Johnson & Johnson (JNJ)

All Comments on JNJ

  • commenter
    Jase
    Oct 05 09:04 PM
    36 Opportunities for the Beginning of the Bull [view article]
    I share your view regarding most of these. I disagree, however, with your call regarding QCOM. Rather than bank on the mobile chipsets, I'd rather play the terrestrial and mobile backhaul/edge network angle via AKAM. Akamai moves 1/5th of the planet's daily internet traffic--despite continued competition in this space, it's exceedingly undervalued. Reply
  • commenter
    Garry
    Oct 05 07:08 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Good information Bill. You acknowledge the poor factory orders and unemployment, but you don't explain how those numbers factor into your forecast. Please post.
    Thanks     Reply
  • commenter
    curbs-in
    Oct 05 07:02 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Oops... That should be User 210417... Odd... User 189281's post disappeared... Reply
  • commenter
    curbs-in
    Oct 05 07:01 PM
    36 Opportunities for the Beginning of the Bull [view article]
    User 189281: Maybe they're thinking Matt and Meridith on the Today show will pull them through... LOL :-) I see your point - NBC network is tanking in the ratings, so their advertising income must be tanking too.

    It is really sad... It seems like so many good companies actually diversified themselves into this mess! I think a lot of them were fooled, just like the public.     Reply
  • commenter
    Jolly_Ranche
    r
    Oct 05 06:57 PM
    36 Opportunities for the Beginning of the Bull [view article]
    I agree with you, but...

    I think GE is probably not the most imaginative pick. Why pick a stock for it's industrial nature whose earnings in the past have come mostly from the finance arm? Also it is composed of heavily healthcare and entertainment. Doesn't make sense. Maybe TEL makes more sense as an industrial conglomerate.
     Reply
  • commenter
    curbs-in
    Oct 05 06:55 PM
    36 Opportunities for the Beginning of the Bull [view article]
    User 189281:

    It is what I call the "Madison Avenue" aspect to our economy... Demand and value creation in the markets run amok. As I read yesterday, the "Pet Rock" concept... It's worth it because you are made to believe it's worth it.

    For the past 20 years our economy has run from bubble to bubble created by marketing and advertising firms (I blame them just as much as Wall Street), but now the world is hitting a brick wall.

    I don't think any amount of Hype in the media, bloggers, or even the latest CNBC's savior (GE) What Would Buffett Do? push consumers and investors into this farce anymore.

    When the market gets down to value (one suggested DOW 5,000 ... I think 6,000 or 7,000 is more realistic), only then will investors be drawn back into the market as it won't be built on hype and marketing/media games.

    Currently, I feel the risk is to the downside and big time...     Reply
  • commenter
    rsen01
    Oct 05 06:27 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    I have the highest respect for Bill's analysis, yet also respect the possibility for DEBT DEFLATION on an unprecedented scale. Presumably, as many corporations have limited access to credit they will need to either offer debt at unreasonable cost, issue more equity, or sell assets. Yes, we have extremely oversold conditions, but still, the number of bullish/opportunity articles this weekend is staggering. The risk is BINARY, with both upside and downside potential, IMO. Reply
  • commenter
    Jonathan
    Swift
    Oct 05 06:10 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Possibly useful suggestions, but very pompous and self-centered commentary... including those comments above from sycophants.
    Does anyone follow the profit/loss history of these blog commentaries?
    I'd like to see the performance record of the above recommendations in about a year.     Reply
  • commenter
    raylopez99
    Oct 05 05:34 PM
    36 Opportunities for the Beginning of the Bull [view article]
    "This week, despite the loss of ten percent of equity in the average portfolio in the span of five days, I wish to reiterate my belief that equity markets are in a cycle bottoming phase and that a new Bull cycle has commenced." What planet are you on? Easy credit was so five years ago. We will have a new bull cycle when you stop posting this nonsense and the DJ30 gets to 5000. Reply
  • commenter
    M. J. Docl
    Oct 05 05:13 PM
    36 Opportunities for the Beginning of the Bull [view article]
    We share Investa 's sentiment that credit availability will be a if not the ove riding reality in the next several years. In the past might have expected Infrastructure to have been "government investment" tool to jump start employment . Beleive that most have spent there allowance on increased braking on the implosion and will have little to place against increasing employment Reply
  • commenter
    curbs-in
    Oct 05 04:53 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Bill,

    Interesting choices. I hope you are right, for all of our sakes.

    I've got to ask you a couple of questions, based on your background with firms like KPMG and PricewaterhouseCoopers...

    How on Earth, did professional accountants, allow our financial system to rot at the core? The financial instruments being used are so complex, it may take thousands of forensic accountants decades to figure out what went wrong...

    It seems like nobody in business, be it MBA's, accountants, etc. ever blow the whistle on these schemes until we are thrown off the cliff... Enron, MCI, the list goes on...

    Anyhow Bill, I see some interesting choices on your list, but I'm not sure the landscape, as we move ahead, will support some of your choices... Energy looks good...     Reply
  • commenter
    Investa
    Mania
    Oct 05 03:54 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Bill, I agree with most of the things you have said, yet we must keep some things in mind that will be different in this new era.

    Even when people start unloading their cash that has been accumulating, the capital markets will not be the same. Credit will not be as available, which will change the playing field in the market.
    We must let everyone know that capital-intensive driven sectors will probably be hurt in the next few years. Hence, we must find companies who are able to accumulate cash to finance their projects and operations.

    The era of easy credit is done.     Reply
  • commenter
    basehitz
    Oct 05 03:31 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Bill,
    Thank you for your thoughtful post. I invested through the last bear market. Today, I can find prices of solid companies at the last bear trough, in spite of improved aspects. For example, last week bought JBL near $9. They just reported earnings, positive cc, and stock was bid up to $12 premarket. In spite of earnings being out, it was still trashed. Finding value is easy. Staying patient is tough.     Reply
  • commenter
    TopForeignSt
    ocks
    Oct 05 02:00 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Interesting picks.Agree RY and HBC are two strong financials in these times. Reply
  • commenter
    cashew
    Oct 03 09:05 PM
    Hide in the Fetal Position - Fast Money Recap (10/2/08) [view article]
    Macke is right cash is it !!!!!!!!!!! Reply
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