area being closely watched.
To keep this Stock Talk brief, what follows is simply a repeat and reminder of our December 23 Stock Talk, where we highlighted Kinross Gold (KGC), Hecla Mining (HL), and NVO as stocks to watch heading into the new year. Readers can refer back to that note for the full setup, drivers, and risks.
https://stockstowatch.blogspot.com/2025/12/staying-course-gold-silver-valuations.html
Again, these are some of the stocks we watch:
- Kinross Gold (KGC)
- Hecla Mining (HL)
- Novo Nordisk A/S (NVO)
- Intel (INTC)
- Navitas Semiconductor Corp. (NVTS)
- Global Foundries Inc. (GFS)
- D-Wave Quantum, Inc. (QBTS)
- SkyWater Technology, Inc. (SKYT)
- Kratos Defense & Security Solutions, Inc. (KTOS)
…and many more stocks to watch as individual circumstances play out.
As always, stay sharp, stay selective, and stay nimble.
— Jones Report
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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 days to come. That is why we watch and see how our views match up with reality. Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor.
All in all - we use the word maybe "some", not "too much" and play it accordingly. Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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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