Right now I'm thinking of selling. FMNB just isn't worth it anymore and it isn't beneficial to me any longer.
It's not worth it in 2025
MOHO has run its course. It is of no use anymore in 2025 and it's a waste of time to invest anything here.
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.
EIX performance
EIX is outperforming its competitors right now. That's impressive, isn't it? This year has been really good for EIX.
EGP sell?
Should EGP be sold at this price or should I wait for things to improve?
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.
Is now a buying opportunity given the dip?
Or could Xerox never make a rebound? To risky to buy or a good cheap opportunity?
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
Why did Cisco stock slump recently?
Cisco’s share price has taken a hit over the past few sessions, even though it wasn’t the worst performer compared to some of its peers. What’s really behind this dip?
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.
Good time to buy
GBLI is currently sitting on a good price right now. It really is the most opportune moment to buy it.
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.
Affirm stock us after top- and bottom-line beats
Affirm (AFRM) achieved operating income profitability in its fiscal fourth quarter, the company reported, and it beat earnings and revenue estimates by a wide... — read more
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
Can this be a turnaround point for intel if the government invests?
And could this be a good moment to buy the stock cheap?
Is IBM overpriced ad 243 dollars per share?
I mean given the fact that IBM is way behind its competitors in the field of AI
Is Allstate still making money on auto & home insurance with costs rising?
epair and replacement costs have gone way up — auto parts, labor, construction materials, you name it. On top of that, storms and weather events keep adding to claims. Allstate has been raising premiums to keep up, but are they actually staying... — read more
How strong is AT&T’s subscriber growth compared to Verizon and T-Mobile?
With the stock now reaching the value at wich that i actually want to invest in it, certain questions about AT&Ts business model and potential future growth keep popping up in my head. Telecom is a business that relies heavily on the subscriber base... — read more
Still strong
It performs at a steady pace and it never disappoints. I'm really glad I found out about JRSH this year.
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
Buying DAN
This is a good time to buy DAN. The price is just right. I was waiting for the stock to ripen and it finally did.
Holding LRMR
This is truly a forever hold for me. 2025 has been especially good for LRMR as well.
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
Has this been a bad year for OPTT?
Things are looking dire here. I hope OPTT will improve soon. Otherwise I'm out.
$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
Will the Pioneer Acquisition Really Boost Growth?
xxonMobil’s $60B acquisition of Pioneer Natural Resources turned it into the largest producer in the Permian Basin, the U.S.’s most important shale region. On paper, it looks like a growth engine: Adds massive new production capacity (700k+... — read more
Did anyone else expect the stock to grow more after the asset cap has been lifted?
I certainly have.
What’s driving the recent stock reaction post–Q2 earnings?
Good earnings, good company and business parameters, so, why is the stock declining? Can someone fill me in?
Did the gradual drop in stock value push people into overselling?
When you have a stock in your portfolio that’s worth 174 dollars per share, I guess it’s normal for us to be scared when even a gradual decline can be a scary thing. I admit the thought of selling crossed my mind a couple of times too. What scares... — read more
Is ACIW undervalued compared to Fiserv, or GPN?
Fiserv, and Global Payments (GPN) are huge players with diversified businesses—especially in merchant acquiring—while ACIW is a much smaller, niche provider focused on real-time payments software. Could these differences justify the difference in... — read more
Things are much better this month
OrthoPediatrics has improved this month. It isn't necessary to worry anymore about it. I always knew that it would improve eventually.
Sell?
Should IPGP be sold this week? The price is tempting but I'm not sure now myself.
Perfect performance
INTT is always doing well these days. Hold forever.
Is Netflix stock trouble something to really worry about?
I’ve got some Netflix shares and noticed the stock’s been shaky lately, even dropping below key support. Yeah, their ad biz is growing and they’re pushing AI and new shows, but competition’s tough and the economy isn’t exactly helping. Analysts are... — read more
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
Stock up 3 percent
Not a bad earnings report. Looks like data storage is still in high demand.
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
Another company to benefit from favorable tax credit guidance
Look at Sunrun scooting up yesterday thanks to that solar tax-update, finally some green in the green energy sector. It feels like a breath of fresh air after months of flatness. But the whole sector’s still jittery, who knows if this sticks. I’m... — 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
Is it wise to interact with JT?
JT doesn't seem safe. I feel like I'll get disappointed deeply later on. But I am tempted, I can't lie.
IH has a good thing going on
This is a reliable and steady stock. No surprises here, whether they be good or bad.
Thinking of dumping HP.
There are a lot of reasons why. Just wanted to check if anyone here can provide any good reasons to keep it.
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
Is the recent slow decline something we should be worried about?
Maybe a great year for MCK is distracting us from seeing that the stock has been in a gradual decline for almost two months now. Is this something that we should be worried about? Is this just the market reacting to a relatively fast rise of the... — read more