Latest Posts

CINF could be a smart buy now

The stock just moved above its 200-day moving average, and some say that’s a good sign it's trending higher. It's also been outperforming peers on some days, though it's still about 8‑10% below last year’s high of around $16. I don’t really get all... — read more 

JAKK

This is a good time to buy JAKK. It costs a pretty penny but it's worth it.

He just can't help himself, can he?

Just when things start to calm down, just when we think we can move away from politics, at least when it comes to Musk's direct involvement, he pulls this "third party" cr-p and sends the stock back down. I just can't with this anymore. The moment... — read more 

Is IMO a good long term buy?

Hoping to get some thoughts on the people who one or owned IMO? I’m just looking for reasonably-priced oil and gas stocks. IMO god on my radar. I’ m not looking for any miracles but can IMo be considered a good solid long-term buy and hold? — read more 

BBB – ouch

I guess Musk backing Trump’s election didn’t exactly pay off. Considering that one of Tesla’s major profit drivers has been carbon credits, and that the Bill undermines all green technologies, the company looks set to continue its wild ride, which is... — read more 

I'm a proud owner of SHAK shares

Profits have soared by 43% just this year, and they're projected to grow steadily at around 25% in 2026. The company’s global expansion is clearly paying off, and its business model has proven to be solid. I initially bought the shares on a whim, but... — read more 

This is so tiring

Elon and Trump get into a pi----g match and the stock goes down. Can we go back to the time when it was the quality of vehicles and sales numbers that determined the stock's trajectory? I'm getting so tired of this and utterly discouraged. I don't... — read more 

Really glad I stuck with Quanta

It’s been going up steady, and the company just keeps doing well. They’re pulling in more cash and seem to be growing faster than a lot of others are. I don’t get all the details, but it does feel like they’re in the right spot with all the work... — read more 

LEDS?

Should LEDS be sold? I was advised as such but I don't think this is a wise choice to do so.

Advantage or setback?

Is the CVS’ diversified business model and advantage or a setback it relates to the future potential stock value. I figure it’s an advantage compared to the basic pharmacy chains because it’s more diversified. However now one of the business segments... — read more 

Is it smart to buy QCOM now?

Considering the global economy situation, the tariff war and the overall political climate? I know QCOM is one of the strongest companies on the market but chances are that a fabless company with no production in the US could be hit the hardest.

A stock like MRO.

I got out just before the merger so I am now in a market of buying a similar company in the O&G industry. Any suggestions? To be more precis I am looking for a company in the same price range, and similar company characteristics (company size... — read more 

I’m not sure increased spending will pay off

The plan to generate $20 billion in earnings growth by 2030 through increased spending seems a bit too risky to me. Only a differentiated portfolio and strong financial discipline might make it viable. I’m not sure I’m ready to go along for the ride... — read more 

Offshore business may save the day

The outlook for US shale is bleak, no matter how you frame it. Additional tariff-related pressures, layered on top of the industry's existing challenges, could have been a near-death blow. While offshore operations make up only about a quarter of... — read more 

Amazon’s advertisement business is soaring

Amazon certainly knows how to identify its golden geese. Cloud services have been a consistently reliable revenue stream, positioned for continued expansion and long-term growth. Even if cloud computing were its only offering, Amazon would still be a... — read more 

Roku shares appear undervalued

Roku has a lot working in its favor. While the stock has shown some volatility, the company now accounts for nearly half of all TV streaming time in the US. It recently announced an advertising partnership with Amazon, further strengthening its... — read more 

Will diversification pay off?

Qualcomm has been going through a rough patch, or more accurately, a couple of tough years. The strained relationship between the US and China has already had a negative impact, given QCOM’s significant exposure to China. On top of that, Apple's now... — read more 

Buying GOSS

A truly remarkable stock, but it seems like an underrated gem... not a lot of people mention it.

GIII hold

I believe in GIII, if you see its historical performance you know that this little setback is nothing unusual. Things will get better soon.

Bad month?

Or a bad year? When should I sell... I don't want to think about IHRT anymore...

Could be a buy

DXP’s been climbing and seems to be beating out a lot of other industrial stocks this year. I’m wondering if this run has real staying power or if it’s just a short-term pop. Their growth looks solid, but I don’t know much about how stable this kind... — read more 

Adobe question

Adobe’s been popping up a lot lately as a top growth stock, especially with all the AI stuff they’re rolling out. It sounds like analysts are pretty bullish, and the company’s still pulling in solid numbers. But with how the stock’s been bouncing... — read more 

Feeling bullish

Whatever is going on right now with IBEX... well, hopefully it will continue. I like what's happening right now very much.

Things are looking good for EL

Estée Lauder got a nice boost after Deutsche Bank upgraded the stock and raised its price target. They said demand in the beauty space is looking better and the company’s strategy seems to be working, especially with less focus on China and more... — read more 

The sad Boeing stock

Just when you think the stock is finally about to take off, another plane goes down. I'm so glad I don't have any shares left in my portfolio.

MGNI!

Forever hold for MGNI, for me at least. They rarely, if ever, disappoint. I'm really happy with this current situation.

VMI musings

Things could be better. I believe some changes at the top might be necessary for Valmont. That's just me though.

Time to sell?

FICO’s getting heat from regulators over how much they charge for credit scores, and their stock already took a big hit. There’s also talk of changing how mortgage credit scores work, which could mess with their whole business model. If the... — read more 

Happy I’m still holding on

I’m really glad I didn’t give up on Target. The stock’s been beaten down, but that dividend keeps coming, and it adds up over time. It feels good knowing I’m getting paid to be patient while the price recovers. The company’s been through ups and... — read more 

Why are analysts so optimistic regarding NCR Voix?

Analysts are calling NCR Voyix (VYX) a 'Moderate Buy,' but honestly, I'm just not seeing it. To me, it looks like a company stuck in the past with old tech, weak performance, and no real direction. Can someone shed some light on this? If my take is... — read more 

Micron looks hot to me right now.

I think with a lot of investment in US domestic production that Micron made and with the high demand from the AI industry, the future is looking bright. All an on a very good muy if you ask me.

So what's going on with Humana?

As far as I can see they had a lot of trouble in the last year and the stock plummeted. Are there truly a company that’s in decline or could this huge drop of value be an opportunity for investing?

Does anyone have Ovnitiv in their portfolio?

Just wondering how it worked out for you? I’m thinking of buying some shares and it doesn’t look that bad for me. I’m not expecting this company to perform miracles right away nor do I think it can “fly high”, there seems to be very little volatility... — read more 

CRWD is currently trading at a 40% premium

It’s so overvalued that I’m starting to lose confidence in the stock. Last week’s dip may have just been a correction, but it also points to deeper issues with the company’s fundamentals. I’m no expert, but I have a feeling we’re entering a new era -... — read more 

The stock is currently undervalued

Teradyne is essentially a state-of-the-art testing company for both current and emerging technologies, which means it’s unlikely to run out of business as long as it stays the course on innovation, upgrades, and competitiveness. What really caught... — read more 

Is MRVL a good buy?

Its stock is currently trading about 25% below its estimated fair value. The company's portfolio is truly impressive. It seems to be one of the rare breeds these days - focusing on building strong, material foundations rather than chasing hype. MRVL... — read more