Wednesday, December 29, 2021

Notes From All Over -- Waiting For The Market To Open -- December 29, 2021

JNJ at SeekingAlpha: interesting update

Johnson & Johnson currently operates the company with three separate segments:

  1. Consumer Health
  2. Pharmaceutical
  3. Medical Devices

During the company's most recent quarterly report, these segments reported the following revenues:

  1. Consumer Health = $3.7B
  2. Pharmaceutical = $13.0B
  3. Medical Devices = $6.6B

The breakup of two separate businesses will have the consumer health segment, which owns products such as: Band-Aid, Listerine, Aveeno, Neutrogena, and Tylenol among other products.

The second business, although it will have much more risk, will be made up of the faster growing pharmaceutical and medical devices segments.

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.  

Apple / Honda Civic: link here

Vaccine passports don't help: link here. This article does not discuss it but I now understand why herd immunity is not yet working for Covid-19, and it may not ever work for this virus. One wonders if things might have been different had Covid-19 caused a disfiguring rash. Interesting thought. 

Montana State at NDSU: January 8, 2022 -- be sure to put this on your google calendar with a reminder.

Ford > GM: Ford's market cap exceeded that of GM's recently but this morning in extended traded, GM is still slightly above that of Ford. But F has doubled over the past year, one of the strongest market performers in the last three to four months.

More global warming for southern California:

The second of two storms forecast for this week is expected to hit Southern California today, bringing more precipitation to close out a wet December and likely providing more white stuff for skiers. 
Forecasters expect 1 to 3 inches of rain for coastal and valley areas, with 1½ to 2 inches in the mountains of Santa Barbara and Ventura counties. The area could also see significant snowfall at high elevations. Record-breaking snowfall hit the Sierra Nevada on Monday — a much-needed surprise for the bone-dry West, where only months ago, officials declared a state of drought emergency.

TILT: Mexican apples. One of the first words I learned on Duolingo? Manzana. Why? Last night on Perry Mason, season 5, episode 15, "The Case of the Roving River" began with a scene at the fictional "Manzana airport." Yo quiero comer un manzana. Tu tienes manzanas? Yo necesito manzanas. Me gustan mucho los manzanas. LOL. Apples from southern California? From Mexico? On another note, "The Case of the Roving River" reminded me of the "riparian" controversy in the Bakken. Fascinating. The court ruled in favor of the original landowner in that case. 

I guess we will quit here; the market has opened. Good luck to all. 

AAPL: touch and go, but AAPL is back up over $180 in early morning trading. 

Samsung: implies another supply chain disruption. Overnight Samsung announces it will "temporarily adjust operations" at their Xi'an, China, facility. First question: where do American automobile manufacturers get their chips?

UNP: whoo-hoo! Hit an intra-day high.

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