NFLX: Roll The Credits

NFLX: Roll The Credits

Netflix (NFLX) reported a disastrous 1Q22 after the close Tuesday. Global streaming additions fell by 200,000 – the first decline I can recall – and even worse they guided 2Q22 to a net loss of 2 million subscribers. When a…

Keep An Eye On JNJ Today

Keep An Eye On JNJ Today

Yesterday I wrote about Procter & Gamble (PG) – the $400 billion consumer staples behemoth that belongs in your portfolio. This morning I’m going to write about its health care equivalent – $475 billion Johnson & Johnson (JNJ) – which…

PG Has Pricing Power

PG Has Pricing Power

Right now pricing power is the name of the game – “Inflation-Proof Stocks In Demand” [SUBSCRIPTION REQUIRED], WSJ B1, Monday 4/18 There was an article in today’s WSJ on the demand for “inflation-proof” stocks. This is exactly the right idea…