Latest Posts

Thankfully improving

Slowly getting better now. The stock was in trouble a few years back but things look like they're improving at a steady place.

Why Costco Stock Dropped

Subtract gasoline sales from Costco's same-store sales numbers, and the SSS number was 0.5% lower for the month of November, and 0.1% lower for all of Q1 -- but the same for the last 12 weeks. So basically, Costco got a bit of a boost from gas sales... — read more 

KELYA

This is still a hold for me. What a great stock that performs really well. I'm really happy with it.

Is there even any upside left here or nah?

So real talk, is there actually any upside left in this stock? It already ran a bit, the good news feels baked in, and I’m not sure there’s anything big left to push it higher. Are we still early, or is this basically full price now? What do you all... — read more 

GM looks strong. For now.

GM’s been kind of messing with my head lately. The stock’s been climbing and those Q3 numbers were way better than anyone expected, so part of me feels like, okay, maybe they really do have things under control. Hitting fresh highs definitely doesn’t... — read more 

Stock feels really shaky

Salesforce has had a weird few weeks. The latest results were solid - steady revenue growth, a strong subscription base, and all the hype around their AI and Data Cloud tools actually seems to be landing some real deals. Management even sounds... — read more 

What's up?

Has F5 been cursed or something? Why are the numbers so unreliable right now? I don't know what to do with this stock anymore.

Excellent, if shocking, results

Looks like the turnaround is actually working. Excellent quarterly results, a raised forecast, and a nice bump in the share price are such a pleasant change for a place that has been nothing but a disappointment for a long while. I don't want to get... — read more 

Why are people bearish on MU?

The stock has done amazingly in the last six months. Yes, there's been a hiccup or two, but it's up nearly 140 percent in that period. How many other stocks can say the same thing? And people are already turning their back on it? I swear, some of you... — read more 

GME

GME stock is soaring after the recent development in the gaming world. It's a good day to be bullish about it.

Lots of chatter

Fastly’s been showing up more and more in headlines about partner programs and its conference presentations, which makes me think they’re trying to grow the business beyond the old CDN pitch. I'll be honest, I don’t fully understand edge cloud tech... — read more 

I’m not sure what to do with Humana right now

The stock’s been shaky for weeks, and most of it seems tied to the Medicare Advantage mess. Membership dropping by hundreds of thousands is not a small issue, and even though they say it’s “better than feared,” it still feels like a major hit to the... — read more 

I’m torn about BA

On one hand, they’ve got a giant backlog and deliveries are finally picking up, which should be good. But then you see that massive 777X charge, more certification delays, and another ugly non-GAAP loss, and it’s hard not to worry. Cash flow may be... — read more 

Risks and maybes are piling up

Watching Airbnb’s stock these past few weeks has been a bit nerve-racking. The earnings were “fine,” but the guidance wasn’t exactly inspiring, and the fact they missed on EPS makes me wonder if growth is slowing more than they want to admit. What... — read more 

I’m more nervous than excited right now

The AI hype is great until you look at the risks piling up. The valuation feels way stretched, China restrictions keep hanging over us, and any slowdown in data-center spending could sm--k the stock hard. Competition isn’t sleeping either. Feels like... — read more 

Not the best timing

So PLUG decided to drop a $375 million convertible notes offering and the stock instantly tanked like it saw a ghost. No surprises there. I get that they need cash, but every time this company raises money it feels like shareholders are the ones... — read more 

Good month

SEED is doing great. Which is a good thing since I recommended it to my boss. Would hate to see it go under after something like that.

Why is it tanking?

I don't get what's going on myself. I always thought this was the stock to buy early on. I guess all the advice I got on TSEM wasn't good at all.

Good and steady

Thomson Reuters had a small wave of activity today after its latest updates made the rounds, and it reminded me how steady this company usually is. Nothing exciting, nothing flashy, just one of those businesses that quietly keeps earning and paying... — read more 

Can Mattel actually grow sales right now?

What do you all think? Can Mattel really boost sales with the toy market this slow? Retailers are cutting orders, demand feels soft, and some brands aren’t hitting like they used to. They’re trying the whole entertainment/IP push, but will it... — read more 

PCF...

PCF is such a troubled stock. I don't get why people keep recommending it to me. Just look at its history. Hard pass.

MX

The perfect price, in my opinion. This only shows that I was right to hold it. MX is doing fantastic.

Should I drop the stock?

Intel’s situation is starting to worry me. I’m just a small shareholder, but it feels like things could get even tougher from here. Manufacturing their own chips was supposed to be the big comeback story - bringing production back, competing with... — read more 

Man, this week has been rough

Tesla’s stock is tanking. Down over 10% in just a few days, and now it’s the only one of the M7 sitting in the red for the year. Sales are slipping in China, key people are leaving, and even ARK’s been dumping shares. Then you’ve got recalls and all... — read more 

Investors are spooked

And I personally think it's for no good reason. Yes, the company's ramping growth investments but how is that a bad thing when you look at it long-term? For me, this dip in the stock represents a great moment to strengthen my position. I fully... — read more 

New F5 alliance

Any thoughts on the the latest announcement? The new partnership deal bolts CrowdStrike's Falcon sensor into F5 BIG-IP so web traffic gets threat hunting at the network edge. To me, that sounds like a smart way to get more protection without extra... — read more 

No news

Haven’t seen any real news about ZoomInfo lately, which feels pretty weird since this stock usually makes noise around earnings time. Let's hope they’re just quiet before dropping something big. It could be nothing exciting’s happening right now, but... — read more 

American Well Services

Now the acquisition is done, Ranger Energy has a larger Permian Basin footprint, which is always a positive thing. No to mention, the rig count is now higher, which is likely to result in a nice revenue bump despite the current oil price issues... — read more 

Good price?

Is VR at a good price right now? I can't tell myself. I'm a bit d-mbfounded by the numbers.

How real is 3M’s turnaround right now?

3M keeps talking up its turnaround — better organic growth, improved margins, and more new products hitting the market. But is any of this actually real, or just good PR? We’ve seen a few quarters of positive growth and some margin improvement, but... — read more 

What to do, what to do

This has been a long-time favorite for income-oriented investors thanks to its strong track record in the midstream energy pipeline space, but things are not as crystal clear anymore. Energy and midstream are facing headwinds (including regulation... — read more 

Mixed signals

American Superconductor posted good year-over-year growth but it still managed to miss on sales and gave weak guidance. Not an ideal combination. I’m thinking this one might be more of a risk right now rather than a safe bet. I'm not discounting it... — read more