Market Talk
Recently, the challenges of navigating a market stuck in Market Limbo have been presented here. The use of smaller "test positions," while keeping more dry powder on the sidelines, is one tactic aimed at helping protect a portfolio from unnecessary losses.
The following are a few symbols that Jones continues to watch. They have been highlighted in previous reports. The developments below suggest they may be worthy of continued or renewed attention.
- V2X (VVX) – Defense support and military readiness continue to make this one worth watching.
- SK Telecom (SKM) – A telecom name with AI initiatives and an attractive dividend.
- AeroVironment (AVAV) – Continues to secure military drone contracts while expanding its counter-drone technologies.
- Kratos Defense (KTOS) – A leader in affordable unmanned aircraft and next-generation defense programs.
- Kinross Gold (KGC) – May be showing signs of bottoming, although higher energy costs remain a factor to watch.
- Kimberly-Clark (KMB) – A consumer products company offering a solid dividend.
- Oncolytics Biotech (ONCY) – A speculative penny biotech. Patience will likely be needed as the colorectal cancer (CRC) trial continues to play out.
Below are a few images that help tell the story while replacing excess words in the interest of brevity.
The VVX Tempest buggy. One example of how VVX is rapidly developing solutions for an ever-changing battlefield.
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AV Awarded $117.3 Million U.S. Army Production Contract for the P550™
AV's modular P550 unmanned aircraft system delivers mission-ready adaptability through rapid payload swaps, multi-sensor integration, and up to five hours of all-electric endurance for intelligence, surveillance, reconnaissance (ISR), strike, and communications relay missions in contested environments.
AV's modular P550 unmanned aircraft system delivers mission-ready adaptability through rapid payload swaps, multi-sensor integration, and up to five hours of all-electric endurance for intelligence, surveillance, reconnaissance (ISR), strike, and communications relay missions in contested environments.
Another example of Kratos' unmanned aircraft capabilities. The UTAP-22 can carry payloads, including the Mako family of hypersonic missiles currently under development with Lockheed Martin.
Sometimes a picture really is worth a thousand words. As always, these are not recommendations but a few examples of the types of companies that continue to surface as Jones navigates a market still caught in Market Limbo. Smaller test positions, along with keeping some dry powder available, remain the approach while staying watchful for what comes next.
- 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.
ALL in my humble opinion, scroll down and read more. This site does NOT make Buy / Sell recommendations.
