Managing Editor’s Note: Please see this shocking warning from AI expert Jeff Brown. Jeff accurately prediction the Covid crash in 2020. He protected his readers from some of the biggest crashes in the 2022 tech wreck. And late last year, he warned about a popular AI stock – right before it fell 34% in three months. [link[Now he’s issuing an urgent Nvidia warning for March 16. Details below…
Dear Reader,
On March 16, Nvidia is set to make a major announcement.
When that happens, I believe hundreds of popular stocks could fall.
I’m not talking small drops, either.
I’m talking about 20%... 50%... and even total collapses.
Please note: I’m not a permabear.
I actually recommended Nvidia back in 2016. It’s up 32,012% since then. I’m still bullish on the company to this day.
In fact, it’s precisely because I’m bullish that I’m expecting this wave of crashes.
Now, I realize this is a lot to unpack.
To that end, I’m holding an urgent briefing on March 12, at 2 p.m. ET.
I’ll explain:
- Why I think this crash is a sure thing
- The types of stock at the highest risk
- And how you could use all of this to your advantage
You see, there’s a silver lining to all this.
While I expect many stocks to fall, a handful could skyrocket. You’ll get the details, including the name of a top pick to buy.
Plus, I’ll even show you how to profit from the falling stocks as well. That includes the name of a top bearish pick.
It’s all 100% free, and you can register at this link.
(When you click the link, your email address will automatically be added to my guest list.)
Sincerely,
Jeff Brown
Founder & CEO, Brownstone Research
The Treasure Hunt Trade: Why Ross and TJX Are Winning the Market
Submitted by Jeffrey Neal Johnson. Posted: 3/6/2026.
Key Points
- Both companies recently reported significant increases in comparable-store sales, driven by a notable rise in customer traffic.
- The unique treasure hunt shopping experience, fueled by opportunistic buying, creates strong customer loyalty and a durable competitive advantage.
- Management at both retailers is signaling confidence through substantial new stock buyback programs and generous dividend increases for shareholders.
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In an economic landscape marked by persistent financial pressure, consumers are increasingly deliberate with their spending. That caution has created headwinds for many full-price retailers, particularly in areas such as electronics and high-end apparel, where shoppers are postponing non-essential purchases. But money doesn't disappear — it shifts, and much of it is flowing into the off-price sector where brand-name goods sell at steep discounts.
This flight to value has benefited market leaders Ross Stores (NASDAQ: ROST) and The TJX Companies (NYSE: TJX). Both firms are not merely holding steady; they are showing notable strength and a persuasive growth story for investors.
Ross Stores’ Q4 Results Show Increased Traffic
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Evidence of this consumer migration appears in the recent results. Ross Stores reported standout results for its fourth quarter of fiscal 2025, with revenue up 12% year over year to $6.6 billion.
More tellingly, comparable-store sales rose 9%, a key metric that tracks sales at locations open at least a year. Importantly, the gain came primarily from higher transaction counts, confirming that more shoppers visited stores.
Profitability remained strong: earnings of $2.00 per share comfortably beat analyst estimates of $1.90.
TJX’s Strong Q4 Performance Highlights Off-Price Defensive Strength
The story is similar at The TJX Companies, which demonstrated its market power with a robust fourth-quarter performance in fiscal 2026. The parent of T.J. Maxx, Marshalls and HomeGoods reported a 5% increase in comparable sales and surpassed $60 billion in annual sales. Adjusted earnings of $1.43 per share were up 16% year over year and topped expectations.
The company said the quarter exceeded its plans, underscoring the defensive qualities of the off-price model. The market has taken notice, rewarding both firms with solid stock gains over the past year.
More Than a Bargain: Inside the Treasure Hunt Strategy
The retailers' success extends beyond low prices. It rests on a hard-to-replicate model built on opportunistic buying: experienced teams of buyers source brand-name overstocks, factory closeouts and excess inventory at steep discounts. That pipeline allows them to offer merchandise typically priced 20% to 60% below traditional retail, while preserving margins.
That sourcing feeds the "treasure hunt" experience. Unlike stores with predictable inventory, Ross and TJX refresh their assortments constantly, creating a sense of discovery and urgency that drives frequent store visits. Combined with no-frills store environments and efficient supply chains, this experience builds customer loyalty in ways many static e-commerce sites and department stores struggle to match.
Doubling Down on Success
Recent results appear to be a springboard rather than a short-term anomaly. Both companies are expanding their physical footprints to capture more market share from full-price competitors. Ross plans to open 110 new locations in 2026 as it works toward a long-term target of 3,600 stores, while TJX is targeting roughly 146 net new stores for the coming year. Management commentary on recent calls reflected confidence — Ross CEO Jim Conroy said the company started the first quarter very strongly, and TJX described merchandise availability as outstanding.
That confidence is also playing out in capital returns. Ross announced a two-year, $2.55 billion stock repurchase authorization and raised its quarterly dividend by 10%. TJX unveiled plans to repurchase up to $2.75 billion of stock and increased its dividend by 13%. Large buybacks and dividend increases signal managements' belief in sustained cash generation and offer tangible value to shareholders.
The Enduring Allure of a Great Deal
The combination of value-seeking consumers and a well-executed, engaging business model helps explain the strong results at Ross Stores and The TJX Companies. Their rising sales, growing traffic and shareholder-friendly actions suggest the off-price sector is well positioned to continue growing as long as finding a great deal remains a priority for shoppers.
Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
Author: Jeffrey Neal Johnson. Article Published: 2/24/2026.
Key Points
- Johnson & Johnson has maintained an impressive streak of increasing its dividend payouts for generations, rewarding long-term shareholders with reliable income.
- Management is driving future expansion by focusing on high-growth pharmaceutical assets and cutting-edge medical technologies, such as robotics.
- Investors looking for shelter from market volatility benefit from a stock that historically moves much less than the broader market indices.
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While the technology sector is experiencing renewed volatility driven by artificial intelligence (AI) speculation and valuation concerns, a different story is unfolding in the healthcare sector. Investors fleeing the jittery price swings of high-growth tech names are finding shelter in a familiar stock that is quietly outperforming. Johnson & Johnson (NYSE: JNJ) is trading near all-time highs of roughly $245 per share, a divergence that has attracted Wall Street's attention.
This rally challenges the perception of the healthcare giant as a slow-moving, boring stock. Over the last 30 days, shares have climbed about 14%, significantly outpacing the broader market during a period of uncertainty. That price action suggests institutional capital is rotating out of riskier assets and placing a premium on stability, predictable cash flow, and operational execution.
Elon Musk already made me a "wealthy man" (Ad)
I Met Elon Musk "Face-to-Face"
During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally.
As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date:
March 26, 2026. Circle it on your calendar.
I'm sharing an "access code" that lets anyone grab a pre-IPO stake before it happens. This is your invitation to the biggest wealth-building event of the decade.
For investors watching the ticker today, Feb. 24, 2026, note an important calendar item: today is the ex-dividend date for Johnson & Johnson. The stock price will typically decline by the amount of the upcoming dividend payment, $1.30 per share. That is a mechanical market adjustment rather than a reflection of business performance. For income-focused investors, this technical dip often represents an attractive entry point rather than a sell signal.
64 Years of Unbroken Growth
The main reason many investors hold Johnson & Johnson through turbulent market cycles is its financial stability and role as a portfolio stabilizer. The company belongs to an elite group of equities known as Dividend Kings—companies that have increased their dividend payout for at least 50 consecutive years.
Johnson & Johnson has now raised its dividend for 64 consecutive years, a track record that spans recessions, market crashes, and geopolitical shocks. That reliability is rare in a market often dominated by speculative growth.
The stock currently yields about 2.12%, based on an annual payout of $5.20 per share. While higher yields exist in bonds or riskier sectors, J&J's appeal lies in the blend of income and safety. Management projects free cash flow of roughly $21 billion in 2026, providing a substantial cushion to pay dividends, fund R&D, and manage legal expenses without significant new borrowing.
For risk-averse investors, another compelling metric is the stock's Beta, which measures how much a stock moves relative to the overall market (S&P 500). A Beta of 1.0 means a stock moves in step with the market. Johnson & Johnson's Beta is just 0.35, indicating the stock has historically been about 65% less volatile than the broader market. When tech stocks swing wildly, J&J tends to hold its ground—making it an effective volatility dampener in mixed portfolios.
Beyond the Patent Cliff: The Road to $100 Billion
A common misconception about "safe" stocks is that they don't grow. Johnson & Johnson is disproving that view with a strategic pivot that is yielding results. Management has issued strong guidance for 2026, projecting full-year revenue to surpass $100 billion for the first time in the company's history. Alongside that milestone, the company expects adjusted earnings per share (EPS) of around $11.53.
That growth is driven by a reinvention of its pharmaceutical division, now branded as Innovative Medicine. Investors had been concerned about the patent cliff for Stelara, a blockbuster immunology drug that lost exclusivity in 2025. Typically, when a top drug faces generic competition, revenue can fall sharply. J&J, however, has offset that decline with new blockbusters.
Two key assets are driving this resilience:
- Darzalex: This oncology therapy is generating about $14 billion in annual sales and has helped cement the company's leadership in multiple myeloma treatment.
- Tremfya: Positioned as a successor to Stelara, Tremfya recently reported strong three-year remission data in Ulcerative Colitis, signaling the company's ability to defend market share in immunology.
The Tech in MedTech: High-Margin Technologies
The growth story also extends into MedTech. This segment has shifted toward higher-growth, higher-margin technologies, including the successful integration of Shockwave Medical to modernize the cardiovascular portfolio.
Shockwave's intravascular lithotripsy (IVL) uses sonic pressure waves to break up calcified plaque in arteries—similar in concept to how kidney stones are treated—and represents a meaningful upgrade over traditional angioplasty balloons. Owning this technology gives Johnson & Johnson a high-growth asset that complements its heart pump and surgical businesses.
The company is also advancing in robotics. The submission of its Ottava robotic surgical system for FDA approval signals an intent to compete in the expanding soft-tissue robotics market. These high-tech devices tend to carry higher profit margins and create durable relationships with hospital systems, providing a long-term earnings tailwind beyond commodity medical supplies.
Addition by Subtraction: The Orthopedics Strategy
To sustain growth and improve margins, management is reshaping the corporate portfolio. A major development is the potential separation or sale of the DePuy Synthes orthopedics business. While initially planned as a spin-off, recent reports suggest the company is exploring a large-scale sale.
Divesting the orthopedics unit would be an example of "addition by subtraction." Orthopedics is a mature, lower-growth business compared with booming fields like oncology and advanced cardiac devices. Shedding this slower segment would likely raise the company's overall growth rate and margins. A sale could also generate a significant one-time cash infusion—potentially billions—available for acquisitions, debt reduction, or share repurchases.
Legal risks remain part of the investment case. Johnson & Johnson continues to face litigation over talc products, including a recent $1.5 billion verdict that has kept the issue in the headlines. A commercial lawsuit from Bayer concerning marketing claims for prostate cancer drugs has also added noise to the news cycle.
Still, the stock's recent rally suggests the market is looking past these headlines. The prevailing bullish view is that Johnson & Johnson has the balance-sheet depth to manage these liabilities without disrupting operations. With more than $20 billion in cash and marketable securities, potential proceeds from an orthopedics sale, and roughly $21 billion in annual free cash flow, the company appears well-positioned to absorb legal settlements without endangering the dividend or core businesses.
Capital Preservation With Upside
Johnson & Johnson has evolved from a slow-moving conglomerate into a more focused, technology-forward healthcare company. After separating its consumer health division (Kenvue (NYSE: KVUE)) and potentially divesting orthopedics, management is concentrating on higher-growth opportunities in pharmaceuticals and medical technology.
Although the stock trades near all-time highs and is no longer a deep-value play, it offers a compelling mix of capital preservation and growth. The combination of a 64-year dividend growth streak, a low volatility profile, and a clear path to $100 billion in revenue make J&J an attractive option for 2026. For investors fatigued by the unpredictability of the technology sector, Johnson & Johnson demonstrates that, in the current market environment, boring can be both beautiful and profitable.
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