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

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?

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

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 

I know a lot of people like to avoid companies like Service Corporation International for their superstitious reasons, but I find that to be rather ignorant. This is a great choice with consistent demand, and not to mention, now an added bonus of... — read more 

Let's face it, nobody thinks about water until a problem emerges, but with everything happening in the world right now, maintaining and upgrading those systems is becoming a bigger priority. Which puts American Water Works in a great position with... — read more 

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 

Stock has been delisted a few years back. Look elsewhere to trade.

....while delivering consistent long-term revenue and earnings growth?

One thing I've been wondering is which HP business segment is driving results these days. Is the PC business finally leading the way, or is Print still doing most of the heavy lifting?

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 

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 

All the AI hype pushed the stock up, and then it came back down. They had an Investor Day and promised big data center sales by 2029, but the chips do not even ship until 2028. That is a long time to wait for a story that is already priced in... — read more 

Chipotle was supposed to be the growth story everyone wanted, but lately it feels like the momentum just is not there. Sales are slower, costs are creeping up, and the new CEO has not really shown what he is planning to do differently. The stock has... — read more 

June sales were okay but slowed down a bit, and the stock dropped about 5% on the news. Down quite a bit from the high back in May. The business itself is doing fine, but the price is hard to justify given how much it's run up. Not sure if this is a... — read more 

So they pulled us out of the Dow, and now the stock is sitting in the low forties, down almost 6%. On top of that, they are cutting hundreds more jobs, less than a year after slashing thirteen thousand. The CEO keeps talking about being leaner, which... — read more 

P&G is cutting left and right, and the stock keeps drifting lower. The dividend is still solid, but I keep wondering if that's enough to hold on. Tariffs and higher costs are squeezing everything. Should I just take what I have and move on, or is... — read more 

You can't trade STAY anymore. There are better stocks in the industry anyway so it's not a huge loss.

Ferrari looks good right now but I'm not certain what I should do, if not sell immediately? Or should I wait after all?

When to sell exactly? I would love to know how to proceed here.

I'm pretty satisfied with ECHO these days.

UFP Industries' biggest strength is being tied to so many markets, including but not limited to construction, packaging, and industrial products. Such diversified customer base definitely provides some safety in uncertain economic times such as... — read more 

Aramark Nexus seems like a good idea on paper, but with the public sentiment set so firmly against data centers, it's inviting a lot of negativity that could cost the company in the future. Especially if the AI bubble actually pops. What exactly will... — read more 

SONG was delisted some time ago and is no longer an actively traded stock.

I mean, how many companies can brag they've adjusted their EPS up 22 percent, with backlog hitting a record $27 billion in Q2? Plus, they raised guidance for the second straight quarter. If you're not considering this stock, I honestly don't know... — read more 

And Comstock is perfectly positioned to step up to the plate. Management claims it can make nearly $500 per ton on recovered materials while spending less than $200 per ton to process them, which are really strong margins. I think this one is a... — read more 

They're getting upgraded left and right, and the stock is down quite a bit over the past month. Off the spring high and just sitting there. The Middle East stuff is supposed to settle down later this year, which should help, but the market does not... — read more 

The stock has climbed 31% this year and management keeps talking about a turnaround. But for some reason the chairman's investor support fell and insiders are still cashing out. The dividend barely moved. It feels like the pieces are there for a... — read more 

Applied Materials hit a peak in June, then dropped sharply before bouncing back. The CEO sold shares near the top and insiders have been unloading for months. The business itself is doing great - record revenue, strong margins, raised guidance. But... — read more 

Amazon hit a peak in May and has been sliding since, down about 16% from that high. The spending is the big one. Two hundred billion dollars this year on AI stuff, and free cash flow is about to go negative. Then there is the FTC investigation into... — read more 

Pfizer's had a weird couple of weeks. The CFO announced he's leaving in August for a job in consumer goods, and the stock dropped on the news. I get that a change in leadership can make people nervous, but they already named an interim replacement... — read more 

I'm a Kroger shareholder, and I've been thinking about its share buybacks lately. Do you think they're adding real value, or would you rather see Kroger use that cash to grow the business or boost the dividend? Interested to hear what other... — read more 

I've been comparing Morgan Stanley with Goldman Sachs, JPMorgan, and Charles Schwab, and I keep coming back to Morgan Stanley as my top pick. The wealth management business seems more stable, the dividend is solid, and the overall business feels... — read more 

I'm a UPS shareholder and have been debating whether it's time to sell. Before I make a move, I'd like to hear what others think. What's the biggest risk to UPS over the next few years? Is it slowing shipping demand, competition, labor costs, or... — read more 

I've been holding Disney for a while, but I'm seriously thinking about selling. Before I do, I wanted to ask: what do you think are the biggest risks for Disney over the next 2–5 years? Parks, streaming, ESPN, consumer spending, competition... or... — read more 

This stock has been delisted some time ago. You can't trade with it any longer

SAM is doing good these days. I'm glad I decided to stick around after all.

I guess separating the food processing business will help show what each business is actually worth, but I'm always a little apprehensive around moves like this. It can easily backfire as well. I guess I'll wait and see how things develop before... — read more 

When your job is to supply replacement parts, automation components, and technical support for all kinds of industrial activity, you'll always have plenty of work. AIT touches so, so many manufacturing operations, which makes it a clear and easy... — read more 

Not a combination many would think as of winning, but it's certainly working for Chemed. While the stock is down compared to two years ago, it's been climbing once again and I think it'll keep that trajectory. This could be the perfect moment to buy... — read more 

Should SCOR be sold at this time? The price is just right but I'm not sure if the timing is.

SXTC has yet to disappoint. I'm really satisfied with it so far.

After the merger with Hims /amp; Hers a few years back, the original ticker symbol, OAC, can no longer be traded with. It's HIMS now.

Manhattan Associates just keeps chugging along and I'm here for the ride. Cloud revenue is up 24%, with only 15% of customers migrated so far. They're buying back stock like crazy, which is great. Seems like a quiet winner, even with the steep... — read more 

So good to see a company I hold pop like that. With 32 percent increase in revenue, reaching $1.29 billion, and EPS more than doubling to $2.22, I'm one very happy camper. And yes, I know the stock dropped, but I personally think that's just... — read more 

I own FTI stock, and it got me thinking about what would actually make me exit the position. What would have to happen for you to sell? Is there a specific red flag or event that would make you think the long-term story has changed? Curious what... — read more 

I've owned some CI shares for a while now, and I'm still holding. Just wondering how everyone feels about the business these days. Do you think it's still growing at a healthy pace, or is the growth story starting to fade? Just trying to make sure... — read more 

I've been looking at Mattel lately, and I'm honestly pretty tempted to buy. At the same time, I'm worried I'm missing something obvious. What do you guys think are the biggest risks with MAT over the next couple of years? Weak consumer spending?... — read more 

I'm thinking about buying some GM stock, but before I do, I'm trying to figure out why it's priced the way it is. It looks pretty cheap, so what am I missing? Is the market expecting something bad, or is this just an opportunity? Would love to hear... — read more 

So a bunch of institutions are buying, and insiders are selling. The stock keeps bouncing around, up a little from the lows, but something about it just feels stuck. It's a bank in a higher-for-longer world, and the yield doesn't hurt, but the... — read more 

PepsiCo has been stuck in a rut lately. The stock keeps drifting lower, and every time I check, it is a little worse than before. They reported solid earnings, but the real story is what is happening with the snack business. People are buying fewer... — read more 

Salesforce hit a three-year low, down about forty percent this year, and I cannot make sense of it. They recently reported earnings and the numbers were fine. Their AI product is bringing in real money now, over a billion dollars in annual recurring... — read more 

They just posted earnings and it was one of those quarters that sounds made up. Revenue more than quadrupled from last year. They made more money in three months than they used to make in a year. Customers are so desperate for chips they're putting... — read more 

Nvidia was near $236 a couple weeks ago. Now it's below $200. I knew it could drop, just not this fast. Earnings were still great, Jensen says demand is strong, but the market is pulling back from big tech and the beat was smaller than usual. And... — read more 

Things weren't looking good at one point but I can confidently say that JVA improved exponentially this year.

Perfect performance. I would buy it right now if anyone is planning on trading this week.

FPI is doing really well. It's a hold for me for now. I'm happy with it.

I don't think you can trade this stock anymore. FARM isn't accessible anymore I don't think.

Or should I wait?

However, the stock has struggled over the last year, with shares falling 41% over the last year. Part of that decline was due to skepticism over its proposed buyout of Warner Bros. Discovery, as the stock briefly rebounded after the company backed... — read more 

The company hit an all-time high in 2025 and it's been downhill ever since. I'm not really sure why, I always considered this to be a solid choice in specialty insurance and risk management. It could be considered undervalued at this point, but... — read more 

I rarely read anything positive these days. It's always something about major changes (drop of the Metaverse), layoffs, low morale... I'm starting to worry that the recent slide isn't just something that'll reverse but will continue to go down... — read more 

Morningstar is becoming more of a tech company than a research firm, and I think it's working for them. With massive amounts of private market data, the growth is all but guaranteed. Changes in leadership also brought more experience to the firm... — read more 

I've been looking at LHX and wondering if this could be a good opportunity to start a position. With defense budgets rising around the world, how much of that actually benefits L3Harris? Feels like everyone talks about the bigger defense names, but... — read more 

Already own MMM and thinking about adding more. Feels like a lot of investors still see 3M as a lawsuit stock, even though the big settlements are largely out in the open. Meanwhile, the business seems to be improving. Am I missing something, or is... — read more 

I've owned CMI for a while and am considering adding more shares. Most of the discussion seems focused on truck demand, freight cycles, and industrial spending. But with AI data centers, grid constraints, and growing demand for backup power, it... — read more