JNJ

BadMantaRay

Mostly VTI. But I have like 15 or so percent in a few individual stocks. JNJ, NVDA and AMZN

MuhammadsPowerTop

JNJ you're gunna need all the baby oil you can get 💦

TreGet234

Why is JNJ going crazy all year?

undergroundmusic69

JNJ almost curing Multiple Myeloma plus various high powered antibiodics!

The_Alan_Greenspan

Large $JNJ position. Half stock, half oil.

sparkle_and_twist

Meh some of the boring boomer stocks I hold are doing well. JNJ XOM RNR AMGN LMT

Tho76

Is it common for average retail investors to do this, or is it a fund thing? I just can't imagine looking at my JNJ stock and selling just the dividend amount every quarter tbh

wf1980

You made several important points, so I'll try to address most of them. All premium sellers are exposed to tail risk, including people selling spreads. Of course, spreads provide more protection, but when you look at the overall profitability, I'm not sure the trade-off is always worth it. Paying the bid/ask spread when entering two legs and then again when exiting can eat into the profitability quite a bit. Managing exposure risk isn't easy, especially on the CALL side. What I try to do is mitigate that risk by selling calls only on very established, relatively low-volatility companies, and only after they've already made a significant move higher—ideally when they're at or near an ATH. I also follow the usual rules, like avoiding earnings and not selling calls after the market has already had a significant selloff. For example, I sold a $KO call a few days ago when the stock was around $91, with a $95 strike. I find it very difficult and highly unlikely (although obviously not impossible) for a company like $KO to gap 100% overnight. And even a 100% gap in this particular case wouldn't blow up my account. Stop losses are indeed my main risk management tool. I understand that when I lose, my losses will be much larger than my average winner. But so far, my small and consistent wins have more than compensated for the losses. For example, I'm winning around 10 trades for every losing trade, but that one loss is typically 4–6x the size of an average winner. I'm not sure if that makes sense, but over time, the results have been very positive so far. The bid/ask spread on options is something we unfortunately have to get used to. There isn't really a solution for it, and when volatility increases significantly, it's a fact that entering or exiting any position will involve much more slippage than usual. Even so, I believe it's manageable. I also want to make it clear that I'm not looking for exorbitant returns. My exposure is generally small and sized according to my capital. If I sell a call on $JNJ, for example, I have at least enough capital to buy 100 shares of $JNJ at the current price. I'm not trying to run this with excessive leverage. And I completely agree that there is no edge in simply selling options indiscriminately. Timing is everything.

maddogisnextdoor

Large cap pharma is probably the way to go. If you look at $JNJ and $ABBV and even $PFE this year….they’ve done well. However, ABBV and PFE payout ratio is rather high, so other stocks to look at are $AZN, $MRK and even $GILD with good dividend yields and room to grow their yield since payout ratio is 50% or less.

Bman282828

JNJ

IntolerantModerate

That's too obvious a play. You need to go down chain... Just like GPUs, the money is already made. Forget the sex. What enables it? Lube! And in Thailand that specifically means J&J Baby Oil. Look for a surprise earnings beat in JNJ.

Smooth-Bag-6403

JNJ. Generates a decent dividend. Good price imo. Stable and good growth

Mods4Bers

JNJ edging hard this week

regardus_maximus

JNJ because they make baby oil

Ok_Cry7572

Moderna is following JNJ'S BUSINESS MODEL, first give people cancer and then give them the cure. Amazing if you know what I mean

exphx23

Look for the companies that have consistently paid and grown dividends over the past 50 years. JNJ and KO are good ones to keep.

Revolutionary_Ad2527

Tomorrow probably : Money probably rotates more into healthcare. LLY, ABBV, JNJ, XOM, cvx, ko, wmt, Costco. That fits Tuesday’s leadership, Korea opening with Samsung around 7.6 % and SK Hynix around -9.6% and Brent still near 92 tonight. Futures flat. At the open, I’d expect memory and semis to get hit the hardest, while healthcare, energy, and staples hold up better. By midday, the selling could start to cool off, and later in the day we may see some money move back into big tech. just probably not back into memory yet. 🤞🏼🤞🏼🤞🏼

yhnyhn17

JNJ is at ATHs

Disastrous-Fun-2958

Historically this is true. I am a long time owner as well & typically trade in & out on swings. But the costs & uncertainty of legal proceedings are going to pull resources from operations. It will also further bruise the already damaged brand. This is potentially a JNJ x10 situation that could affect stock price for years. Hard to see an upswing again in the near future.

fenton7

Flipped JNJ for about a 6% profit after just a few days of holding. Was trying to shift a lot of money over to a defensive position to "buy and hold" but, heck, screw that I'm taking the sector rotation cash and getting it redeployed.

Sufficient-Aide6805

Yawn. Hie many billions did JNJ and 3M pay the last couple years?

IncomingAxofKindness

If people aren't boycotting JNJ over causing literall vaginal cancer in thousands of women... And what % of JNJ's revenue even is Neutrogena. Yeah it's a big brand but they are a massive company.

Majik_Jack

JNJ doesn’t own Neutrogena, genius. All consumer products were spun off into Kenvue which was later acquired Kimberly-Clark.

TroyJack

Just remember to put the fries in the bag. JNJ lost billions to settlements and judgements against them for talc powder over the years and stock barely took a hit. Keeps going up 🤷‍♂️

btsd_

And yet, it actually didnt do shit in semi-longterm. I had JNJ shares that i inherited and never once have I been worries about anything. They can absorb multi-billion dollar lawsuits and being responsible for giving people cancer....i think a boycott by people that dont even know what products to boycott is going to have any affect.

btsd_

Bro, they literally gave people cancer with powder lol, they cleaved that product into a seperate entity, paid a few billion in settlement, and nothing happened. But somehow dropping a spokesperson that died years later and a bunch of tweens/teens/and echo chamber adult idiots hopping on a corpo bad trend makes you think its going to hurt JNJ? Just I put the fucking fries in the bag, and get to the back, theres a line forming behind the dumpster

m0n3ym4n

You know that JNJ spun off Neutrogena to Kenvue right?

dialectical-diva

JNJ is not the play. Its the spinoff Kenvue which owns the Neutrogena brand now.

Mannipx

Only talcum powder takes JNJ out. not tiktok 

mrmrmrj

Neutrogena is a hair follicle on the bushy head of JNJ.

Loverboyatwork

JNJ is fucking huge, I doubt they move the bottom line at all.

Acceptable-Leek1546

NVDA, AMZN, DAVE, META, JNJ, INTR, TRX are some of my holdings. Sold all my MSFT after the run up.

Mods4Bers

I want puts on JNJ

Powerful_Couple_8965

Been tracking this disconnect all year in my portfolio – S&P cruising while my industrial stocks languish. Last week swapped 15% of my position from CAT to MSFT at $450 and already up 8%. Remember 2015? Same vibe when energy collapsed but tech kept climbing. What nobody’s saying: the S&P’s top 10 make up 35% of its weight now. If FAANG sneezes, the index catches a cold regardless of jobs data. My Roth’s up 14% YTD solely from those megacaps carrying my underperforming small-cap picks. Anyone else adjusting sector exposure instead of chasing the index? I’m eyeing healthcare ETFs after this JNJ split news.

zjin2020

For the past few months, Microsoft and JNJ had seen their bonds with lower yields than treasuries at certain points of the market. I had seen the quoted yields from banks at the time.

zooka19

GOOGL, MSFT, maybe some JNJ Broadmarket ETFs. BRK.B possibly despite underperforming atm.

notreallydeep

>"is the market cap low enough that this company can grow significantly" Meanwhile the 10 largest market cap companies over the past decade: AAPL: 1,100%, 28% CAGR GOOG: 900%, 26% CAGR MSFT: 750%, 24% CAGR BRK: 300%, 15% CAGR XOM: 100%, ~11% CAGR with dividends AMZN: 800%, 25% CAGR META: 470%, 19% CAGR JNJ: 160%, ~12.5% CAGR with dividends JPM: 500%, ~22% CAGR with dividends WFC: 75%, ~9% CAGR with dividends

nedendstreet

My mom worked at a small investment management company, and as a birth present, her coworkers bought me shares of JNJ. Sadly I no longer have the original stock certificate because I mailed it in to ComputerShare so I could have the stock in my brokerage account. I don't have the original purchase information, but at this point I own 48 shares with a cost basis that I believe is around $0.80/share based on the price around when I was born. This leads to the situation of having a larger percentage gain than dollar gain - up 32,000% but only $12k gain.

NerdSlamPo

so why the hell is JNJ down so much today? just healthcare crashing? its been a pretty rough week for them

Lopsided_Process5141

It was time to move into boomer stocks last month. KO and JNJ been pumping me while everything bleeds. I'll collect those sweet dividends in September and move back to gambling

horesebeblind

Eastman Kodak and Polaroid were part of the “Nifty 50” of the late 1960s. Xerox, JC Penny several others also failed. Coca Cola, JNJ, Pepsi, American Express and IBM still around. Many more. My guess is most of Mag 7 will be around in some form

NerdSlamPo

I'm hiding in my ELF, JNJ, and AMEX. I don't need excitement right now. That can wait until after Mag 7 earnings

Spac55

Time to look for boring dividends $NKE $DIS $WHR $PFE $JNJ and so on When all running out of semi, money rotated to safe house

lightlylevered

On the riskier side with those high beta picks, but in my opinion thats where your risk tolerance should be at your age and income. Maybe swap MU for DRAM ETF. Equivalent, or better, upside with slightly less downside. Just curious though, why JNJ at that allocation? At 2.2% it won't do much to soften volatility from the others.

thisMatrix_isReal

do the opposite of what Jim Cramer is saying and pray he does not nuke a stock/call option you already own, like it happened to me with JNJ recently lol

Mods4Bers

No interest in JNJ? I placed 262.5 puts near the close, 8/7; either a decent scalp or I'm losing money tomorrow.

Mods4Bers

JNJ 262.5 Puts, 8/7 exp, Roast me

Stonkgeniuz

Wonder if JNJ will moon after earnings?

CLYDEFR000G

Rotated to stable dividend payers, they took profits and secured them. Look at big names like PEP, VZ, O, PG, HD, JNJ. The list goes on and on.

Stonkgeniuz

Come on JNJ. Do something

Friendly-Profit-8590

My week hinges on JNJ turning things around quickly and SPY going green tomorrow. Ugh.

Friendly-Profit-8590

So JNJ was going red no matter what they reported?

Shifan224

Did anyone take JNJ lottos

Shifan224

Did anyone take JNJ lottos

Deeznutzsgotcha

Tell me about it. Some of my family is bagholding $GE and $JNJ for 40+ years.

Friendly-Profit-8590

What’s good here? JNJ? I’ve never done well with banks.

JustAnotherGeek12345

Big money has already shifted large portions of their portfolio into defensive stocks, ie JNJ. But yes, we has calls that need to be ITM, so 46 it is!

BetZealousideal7761

And JNJ contracts

heat2051

Don't want to give too much info but my wife's immediate family member was once VERY high up in JNJ so I know quite a bit about the company and the stock particularly. To answer any questions about this stock, all you need to do is look at the historical value and corresponding dividends associated. This isn't a get rich quick stock but if you have money to invest it's a buy and hold. If you have patience and reinvest the dividends you can do very well. My wife and her family became wealthy from this stock doing this. I've read that predictions right now are saying it has the potential to go up to into the mid 350's. Or I'm hopeful at least :)

george_alto

"but also the lawsuits don't matter, stock probably 1000 EoY" Disagree - go look at the 5 year chart for JNJ that has had the Talc lawsuits hanging over them for years. Only recently are they finally going away and the stock is finally moving up a lot because it is a good solid company (stockholder experience talking here)

perogi-king

MSFT = SQQQ. Honestly im giving up on my tech bets for now. My best stocks are all missionary sex (WELL, CAT, JNJ) but I still leave satisfied

george_alto

Unfortunately this is going to go on for years and hang over the company. I'm a stock holder and it's one of reasons I've begun selling shares. I have experience with JNJ which had Talc cancer lawsuits hanging over them for years and although the company was solid and growing, their stock price barely moved. Now the lawsuits are just about over and the stock has taken off (take a look at the 5 year chart). Through the years I was hoping the lawsuits would go away or not impact the company but I waited years. I said I'm not doing this again with META so why I started selling. Think about how many lawsuits they have to settle or go to court with - multiple lawsuits per state and then in other countries too. This will hang over the company for several years.

Superunknown999

GMEX paid $5.60 dividend in January. They do not pay regular quarterly dividends like a company like JNJ would. They also did a 1/9 reverse split so the yield of the last payout is artificially inflated. The payout simply reduces the stock price by the same amount, that’s what all dividends are.

maddogisnextdoor

There is a rotation underway from chips to dividend kings…lot of pharmaceuticals are up big like LLY, JNJ, ABBV, AMGN over the past couple weeks

Happy-Champion1661

MRNA JNJ MRK LLY honestly literally this is the only one that went surprisingly down instead of up, it's a pure value play at this point, it didn't do what it was supposed to do together with the sector. I got few jan28 calls, they are down 20%. Shares might have been a better play idk

perogi-king

I feel like LLY, CAT and JNJ dont get the respect they deserve here

perogi-king

JNJ and LLY are some of my best stocks. Definitely have been crushing my MSFT and GOOG

perogi-king

LLY, JNJ, and CAT are some of my “non-tech” holdings and are doing great. Currently im looking at energy stocks like CEG, travel stocks like BKNG and real estate stock WELL. Good luck

TetonHiker

Agree. JNJ, MRNA, ABBV, just to name a few, all hit new highs last Weds. When tech gets dropped, healthcare gets some of the rotation.

MakeOSUGreatAgain63

Ask yourself. Genuinely. Why the FUCK would you put your money in healthcare, like JNJ, over AMD and MU? Because of FUD headlines and CNBC? Load up now and just be quiet. Some of you are hopeless man

Acrobatic-Ostrich168

Sheesh semis but especially NVDA SUCK!!! Yet we are seeing breakouts in sectors like healthcare and JNJ. The rotation narrative is in effect tbh. Hoping mañana NVDA MU and RKLB pump up

Soffatjockis

JNJ and MSFT has performed really well, and may continue to do so if the ai investments slow down.

JefeDiez

META MSFT JNJ Yes it's been a horrible 3 years...haha

holdinguvxy

JNJ puts

Accomplished_Fee9363

JNJ next ?

jcpopm

Kind of just cherry-picking stocks at their lows though. If you bought JNJ in January 2020 you were pretty much exactly flat all the way through liberation day last year. I'm sure you could do the same if you pick ranges on any stock based off its multi-year lows.

skilliard7

> The stock is up 34% over the last 5 years and down 25% YTD, including the worst month since 2008. If someone is a shareholder for the last 2-3 years, they've listened to endless discussion of all things MSFT is doing in AI but haven't participated and could have done better in JNJ instead, which is the stock equivalent of watching paint dry. > > Someone could have closed their eyes and pointed to a random semiconductor name over the last 2-3 years and probably done better or substantially better. This information isn't useful or actionable. Past performance is not proof of future returns. Value investing does require a lot more patience than growth/momentum investing. Because it can take years for EPS or shareholder distributions to catch up with the losses from earnings multiple contractions. You shouldn't buy a stock because someone on Reddit told you to, you should only buy it if you actually believe in it FLKR was a good example. I bought in in 2024 due to my bullish view on SK Hynix/Samsung and overall cheap valuations. I watched as my investment dove 10-20% in a matter of months despite strong fundamentals. But it took patience before investor sentiment to turn around once SK Hynix and Samsung started making a lot of money.

dvdmovie1

> Microsoft's AI spending has paid off, The stock is up 34% over the last 5 years and down 25% YTD, including the worst month since 2008. If someone is a shareholder for the last 2-3 years, they've listened to endless discussion of all things MSFT is doing in AI but haven't participated and could have done better in JNJ instead, which is the stock equivalent of watching paint dry. Someone could have closed their eyes and pointed to a random semiconductor name over the last 2-3 years and probably done better or substantially better. Yes, MSFT has delivered earnings growth but at some point it has to translate to share price and 2-3 years of storytelling and extraordinary spending without share price gains to me is a disconnect worth exploring + some degree of holding the company accountable rather than just default buying "known" things without question. Too many people on here have bought the MSFT dip over the last year on here only to have it turn into a 7 layer dip. Too many people going on "it's Microsoft and Mag 7 was a thing for a long time right?" and not looking at anything beyond that, then endless complaining on here about MSFT underperforming things like JNJ over 5 years (and the last couple, as well), which is a long-time - especially in a world like this where people on here are going "WHY IS MY STOCK DOWN" when something is -2% in a day.

dvdmovie1

You could have done better in JNJ over the last 5 years.

dvdmovie1

> amzn will still deliver. Over the last 5 years, JNJ (+51%) has beat AMZN (+34%)

IMayHavePlutophobia

Looking at the DOW, I forgot about JNJ. I wrote them off back in 2023 because they always seemed to have some problem. JFC, look at them know, moving like a semi.

dvdmovie1

Rotation not too surprising; you have names like CRM down 15 straight days and MSFT down 20% since 6/1 while BE corrects 20% then goes up like 50% in 12 days and every semi name basically only goes up. Do I like something like CRM? No, but the long AI/short software trade feels crowded again. At some point have to wonder whether MSFT and AMZN shareholders will start to not tolerate the spending, especially given that over the last 5 years you'd have done better in KO and JNJ than owning either. (MSFT +38%, AMZN +36%, JNJ +40%, KO +46%.)

sashazaliz

PLTR NVDA and HOOD all have the same problem. they move 5 to 10% on random days and youll get blown through your strike when you least expect it. for a sketchy market id stick with slow movers like KO, JNJ, the big banks. premium is lower but you actually get to keep the shares

dvdmovie1

AMZN over the last 5 years: +41% JNJ over the last 5 years: +45% KO over the last 5 years: +49% MSFT over the last 5 years: +51% WM over the last 5 years: +59% BRKB over the last 5 years: +80% IBM over the last 5 years +98% WMT over the last 5 years +168%

hoopaholik91

It's an S&P health care ETF, it's not anything crazy. LLY, UNH, PFE, JNJ, etc

FireInTheRing

They consider JNJ to be an AI stock We are in a bubble

NerdSlamPo

I looked at JNJ numbers again. Pretty solid all around. I already own lots of LILY so perhaps a split between JNJ and VRTX would be more wise for stability. Thanks for the idea

NerdSlamPo

Jnj is certainly safer, but I like the VRTX + DHR split more for upside. Are you bullish on JNJ making the leap past their current level?

Real_Passenger4282

Hey, props for starting at 18 — that compound interest head start is going to be huge. A few thoughts: On the broker question: Robinhood is fine honestly, especially with the 3% Roth IRA match. Fidelity and Schwab are the other popular picks — better research tools, more reliable customer service, and no PFOF concerns. But don't overthink the broker part, it matters way less than what you actually buy. On your strategy: You said growth + dividends and "a bit risky" — those kind of pull in different directions, so here's how I'd think about it at 20: * Roth IRA → max this out first ($7k/year). Since you won't touch it for decades, go heavy on growth here (VOO, QQQ, or individual growth stocks). The beauty of a Roth is you'll never pay taxes on the gains. * Individual account → this is where dividend stocks make more sense. Build a portfolio of solid dividend payers (think SCHD for an ETF, or individual names like O, KO, JNJ, ABBV if you want to pick stocks). Reinvest every dividend while you're young — the snowball effect is real. For learning: * "The Intelligent Investor" by Benjamin Graham (the classic) * On YouTube: Joseph Carlson has great content on dividend portfolio building, very practical * r/dividends is a solid sub for that specific strategy One thing that really helped me stay motivated was actually tracking my dividend income month by month. seeing that number go up every quarter keeps you disciplined when the market dips. You're asking the right questions at the right age. Just stay consistent and don't chase meme stocks with your core portfolio. Good luck!

DonCenote

Baby oil, so JNJ

Glide_88

Look at the valuation on TSLA over the last 10 years, these companies don’t obey fundamentals, this isn’t PG or JNJ, TSLA and SPCX run on hype, which is how they’re able to maintain insane valuations indefinitely.

SLV_SQUEEZE

Calling JNJ, JPM, WMT, CAT, CVX, and hotels “AI plays” is doing some serious mental gymnastics lol. AI is a huge theme across the entire market, you would've made this comment no matter what set of stock tickers I threw up there.

JohnBrownsErection

My bad, I should have specified - my large caps are fairly tech heavy and my mid and small caps and international holdings have a momentum leaning so you can imagine it's been a turbulent few days. Thankfully though, my value positions are doing pretty alright, with pretty solid holdings in healthcare especially holding me up(AMGN, JNJ, UNH).

SLV_SQUEEZE

that's not really true, take a look at many stocks across different industries: \- JNJ \- JPM \- GE \- MAR / HLT \- WMT \- CAT \- CVX There have been huge winners in industrials, manufacturing, commercial goods, travel, tech, finance, etc. believing that semi conductors are the only thing driving the market is nothing more than a myth.

enjolras348

Exact same pattern as Friday. Boring ass consumer staples are up crazy numbers (yes 1.5-2% is crazy for KO, PEP, JNJ,O)

Lopsided_Process5141

Keep me safe UNH and JNJ 🥹

ChucktheDuckRecruits

I’ve decided to protect my gains by adding some boring defensive positions: JNJ, PG, PEP, KO, WMT, VT. They will all just keep on their slow upward march and avoid any 20% crashes. Sleeping very well at night.. I’m not selling my AI/semi winners, just not chasing them right now until my portfolio is more balanced.

Prestigious_Chard_90

I hate to break it to you, but as the Sun runs out of fuel, it will likely expand, enveloping Earth. JNJ ultra leap calls are the correct play, as everyone would need SPF9000 sunscreen.

Deeznutzsgotcha

I don't know if Wendy's is that kind of company. Morale of the story is a relative of mine worked many years as an executive at $JNJ she told me for years here financial advisor has begged her to invest in something other than $JNJ. She said she will never abandon her $JNJ bags. Something tells me that she's probably an undercover billionaire with those diamond hands.

mend0k

Crazy - I was thinking of PG and JNJ myself. Though not options but shares