It's been a good week. I bought it and honestly buying it was a good choice, in my opinion.
Question about Molina
Is Molina really a hold? It doesn't seem like a stable option, at least looking at its history. I'll pass on this one.
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
Good performance for now
EAT is doing really well, for now. I don't want to get my hopes up if things go awry again...
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
DFNS (T3 Defense) is on fire
Up 246.79% in one week. I know I might be late to the party, but I'm still joining in. Those are some impressive numbers, and the future looks just as bright.
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.
Interesting one to check out after the pullback
I was digging into ABM and it seems like they're executing well, revenue hit $2.3 billion in Q2, up over 8% from last year. They're leaning hard into being a one-stop shop for facility services, bundling everything from janitorial to electrical and... — read more
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
Can Xerox actually generate reliable free cash flow?
Management says cash flow should improve, but Xerox still has declining revenue, restructuring costs, high interest expenses, and a lot of debt. Do you think the company can consistently generate enough cash to pay down debt, or are the current... — read more
Oracle shareholders: How much dilution should we expect?
Oracle is spending heavily on AI data centers and may raise more money by issuing shares or convertible securities. How much could the share count realistically increase over the next few years? Will earnings grow fast enough to offset the dilution... — read more
Do you expect Nike to actually turn the business around?
Nike stock looks cheaper than it has in years, but sales growth, margins, and competition are still concerns. Do you think management can bring the brand back to stronger growth, or is Nike losing ground permanently to brands like Adidas, Hoka, On... — 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...
Performing perfectly here
Buying EGHT currently is a no-brainer. I don't see any cons in purchasing it now.
ETNB was delisted
ETNB was delisted, last year I think. You can't trade it anymore.
Selling Alphabet
I don't see the benefit of holding it any longer. Should it be sold now or later on?
HABC
HABC is doing great numbers here. I bought it at this price and don't regret it at all.
Disney stock may move 6.3% on August earnings release
Walt Disney Co. shares could move 6.3% when the company releases its earnings report on August 5 before the market opens, based on options data compiled by... — read more
Down 43% in the past year
How low can it go? I thought Netflix was a safe bet, I guess I was wrong.
Can Verizon get its debt under control?
I’m considering Verizon stock, but the debt worries me. Can the company reduce it without hurting the dividend or future growth?
Could Intel Foundry be what finally moves the stock?
I’m looking at Intel’s foundry business as a possible future stock grower, but I’m still not sure how realistic that is. Can Intel actually land enough big outside customers and make the business profitable, or will it just keep burning cash for... — read more
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
Does Allstate offer a better risk-and-return opportunity than Progressive or other insurance stocks?
Can AT&T really compete with Verizon and T-Mobile long term?
I’m asking this as an AT&T shareholder, and honestly, I’m starting to get worried about where the stock goes from here. T-Mobile seems to keep growing, Verizon is still a major competitor, and AT&T has a lot of debt and constant pressure to keep... — 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.
When to buy?
When should I go and buy DLB? Should I wait for a bit or? Not sure if the timing is right.
MLHR
Outdated ticker symbol. It is now MLK, just some news here. The company rebranded.
Belden is making some aggressive moves that caught my eye
The company is buying RUCKUS Networks for about $1.85 billion to build out their IT/OT networking game, and I think that betting on automation and the convergence of information and operational tech is the right move right now. The stock is currently... — read more
When will it stop going down?
I'm about to have a heart attack if it continues like this!
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.
XOM’s latest earnings: weak headline, stronger underneath?
XOM’s latest earnings: weak headline, stronger underneath? ExxonMobil reported Q1 2026 earnings of $4.2 billion, down from $7.7 billion a year ago. That looks rough, but the quarter was heavily affected by temporary hedging and timing issues... — read more
Will Kraft Heinz’s new investment plan actually work?
Kraft Heinz is spending around $600 million on more advertising, new products, and trying to get its brands growing again. That sounds good, but throwing more money at the problem doesn’t automatically fix it. The real question is whether people... — read more
Is Molina’s cash flow actually as strong as it looks?
olina reported strong operating cash flow, which sounds great at first. But management also said a big part of the increase came from the timing of government payments, receivables, and other working-capital changes. That doesn’t necessarily mean... — read more
ACI Worldwide Q1 2026 looks pretty strong to me.
Revenue was up 8%, recurring revenue grew 10%, and new annual recurring revenue bookings jumped 39%. Management also raised full-year guidance to $1.89–$1.92B in revenue and $540–$555M in adjusted EBITDA. Can these thing be a good indicator of... — read more
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
Not a flashy industry, but one with consistent demand
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
This one has a good long-term outlook
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
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
SAUC
Stock has been delisted a few years back. Look elsewhere to trade.
Can HPE successfully transform itself into a leader in AI infrastructure and hybrid cloud?
....while delivering consistent long-term revenue and earnings growth?
Which HP business is driving 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?
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