A few Market watch notes and American dismay over "far left controllers"

  

Market Talk
 

The events in the country and world since the election have not been fun to watch  for an independent voter. I could list them here, but why bother? If you are not aware of what's happening, it's your fault. Yes, the market has surged and it's responding to the specter of massive spending bills that have a socialist agenda under the guise of "infrastructure".

Since the democrats have taken control, inflation is rising rapidly.  Market predictions in a topsy-turvy world seems like a fool's game, so I will sit that game out.

 

On the political front, this is a typical tweet showing dismay by more Americans giving it a thumbs up.

"Biden is intentionally relocating migrant families to Florida, and several other “Red” states, ahead of passage of the “Green New Deal” bill, knowing the amnesty provisions will likely provide Democrats enough new votes to turn those States “Blue” and effectively negate the likelihood of an anticipated “Red Wave” in next year’s mid-term elections."

 

Does that disturb you?  Biden  campaigned as a moderate saying he is NOT like socialist Bernie Sanders. Oh Really now? Coulda fooled many - Oh yea he did .  fool you once - shame on them. Fool you twice? shame on YOU.

Stock Talk

I will not venture any stock suggestions but say I am watching a few ETF's in Gold and silver like GLD, SLV  and perhaps an ETF in the gold miners that I won't name here due to inherent risk.  I can't venture a suggestion because with the market at all time highs, I won't be the one to pump anything and say buy, buy, buy - like the TV guys may do. The market leaves me circumspect.

Ford and GM may be a good stocks to watch but the supply chain on semiconductor chips made in Taiwan that they need to complete many of the options is still challenged.  Maybe US steel X is worth watching as an infrastructure stock.  

In biotechs , I am watching Inovio (INO) stock again. So far I have had three shots of C 19 immunization by Pfizer and I have not had Corona.  (I prefer the original name Corona over Covid).  But the mRNA shots are not lasting in protection.  There is early evidence that the Inovio vaccine INO4800 may provide longer lasting T cell immunization.  Likewise, the Vaxart oral pill may do similar.  But our FDA seems to favor  big pharma and throws roadblocks at others.  It has been reported that Inovio is proceeding in Phase 3 testing South America. I was once watching Sorrento but for some reason, they just can't seem to get off the mark to delivering.  That really could go for all three of the above but none the less, they bear watching from time to time.  If they ever do deliver a marketable product to turn the corner to profitability the market could respond.  Until then, I'm just watching from time to time.  If  they do not deliver, the stocks will languish and then they typically dilute shares to stay in business.  That is NOT good for retail shareholders.

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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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My Call- I'm BUYING more FORD STOCK on " good Juju, Mojo and Momo"

 

Stock Talk
 

I am making a rare bullish call on one stock.  Ford Motor Company.  I won't go on about their earnings growth and new ev's like the Mustang and their flagship best selling pickup , the F-150.  Now being back ordered the Lightning F 150 .  I won't go on about the recent battery partnership with Korean Li Ion battery company.  And I will not go on and on about the new small pick up truck for under $20k.  No folks I wont go on about the above and I do not hype stocks here.

I always try to mention the rule here of "some" , not too much.

 Well, not to go on and on or hype Ford, I will close with a deep but brief technical analysis.

At the moment, on some of the above points that the reader may look into on their own...

 Ford has some good Juju and Mojo for these times. - and this is resulting in "Momo" for Ford stock.

 It may continue higher. I am not ignoring GM either. GM is going to be a big ev player and had a PE that makes Tesla look like an overpriced "something".

 Both Ford and GM may be worth dipping the toes in some.

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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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"Candy Land" view is back for now anyway - is it a buy "some" time?

 

Market Talk
 

Apparently, the mood of the market is continuing in what I call "Candy land".  The Fed group controlling interest rates has less worry about inflation and more concern about employment.

 

I watch the  fundamentals of company earnings as well as eps potential and projected outlook in individual companies.  Also, if an issue represents a potential early sea change, we like to be aware.  However, often times stocks can get pumped way past their current value and represent bag holder traps.

 

Yet, the market is like an ocean with storms like we saw in Crypto and the Dow plunging and back to sunny skies where everything is fine, until the next storm - and many are looming off the horizon.  

 

Stock Talk

The following are some stocks of interest I am watching and may or may not be in "some" at anytime.

•  Ford 
•  GM

Others

•     VXRT,  NEOV,  NNOMF.
  

I have posted about all of these stocks in various posts and if interested feel free to look into them. (June 3rd update: avoiding crypto stocks at the moment).

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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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Go ahead, vote democrat - you MORONS

 

Straight Talk
 

Any informed person who watches the video and news from the southern border and yet STILL votes Democrat ? - Must be a MORON.  America is being Invaded.

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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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Back to Ford and GM .

 

Market Talk
 

The market is like an ocean with storms like we saw in Crypto and the Dow plunging and back to sunny skies where everything is fine, until the next storm - and many are looming off the horizon.  

 

The government wants the pandemic rebound to happen smoothly and the Fed is accommodating with interest rates.  The question on inflation is always present but employment is viewed as more important.  The debate on stock picking based on growth vs value is playing out as money managers have been choosing value.

 

One stock, in the news with the lightning F150 all electric pick up is FORD.  Yes the chip shortage is a factor with the auto industry. The Lightning F150 will be out next spring, that's a year from now.  But Ford is definitely going to be player in the ev space and the mustang ev is out now. 

Where will Ford stock be in 6 months?  The new green deal is counting on ev's to cut carbon based emissions.

Not ignoring GM either. GM is going to be a big ev player.

Ford and GM may be worth dipping the toes back in some.

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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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Is Vaxart's ORAL pill the solution to India's very scary variant B.1.617.2 ?

Stock Talk
 

The Vaxart oral vaccine is behind the three injected EUA approved vaccines. The  T- cell responses to C19 by the Vaxart pill are reported as multiples over the others.

But the virus has already mutated harshly in India. Recent tests to Chinese travelers from India detected coronavirus infections that matched the Indian B.1.617.2 variants, the CDC field notes said, “supporting [the conclusion] that the Covid-19 infection on these three patients probably occurred in India”.

The alarming infection and death spikes in India point to the variant being much more transmissible and stronger in that it may take a more direct route to infect the mucus of the lungs.  No wonder the US stopped travel to and from India!

There is a possibility that Pfizer and Moderna messenger RNA vaccines will not be able to handle new strains. So far, mutations to the spike protein have been limited. But if mutations increase, effectiveness could decrease, even with boosters.

 Vaxart web site:  

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"Our vaccine’s immune response appears very different that that seen from the leading injectables: mucosal antibodies rather than serum antibodies, and more potent T-cell responses,” said Andrei Floroiu, Vaxart’s chief executive officer. “For our first oral COVID-19 vaccine candidate, we believe that these differences in immunogenicity profile may have a benefit in cross-reactive protection.” 

 "The strength of T-cell responses against both S and N proteins, which we targeted, leads us to believe that VXA-CoV2-1 offers a promising solution to variants," said Dr. Sean Tucker, Vaxart chief scientific officer.

https://investors.vaxart.com/news-releases/news-release-details/new-data-vaxart-oral-covid-19-vaccine-phase-i-study-suggests

 Yes, C19 infection rates in the US are on a downward trend.  And yet an alarming spike in India with the new variant.

 Although Vaxart's oral pill finished it's phase 1 FDA safety trial,  the results reported point to a safe and complementary mechanism of action .  It is possible that a simple oral pill, VXA-CoV2-1, that can be taken at home with a cup of water could be the solution to the survival of thousands,  if not millions of India's citizens.

 So Phase 1 was a safety trial.  check that box.

Further, Vaxart points to an N protein response that may last for seventeen years , 17 !   more ....

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 Dr. Tucker discussed:

• Vaxart’s vaccine candidate showed higher CD8⁺ T-cell responses than the Pfizer and Moderna vaccines
• Higher T-cell responses correlated to protection against COVID disease in a prospective Phase I study of first responders
• The Vaxart vaccine candidate elicited a T cell response against SARS-Cov-2, as well as showed cross-reactivity against diverse endemic coronaviruses such as 229E, NL63, HKU1, and OC43      
• N protein responses to SARS-CoV-1 have been shown to last 17 years after infection and cross-react to SARS-CoV-2
• Vaxart’s vaccine candidate triggered specific IgA antibodies in the mucosa. These mucosal IgA responses appeared to be cross-reactive against other coronaviruses such as SARS-CoV-1, MERS, and the endemic common cold viruses 229E, NL63, HKU1, and OC43

Conclusion

 I am NOT India's Emergency Use decider.  BUT if I were?  --  I'd be looking into offering Vaxart's pill to India's citizens at their option. 

Again, I am NOT the deciders and recognize they are typically mired in "due process" .  BUT with India's deaths mounting in India -- and grave diggers working around the clock there  -- maybe somebody should think outside the box? 

 nah-  likely not  -- so do not put (much, if any) on this little story of "what if".   That said -  what if?

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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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GM smashes expectations by more than DOUBLE. - (but I say Hell NO ! to Self-driving cars)

 

Stock Talk
 

General Motors blew out earnings expectations by the more than DOUBLE beating by the expected quarterly eps of $1.02 to report a whopping $2.25 a share.

 Much of the earnings came from sales of ICE. That is short of what they call "Internal Combustion engines" vehicles versus EV's.  However , GM is now producing EV's and has big plans to go all electric by 2035.

 Back in October 2020, I posted this about the ev space...

"Electric vehicles are coming on. Tesla has worked its way as the leader and is currently trading at $431 per share after the split. The TSLA eps is listed as 0.39 and a PE of a whopping 1,118.  General Motors (GM) trades as $36 with an eps of $1.06 and a PE of 34."

 

That was when GM was at $36.  Today, GM is at $58 ish.

Further, GM has big plans to deliver an electric vehicle for Fed Ex called the EV600.    My personal view of GM as a stock?

I like what GM is doing with the exception of too much focus on self driving cars that I am not a fan of and will NEVER trust them enough to be driven in one. I realize that is contrary to populist belief and all the hype gurus. But once a self-driving car takes people down a one way road the wrong way, deaths will happen and the lawsuits will fly.  And this time the fancy pants screaming lawyers you see on TV won't be going after individuals with liability caps on insurance policies. The Car companies will be paying out huge settlements and opinions of self-driving cars will shift to LOUSY idea.  They are all doing this self driving car crap so I will not hold it against GM.

With yesterday's earnings smash - I hold some GM to see.  

The chip shortage was downplayed by GM even though some productions have been shuttered.

This IBD article describes the  current status of GM in the auto space very well.

https://www.investors.com/news/gm-earnings-q1-2021-gm-stock/

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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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