Latest Posts

Selling Nvidia is a huge mistake

I don't get some people. I'll be enjoying it when the stock goes back to its peak and above and people who sold in panic start realizing what they did. Let me remind you of the words of the late and great John Bogle: “Time is your friend, impulse is... — read more 

Still a good choice

Yes, a few bad weeks, but overall, this is still a good choice. The company has seen its full-year earnings estimate go up by 38 percent. That means that most analysts like what they're seeing, and I couldn't agree more. The company has also managed... — read more 

Not good

Not good at all. The stock just hit a 52-week low at $0.98. Compared to its 52-week high of $17.75, I'd say this is a complete and unmitigated disaster. Now, some consider this an undervalued stock at this point, but with a record such as this, who'd... — read more 

What’s with the dip?

The stock is performing worse compared to other tech stocks. Is this a sign of major trouble for VMW, or is it just part of the general market trend?

XOM is a safe bet

I’m holding onto all the XOM stock I currently have and regret not having more. The administration's aggressive trade and energy policies will likely make XOM a winner. It’s highly probable that XOM will continue to perform well, even during a... — read more 

Is it time to sell the stock?

What is the likelihood that it will plunge on the 3rd? GM stock has been in a slow but noticeable decline for the past year and a half. With GM heavily reliant on imports, it’s likely to be hit hard by the 25% tariff. Passing the tariff costs onto... — read more 

No other choice

There simply is no other choice here but to sell Dynatrace. In its current form the stock provides nothing but loss to anyone who interacts with it. Sad, but true.

Any thoughts on this one?

The repositioning/transformation is done and I'm wondering if we could finally be looking at better days. I like that they rebranded to QVC Group just for brand recognizability and I like they're focusing primarily on social media instead of TV. I... — read more 

A steady stock

Outside of a small dip in 2023, this has been consistently in the low $30s for nearly two years. This doesn't make it a good buy right now, but I'm definitely watching for another similar dip. Those who bought for $19 in October 2023 made a nice... — read more 

Is Nvidia really a threat?

Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown Shares in Lumentum Holdings (LITE) and Coherent (COHR) took a hit this year from investor worries over the technology road map of chipmaker Nvidia (NVDA). A Raymond James analyst... — read more 

How much higher can it go?

I won’t lie, I’m liking what I’m seeing with Cigna. I did the smart thing, listened to good advice, and bought in January. Haven’t regretted it yet. Now I’m wondering if it’ll hit its all-time high of $360+ and go beyond, or if now’s the time to... — read more 

Up and down

It’s been an interesting six months for Liveramp. From $25 to $35 to $26, and now it's rising again. Looking at several analysts' valuations, the stock seems significantly undervalued. Some have it pegged above $40 right now. I haven’t bought in yet... — read more 

Amazon is a safe bet

I’m holding onto Amazon as long as it maintains its share of the cloud services market. As organizations expand their use of AI, demand for cloud services is only set to grow. Forget about the delivery business—this is where the future lies. — read more 

Is UPS a Hold?

The delivery business seems like a safe bet, and the shares are currently fairly cheap. UPS has a lot of growth potential, particularly through its focus on healthcare and small to medium-sized enterprises. With Amazon reducing its low-margin volume... — read more 

Historically cheap stock – time to buy

With a new CEO and the A18 ready for production, as well as the significant potential to regain market share from AMD, the share price will likely go up and offer short-term profits. If the turnaround succeeds and Intel strengthens its position as... — read more 

Why is LOW considered such a good stock?

Convince me to buy LOW please. People keep saying it’s a good and safe stock. I see just the opposite. It’s worth 2227 dollars, It’s down 8% YTD, the retail sector is unstable as it is. Isn’t it a better idea to pick up a tech stock or a health... — read more 

What are the chances that DXC goes up?

Bought DXC last year. So far the stock just keeps dropping. I’m close to losing my patience with DXC. Am I reacting too fast and there is, in fact, some chance that DXC could rise, or is it a better idea just to unload the stock ,settle for a loss... — read more 

Is the Drop Temporary?

It seems like the market is reacting to LMT not winning the bid to build new fighter jets. Are there any other contracts coming up? Should we be concerned? Analysts suggest that LMT’s dividend yield of 2.8% is supported by the expected earnings per... — read more 

ICLR sold

It's best to do it now rather than wait and experience failure later.

FYI KS is gone

The relevant conversation is about Smurfit Westrock, which KapStone has become a part of during various mergers.

TSLA is definitely done

I had some hopes after the White House marketing stint and the announced government contracts, but there's so much hate right now that I don't see a way for the stock to recover any time soon. I wish people could separate the product from its owner... — read more 

Something to pay attention to

Micron Technology is set to release its quarterly results on March 20, and there is a good chance that it may be able to outperform expectations. Recovery in consumer-oriented markets like smartphones and PCs, and robust data center demand... — read more 

Best to stay away

Yes, this is a cheap stock but it hasn't gone above $3 or so for five years. I honestly don't see an upside to it. If you want to buy a stock and watch it alternate between $1 and $2, with an occasional foray into $3, then this is your stock. I just... — read more 

Could L3 be on its way back?

Is this a good time to buy L3? I've seen a few analysts being optimistic about the company's future but it certainly doesn't seem to be the overwhelming position. Still, I have to admit I'm tempted. I'd just like to know if it's worth taking a risk... — read more 

Meta seems more resilient than others

Why is that the case? I’m in the process of deciding which shares to ditch and which to keep, given the turmoil in the market. I’m no expert, but judging from the numbers, Meta seems less affected compared to other tech companies. Is this a one-off... — read more 

CRWD is still my favorite choice

It's the kind of business that would thrive even in a contracted economy. Cybersecurity is a necessity, not a luxury, for both individuals and businesses. CrowdStrike has recovered from last year's outage and is once again seen as a reliable service... — read more 

Good time to buy?

We are entering a new world, and it's crucial to watch out for stocks that could be influenced by tariffs. While there are many factors at play, the immediate impact of tariffs, sound business practices, and a focus on the primary needs of the... — read more 

What if I short Xerox at this price?

While I am no expert at the stock market I am completely sure that Xerox (and other companies in this industry for that matter) will fail in the next two or three years. What if I short XRX at this price of, let’s say 10.000 dollars. What would be my... — read more 

JVA...

I don't get what's wrong. I was under the impression that this is a solid company.

Selling INFO

I guess it's better to abandon ship here. I don't see why should I still have it in my portfolio.

Still not selling

There are many factors that went into my decision not to sell despite the current slide, but mostly it's that what's happening is temporary. Overall, Verizon has been doing well and making the right moves, including reducing its debt, which is... — read more 

Not a good period for Teradyne

I have to admit, while I expected to see the price drop after Teradyne revised its guidance lower, I didn't expect to see it drop by nearly a fifth! Talk about a knee-je-k reaction. I still have faith in this stock, but I won't lie and say that today... — read more 

I don't get it

The stock is performing well, yet I’m noticing that several investment advisers, including Mutual of America Capital Management, are dropping it from their portfolios. I don’t see any immediate red flags. In fact, all signs point to continued growth... — read more 

Finally some good news

Protagonist Therapeutics is skyrocketing today and for good reason. The ANTHEM-UC Phase 2b study of icotrokinra is complete, and the results are more than promising. This one will pay off for those who took the risk. The Phase 3 study is all but... — read more 

Ditch TSLA

I regret not acting sooner. From now on, Tesla will only continue to fall behind other EV companies. The innovations they've announced are already trailing behind the leading companies, including in robotics. Musk doing the other stuff and becoming... — read more 

I’ll keep the stock bcs cloud

As long as Google remains primarily focused on cloud computing, I’ll have confidence in the stock. Cloud is essentially a rental business, and they have that covered. If they stay focused and maintain a firm grip on the cloud market, I’ll keep the... — read more 

Is Palantir a buy?

The stock seems inflated to me. Analysts recommend it, claiming that the current weakness is temporary and presents a buying opportunity. However, I fail to see what future demand there will be for Palantir. I came across information suggesting that... — read more 

Should I hold on to NVDS stock?

The tech sell-off was scary, and while I see the recovery, I'm on the fence about holding onto the stock. There’s still a lot of hype around NVDA, which makes me suspicious. People are being advised to buy the stock, especially now that its valuation... — read more 

Does IBM have even more potential to rise?

Nearly 40% in one year. Maybe logic dictates that it has to slow down or stop at this point, but on the other hand few of us predicted such a rise in the first place. Does IBm have potential to rise even more or did we miss the train?

Is this a good time to sell?

It's interesting how a human mind works. I remember not so long ago when T was trading for $16 per share.,I prayed for it to rise just a little so I can unload the stock. Now that it’s trading for $27 I don’t want to sell because it looks like a good... — read more 

Soon

https://www.nasdaq.com/articles/macrogenics-inc-announce-2024-financial-results-march-20-2025

Amazing!

MTB is delightful. It simply never disappoints and I have yet to see someone complain about it.