Latest Posts

Looks like a good choice for stability. Should I buy?

Cisco latest earnings look like a glimpse into the future of corporate IT: sales jumped nicely and the company even exceeded its own revenue guidance, which you don’t see that much of these days. As a bonus, having AI-related networking and security... — read more 

I know Ibio had some movements up (and down) in the past few days, but none of it was substantial enough to warrant any kind of action, one way or another. The stock's been moving between $2 and nearly $3 for nearly a year. Once we see other start... — read more 

The financials sector has been the S&P 500’s worst performer over the past month, posting a loss of 2.99%. Shares of financial services firm Ally jumped 7% on Wednesday after the company reported record EPS growth. The company also announced... — read more 

Wayfair remains at the mercy of unpredictable tariffs, which could change on a whim with considerable impact. I suspect the positive outlook stems from new AI shopping features, but how substantive are they? I worry we're forgetting to scrutinize... — read more 

I'm wondering if the advanced reasoning AI model they're launching in June could help close the gap. That said, I'm increasingly skeptical that the AI arms race is a sustainable winning strategy for any company.

PepsiCo's apparently going "all in" on zero sugar products. My question: isn't that just jumping on a trend that's already starting to fade? Diet sodas are becoming less popular, and now they're doubling down on the same concept with a different... — read more 

Stock's up 21% to start the year, trading around $42. Finally some relief after getting hammered last year. The whole rally is about their cancer vaccine with Merck. They've got trials going for melanoma and lung cancer, potential launch next year... — read more 

STX has had a nice bounce with better revenue and margins from data center/AI demand, but not sure if this is real momentum or just another short-lived cycle pop. Trying to decide if there’s more upside or if it’s already peaked.

Starting to think LUMN isn’t just a dying legacy telecom story anymore. Between the fiber build-out, enterprise connectivity, and all the AI/cloud network hype, it feels like they finally have some real growth levers that could stabilize revenue and... — read more 

Mostly trying to figure out if the recent drop is coming from rising medical costs, weaker Medicaid enrollment, or just broader healthcare sector pressure? Any thoughts?

Been looking at JPM as more of a “sleep-at-night” bank stock and the dividend is a big part of the appeal. How dependable is their payout really? Do they have a solid history of maintaining/increasing dividends through downturns, and what’s the... — read more 

Sell UHAL. It's just better to get rid of it right now. There is no future with UHAL.

https://www.investing.com/news/company-news/eaglenxt-regains-nyse-american-listing-compliance-93CH-4460249

Why is HOG performing like this, so badly that is? I was told this was a solid stock. The so-called "Old Reliable"... yeah right.

Is J undervalued or what? That's what I've been reading these days anyway. I'm not sure what I should think with all these reports. It's a bit overwhelming, actually.

I'm not really satisfied with these updates these days... JILL has been disappointing me these past couple of months. I didn't expect this honestly.

Yes, Fortuna reported a Q3 production number that was slightly weaker year-over-year, but we have to take into consideration it's still on track to meet the annual guidance. Shares are up a few percent due to the news, and I understand why. Not a bad... — read more 

GE’s had a strong run lately, especially with the aerospace focus, and I’m trying to figure out if there’s still upside here or if most of the good news is already priced in. Are people viewing this as a long-term compounder at these levels, or is... — read more 

Dell’s been getting a lot of attention for its AI server backlog and enterprise demand, but I’m wondering how durable this really is. Is this a multi-year growth story driven by real customer spend, or more of a short-term surge tied to the current... — read more 

Trying to figure out how much of this stock’s movement is basically just a bet on commodity prices. If oil/gas (or other underlying commodities) move up or down, how directly does that hit earnings, cash flow, and the share price? Is management able... — read more 

Intel's sold out of server chips for this year, stock hit $50 last week, and everyone's talking about how they'll keep growing because of the AI bo-m. But I'm wondering if this is sustainable. The stock's up 130% over the past year and trading at... — read more 

Stock tanked over 7% this week after Trump's visa restrictions from 75 countries. The visa thing su-ks, but growth was already slowing. Revenue's only up 10%, and hotels are winning people back. Plus, Airbnb's way overpriced compared to competitors... — read more 

China slapped export restrictions on rare earth elements back in April - samarium, gadolinium, dysprosium, and others. These materials are critical for Boeing's aircraft. The 787 Dreamliner and other models need them for composites, electronic... — read more 

Stock's at $660, down from $796 in August. Down 18% since earnings dropped because of the insane AI spending plans. They're dumping $70+ billion into AI this year, and 2026 will be even bigger. Meanwhile, they just laid off 1,500 people from Reality... — read more 

I'm pretty happy watching Applied Materials hit that all-time high of $307 last week. Stock is trading around $301 now. The earnings looked solid, beating expectations. Plus, TSMC's strong results and their bigger spending plans for 2026 should help... — read more 

With HELIOS-3 Phase 3 trial for AXPAXLI now on its way, we could be looking at a major winner in the future. This treatment could completely change how diabetic retinal diseases are managed if it proves successful. That's huge! I know there's a big... — read more 

Price targets have been going up steadily lately, but I have to admit, the implied upside still feels limited to me for such a big memory play. I'm still unsure how I feel about this and it's obvious that I'm not the only one who feels this way. It's... — read more 

Anyone else really excited about these new developments? I'm glad I'm holding it.

Why is it performing so bad these days? Just bad luck?

Old faithful... eBay will always be hold for me. Forever hold, for sure.

Should I wait a bit before getting LHX? I think the numbers look good but if they can look better, I'm game...

Should LSCC be bought at this price, I wonder? Don't want to make a mistake here I'll regret.

It's nearly ten percent up in post-market trading today, which is interesting, since this is not that well-known tech company and there have been no major articles touting its worth. This is not something I'll buy on the first sign of a rise, but if... — read more 

What’s Weatherford International actually doing for shareholders? Are dividends even a real focus, or is it all about reinvesting and debt reduction for now? Any chance of bigger buybacks or payouts down the line, especially compared to peers like... — read more 

AI is moving fast in legal and financial data. Is Thomson Reuters actually building a real AI moat, or just adding buzzwords? Do these tools boost pricing power and retention, or make it easier for cheaper competitors to catch up?

As somebody who wants to buy COP I'm curious what people that have been following this stock think?

Qualcomm won the lawsuit, but Arm is appealing. At one point, Arm tried to cancel Qualcomm's architecture license entirely, the one they need to make Snapdragon chips. If Arm had succeeded, Qualcomm couldn't produce their main products anymore. The... — read more 

Stock is trading at $177 after being down to around $152 last month. Stock surged 130% in 2025, and everyone's acting like this is normal. It's not. Here's what pi---s me off: stock is valued at a P/S ratio of 110x. That means investors are paying... — read more 

I bought Chipotle at $50 thinking it was a safe bet, and now we're at $37. The stock is down 46% for the year while the S&P is up 16%. That hurts. The problem is young people aren't eating out as much anymore. The CEO said customers aged 25-35 are... — read more 

So we're trading around $479 now, down about 9% over the past month. Cool, cool. Love watching my investment slide while everyone's still tiptoeing around the elephant in the room, that July outage where they bricked 8.5 million Windows machines... — read more 

I've been holding AMD through what felt like a great 2025 - up nearly 80% for the year - but these past two weeks have been rough. We've dropped from around $234 to $204, down over 7% in the last month. The market cap fell from $360B to... — read more 

Or should we move on to other stocks in the industry?

Is this the price to buy right now? Or should I wait a bit to see how the situation will unfold?

I am not certain as to how to proceed going forward. What to do with NBTX?

This just goes to show that this is the sort of stock that you should hold forever.

That's my take on it anyway. It's at that sort of price right now.

Moody's Ratings (Moody's) has upgraded the ratings of Aircastle, including its long-term senior unsecured debt rating to Baa2 from Baa3 and its preferred stock rating to Ba1 (hyb) from Ba2 (hyb). Aircastle's outlook was changed to stable from... — read more 

Is what's happening with Venezuela a good or a bad thing for Exxon?

I'm seeing a lot of positive signs, but I don't want to jump in and get burned.

The stock jumped high up on Monday, and by today it's back where it was two days ago. I guess if you were smart and sold as soon as the rally happened, you made out like a bandit. For me personally, it's nothing ventured, nothing gained. I'll pay... — read more 

Reaction to the change in CEO was immediate, which was to be expected, I guess. Leadership turnover at a big insurer always gets traders thinking about possible restructuring or strategy shifts ahead. I think everybody is overreacting, to be honest... — read more 

Genuine question about Walmart. It usually holds up pretty well when the economy gets shaky because people trade down and shop for value. But with consumers feeling stretched and inflation still messing with budgets, does that finally start to hurt... — read more 

And how will these changes affect NOV?

Honest and argumented opinions please!

Trying to figure out if the optimism around Boeing is actually justified or just another hope cycle. Cash burn seems to be improving and deliveries are slowly picking up, but there are still quality issues, delays, and a ton of execution risk.

Thinking about buying Ford Motor Company and curious how people feel about the dividend here. Yield looks solid, but with all the spending on EVs, restructuring, and a cyclical auto market, how safe is it really? Do you see Ford prioritizing steady... — read more 

Things are looking bad for CFFI. The numbers aren't good and I think it's for the best to jump ship here.

It's not publicly traded anymore.

Is LCNB undervalued? That's what it seems to me at least.

All this AI hype - generative agents, Agentforce, whatever - feels like a gamble. Reliability issues, pullbacks on big AI bets, it’s like they’re chasing the shiny toy instead of solid growth. I get that automation could help, but are we sure it’ll... — read more 

Again. What are the benefits of these tariffs anyway? All I’ve been seeing is higher prices for consumers and extra headaches for businesses trying to stay afloat. Now that the tariffs are pushed back, the stock pops immediately. Feels like a win for... — read more 

Earnings looked solid, but the share price isn’t really reflecting it. People are nervous about margins, and the Fitch downgrade didn’t help. Leadership changes add more uncertainty. I get that they’re big in Medicare Advantage, but it makes me... — read more 

Hopefully the momentum driven by high-bandwidth memory demand keeps going.

The company just posted really solid numbers - revenue up around 10%, earnings beat expectations, full-year guidance reaffirmed - all the stuff you’d think would send the stock up. But the share price is still kind of dragging and lagging the broader... — read more 

This is a really reliable stock. I never have to second guess it.

Boeing is on the road to recovery. The aerospace-and-defense company has had a strong year and things could get even better over the next 12 months, according to analysts at Tigress Financial... — read more 

This one is doing much better than most other big automakers this year, with price targets going up as well. I didn't think I'd be seriously considering any local carmakers this year, but this one snuck up on me. It's not great news just yet, but... — read more