Latest Posts

PayPal Holdings remains a 'Buy' despite core business pressures, with significant long-term upside potential and a target valuation closer to $100. PYPL faces challenges including declining branded checkout growth, margin compression, and... — read more 

While not the most exciting company news, I do like how the company is balancing returning money to shareholders with investing in new properties and expanding the brand. While I have no issue with the repurchase, I'll be watching this for the... — read more 

Revenue is approximately $3.72 billion, up 38 percent from $2.69 billion a year earlier. Net income attributable to common stockholders went up 41 percent to $396.6 million, while diluted EPS grew 32 percent to $0.54. All in all, I'm happy with the... — read more 

I'm not worried yet, since I bought dip, but I'm keeping an eye on it. Everybody should be doing the same.

Who's the genius who thought this would be a great idea at this particular moment? Now the stock is plummeting to nobody's surprise. I really can't with this place anymore, I swear.

Not much more to say about Micron at this point. I'm done.

More than 13 percent in five days. I don't like what I'm seeing. Yes, I know this is not the first nor will it be the last dip, but something feels different this time. Let's hope my gut is wrong and Dell rebounds despite Intel CEO's attempts to... — read more 

The stock is going down again and the only thing anyone cares about is the next earnings report. But the real question is what happens after that. If we are actually heading into a recession or worse, the first thing people cut is the trip. Hotels... — read more 

Wells Fargo just cut Adobe to Underweight last week, and HSBC downgraded it to Hold before that. The stock is around $250, well below where it was, and the people whose job it is to watch this stuff are losing confidence. I hold a small position and... — read more 

P&G said this week it's cutting 7,000 jobs over the next two years, mostly non-manufacturing roles. That's about 15% of their office staff. The CFO said it straight - this doesn't remove the near-term challenges they're facing. Translation: things... — read more 

Qualcomm dropped 11% on Friday. Phone chips are getting squeezed and Apple is pulling back faster than expected. But then there's the data center stuff they keep teasing, the custom chip deals, the Amazon partnership. So is this a phone company... — read more 

Kohl's stock went up 11% in a day last week because some analyst upgraded it on "improving holiday outlook." Then they announced a new board member from Hershey. The stock is still lingering around $24, nowhere near where it was a year ago. A board... — read more 

KR is up around 14% in a month, but sales are barely growing. Earnings look decent, but with Walmart, Costco, and Aldi putting on the pressure, I'm not sure how much more upside there is. I like Kroger as a defensive stock, but buying after this... — read more 

MS just posted strong earnings, wealth management is doing great, and profitability looks solid. Yet the stock is down quite a bit from its highs. That's what makes me hesitate. The business looks strong, but the valuation is still pretty high, and... — read more 

UPS beat earnings and raised guidance, but I'm still not sold. Package volumes are shaky, margins aren't great, and that 6% dividend eats up a lot of cash flow. The stock's doing better, but I'm not sure there's much upside left, especially if the... — read more 

Citi's turnaround seems to be heading in the right direction, but I'm not totally convinced they can hit that 14–15% target. Sure, they're cutting costs and cleaning things up, but they've still got regulatory issues and a long way to go on... — read more 

Just a heads up here but this stock got delisted and now you can't trade it anymore.

NGL is most likely the best in the industry right now, and that's an impressive achievement, frankly.

Should MMM even be sold at this price right now? This is a bit of a tricky situation here, not gonna lie...

908 has had an excellent year, which isn't a shock. The company is well-managed in general.

MITT has a great performance here honestly. I'm pretty impressed by it and I look forward to see what's more in store for them.

I love it when I'm checking out a company's results and it's one good news after another for the most part. Earnings per share at $1.69, beating Wall Street consensus estimates, with revenue topping expectations by over $600 million to reach $22.9... — read more 

Nvidia plans to invest $3 billion in Meta as the companies expand their AI partnership. Meta intends to deploy more Nvidia hardware, but the announcement doesn’t quantify the additional purchases. The investment makes strategic sense, though it... — read more 

And it's all about the backlog. Boeing is getting plenty of orders these days, including for the 737 Max 10 model, but the company seems unable to keep up. The backlog increased by almost $30 billion in the last quarter and it'll keep growing. We... — read more 

Let's see how much it'll help in the coming months.

I'm tired of waiting.

The stock keeps climbing and it's forecast to keep going. There was a time my faith in TDC was shaken, but I think those days are over. The company has been making positive changes and it's being reflected in the stock price. Not my first choice, but... — read more 

Almost as much as the stock keeps falling. Just when I think we're on the right path, here comes another drop. Add Elon Musk and his latest plans into the mix, and I think I might be looking to unload this. I'll wait a bit longer, but it looks like... — read more 

Just a heads up but this is not a publicly traded company anymore so you might as well look elsewhere for your portfolio additions.

Would it be wise to sell at this price, right now? KAI is great but I'm not sure how to proceed right now.

This can be hold, in my opinion. This is mostly a solid stock and I doubt anyone will truly regret having it.

Why is EGRX performing so abysmally these days? What went wrong in the short span of a few months? What the he-l is going on?

Thoughts?

I've been watching Micron lately, and I'm wondering if it's a good time to buy or if there's more downside ahead. The stock is already down around 30% from its highs, but it's still up over 200% this year. AI demand looks strong, and the forward P/E... — read more 

've been looking at Humana, and I'm pretty torn. The stock is up around 66% this year, and the improved Medicare star ratings are definitely good news. But a few things worry me. Humana is already spending over 91% of premiums on medical costs, so... — read more 

I've been looking at Disney lately, and honestly, I think it's a solid buy around $112. The stock is up almost 19% in the last three months, but it's still basically flat for the year. Seems like there's still room to run. Disney+ is finally... — read more 

PepsiCo lost KFC to Coca-Cola last week. Nearly four decades of partnership gone. The stock dropped to a 52-week low on the news. Then they scrambled to announce the Taco Bell extension, which is fine, but it feels like a consolation prize. If your... — read more 

Oracle's credit default swaps just hit levels you normally see in junk bonds. The cost to insure their debt against default is up almost 300% in a year, and their bonds are trading like the company is already in trouble, even though the official... — read more 

Pfizer just closed its acquisition of Metsera, a weight-loss dr-g company, for roughly $7 billion. That's on top of the cost-cutting. So they're laying people off to save money while writing billion-dollar checks for pipeline. The patent cliff is... — read more 

Nvidia keeps selling chips, but the places that are supposed to run them are not ready. Amazon is buying billions worth of Nvidia hardware and just storing it in warehouses because the data centers do not have enough power to turn the stuff on. That... — read more 

Target's big Circle Days promotion fell flat. App downloads didn't even reach last year's levels, and it overlapped with Amazon's Prime event, so everyone just went there instead. The stock dropped after that. If a discount event can't get people... — read more 

The performance is through the roof. It's definitely the best one right now in the industry. Go for it, I say.

IBM is an interesting company to follow because it sits between established enterprise IT services and newer growth areas such as hybrid cloud, automation, and AI. For me, the key question isn’t simply whether AI adoption will benefit IBM. It’s... — read more 

Cigna says it can grow EPS 10–14% a year through 2030. Sounds pretty optimistic with healthcare costs going up and its pharmacy business under pressure. What am I missing here? You guys think they can actually pull it off, or is management just... — read more 

Mattel's selling more toys but somehow making less money. What's eating into their profits? You guys think management can fix this, or is MAT just not worth the trouble?

GM keeps spending billions buying back its own stock, but I'm wondering if that's really the best use of the money. Sure, fewer shares can boost EPS, but wouldn't it make more sense to invest in growth, improve the EV business, or pay down debt? Or... — read more 

The stock dropped after earnings again. Not because the business is bad, but because they are telling everyone they're going to spend even more next year. Every time you think the number can't get bigger, it does. This isn’t an investment, it’s a... — read more 

Record earnings, revenue up 379%, and the stock still got destroyed. The reason? A Chinese memory maker announced a new server chip and everyone panicked about competition and pricing power. Never mind that Micron just posted a $54 billion quarter... — read more 

Applied Materials just had its longest losing streak since 2012. Nine sessions in a row, down about 22%. The company held its big investor day, announced a massive new R&D center, and told everyone AI demand is going to be huge through 2030. Then the... — read more 

Not a huge surprise if you've been watching the stock just sit there while everything else moves. The auto lending business feels like it's stuck in limbo and nobody wants to touch it until the earnings report comes out. I'm holding a small position... — read more 

Salesforce jumped last week after Bank of America upgraded it straight to buy. The stock went from around 229 to 234. Sounds great, right? But it's still down for the year, and the layoffs keep coming. Another round hit in early October. It's all... — read more 

Old reliable, as I like to call it. EGBN is definitely something everyone should have on their portfolio as they are always consistently good in what they do.

Garrison has been delisted for a while now. It was never a good stock to begin with so there was not a huge loss here in any case.

Garmin has been disappointing this year. The numbers do not add up and the general performance is so lackluster that I fail to see why anyone should invest in them. Pass.

GGAC cannot be traded anymore so this is just a FYI that you shouldn't waste your time here. Look elsewhere, the industry has other options.

This might be the perfect time to sell and go about your business. GTX has served its purpose and there's nothing else you could do here.

Intel has beaten its own guidance for seven straight quarters, with second-quarter revenue up 25%. Demand for its CPUs continues to outrun supply as AI moves into inference and agentic workloads. Intel Foundry losses are narrowing, with... — read more 

There seems to be an agreement among analysts that the company's transformation might bump its stock by up to a whopping 30 percent, which means this is the right time to buy. I have to admit, I'm buying into the hype and I plan to do some serious... — read more 

From over $30 to barely over $10 - and that's an improvement! There's a reason for this. Ford used to represent quality for so many Americans. These days, they're cutting so many corners and we're facing a recall after recall after recall. It's sad... — read more 

What can I say, I like established companies in the all-encompassing data center infrastructure field, not the ones only starting to expand their offerings now. Plus, the stock has been really erratic, and is nowhere near it's June high of $50. A... — read more 

It's annoying how few people realize and accept that AI bubble is bound to burst. It might happen really soon, it might happen soon, or somewhere later down the line, but it will happen. The more companies lean into AI, the more risk they're taking... — read more 

Anyone following LHX? With the U.S. and NATO ramping up defense spending, I'm wondering how much L3Harris could actually benefit through 2027. Do you think there's still room for the stock to run, or is all the good news already priced in?

Anyone following Marathon Petroleum (MPC) lately? They've been pretty aggressive with share buybacks and dividend increases, and I'm wondering how much longer they can keep that going. With refining margins being so unpredictable, do you think MPC... — read more 

Anyone been keeping an eye on Cummins (CMI) lately? I've been looking at the stock and wondering how much upside it still has. With all the buzz around data centers and power generation, I'm curious what analysts are predicting for the next 12... — read more 

UnitedHealth just reported earnings and beat expectations, but the stock is still down about 30% over the past year. The medical loss ratio improved, membership is declining in Medicare Advantage, and there's an ongoing DOJ investigation into their... — read more 

Costco just posted a 13% jump in September sales, but once you strip out gas price inflation, the real growth is closer to 7.6%. The gas is doing a lot of heavy lifting, and gas margins are thinner than the rest of the business anyway. So the... — read more 

Halliburton dropped from $33 to $32.55 this week. They just announced they won't work on the Sea Lion project in Argentina, which is probably a good thing since it avoids legal trouble, but the stock slid anyway. Earnings are coming October 20. The... — read more 

Kohl's has been running a huge sale, up to 50% off, and the stock dropped on the news. The market obviously thinks the deep discounts will crush margins. So the company has been basically telling us they have to practically give stuff away to get... — read more 

For twenty years, Huawei paid Qualcomm. Now it's reversed. Qualcomm agreed to license Huawei's LogicFolding chip tech and buy some of their patents, all while Huawei brags that its total licensing haul will top $6.9 billion after this deal... — read more