Latest Posts

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 

LZB is not desirable at all. It isn't hot and you should look elsewhere.

A lot of people seem really pumped about this one, but I’d urge some caution. Sure, the upside could be big, but the risks are just as real. Anyone thinking about investing in Wave Life Sciences should weigh those risks carefully and only put in... — read more 

A slight dip for AVAV following analyst comments on slower defense drone orders, but I wouldn't worry about it too much. Now, if this continues, that could be a cause for worry. But I personally believe this is just a result of overzealous orders in... — read more 

I was about to sell Beyond Meat but I'm starting to think what we're seeing right now might be the start of a recovery for the company. I'm a cautious person by nature and I always think five times before making a move, so I'm glad I didn't sell at... — read more 

Looking at LO) and can’t tell what it really is anymore. Nice buybacks and dividend, but growth feels iffy with housing still soft. Is this just a boring value hold now, or is there still some real growth left?

DXC has reported mixed results with revenue declines and profit pressure in some quarters. Can this be called a long-term trend at this point and is that reason enough to stay away from DXC for the time being?

After the recent run, Bank of New York Mellon (BK) doesn’t really look cheap anymore — but it doesn’t look crazy expensive either. Seems like most of the good news is already baked in. Probably a solid hold from here unless we get a pullback or some... — read more 

Is it just me or is Xerox Holdings (XRX) getting whipped around nonstop? Stock’s crushed YTD and every earnings drop sends it flying up or down. Feels like some combo of: dying print biz ugly earnings / guidance Lexmark + restructuring... — read more 

Or just the calm before more turbulence. Kohl’s just had a really solid Q report, margins up and guidance looking okay, but the stock is already slipping again. Volume’s low, so it feels like people are nervous to buy in. Maybe it’s the fear of... — read more 

They let AMD raise GPU prices, but systems are getting expensive fast. People are grumbling, and I can see some skipping subscriptions or avoiding upgrades entirely. Add in the broader frustration with constant tech trends and AI hype, and it feels... — read more 

The price hasn’t gone anywhere exciting, and it feels like the market is just shrugging, waiting for something real to happen. The layoffs and cost cuts were supposed to help, but I’m not sure they moved the needle much. They might help margins a... — read more 

The stock has been great, but the valuation feels sky-high, like it’s already priced for perfection. The business is solid, but growth won’t be straight up forever. Any slowdown in comps, membership growth, or margins and this price could wobble... — read more 

Airbnb’s stock has actually been drifting upward the past couple of weeks, which feels decent after all the volatility earlier. It’s almost weird, though, because the trading volume has been pretty low, like people aren’t really committed to the... — read more 

IGMS was acquired by Concentra. I wonder what's happening behind the scenes right now.

Nothing to talk about anymore, I guess?

https://www.investing.com/news/stock-market-news/kala-pharmaceuticals-stock-falls-after-10-million-share-offering-93CH-4394123

IIIV is at the right price now for a solid purchase, in my opinion.

Am I wrong in thinking Ameren is one the more dependable utilities around? IIt has been serving consistent performance and predictable returns for a while now, and I’m seriously considering adding it to my portfolio. I’m not a big fan of utilities... — read more