Latest Posts

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.

Finally seeing the con for what it is

The whole thing is a joke. Musk is fighting fraud verdicts left and right, people keep getting scammed using his name, and the only reason the company is still standing is that they buy their own batteries through SpaceX like some kind of money... — read more 

Not sure where this one lands

They raised their outlook and the stock has been recovering, but costs are still high and membership keeps slipping. The CEO sounds confident, the dividend keeps growing, but I cannot tell if this is a real turnaround or just a lot of optimism... — read more 

It's the president's favorite now

I don't really understand the AI stuff and I am not sure I need to. The stock is up a lot this year because of it. Now the president is telling everyone to buy Dell. It went up a bit after that. But the people who own a lot of shares are selling like... — read more 

Is this thing ever going to turn around?

Walmart keeps sliding. Am I holding a loser? Every time I check, it's a little lower. They're cutting prices, insiders are selling, and none of it feels right. Maybe I should just take the loss and move on. What would you do?

Always something with this one

They reported good earnings a few weeks ago, beat expectations and raised their outlook for the year, but the stock still dropped. The CFO left right after the report and that spooked everyone. Then I read that a couple of analysts downgraded it... — read more 

FAMI

This has become a really good investment over the last couple years. Which is surprising because FAMI wasn't this desirable in the beginning if I remember correctly.

DAN

DAN disappointed me this month. I hadn't expected that this stock would fall from grace so hard but it did.

What's wrong?

Is something going on behind the scenes that I'm not aware of? Why is the performance so poor this year? What's wrong with LSF?

SELF

Should SELF be sold at this time? Not exactly certain as to how to proceed here.

A bargain

On the most followed narrative, Carlisle Companies looks undervalued with a fair value estimate of $410.14 against a last close of $330.09, and that gap rests on some firm operating assumptions rather than... — read more 

Graco's about to celebrate its 100th anniversary

I think it's rather impressive to have stared with an air-powered grease g-n a hundred years ago and to do over $2.2 billion in sales today. I like stable companies that have been around forever, and this is one of my easy long holds. This will... — read more 

I think Sysco is quietly gaining market share

From what I've been seeing, it looks like Sysco is continuing to gain market share, and that's one of the main reasons I'm thinking about adding to my position. Between winning new customers and its scale advantage, the long-term story still looks... — read more 

Is MCK getting more profitable?

As a shareholder, one thing I always watch is whether MCK's operating margins are getting better. Is this coming from better efficiency and higher-margin businesses like specialty pharma, or is it mostly a temporary bump? what does everyone here... — read more