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With the current political situation, a company that can benefit from defense budgets and government contracts seems like a smart choice. And let's be honest, it's not as if a change in the ruling party is going to affect defense spending all that... — read more 

It's been stable for a while, it's involved in so many fields, from automation systems to aviation products, that even if one is lagging something else can make up for it. Not to mention, it has also signaled confidence in its diversified business... — read more 

Extra Space declared a $1.62 dividend for March, which is higher than I expected. I've been adding storage REITs because they just keep churning out steady cash flow, and I'm yet to regret it. I have to admit it's nice to see tangible returns instead... — read more 

Or should we look elsewhere? It's not like it's the only stock around. There are better alternatives within the industry right here.

For anyone tracking the Chesapeake + Southwestern combo (now EXE)… quick vibe check: Are we actually seeing real synergies (lower costs, better marketing, smoother ops), or does it still feel like two org charts glued together?

SAP posts solid cloud bookings / backlog numbers… and the stock still gets the “meh” reaction. What’s the actual issue here?

Be real, what is SCHW now? Is it basically a Fed-rate mood ring + “everyone moved cash to money markets” story? Or is this just a messy chapter and the real play is still: more accounts, more AUM, margins eventually chill, earnings bounce back?

Alright COMM holders… be honest. Did they actually fix the balance sheet, or did they just hit the “refi + pray” button?

Is this the right time to do it? I don't know if I should wait for too long. I don't want to miss out on anything.

Ocwen has rebranded to Onity a couple of years ago. Years before that I bought this stock but regretted it. I would recommend avoiding it.

Just an FYI. The company got acquired by Amgen. Look there if you're interested. You have nothing to look for here.

Is this a good time to buy eBay? The numbers seem alright to me now. I guess you can't miss with eBay... I hope.

Stock has been basically soaring. Fundamentals? P/E of 78 while net income dropped 75% from its peak. Cash flow is shrinking, dividend growth has basically stopped, and they haven't bought back shares since 2024. The turnaround story is being priced... — read more 

Musk says Tesla is now an AI and robotics company. Sure. The same guy who promised 250,000 Cybertrucks sold 20,000. European sales are collapsing. Annual deliveries dropped for the first time ever. But hey, robotaxis and humanoid robots are right... — read more 

Most analysts say sell. I want to believe in the turnaround, but can a mostly brick-and-mortar retailer really pull it off when consumers are tightening their belts? Revenue down 7%, earnings down 65%. The economic uncertainty isn't helping anyone... — read more 

Cigna’s stock's up 6% this year. Beaten earnings, avoided FTC penalties, and analysts see 15% upside from here. What I appreciate most is how Cigna's navigated this brutal period for healthcare stocks. While competitors like Humana cratered 20% in a... — read more 

Stock's down 30% from the November high, trading around $400 now. Down 14% just this year. And why? Because people are panicking that AI agents will replace specialized cybersecurity software. Are you serious? AI hasn't proven it can reliably... — read more 

Amazon's stock price plunged after the e-commerce giant announced massive spending plans for 2026. The company continues to invest heavily in AI with capital expenditures expected to hit $200 billion this year. Amazon uses artificial... — read more 

People betting on cloud growth, not just today's headlines. Interesting to see.

Looks like Viking is moving their or-l obesity dr-g into late-stage trials later this year, and many folks seem to think this is actual momentum, not just hype. It certainly makes you wonder if this could lead to something bigger down the road like... — read more 

Looks like the transport/logistics world is currently paying attention with mixed results for Hub Group, with revenue beating some expectations but overall sales still being challenged. I'd appreciate some advice on this one. There's a lot of mixed... — read more 

If you weren't worried before, you should be very worried now. I have to admit to being a bit confused about this, because Manhattan Associates beat expectations in the latest earnings report and recorded revenue growth for Q4. One would think this... — read more 

It can't be traded anymore (HYRE).

Fossil keeps talking about cost cuts, layoffs, store closures, shifting more to distributors/wholesale, etc. But revenue’s been sliding for a while. Do you think the cuts can outpace the sales decline and get them back to sustainable profits or is... — read more 

What’s the realistic timeline for CVS to cut debt in a meaningful way? And once they do, what happens first: buybacks restart, dividend growth, or do they just keep hoarding cash? Curious what leverage target you think they’re aiming for + what... — read more 

...and how can that affect the stock performance?

How much cash do they actually have vs debt, and how long can they last? Also how much money is getting torched on restatement/investigation/legal/consultants instead of the real business? Is that burn slowing down or nah?

My investment in Molina Healthcare just evaporated in a single morning. The stock is down nearly 30%. How does a company miss Wall Street's 2026 earnings forecast by 63%? How do you post a loss of -$2.75 per share when a modest profit was expected?... — read more 

Walmart just crossed $1 trillion in market cap for the first time ever! The stock is trading at 45 times forward earnings. For a retailer, that's insane - in a good way. If you'd told me a year ago Walmart would be valued like a tech giant, I... — read more 

Stock jumped 10% after crushing earnings, then gave it all back. The problem? Meta announced they're planning to spend $115-135 billion on capex in 2026. That's up from $72 billion last year. It's absolutely insane. In 2021, they spent $19 billion... — read more 

Stock crashed 17%. Worst decline in nine years. AMD actually beat earnings - revenue up 34% year-over-year and crushed analyst estimates. But the Q1 guidance wasn't spectacular enough, and the market panicked. It was solid guidance, just not the... — read more 

Stock was down 17% in January before earnings, and I was freaking out. No clear reason for the plunge, just a massive sell-off. Michael Burry's betting against us, big institutions like JPMorgan and T. Rowe Price dumped shares. That had me... — read more 

Why is the performance like this? I was told KDP was a solid, reliable stock. I was misinformed.

Selling HBT would be for the best right now. Look at the price. That's the only thing you can do at this moment.

NRG Energy keeps coming up lately with all the clean energy talk. People seem to like it for the steady dividends, but I’m not sure what the real growth story is supposed to be. Is this more of a safe, hold-it-forever utility, or is there actually... — read more 

GIII should be sold at this price. I believe it's the best thing you can do with it right now anyway. Not really rocket science when it comes to GIII.

Enterprise Products Partners recently reported its fourth-quarter and full-year 2025 financial results, closing the books on a record year. The master limited partnership (MLP) set several volume records, fueled by recently completed expansion... — read more 

Is this something to consider right now?

AES keeps popping up whenever there's talk of the transition to renewable energy and grid modernization, especially as utility-scale storage and clean power are well on their way towards to top in policy circles. This one could be good both for... — read more 

It’s been in the conversation again due to slowing outlook, which is not a good thing, and serves to remind us that even strong lifestyle brands can hit headwinds in consumer demand. Still, I think this one has plenty of customer loyalty to recover... — read more 

ETN had its ups and downs in the past but now I'm starting to worry. Will this bad luck continue?

The numbers don't lie. You can see it for yourself. This is the time to buy EGP now.

Here's my take on it: Too much debt → big refi risk / higher interest costs Not enough real free cash flow → “show me the money” problem Dilution fear (converts / financing) GDS model is under pressure (airlines pushing NDC, competition) They... — read more 

Trying to figure out how much of HAL’s “outperformance” is real share gains vs just being in the right place in the OFS cycle. Are the integrated offerings / new tools actually winning incremental work (and sticking through a downturn), or does it... — read more 

UNH has basically framed 2026 as a tougher setup (MA rate pressure, higher medical cost trend, Medicaid headwinds, plus the Change Healthcare tail). So what’s the base case here: is 2026 just a “reset” where numbers look ugly but the model stabilizes... — read more 

If you're looking for a place to put some money to work for a while but are struggling to find a name worth owning at an entry price you can live with, consider a stake in Netflix while the stock's priced more than 30% below its mid-2025... — read more 

Not much excitement around this one, but that's how I like it. No need for bombastic headlines to draw attention to a decent stock that keeps doing well. One of my holds.

I like how Micron is being proactive and building to meet the AI demand. All this talk about a bubble is pure bullcr-p. AI is the future, and the companies that invest the most will profit the most. The latest $24 billion massive new chip fab in... — read more 

There should be more effort behind the scenes to make RBB perform better on the market. Maybe change something with management? Anything to make the price look normal.

ARCT should be sold. If you look at the last month's statistics and compare it with the recent ones you can easily guess as to why it should be sod.

Is this a good price, right? It has been a difficult month for ALEX but this has got to be a buy right now, right?

I don't think this stock can be traded anymore. Better look elsewhere in the industry if you're in the investing mood.

Yes, the stock is up, new contracts and earnings look strong. But I’m starting to question if we’re just riding momentum while deeper risks build. Tariff wars and rising tension with potential buyer nations threatens future orders. Reliance on... — read more 

My life savings suffered overnight because Humana’s leadership bet our entire future on a single, fragile government payment. They called it a "pure-play" strategy, I call it reckless. For years, they ignored the risk while Star Ratings collapsed and... — read more 

The 2026 guidance wasn't great, revenue and earnings both declining year-over-year. COVID revenue keeps dropping, and patent expirations are hitting hard. They're saying real growth won't come back until 2029 or 2030. But I'm hoping the Metsera... — read more 

Stock dropped 8% after they announced layoffs and another AI pivot. They're laying off 15% of the workforce and claiming it's all about "reallocating resources to AI." Really? That's the answer? Pinterest has been struggling to monetize users and... — read more 

Stock hit an all-time high of $85 earlier this month and jumped to $86 after earnings. Up 70% over the past year. The earnings were solid, beat expectations and they're returning cash to shareholders with a 20% dividend increase plus a $6 billion... — read more 

I'm not sure how I feel about this. I can see both the positives and the negatives. I guess I'll give it some time for things to settle down before I decide on my next move.

I really hate that I didn't pick up Costco sooner. Yes, it had a small drop recently but it's already on its way back. My dad, who kept suggesting this to me, has made a ki-ling with this over the years. This is the best lesson to listen to your... — read more 

I'm assuming that everybody is holding Apple long-term, but what other stocks are on your must have list for the next ten or more years? I think many will say Nvidia, but in all honesty, I believe we're in an AI bubble, and once it bursts, Nvidia... — read more 

Buying IHRT now would be a good decision. The stock wasn't the greatest last year but 2026 looks good so far.

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.