Latest Posts

EGRX is on fire. It's the best stock in the industry right now and it's a bummer more people aren't talking about it. Buy it now, you won't regret it.

Local government systems are notoriously outdated and TYL is offering a way to modernize the whole thing. From what I've seen so far, there's a growing number of counties nationwide that have been signing on, so business should be booming and... — read more 

They make the barcode scanners and tracking systems that keep warehouses and supply chains moving. As logistics get more complex, having real time visibility into inventory feels increasingly essential. They seem positioned right in the middle of... — read more 

Optum used to be the big bull case for UNH, but lately it feels less clear. With all the cost pressure and scrutiny, is Optum still carrying the story, or was the market too optimistic?

ADP is one of those steady payroll/HR names with recurring revenue, strong margins, dividends, and buybacks, so it gets treated like a quality compounder. But the flip side is valuation: revenue growth is still mostly mid-single digits, and a lot has... — read more 

Lumen keeps talking up fiber, enterprise networking, cloud connectivity, and AI-driven demand, but the core issue is still the same: revenue has been shrinking for years. The company has some interesting catalysts now, but investors need to see... — read more 

Moderna's been all over the place. The stock was sliding hard until early May, then suddenly jumped 10% on hantavirus vaccine hopes because of a ship outbreak. Another day it rose on flu shot data and a buyback program. The latest earnings beat... — read more 

Revenue was fine, customers came back, orders looked good. But earnings missed by two cents and the stock dropped 12%. Management says home goods are having a "choppy" start to the year. Category is the problem, not the company, but that doesn't make... — read more 

GM just reported earnings and the stock popped. They beat expectations, raised their outlook, truck sales are fine. Then I read that the Trump administration asked GM and Ford about switching some production to help make we-pons and munitions... — read more 

Lockheed Martin reported earnings a couple weeks ago and the stock dropped almost 5% in one day. Revenue was flat, earnings missed expectations, and there were cost overruns on programs like the F-16 and C-130. The company kept their full-year... — read more 

Palantir just put up numbers that should make any shareholder pretty happy. Revenue grew like crazy, their US business nearly doubled, and they raised their guidance across the board. And then the stock fell anyway. Everybody is aware that the... — read more 

Is LKCO still traded? Nobody talks about it and when I mentioned this stock to my buddies they looked at me with a blank face. Nobody knew what I was talking about.

Now why is LAUR performing so badly this month? What's going on here?

This is what I'm wondering lately. I'm looking at the numbers and I'm thinking whether the stock is undervalued or not.

I'm wondering if this is a good time to buy IDT, considering the price.

Not Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era. Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads... — read more 

Wabtec usually doesn’t get all that much attention, but considering it’s tied closely to rail and freight infrastructure, it's playing a huge role in moving goods. This is one of those companies that supports everything else but it's never in the... — read more 

I love it when a stock provides good news all around. From an all-time high of $450 last week to an increase of sales by 12 percent and earnings 32 percent to a raised full year guidance. It's not often to see such a well-rounded performance... — read more 

They got acquired by Pebblebrook Hotel Trust a while back. In any case, LHO is no longer traded.

New AI tools, a new cloud security product, and one operating system approach seem to be working for Fortinet. As another plus, their custom chips provide an actual edge over competitors who have to buy smaller companies. All in all, I think there's... — read more 

PepsiCo is still talking up growth, but it’s not that simple if shoppers keep pushing back on pricey snacks and drinks. Volumes need to bounce back, Frito-Lay has to stop dragging, and international sales may need to do a lot of the heavy lifting... — read more 

GE Aerospace looks strong because engine services and aftermarket demand are still a big growth driver. But if airlines get squeezed by higher fuel costs, weaker travel demand, or geopolitical disruptions, could that eventually slow flight hours... — read more 

Nobody I know talks about it anymore and it doesn't come up in my news feed either. Is this stock dead?

Ford's been all over the place recently. They just reported earnings and beat expectations by a mile, thanks to a $1.3 billion tariff refund from the Supreme Court striking down some Trump levies. Stock popped initially, then turned lower. But... — read more 

Applied Materials went up huge this year. Jim Cramer loves it, analysts point to AI-driven demand, and the CEO is hinting this could stretch into 2027. It all sounds great. Yet, insiders have sold millions in shares recently with no buying. And now... — read more 

AMD's been on a wild ride - up big, then down hard, now clawing back again. The big news was a massive GPU deal with Meta that arguably puts a floor under the whole AI story. But some analysts downgraded them right before that news hit, so who knows... — read more 

I honestly didn't believe it would happen. Starbucks has been dead money for what feels like forever, and every earnings call was just more promises. But this time the numbers actually matched the talk. Stores felt busier, the new cold drinks are... — read more 

Intel just had an insane couple of weeks, hit all-time highs above $95. The AI story finally flipped for them. I've been sitting on these shares through all the pain, and now I'm finally in the green. I wonder now if there's more room to run, or if... — read more 

This is Naturgy Energy Group SA now... just an FYI.

Last year was practically he-l for them but they turned around and improved significantly. This is impressive. FFIV is amazing, truly.

They're putting nearly 10% of revenue into mortgage rate buy downs and other incentives just to convince people to buy. That's way higher than the usual 4% to 6% range for builders. The strategy is aggressive and risky but it's working for now... — read more 

Why is HBB performing so badly this month? It's kinda annoying. I expected more from this stock. Should I sell?

Snap keeps leaning more determinately into AR and camera features instead of copying the usual social media playbook. Now the real question is whether that's smart differentiation or just stubbornness while everyone else chases ads differently. I... — read more 

Stock is down like 40% from last year and ad revenue is falling off a cliff, down 19% last quarter. But there is a twist. Their AI cloud stuff is exploding. Up 43% in one quarter. AI now makes up over half their revenue for the first time ever... — read more 

JNJ isn't performing that well. Is this something I should expect regularly from this stock or is this just a bad month for them?

Between data centers, electrification, and general infrastructure strain, utilities are starting to feel more central to tech growth than people usually think, and American Electric Power is perfectly positioned to take advantage of that. This one... — read more 

From the ones I looked at, 17 out of 23 say Strong Buy with a target around $383. That's about 20% upside. It makes sense, considering their AI tools are helping companies like Nvidia and Qualcomm design chips way faster, in some cases by 10 times... — read more 

After the Chesapeake/Southwestern merger, EXE looks like one of the biggest clean plays on U.S. natural gas. The bull case is LNG exports, data center power demand, and better scale. But is it actually the best gas stock to own, or just the most... — read more 

Teradata keeps talking up AI, but investors need to see it show up in real ARR growth. Are these tools actually helping customers spend more, or is AI just marketing around a slow-growth legacy business?

Centene got hit hard after the big 2025 reset, and now the stock feels like a turnaround bet. The main question is whether management can fix ACA margins, stabilize Medicaid costs, and rebuild trust with investors. Is this just a cheap stock after a... — read more 

JVA was struggling but things have improved immensely. I'm holding it now.

Should ICLR be bought at this time? I don't want to make a mistake I would regret later on.

Cigna's been stuck in neutral lately. Nothing exciting. The business looks solid enough. But what's actually on my mind is the CEO change this summer. Some analysts like it, some think the timing is weird. Earnings are right around the corner, and if... — read more 

Procter /amp; Gamble just reported earnings this week and the stock popped about 3%. They beat expectations, and they even raised the dividend another 3%. But they're warning about a $1 billion hit to profits next year from the Middle East conflict. Oil... — read more 

Pfizer's been treading water lately. Nothing dramatic, just calm. But the calm doesn't feel right. What's actually worrying me is patents expiring. That's a real problem down the road. Q1 earnings drop on May 5, and that could either steady the ship... — read more 

Meta just announced another 8,000 layoffs – that's 10% of their workforce, gone in May. And they're freezing 6,000 open positions too. The official reason is to offset all that money they're throwing at AI. Stock dropped 2% on the news... — read more 

Amazon just went on an absolute tear, knocking on the door of all-time highs after months of going nowhere. Finally feels like the old Amazon again. Everyone's suddenly convinced AWS is back and AI is paying off. But the stock is technically... — read more 

The performance isn't that good anymore which worries me. Should I jump ship now?

BXS is Cadence Bank now. I don't think you can trade it under this ticked anymore either.

Nobody pays attention to them until things get bumpy. But they move stuff across the country every day. When freight slows down, that's a warning sign worth watching. And I'm all eyes right now.

People are pulling back on spending and the digital orders keep getting messed up. They're trying to fix things with a new loyalty program and more limited time offers, so we'll see how that plays out. The high income customers are still coming but... — read more 

Veeva is trying to move everyone to their new CRM system by the end of 2029 and that kind of switch is messy and some - and I'm thinking the number won't be small - customers might leave. Salesforce is circling and already picked off a couple big... — read more 

Currently at $196. But I'm really worried, because the entire thing hinges on one game. GTA VI is coming November 2026 (unless they delay it AGAIN). I know chances it'll flop are extremely low, but it could happen. People are tired of waiting. I'm... — read more 

HAFC is at a perfect price right now. I'm really impressed. They had a bad month but it seems that things have changed for the better.

Up 126% in one year. AI networking revenue is supposed to nearly double to $3.25 billion in 2026. Granted, four customers each account for more than 10% of revenue, which is a real risk. Earnings are due May 5 so I guess we'll know more then. It's... — read more 

That’s the big debate with TRI right now. The bull case is that AI can make its products more valuable and scalable, which should help margins over time. The bear case is that legal and professional AI is getting crowded fast, so Thomson Reuters may... — read more 

WMT has been executing better than most retailers, especially with e-commerce, ads, and membership adding to the story. But the stock already trades like a best-in-class name, so the question is whether future growth and margin expansion can keep... — read more 

NOV feels stuck in that awkward spot where management is talking like this year is just a temporary slowdown, but investors are worried it could be the start of a deeper downturn in oilfield spending. If offshore and international demand really pick... — read more 

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.