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Jones Falls Financial in the News!

todd-m-schoenberger-usa-todayWe’re back!

Dow 20,000 has brought on a tsunami of news stories, so what better way to receive an expert opinion than to contact Jones Falls Financial Publishing.  Our Director, seasoned-media extraordinaire, Todd M. Schoenberger, was quoted on his thoughts in USA Today.

Click on the URL for the article (and be sure to forward to your friends):

http://www.usatoday.com/story/money/markets/2017/01/25/wall-streets-take-on-dow-20000/97036068/

 

Quote of the Day! (Dow 20,000 Edition)

A flag flutters in the wind outside the New York Stock Exchange
“Dow 20,000 is significant and a remarkable achievement, but it’s even more promising for American capitalism.  Considering where Wall Street has been this century, to achieve such a remarkable milestone proves free markets always persevere and thrive.  Everyone will ask where we go from here, but that question has always been asked after reaching prior round number levels.  And the Dow has never disappointed in giving us a promising and optimistic answer.”
– Todd M. Schoenberger, Director, Jones Falls Financial Publishing

Closing Bell Happy Hour: January 24, 2017

01/24/17 It’s Tuesday afternoon and stocks continue to rise as investors take in a rise in manufacturing and mixed earnings. Also, Brexit is back in the headlines and President Trump’s continues to push for less taxes and regulations.

Reported by James Sweeney, of Modern Wall Street:

Shake Shack App to Beef up Sales (via Modern Wall Street)

01/24/17: The famous NY burger stop, Shake Shack, introduced their new mobile app this week. The best part? Customers can now order & pay ahead for fast pick up AND they’re offering your first burger free with promo code “shackappy”…Woohoo!!

Reported by Olivia Voznenko, with Modern Wall Street:

Modern Day Choices: Smoking Pot or Drinking Wine

By: Todd M. Schoenberger, @TMSchoenberger, @JonesFallsPub

The U.S. wine industry is smokin’.  Sales are projected to rise as much as 6 percent this year, compared to a five-year annual average of 4 percent.  And the harvest in California, which is the nation’s largest wine-producing state, is expected to climb 7 percent to a record 4 million tons crushed.

todd-schoenberger-wine-and-womenWine distribution is even hotter.  In 2016, nearly 4 percent of all U.S. wine sales were sold by and delivered from wine producers direct to consumers (DtC), totaling $2.33 billion.  The DtC channel is still a fraction of the overall annual total of $60 billion in wine sales, but it does represent an 18.5 percent increase over 2015 data.

So what can keep a cork on this great news?

Marijuana.  And it’s giving the wine industry a serious headache.

As of today, eight states have legalized marijuana for recreational use, and more than a dozen additional states have approved cannabis for medical use.  All in, Americans and Canadians have spent an estimated $53.3 billion on marijuana annually, according to ArcView Market Research.

ArcView reports illegal purchases of pot represented 87 percent of all sales last year, down from 90 percent in 2015.  However, sales on the legal market increased by 34 percent, and the forecast is projecting legalization will grow this segment to $21.6 billion by 2021.

todd-schoenberger-and-cheryl-shumanThis hypergrowth in the marijuana industry is already making a dent in the domestic beer market.  Marquee names like Budweiser and Coors have cited pressure on revenues from the pot community and the feeling from Wall Street analysts is the wine industry is just as vulnerable.

Higher priced wines—those in the $12-$25 bottle category—are not expected to be impacted by the growth of marijuana sales.  But for the $9 and under market, trouble is budding up, which explains why companies such as low-cost distributor Constellation Brands (NYSE: STZ) have seen weaker performance in its stock.  For the rolling six-month period, Constellation Brands has given up nearly 9 percent of its value, while the S&P 500 is up almost 5 percent.

Meanwhile, pink sheet ganja darlings like Cannabis Science Inc (OTCMKTS: CBIS) have popped nearly 500 percent in the prior six-month trading period.  Wine is fine, but pot is hot.

Disclosure: The author does not own wine stocks or marijuana stocks.  In addition, the author does not smoke marijuana and has never smoked marijuana, but does enjoy wine.

 

Commodities Report: January 24, 2017

01/24/17 Crude oil and Brent prices ticked higher on Tuesday. Ahead of inventory data, two main factors are being considered: lower OPEC production and increased U.S. output.

Reported by Remy Blaire with Modern Wall Street:

The Jones Falls Blended Investment Model – Daily Trade – January 23, 2017

THE JONES FALLS BLENDED INVESTMENT TRADE No. 2017-0015

Dear JFF Trader,

Here is your daily trade for The Jones Falls Blended Investment Model -Portfolio, for Monday, January 20, 2017. Continue reading “The Jones Falls Blended Investment Model – Daily Trade – January 23, 2017”

The Jones Falls Blended Investment Model – Daily Trade – January 20, 2017

THE JONES FALLS BLENDED INVESTMENT TRADE No. 2017-0014

Dear JFF Trader,

Here is your daily trade for The Jones Falls Blended Investment Model -Portfolio, for Friday, January 20, 2017.

Continue reading “The Jones Falls Blended Investment Model – Daily Trade – January 20, 2017”

Quote of the day! (Inauguration Day Special)

president-trump-and-first-lady-melania
“The markets lately have been trading in a very confusing and unsteady pattern due to the uncertainty surrounding President Trump’s fiscal and foreign policies.  Investors should expect the same, including low volumes, in morning trading.  However, following Trump’s 20-minute speech, which should conclude around noon, Wall Street will mirror the exact reaction we saw following the election results in November.  Look for the bulls to be running this afternoon.”
     – Todd M. Schoenberger, Director, Jones Falls Financial

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