$JNJ J&J Tape Reports
Per Ticker.id: $JNJ J&J Tape Reports — 3 podcast mentions across 2 podcasts (30 days), latest 2026-08-24 14:53 UTC.
Yeah, it's like, it's like, why would I pay this much for, you know, you know, Johnson Johnson, right? You know, like they're, they're seen as a stable stock, good cash flows. They'll return their cash flows over time. Or a railway company. Like, why the fuck would I invest that much if my discount rate isn't 3% or 5%? It's now 8% or 10%.
Dylan Patel — Dwarkesh Podcast · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 2026-08-25This political pushback might be a godsend for the hyperscalers. Only a couple of us are thinking that, but the stock's moving. So money won't just pivot to the Johnson Johnsons. Have you seen that stock? It will go to the actual hyperscalers that are being reviled. They can comply with these new rules. The small fry can't. Classic case of government regulation crushing the small fry and boosting the big boys. Here's the bottom line. This data center pushback may be a victory for big tech. A real cynic would say that they should back the new rules. Clarity and a little money to each town, low electricity subsidy, and a clean water commitment would suit them fine, helping their bottom lines and crushing the smaller players that are trying to compete with them. New theory. Haven't heard it. I'll take credit. Mark in New Jersey. Mark.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Um, yeah, so I came from more a strategy, uh, corporate development fundraising background. Um, and prior to being in mining in 2010, I actually ran businesses for Fortune 500s like Johnson Johnson, GlaxoSmithKline, uh, so product portfolio management. Um, but when I got into mining, I actually ended up taking a lot of courses because mining is very different from other companies. Took a geology course from BCIT, take mining valuation courses, took strategy courses with Institute of Corporate Development, etc., etc. So, um, I came into the picture because the largest shareholder that owned 35% of the company was recruiting me to join, um, and together with the, with the chair of the board, uh, who is also the CFO right now at New Found Gold, um And it's a turnaround. So when I was here in November 2023, it was— there was a 10-to-1 rollback. So factor that in, it was a $0.07 stock and the average that year was around $0.15. We are now around $0.40. So, so it's been— it's been 2.5 years of work to, to, to get a lot of things sorted out. And one of the big overhangs we had was the debt. So we had a secured debt that was like a noose around the neck. So finally we were able to pay that off and be able to, to, to create momentum and value that way for our shareholders.
Wendy Chan — Mining Stock Daily · Lode Gold's Wendy Chan: Reactivating a Gold Mine Suspended During WWII · 2026-08-21Well, Rob Davis came on Mad Money not that long ago, the CEO of Merck. Yes. And talked about how maybe it's time to stop the narrative that we're going to have when we lose the exclusivity. Yes, the company's done as a combination of oncology. I didn't know, of course, this. I've talked about the idea that they could have something like this, but this is an oncological breakthrough. And he also has some pretty terrific cardio. So he's turned that company into what I consider to be a juggernaut that is going to leave the loss of exclusivity behind, like Johnson Johnson did. The reason why J&J continues to get a higher multiple is they don't have an exclusive loss of exclusivity problem. And now Merck doesn't. I'm willing to say that. I know that Keytruda is the biggest drug ever, David, but I'm willing to say that this obviates the idea that it could be a cliff.
Jim Cramer — Squawk on the Street · Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26 · 2026-08-19Let's go talk about the market rotation we are in the midst of. We kind of had that in the month of July, then you had the bounce back and a lot of the AI names in the first half, call it, of August. Now we are rolling back over and seeing that rotation. You see, saw a lot of weakness today in the hardware names from Nvidia to Micron to SanDisk to Marvel Technologies, even Meta down 4% on the day, Tesla down, Oracle and Amazon down. And then a lot of the industrial companies related to AI, Caterpillar, Givernova, Applied Materials, Lam Research, et cetera. But there was a lot of green in places like healthcare. Eli Lilly up 3.6%, Johnson Johnson 3.3%, AbbVie up over 3%, Gilead up over 3%, et cetera. The finance space was a bit mixed. A lot of the big banks were strong with JPMorgan and Bank of America up, same with Charles Schwab and American Express. But you have some losses in names like Robinhood, clearly linked to tech portfolios, shall we say. So I think this is a rotation that is about to resume. Could be wrong, but that's what the hairs in the back of my neck are telling me. We also had news from the Financial Times, which is reporting that Kevin O'Leary is expected to use the Jackson Hole speech coming up in 10 days, on the 28th, to unveil a new framework for the Fed, clarifying where things that he might have said didn't really hit with markets. Uh, what would that reaction be? We'll see. But that's something the market's starting to brace for. What's he going to say, and how will that impact the, the trend of interest rates, which certainly have been higher? Will you get a breakout in rates, or maybe a pullback in rates? Or maybe nothing at all, but we'll see. We have Nvidia earnings coming up on the 26th. That's the next big area of focus for AI. That's coming up in a little over a week. But like I said, it's really about a market that is rotating. The Middle East, there's no real action there. Oil continues to kind of grind higher. I could easily see a breakout to the upside in the medium term. The dollar was flat on the day.
Justin Klein — InvestTalk · The Trillion-dollar Interest Bill Nobody Votes On · 2026-08-19Hello, good day, Luke and Justin. Longtime listener here from the Midwest. Love the show. Thank you guys for everything you do. I have a question here I'd like your advice on, please. Trying to complete out, uh, another holding for my, uh, healthcare side of my portfolio. And I'm looking at, um, JNJ, Johnson Johnson. Then I also was looking at AZN, AstraZeneca, which I know you guys speak highly of. And I wasn't sure which of those, I guess, to make up my mind about, or which one you thought might be better. But then I came across VHL, HEALTHTECH ETF fund that holds all healthcare stocks, different companies. I was wondering your advice on this. Would that be maybe my best choice to select? That ETF has been going up very nicely, pays a little dividend, but it has all the stocks I mentioned in its holdings. I was wondering if that might be the best choice for me to make, and I wouldn't have to worry about it. Hold a lot of the medical sector and be good to go. I'll be listening on the show for your advice. Thank you very much. Have a good day.
Speaker D — InvestTalk · Soft Jobs Report and the Dollar's New Direction: What It Means for Investors · 2026-08-15All right, looking at VHT, and this is the Vanguard Healthcare ETF. And if you want broad-based exposure, this is fine. You're gonna pay only, let's see, 9 basis points, so pretty low expense ratio. 423 different names in here, but you're heavily weighted towards Eli Lilly. That's 14% of the portfolio. But then Johnson Johnson is right around 9%, AbbVie around 6.5%, UnitedHealth around 5.5%. Let's see, when do we get to AstraZeneca? It kind of depends on what you, what you want. Do you want just simple exposure? This is a good Way to get it. If you really like a particular name, like we really like AstraZeneca and its business and its growth and its valuation, its profitability, et cetera. That's why we own it. We also like a bit of foreign exposure, but that brings more individual risk. So I think it also depends on what percentage of your portfolio you're trying to get in healthcare. If it's 8, 10%, something like that, That's when you probably want something that's broad-based exposure as opposed to one name like an AstraZeneca or even a Johnson Johnson. So I think for you, probably the simple answer is just buy VHT. That was Invest Talk. I'm Justin Klein. We have one goal here each and every weekday is help you achieve your own version of financial freedom. And our work continues after this final break. So get your questions in right now at 888-99-Sharp.
Justin Klein — InvestTalk · Soft Jobs Report and the Dollar's New Direction: What It Means for Investors · 2026-08-15Negotiate aggressively, ask for concessions on closing costs, on rate buydowns, on repairs. Don't wait for a 2008-style crash that is not coming. The structural supply shortage in most markets will not allow it. But don't overpay either. In the 38 markets where the sale-to-list ratio is below 100%, time is on your side. Use it. Now, from time to time, we also receive questions via web form from investtalk.com, and here's one that came in from our friend Randall on ticker PLSE. Let's type this in, then I'll read the question. And it says, I have a fairly large position, 3,250 shares, in a company called Pulse Biosciences, ticker PLSE, I have held this stock through a long downturn and trimmed some of the shares in the upswing we had recently. The question is, should I continue to hold, continue to trim, buy more, or get out? It is about 3% of my total portfolio. So before looking at all this, 3% is a perfectly reasonable allocation, uh, of your overall total portfolio to any single stock. So without even looking at it, the, the fact that you have 3% doesn't mean, okay, I need to trim. Now let's dive into this company specifically. PLSE, as I mentioned, is Pulse Biosciences. So they are a bioelectric medicine company. They have nanopulse stimulation, they have ablation technology as well. And so their big thing is this N-Pulse cardiac catheter system for atrial fibrillation, atrial fibrillation, afib. All right, um, that's a huge growing area for a lot of these med tech companies. Abbott has a big division that deals with the catheters, Medtronic, Bicentis Webster, Johnson Johnson. So this falls in, in the category there. Now this company is roughly $3 billion, so a bit of a small cap company revenue, kind of all over the place. $1.4 billion in 2021, $700 million in 2022, zero the next two years, $350 million in '25, projected to be $2.44 billion this year. They haven't made really any money. Their net margin has always been negative. Return on assets, return on equity has been negative. Pretty volatile. I mean, it topped out at $44.15 back in 2020, then it dropped off a cliff to about $1, uh, and since 2022 it has been climbing in a not peaceful way, uh, back up to $44.92, uh, where it's trading today.
Luke Guerrero — InvestTalk · U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities · 2026-08-14