Latest Posts

Holding but second-guessing

Bought this one last year when everyone was hyping it up. Now the CEO's bailing and the stock's been in the gutter for months. Every time I check the price, I think about selling, but then I don't. Probably should have moved on a while back. The AI... — read more 

Not sure this one's worth it

Chipotle's been stuck in this weird place for a while. They announce something, stock goes up a little, then goes right back to where it started. New menu items, new locations, none of it seems to matter much. Just this constant loop of nothing... — read more 

I don't get it

Every time I think about selling, the stock pops a little. Then I hold, and it slides again. AI this, AI that, but the numbers never seem to match the hype. Meanwhile the whole sector keeps getting hit. I cannot tell if this is a dip worth buying or... — read more 

Not the safe bet I thought it was

Walmart was supposed to be the boring one, the reliable one that just sits there and pays dividends while everything else goes crazy. But it's been sliding for weeks and maybe it's not as safe as I imagined. Every time I check the price, it's a... — read more 

Realty Income

This has been sitting prettily in my portfolio for a while now and I'm pretty satisfied with it, especially these days. Buy Realty Income.

ECOL?

I don't think ECOL can be traded anymore. I don't think it's available anymore, right?

EnSync

They changed their name to EnSync now so this is just an update.

More layoffs

That's always a good thing. I'm still a bit cautious about Oracle, but I have to say, this move is giving me hope.

A mixed bag

Meritage might be the fifth largest public homebuilder in the U.S. which is the leader in building affordable entry-level homes, BUT the housing market has cooled off significantly, primely due to high mortgage rates, and many buyers are pulling back... — read more 

HEES

Do people still trade HEES these days? It seems that the quality is down and nobody I know in real life ever talks about it, they don't even mention it in passing. It's a bit strange.

HAE is doing OK

Things could be better for sure but for now things are looking pretty okay. I'm fine with the performance, however it may be lackluster.

Just tell me what I'm missing

They reported earnings and the stock dropped. Not because the numbers were bad, but because a couple of analysts lowered their targets. That's it. Executive sold shares in July. Nothing major, but it keeps nagging at me. The business itself is... — read more 

Quarter wasn't bad, stock still got sold

Leadership sounded optimistic, proprietary brands are supposedly resonating, and digital sales are growing. Sounds good, right? Then why do I still feel like I'm holding a tu-d? The CEO sold a big chunk of shares right after the report. If the... — read more 

Beat earnings and still got punished

They reported earnings that actually came in better than expected. Revenue was up, the CEO sounded positive, all the usual signs of a decent quarter. And the stock dropped anyway. Turns out the market only cared about the Middle East revenue taking a... — read more 

ConEdison

It's been a good week. I bought it and honestly buying it was a good choice, in my opinion.

XOM

Should it be sold at this stage? I do think I should go for it but I fear I'm on the fence anyway.

Good news for Amazon investors

Amazon had a great quarter across the board, with its e-commerce, cloud computing, and digital advertising businesses producing accelerating revenue growth. But while discussing these results during his conference call with investors, Chief Executive... — read more 

Thoughts on Iridium?

It could go either way from where I'm standing, but I've had it in my sight for a while and I think it might be time to decide one way or another what I'm going to do. Is anybody else considering Iridium and if you are, what are your thoughts on... — read more 

A mixed bag

I followed the latest quarterly report, and while total revenue was down about 5% because of softness in the irrigation market, the infrastructure side was up 8%, driven by growth in road safety products. Basically, the diversification seems to be... — read more 

A question

Should I sell right now or wait for the situation to calm a bit? I don't want to miss an opportunity to benefit from all this.

Looking good

Up nearly 50% in the past 6 months. I bought in March and I'm very happy with how it's developing.

Water will always be important

Franklin Electric having a strong position in water pumping systems and related infrastructure ensures its excellent future and prospects, in my humble opinion. It might be focused on solving basic infrastructure problems, but that's one of the most... — read more 

Is AI going to help?

I don't like the fact Maximus is down nearly 30 percent this year and approaching its 52-week low at $61. I like their push into AI and digital tools to improve efficiency and margins, I'm just not sure it's enough, especially with revenue sliding... — read more 

Profits? What profits?

They lost a bunch of money again last quarter, wider loss than anyone expected. But hey, at least the stock popped. Makes total sense. Great news on the surface - they're cranking out planes at a solid pace, landed a big order, and settled with the... — read more 

Another analyst loses faith

Just when you think the worst is over, Morgan Stanley cuts their rating and slashes the price target. The analyst says Agentforce is growing, but it is still a small piece of the business and the rest is dragging things down. Other firms are getting... — read more 

Dropped 30% and nobody seems shocked

The CEO sold stock right around the time it hit a low. Could be nothing, the trades were planned, but the timing still stings. A Chinese competitor went public and suddenly everyone got nervous about pricing power and AI spending. The company itself... — read more 

What's actually changed?

They raised the dividend again, which is always nice, but profits fell even though sales went up. That is the part that bothers me. They are spending a lot on remodels and new stores, which sounds good for the future, but right now it is eating into... — read more 

Dividends are nice, but come on

Pfizer is one of the highest-yielding stocks in the S&P 500 right now, which sounds good until you realize why - the stock has been the worst performer among big pharma names this year and the earnings outlook keeps getting weaker. They can't stop... — read more 

EPAY

Is EPAY even valuable these days? Does anyone even talk about it anymore? Nobody mentions it to my knowledge...

HABC

HABC is doing great numbers here. I bought it at this price and don't regret it at all.

Is IBM actually a growth stock now?

I’m looking at IBM as a possible investment, but I’m not sure what to make of it. There’s a lot of talk about AI, cloud, and Red Hat, but the company still seems like a slow-growing dividend stock. Are we seeing a real turnaround, or is IBM still... — read more 

Oh great, another layoff I don't care about

They just announced they're shutting down a warehouse and letting another 184 people go. That's on top of everything else. The stock is down, customers are buying less, and apparently gas prices are to blame for everything now. I don't even care... — read more 

Paying billions for a mess

They are burning up to $145 billion on AI this year, and their own CEO just admitted the whole reorganization has not delivered what they hoped for. The strategy keeps changing, they keep cutting people, and the AI tools that are supposed to be the... — read more 

New CEO, same old worry

Brian Evanko just took over as CEO. What’s with the timing? The outgoing CEO sold a big chunk of shares right before stepping down. Could be nothing, but it does raise the question of what he might have seen that we are not seeing yet.

Still can't get a read on this one

Stock hit a high a couple weeks ago and has been sliding since. The co-founder sold a bunch near the top, which always gives you that uneasy feeling. Some people say the travel business is solid and the summer bookings are strong. Other people look... — read more 

Suddenly a big fan of open source

So Jensen is out there pushing for open-source AI models, signing letters with all the big names. Sounds great. But reading the fine print, it's clear this isn't generosity. They give away the software to drive adoption and monetize the hardware... — read more 

FedEx

It's a competitive industry so I don't understand why FedEx doesn't start pulling its weight and stop playing around. There's still room and time to improve, so why don't they?

Good stock, bad luck

This hasn't been a good year for Fathom Realty. They have been truly unlucky lately. Maybe things will change for them for the better soon.

MLHR

Outdated ticker symbol. It is now MLK, just some news here. The company rebranded.

Stay away

The stock's down around 45 percent over the past few years and the P/E is sitting at just over 10x, which is roughly half the industry average. I've been very patient with it, but I think it's time to throw in the towel. You win some, you lose some... — read more 

Any thoughts on the rebranded company?

Regal Rexnord Corp (RRX) has been in my sight for a while, and now analysts seem to agree with me, considering it as one of the potential biggest industrial winners for this year. Target is just $10 above its current price, but I think there's... — read more 

Is anyone else digging into Aptar?

It's starting to look pretty interesting to me. The stock is currently around $130 but a lot of analysts see it going higher, with one optimistic target being $165. I'm not surprised, since I looked into it, and all business segments are doing well... — read more 

BMI

It definitely should be bought at this price. It's a no-brainer, really.