Latest Posts

Target's actually had a decent couple of months, up about 25% from that January low. After months of nothing but red, it feels weird to see green. The dividend is nice, but with tariffs looming and consumer spending iffy, I'm not ready to celebrate... — read more 

Ally just reported Q1 earnings and the stock popped a bit pre-market, but I'm not sure how to feel. They crushed earnings expectations, $1.11 adjusted versus $0.95 forecast, which is great on paper. But revenue came up short, missing by about $80... — read more 

Salesforce took a real beating in early April, felt like the floor just gave out. It's clawed back some since then, but that scar is still fresh. The weird part is that analysts haven't budged. Still saying buy, still seeing huge upside. Everyone... — read more 

Dell's been on a tear, up 17% in April alone. The AI server story is real and analysts are all saying buy. But here's what keeps me up. Insiders have sold hundreds of millions in shares over the past few months. Not a single insider bought. Silver... — read more 

Betting on UnitedHealth compared to other healthcare names has actually paid off the past month - up almost 8% while others sank. The government's final Medicare rate notice came in better than feared, so that helped. But earnings are coming April... — read more 

Things are good, yes, but it could be better. I've been thinking, maybe some changes in the upper part of management could solidify this stock as a classic.

The stock seems boring to some but I like that about it. It's the main reason I bought it recently. I don't like surprises or unexpected results myself.

That's my advice anyway. Hold it, indefinitely. That's what I'm gonna do. JBHT is worth it.

JILL is doing great right now. The performance is better and the numbers are steadily improving. I'm glad to see this happen so soon.

Should I be selling HALL right now or wait for a bit? Don't want to mess things up here.

Microsoft, along with many other software stocks, was down sharply from its 52-week high prior to its recent gains. Fears that artificial intelligence (AI) would displace traditional software, along with concerns regarding the cloud computing... — read more 

I think it has potential, depending on how it manages to position itself between advertisers and big tech ecosystems.

Sales are up quite a bit. There are plenty of things going wrong with this place right now, including a drop in stock price and margins, but sales are more than making up for it, or at least I think so. Digital sales are up significantly as well... — read more 

Eylea biosimilars from Amgen and Samsung are eating their lunch. Base Eylea sales fell like 25% last quarter, and that franchise used to be 40% of their revenue. Luckily, Dupixent is still a monster. Almost $18 billion in global sales last year, up... — read more 

MELI's margins are getting squeezed. Operating margin dropped to 9.8 percent and gross margin fell 260 basis points. Now that hurts. They're spending like crazy on shipping subsidies and credit cards to keep up with Shopee and Temu. Shopee... — read more 

I see BJ’s as more of a steady defensive retail stock than a high-growth name. The membership model, grocery-heavy business, and focus on everyday essentials make it feel more like a stable compounder than a flashy growth play. To me, it’s the kind... — read more 

When I look at Boeing, I’m not just looking at the stock price. I’d focus on free cash flow, debt, 737 and 787 delivery trends, production ramp, certification progress, and whether new quality or safety issues keep popping up. For me, Boeing is all... — read more 

I want a cheap, dividend-paying cyclical stock. Any Ideas?

I think Lowe’s is more of a steady compounder than a real growth story. It’s a strong business and throws off a lot of cash, but the housing market is still slow, management guidance is pretty modest, and a lot of the appeal comes from stability... — read more 

Yeah, DXC looks ugly right now and the business is still shrinking, but that’s exactly why I’m not ready to dump it here. The stock already reflects a lot of bad news, it still throws off cash, and it doesn’t look like a company in immediate trouble... — read more 

Companies are always gonna need payroll and HR stuff, and everyone wants things automated now. Yes, I know there's competition in that space, but once a business picks a system, they usually stay with it for a long while. I think there's a lot of... — read more 

With construction and manufacturing all going digital now, Autodesk software is right in the middle of it. It's just for design anymore either. They do collaboration, simulations, and cost stuff too. The more things they add, the stickier it gets for... — read more 

Micron's been a mess lately, up one day on AI dreams, down the next because of tariffs. Business environment feels impossible to read. They're actually charging customers extra now to cover chip tariffs from Asia. Revenue doubled, margins are great... — read more 

One day it's up on a big satellite deal, the next it's down on cargo jet conversions. Layoffs, wiring issues, another lawsuit, always something. Analysts say buy, but I honestly can't figure out which way this thing is headed.

Gas prices are exploding, almost six bucks a gallon in some places, oil hitting a hundred dollars a barrel, so you would think Exxon would be doing great. But the stock has actually fallen from that all-time high near $167 down to about $152. Oil... — read more 

Stock down 25% this year, and the layoffs don't even move the needle anymore. Thousands of cuts, maybe up to 30k, and the stock actually popped 6% on the news. That tells you everything - market sees it as cost control, not a red flag. What... — read more 

Past couple weeks were a wild ride. Stock tanked, then bounced on a big $21B AI deal. Spending that much just feels like throwing money at hype. Layoffs and legal headaches don't help either. Hard not to watch from the sidelines and wonder. Still... — read more 

GLW is doing good. It's not soaring per se but things are still looking pretty good. Buy, for sure.

Should I sell FDS at this price now?

If you haven't checked out BGS, you should. It's a good stock and I'm holding it for a while now. Coincidentally, it's also a great time to buy it. You won't regret it.

BMI has the perfect price for selling today. The struggle is effectively over.

Will major layoffs be enough to ensure the stock starts trending upwards once again? I've been dissatisfied with Disney's performance for a while now but I hope the new blood will improve things. I like this first move by the new CEO, now we have to... — read more 

Starbucks is in that phase where it’s trying to balance maintaining its brand identity with adapting to changing consumer habits. There’s been more focus on efficiency, mobile ordering, and store experience lately, but I don't see much improvement. I... — read more 

Lam sits right in the middle of fabrication demand, especially as manufacturing moves toward more advanced nodes. Their business tracks with long tech cycles rather than whatever's hot this quarter. I've been looking at this for a while, and I have... — read more 

FBK should be sold at this price. Numbers don't lie, so you know what you should be doing now. Follow the money.

BNY feels like a classic “solid but unspectacular” story—steady fees, decent margins, and consistent capital returns, but only mid-single-digit growth. That’s fine… until you compare it to other financials with stronger momentum. Do you feel like... — read more 

Hard to tell if this is a clean reset or a red flag. On one hand, new leadership could mean a real push to fix the balance sheet and rethink the strategy. On the other, CEO exits after a massive decline usually mean things are worse internally than... — read more 

Feels like the selloff is a mix of heavy AI spending, rising debt, and worries about when all this capex actually turns into real cash flow. Market doesn’t love uncertainty, especially with margins getting squeezed. That said, if you believe the AI... — read more 

Past month has been calm. Stock dipped then bounced back. Analysts still say Buy. But what bugs me is the Walton family selling millions of shares recently. Major insiders cashing out never feels right. Stock's up 13% YTD and 40% over 52 weeks... — read more 

Been holding Kohl’s for the dividend, but that 3.9% yield doesn’t feel worth it when the stock’s down 33% in a month. Analysts keep slashing targets, even saying sell. Sales are weak, customers are struggling, and guidance is awful. Do I stick around... — read more 

Stock dropped from ~$417 in mid-Feb to ~$360 now – that's like 13%. The worst part? April 2nd alone it tanked 5.4% after deliveries missed expectations again. Q1 deliveries: 358k vs 370k expected. Production way outpaced sales (408k made, only 358k... — read more 

Past couple weeks were a rollercoaster. Stock hit a high, then dropped on cautious outlook. CEO sold shares in Jan - always feels bad. And management says 2026 will be "challenging" in North America. Margins shrinking too. I'm no expert, but this... — read more 

What a couple of weeks. I’m just a small shareholder, nothing fancy, but watching ADBE drop 15% in days hurts. Thought Q1 earnings were fine, but that weak guidance spooked everyone. And now the CEO leaving? Feels like I bought right before the party... — read more 

https://www.bitget.com/news/detail/12560605327566

What is going on? Why are they so out of luck these days? This has been a bad year for sure. The performance is really lackluster.

LCII seems like a good choice for this month, right? Should I go for it?

DAC is doing amazing... I'm happy to say I'm gonna hold it, indefinitely.

Dare I hope we might be on our way back?

UPS offers a lofty 6.9% yield that the company appears ready to support. Offering a vital service, UPS is the kind of stock that you can buy and hold for decades... — read more 

Airlines are constantly shifting routes, capacity, and pricing depending on what demand does, and United Airlines is no exception. While travel remains solid, we have to take into account costs like fuel and staffing too. The fact is, this is less a... — read more 

More companies are trying to simplify security by using one platform instead of stitching together a bunch of different tools, which puts providers like Palo Alto in a much bigger role, not just for protection but for how things run day to day... — read more 

Thinking Siri will make some good gains in the next few months. Earnings should be better every quarter going forward. This is a test…

https://www.tikr.com/blog/jefferies-upgrades-hallador-energy-nasdaq-hnrg-stock-new-capacity-deal

John Deere has ventured deep into software, data, and efficiency tools on top of its equipment manufacturing. I'm not opposed to it, especially since it opens additional revenue streams. I just hope the company doesn't forget what it does the best... — read more 

Feels like Nike’s been leaning hard on retros and minor updates while newer brands are dropping fresh stuff that actually feels new. What’s the next real breakout line, new tech, new silhouette, something big, or are we just getting more of the... — read more 

It sure looks that way to me. What do you think?

Intel’s been cutting losses, but margins are still getting hit by huge capex and the foundry push. At what point do we actually see “normal” profitability again, once 18A ramps? Or is this just years of suppressed earnings while they rebuild?

IBM throws off solid cash flow, but the balance sheet is still pretty heavy and they’re committed to dividends + steady buybacks. Are they playing it too safe instead of investing more aggressively in AI/cloud? Or is this exactly why it’s a stable... — read more 

Costco’s handling tariffs smartly, shifting suppliers, leaning on Kirkland. Q2 was strong. They know what they’re doing. My worry is the bigger picture. Energy keeps climbing, people are struggling, standard of living is dropping. A retailer this... — read more 

$98 targets? $100? Meanwhile stock is sitting at $73 and dropping. China sales are down 75% and they just took a $7.6 billion writedown. That’s not “outperform” money. Mexico union wants 10% wage hike. Tariffs still looming. But hey, they raised the... — read more 

I’ve held Airbnb for a while and honestly I’m getting frustrated. Italian tax dispute, insider selling, margins shrinking - feels like one thing after another. But what really scares me is the bigger picture. Energy crisis is only getting worse. If... — read more 

Debt is already huge and now they are borrowing more. I get that fiber is the future but feels like they are betting the farm. Analysts keep slapping $55 targets on it but they don’t own the stock. Dividend is nice but if debt keeps growing how long... — read more 

Management flat-out said inflation, weak consumer demand, and tariffs are hitting supply chain costs. Guidance is basically zero growth in core constant-currency earnings for the year. That’s not why I bought a “safe” blue chip. So what’s the... — read more 

You should buy EGBN at this price. The stock recovered and it's performing really well. It should be a no-brainer, really. Buy it.

DRI had a bad month. Several, in fact. Hopefully this bad luck has ended for this spring and for summer.

I think, but I'm not sure, that FELE should be sold right now. I don't want to mess things up but that's what I'm thinking right now, to sell.

This is almost a perfect performance here. Sometimes it looks like it's too good to be true.. but I don't want to jinx anything right now.

You should get GME while it's still at this number. That's just my opinion though.

Shopify's been building out a lot lately. They're not just helping people set up stores anymore. They got payments, shipping, marketing stuff all bundled in now. That can only mean they plan to be the main thing small businesses run on. If a store... — read more 

Security threats are getting more serious and everyone wants cloud stuff now. Security used to be something you added later, but now you have to build it in from the start. Which puts companies like CrowdStrike right in the middle of it. Which can't... — read more 

After that big bo-m a couple years back, seems like the company is focused more on getting things stable and keeping people on the subscription and not so much aiming for huge growth anymore. Just trying to hold onto the folks they got. That kind of... — read more 

What catches my eye especially is how they're in a bunch of different industries. Car stuff, energy stuff, and several more. If those keep growing, might be a really, really good spot to be in. This seems like the kind of stock to hold for a while... — read more