Latest Posts

FMNB

Right now I'm thinking of selling. FMNB just isn't worth it anymore and it isn't beneficial to me any longer.

Hold

And forever hold for that matter. I was right to ignore the naysayers and be bullish about Kellog instead. I'm really happy with what's going on these days. I don't regret anything.

Drop?

What happened to explain this drop? FNB seemed to be doing so good this month too. I'm confounded.

Finally!

Emcor just got the S&P 500 nod and the stock jumped a couple percent. Itfinally seems like the market is noticing them. They’ve been quietly strong with solid growth and low debt, so I’m thinking it might be worth grabbing a small piece and seeing... — read more 

No movements so far

Riders and delivery trends look steady, but I’m just watching to see if any post-holiday promo cuts show up in the next update. It's really hard to bet against their scale right now.

Yikes

LULU cratered after slashing its 2025 outlook and signaling a tougher North America, I saw multiple write-ups on it over the weekend. I can’t tell if this is a buy-the-dip brand hiccup or something more structural with athleisure demand. I'm opting... — read more 

I'm not uninterested

Solar sentiment keeps whipping around, and ENPH is the one I’m eyeing for signs that channel inventory is finally clearing. If we hear something about stabilization in Europe/US resi soon, this could snap back fast. It's definitely something I'm... — read more 

Not biting (for now)

This stock feels like a pure “show me” AI/edge video story. If design-win chatter picks up this quarter, I might nibble, but I’m not chasing until guidance firms up.

Macy’s stock has been on fire lately after those surprise earnings and upbeat guidance. But the big question is—can this rally actually stick, o

ome things I’m wondering about: They beat expectations, but does that really change the long-term challenges (declining mall traffic, competition, store closures)? UBS is still bearish, while Jefferies is more bullish—so even analysts can’t... — read more 

What’s fueling the recent stock surge?

Nike shares have rallied sharply in recent weeks, gaining momentum after earnings reports and management updates. What are the main drivers behind this surge—are investors primarily responding to improving fundamentals like inventory cleanup, supply... — read more 

Any chance the share price will stabilize?

It’s been a rollercoaster, and I’m sick of it. I can’t make an informed decision. I really want to ditch the stock, and I have no clue how to choose the right moment. And it’s not as if the fluctuations are massive. Just enough to make you... — read more 

Stock finally bounced back

But it’s still about 26.6% below its 52-week high of $215.70. A perfect example of record results not meaning much in the long term. The biggest risks, including weakening demand in China, tariff issues, and a tough macroeconomic environment, aren’t... — read more 

Cigna’s up, but for how long?

Cigna stock did pretty well this past week, which is nice to see, but I can’t help noticing the cracks underneath. They just took on billions more in debt, cash flow looks shaky, and some signals aren’t looking too good. I’m just a small shareholder... — read more 

A trillion-dollar bad joke

A $1 trillion pay package for Musk? Are they serious? The board wants us to believe he’ll magically hit impossible targets like exploding robotaxi adoption, insane delivery numbers, and sky-high valuations. Meanwhile, sales are already cooling... — read more 

What to do with the stock? I’m worried.

I’m starting to get nervous about Nvidia. Everywhere I look, people are saying it’s way overvalued, that options trading is turning bearish, and that the whole “risk-on” rally might be running out of steam. I’m just a small shareholder, but it’s... — read more 

JNJ

It's not time to jump ship just yet. It's just not time to abandon things here. The moment hasn't come to sell JNJ.

IDXX

IDXX had a rocky start to the year but things have improved now. I was worried there for a sec, thinking it would tank. IDXX hasn't let me down so far.

ConEdison

This is the time to sell. Look at the price right now. It's a no-brainer, really.

Utterly confusing

Airbnb keeps getting roasted and praised at the same time, and it's making this whole thing so confusing. Not to mention, I can’t tell if travel demand is steady enough to trust this one long term. This used to be a certain hold for me, but I have to... — read more 

J struggling

Sad to see J struggle this week but it is to be expected after all the things that have happened. I'll still hold though.

DuPont selling its Kevlar and Nomex business

DuPont is selling its Kevlar and Nomex business to Arclin for $1.8 billion. That’s a big deal, Kevlar and Nomex are the tough fibers used in everything from bulletproof vests to firefighter gear. I have to wonder why DuPont would let go of such an... — read more 

A small drop

HPE dipped a little bit the other day after a rough market session and news that the CEO sold some shares, which, in all honesty, is not all that surprising. It doesn’t scream panic just yet. Just keep an eye on the stock for now. I think this will... — read more 

Things could be better

Wow, Marvell got hit hard. The company warned Q3 sales would be lower than Wall Street hoped, and the stock plunged by almost 18%. You can see that AI/data-center investors are spooked by the news. If you were riding the AI chip hype, this one stung... — read more 

PG isn’t flashy, but it works

I’ve held Procter /amp; Gamble for years, and while it’s never the most exciting stock, it’s one of those steady, reliable ones. Analysts keep pointing out that its core brands give it pricing power, which really helps in tough times. I just hope tariffs... — read more 

Meta’s AI hiring freeze has me uneasy

I saw the news about Meta freezing some AI hires, and it honestly makes me pause. Everyone’s been betting big on AI, so it’s strange to see Meta pulling back while others double down. Makes me wonder if they see something we don’t, or if the AI... — read more 

UPS may win now, lose later

Holding UPS right now makes me uneasy. With many European carriers halting shipments to the US, UPS could see a short-term bump in volume as shippers look for alternatives. But long-term, higher tariffs, added fees, and strained trade flows may cut... — read more 

Nvidia looks unstoppable, but risks are piling up

I’m holding my Nvidia shares, but I can’t ignore the risks. The stock feels dangerously overvalued, and with it being so tightly linked to the rest of the Magnificent 7, any shock in tech could trigger a cascading effect. AI hype is fueling the... — read more 

Thinking of selling ALLY. Any insights?

I’ve been holding onto ALLY, but I’m starting to wonder if it’s worth it anymore. Revenue has been slipping, earnings per share keep dropping, and it feels like the company just can’t find steady footing. Analysts are even saying “sell,” which makes... — read more 

Soaring

EBF has been disappointing so it's great to see it perform much better today.

Good results, nice price bump

PDD stock got a nice bump, around 10 percent pre-market, after its parent Temu/Pinduoduo beat revenue expectations for Q2. Their sales rose 7 percent, but profits took a hit thanks to higher costs from more marketing, logistics, and support efforts... — read more 

Might be a sell

Keurig Dr Pepper took a major hit after announcing it’s scooping up JDE Peet’s for $18 billion and planning to split into two companies. I'm not sure what to think. My first instinct is to sell, but I don't want to make a mistake because I panicked... — read more 

Why?

Cathie Wood’s ARK Invest snapped up shares of PagerDuty despite its stock being down about 24% year-to-date. That seems wild to me to be honest, but hey, maybe they see it as bargain hunting. We're all wondering about what she knows that the rest of... — read more 

$230

Boeing’s stock is getting close to its 52-week high of $236, and I still can't believe it's happening. I wrote this entire company off completely and look what happened. I guess it's all thanks to strong demand for planes and steady deliveries, but... — read more 

Not sure about PFE

Ugh, this is a difficult one. Pfizer’s stock is at $25.88, up a little 0.5%. Sales in China are slipping, and legal issues are still hanging over the company, which is never a good thing. Some people see this as a buying chance, but I think it’s... — read more 

Sell?

Should IPGP be sold this week? The price is tempting but I'm not sure now myself.

Is the AI promise already wearing thin?

Alphabet’s numbers looked great. Revenue and earnings up, cloud booming. But the stock still slipped. Why? Spending is exploding, free cash flow is way down, and AI investments are starting to raise doubts. Add in regulatory risks and the general... — read more 

Should I buy?

I’ve been eyeing UPS for the high 7% dividend - it looks great on paper. But digging in, I’m seeing red flags. That payout ratio is near 100%, which doesn’t feel sustainable. Plus, shipping volumes are falling, and tariffs are hitting international... — read more 

Apple’s slipping in China

I’ve been watching Apple’s stock dip lately, and a big reason seems to be dropping iPhone sales in China - like a 17% plunge. Plus, I keep hearing their new AI features aren’t really sparking interest. Could this turn into a bigger problem? I’m a... — read more 

Palantir’s taking a hit. Now what?

I’ve seen Palantir drop nearly 15% in just a few days, and it’s got me worried. That MIT study saying 95% of AI projects aren’t showing any real returns really makes me question the AI hype. Palantir’s valuation feels way too high, and with no clear... — read more 

Quarterly dividend is a good thing

This move appeals to income-focused investors seeking steady returns, and that will push the stock price up. Another plus is that the company's consistent dividend payouts reflect its stable financial position. Such reliability can be attractive in... — read more 

Tesla's stock keeps showing volatility

Part of the reason is insider selling, with over 50% of shares being sold by executives in the past year. This pattern may indicate internal uncertainties or a shift in the company's strategic direction. While the company is still a leader in the... — read more 

FSLR could be a buy

First Solar’s stock jumped after that clean-energy tax credit news. It now looks like subsidies are still in play for them, which is a good thing. Could this finally spark a breakout after being stuck for a while? I have to admit, I am really, really... — read more 

Can the current debt turn out to be a problem?

SYY has a debe of 12 B dollars, but what frightens me even more is that the debt has risen by 11,26 from 2023. I’m no expert in finances but it seems like a big rise, don’t you think? Is this something that could bite us shareholders in the a-s any... — read more