More Stock opining ... and KTOS looking stronger everyday...

 

Market Talk

Stocks go up, stocks go down, stocks go up  ....

Jack be nimble, Jack be quick , Jack jumped over the candle stick, Jack jumped high, Jack jumped low , Jack jumped over and burned his toe .

Pick you strategic poison. For example -- "trade stocks" or "go long" in some -  or mix and match strategy, as needed. Trading in an IRA can make things easier at tax time as long as you pay attention to have more greens than reds!   

Some stocks may be higher on your conviction list to hold through market and share price swings.  Other stocks share prices can swing about based on investor sentiment. For the first category it may pay to "schnitzel some " when you see a nice gain as Jim Cramer  likes to say. For some "long stocks" it can pay to buy even more in small portions as the company lives up to convictions.

One stock is moving higher on the conviction list:

KTOS,  seems stronger everyday .  The Jones way is to go long on KTOS.  The view here is KTOS has room for a lot higher sp into the 40's and 50's.

There will be more to say on the  above notions, but for now - here are some stocks that remain on the Jones conviction list .

KTOS   - contract after defense contract keeps rolling in. America's defense is on the line and KTOS is now front and center and primed to deliver.

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.  MO IS 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.  These are just watch stocks at the moment.

•  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.
  

As a speculation note -- One penny spec stock to watch, under a buck a share:  ----   ONCY - Pancreatic cancer trial approved to expand.  stay tuned for more to come on a novel combination approach to tackle it. Perhaps some ONCY -  like a hundred or so shares may be a good buy, but "not too much" is suggested at this time.

 https://stockstowatch.blogspot.com/2024/12/a-yarn-about-thomas-edison-and-88-cent.html

...  and  Maintain dry powder for opportune times

As a final note for this post, the quantum stocks are very interesting and some real good gains have been made for those that stayed in tune to the sector as well as investor interest and sentiment.  Sometimes, it may be best to give yourself a break and step aside for awhile.  The Quantum stocks mentioned here, while having interesting prospects, are under more scrutiny to justify their share values. Some companies are answering the critics and others have not.  When this happens, sometimes the sidelines to just watch the games remotely without much vested interest may be the right move.

 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.
________

Next Big THING? BigBear.ai Holdings (BBAI) and other "meme" stocks along with some real deal "hold some" stocks

 

 

 Stock Talk

Stock of the day:   Big Bear.ai Holdings (BBAI)

This speculative penny stock  has been catching a lot of eyes ever since they announced a somewhat open ended government contract with GSA.

 https://finance.yahoo.com/news/bigbear-ai-awarded-gsa-oasis-130500181.html

Such a contract opens the door for BBAI to support various agencies in the government with direct task orders.  With the new administration  focused on efficiency, BBAI could be seeing a lot of new AI related business.  Speculation that BBAI stock will run like Palantir (PLTR)  and the section of traders and investors that made PLTR soar on just ten cents earnings are flocking to BBAI as the next big thing.   In addition, the meme group seems to be involved.   If BBAI can breach over the $5 a share mark it seems that it may fly as the momo kicks in as more investors, traders and real institutions clamor to get in.  Key word : "seems".  Since "seems" is a speculative word on a spec stock, the word "some", if any, may apply.  Still, one may ask -- Could BBAI be the next meme stock to soar like PLTR did?  (Some signs point to it).

 In other stocks...

Some of the Quantum computing stocks  highlighted here like  RGTI, QUBT  have enjoyed amazing quadruple runs higher.  These stocks have now attracted short sellers and critics of the perceived early growth stage but lack of actual earnings.  Even TV personality Jim Cramer admitted he missed it but doesn't like the current valuations.  For the time being, even the typical "Cramer effect" where a stock can soar or crash on his words was short lived.

This points to a sector such as the meme people that are ignoring fundamentals and going for potential growth.  The story of Quantum is a very compelling development in advancing AI in more power efficient ways than legacy systems, even driven by NVDA chips.  For how long the stories can hold up in terms of the companies delivering on the potential remains to be seen.    QUBT has a lot to prove in early January after the shorts cast shade on their photonic chips plans. This makes it volatile in what can be a scary, if in too deep.  RGTI already produces their own Quantum chips in California.  Photonics has advantages of low heat and lower energy needed but the questions are growing if QUBT can deliver.  This site does not give buy / sell advice so all I can say is after a quadruple run higher - you're on your own.  Maybe RGTI has a more stable outlook but that is more of a question than a statement.

As stock watchers have seen, things can change fast in spec stocks that have high growth prospects - but have not yet attained earnings.  

Where we may put the above preamble in the "fun spec talk" category, here are some mainstay "some"  stocks - we follow ...

   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.

 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.
________

After a deep breath - Quantum computing stocks bounce ..and other Stock Talk

 

 

 Stock Talk

This morning, after a one day sell off of the Quantum Computing stocks, we see a bounce back starting in share price.  Let's face it, unless you've been aware of the potential of the Quantum to solve problems faster and more energy efficient than legacy computers, many have missed the recent phenomenal run of the three Quantum stocks, QUBT, RGTI and QBTS highlighted here at the Jones report.

After a deep breath and profit taking -  Perhaps the quantum stocks  have further to move higher yet again as market awareness grows of the Quantum potential to ease the energy burden of AI.  A sudden awareness that a data center that serves AI demand may not need an entire nuclear plant.  Today's bounce back may be fomo by the rest of the market that missed the run along with swing traders buying back shares.

 It seems that, for now,  QUBT, QBTS and RGTI may be "in play" but some is a word we use here.  As we watched yesterday, things can change fast in spec stocks that have high growth prospects - but have not yet attained earnings.  That said, there is a growing sector of investors that are buying and trading up quantum stocks today. One may ask are these becoming "meme" stocks with the mass volume of us little people that drive the shorts nuts?

Where we may put the above preamble in the "fun spec talk" category, here are some mainstay "some"  stocks - we follow ...

   MO ,  Steady earnings and high dividend

   KGC , Gold mining with steady earnings and a divy too

   PR,  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.

 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.
________

Stock investing tenet ... preseve capital - more on mainstay stocks .. and KTOS too

 

 

 Stock Talk

Sometimes penny spec stocks that have a good growth story suddenly take off and fly.  We have recently seen that with a few stock picks here.  Quantum Computing, Inc (QUBT)  saw over a 2000 % rise in a short run.  After such a phenomenal run, it's natural to see profit taking - and then there's the short hedge funds that put out bash views along with heavy shorting and the run higher can be killed. That seems to be happening this morning.  Sometimes, it doesn't seem smart to stand in the way of a market selloff causing a deep fade in share price.  sometimes its better to take a gain (or even cut a loss) in some or all and step aside for another day.  One tenet of stock investing here is to preserve capital as in "dry powder".  Some may work while the story plays out but if "too much" it can be painful waiting.

We will be watching the quantum computing stocks mentioned in previous posts .. QUBT, RGTI, and QBTS.   But this morning's sell off was in a sense natural profit taking we probably could "feel" coming. So what's next?  Only time, performance, and the market response will tell.  In meantime, follow your own inclinations with the caveat of stay circumspect.  If you read the Jones report here  and enjoyed a sweet gain on the Quantum sector - congratulations.

 In meantime, some stocks that seem like mainstay "some"  basis...

   MO ,  Steady earnings and high dividend

   KGC , Gold mining with steady earnings and a divy too

   PR,  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.

 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.
________