Johnson & Johnson (JNJ)

All Comments on JNJ

  • commenter
    David M
    Gordon
    Aug 20 12:51 AM
    My Website
    Johnson & Johnson: The Type of Growth Stock I Favor [view article]
    David,

    You are correct; I offered no comments in this post re Intuitive Surgical/ISRG. Wholly my error. Although my blog is littered with posts re the company and the stock, I keep forgetting that my posts that Seeking Alpha aggregates reach many readers unfamilar with my previous comments. I will figure out how to correct this issue.

    btw, congratulations on a very nice and informative (and informed!) blog of your own.

    Best wishes,     Reply
  • commenter
    marketfolly
    Aug 19 10:26 PM
    My Website
    Hedge Fund Tracking: Clarium Capital [view article]
    NollierCapitalManageme...

    my thoughts on AXP simply stem from my belief that rising consumer debt and credit card receivables will be the next "shoe to drop," stemming from the housing bubble, credit crunch, and various other headwinds facing an increasingly poorer consumer.

    i agree with your thoughts though regarding their payment processing segment, as I believe that will be a great source of revenue going forward (see MA, V). Also, I think you are correct in that they have developed a strong brand. As a longer term investor, this name can make great sense.

    However, looking out 6-12 months, I still feel the benefits they see from payment processing will be offset by rising delinquencies and charge-offs. I just look at them as a MA or V, but with credit exposure. And, therefore, MA and V should outperform AXP in the near-term. Longer term though, don't get me wrong, AXP does make some sense. But, why buy it now if I think I can buy it cheaper some time from now, ya know?

    Thanks for the comments.     Reply
  • commenter
    bluetea
    Aug 19 06:44 PM
    How Have 'Traditional Defensive Stocks' Done in This Downturn? [view article]
    As a retired Colgate employee who ignored financial advisor's advice and hung on to a lot of company stock , I feel vindicated.
    They are well-positioned globally to grow in all the emerging economies and so far have been able to offset the high commodity prices.     Reply
  • commenter
    Frankfurt/He
    ssen
    Aug 19 04:35 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Nollier,

    how much you made today on AXP as after 3 years you may be well long dead just as everybody else.
    If one don't know to make money today,then gardening is another very engaging proposition.     Reply
  • commenter
    NollierCapit
    alMgmt
    Aug 19 02:50 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    Good write up. Just curious as to why you feel AXP is a little ify here? Most people categorize AXP as a credit card company when in fact credit cards are a very some piece of their overall business. A large percentage of their revenues come from merchant fees, processing fees, i.e. closed loop network. I would argue that they are a pay card company. They also have the travel business going for them. I agree they became greedy by entering certain markets with their credit card marketing campaigns. This has caused them pain in the short term. However, this is an iconic brand that has become cheap for the first time in a long time. These scenarios happen infrequently. Those who buy or have bought AXP will be rewarded over the next three years. Yes, AXP could get cheaper but I would bet money managers would add to their positions if it occurs. Cheers! Reply
  • commenter
    SeekingValue
    Aug 19 01:34 PM
    5 Impressive Stocks in This Difficult Market [view article]
    Are you kidding? This is an article? Shouldn't there be some useful information here?

    Well, here's an article of my own. My five best performing stocks this year are Boston Beer Company (SAM), Wellcare Group (WCG), Vertex Pharmaceuticals (VRTX), Verenium (VRNM) and Ceradyne(CRDN). I bought them all at recent lows and they've done very well for me. Probably that means you should buy them and they'll do well for you too. Right?     Reply
  • commenter
    captainccs
    Aug 19 10:04 AM
    My Website
    Barron's Drop - Fast Money Recap (8/18/08) [view article]
    Barron's kiss of death is probably a breath of life for Freddy and Fanny. Reply
  • commenter
    mwswi
    Aug 19 09:30 AM
    5 Impressive Stocks in This Difficult Market [view article]
    I hold common stock in four of your listed five, and they've been stalwarts in my portfolio during 2008 (knock-on-wood...). Reply
  • commenter
    Norman
    Lepoff, M.D.
    Aug 19 09:25 AM
    Hedge Fund Tracking: Clarium Capital [view article]
    Very informative article. Thank you. Reply
  • commenter
    kkin365
    Aug 19 09:18 AM
    My Website
    Johnson & Johnson: The Type of Growth Stock I Favor [view article]
    You have not said anything regarding why you like ISRG. I thought an article in the Barron's a couple of weeks ago makes great sense. Reply
  • commenter
    kkin365
    Aug 19 09:14 AM
    My Website
    Financial Drag - Fast Money Recap (8/18/08) [view article]
    At one time I heard Teeranova saying that he has a long position in CME. Is he a member of NYMEX? Reply
  • commenter
    mollytjm
    Aug 19 09:03 AM
    Johnson & Johnson: The Type of Growth Stock I Favor [view article]
    i agree about Apple, (i own some of the stock). when i use Warren Buffet terms, it all fits as a long term investment (though he doesn't invest in tech)... it has a great moat: terrific reputation, huge cash reserves, no debt, great multiple products and streams of revenue, and innovative vision. plus, it has the world to expend into..i think they plan to be in 70 countries within a year and in spite of the economy, they continue to grow profits.

    and they do something most companies never do...they apologize for their mistakes and correct them as fast as possible. i just got another update and apology for mobileme...a launch that, in retrospect, came too early because the launch of the second iphone unleashed pent up demand that had been hard to estimate, so Apple was overwhelmed.
    but i'm sure other companies would love to have this 'high level grumble'.
    the point here, is that the company is very stable and responsible, as well as respected, and it's here to stay and a good long term investment.     Reply
  • commenter
    buyitcheap
    Aug 19 08:15 AM
    5 Impressive Stocks in This Difficult Market [view article]
    That is a beautiful portfolio. Your buy points seem a bit "toppy" to me, (hence the moniker buyitcheap) but 10 years from now, what difference will it make, really. Great selection and diversification. One to put on your radar: BMR - biomedical realty reit. Reply
  • commenter
    marketfolly
    Aug 18 11:47 PM
    My Website
    Hedge Fund Tracking: Clarium Capital [view article]
    at the end of july they were up around over 45% year to date Reply
  • commenter
    mkreisel
    Aug 18 08:11 PM
    Hedge Fund Tracking: Clarium Capital [view article]
    How is Clarium's YTD performance? Reply

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