Latest Posts

Is what's happening with Venezuela a good or a bad thing for Exxon?

I'm seeing a lot of positive signs, but I don't want to jump in and get burned.

The stock jumped high up on Monday, and by today it's back where it was two days ago. I guess if you were smart and sold as soon as the rally happened, you made out like a bandit. For me personally, it's nothing ventured, nothing gained. I'll pay... — read more 

Reaction to the change in CEO was immediate, which was to be expected, I guess. Leadership turnover at a big insurer always gets traders thinking about possible restructuring or strategy shifts ahead. I think everybody is overreacting, to be honest... — read more 

Genuine question about Walmart. It usually holds up pretty well when the economy gets shaky because people trade down and shop for value. But with consumers feeling stretched and inflation still messing with budgets, does that finally start to hurt... — read more 

And how will these changes affect NOV?

Honest and argumented opinions please!

Trying to figure out if the optimism around Boeing is actually justified or just another hope cycle. Cash burn seems to be improving and deliveries are slowly picking up, but there are still quality issues, delays, and a ton of execution risk.

Thinking about buying Ford Motor Company and curious how people feel about the dividend here. Yield looks solid, but with all the spending on EVs, restructuring, and a cyclical auto market, how safe is it really? Do you see Ford prioritizing steady... — read more 

Things are looking bad for CFFI. The numbers aren't good and I think it's for the best to jump ship here.

It's not publicly traded anymore.

Is LCNB undervalued? That's what it seems to me at least.

All this AI hype - generative agents, Agentforce, whatever - feels like a gamble. Reliability issues, pullbacks on big AI bets, it’s like they’re chasing the shiny toy instead of solid growth. I get that automation could help, but are we sure it’ll... — read more 

Again. What are the benefits of these tariffs anyway? All I’ve been seeing is higher prices for consumers and extra headaches for businesses trying to stay afloat. Now that the tariffs are pushed back, the stock pops immediately. Feels like a win for... — read more 

Earnings looked solid, but the share price isn’t really reflecting it. People are nervous about margins, and the Fitch downgrade didn’t help. Leadership changes add more uncertainty. I get that they’re big in Medicare Advantage, but it makes me... — read more 

Hopefully the momentum driven by high-bandwidth memory demand keeps going.

The company just posted really solid numbers - revenue up around 10%, earnings beat expectations, full-year guidance reaffirmed - all the stuff you’d think would send the stock up. But the share price is still kind of dragging and lagging the broader... — read more 

This is a really reliable stock. I never have to second guess it.

Boeing is on the road to recovery. The aerospace-and-defense company has had a strong year and things could get even better over the next 12 months, according to analysts at Tigress Financial... — read more 

This one is doing much better than most other big automakers this year, with price targets going up as well. I didn't think I'd be seriously considering any local carmakers this year, but this one snuck up on me. It's not great news just yet, but... — read more 

LZB is not desirable at all. It isn't hot and you should look elsewhere.

A lot of people seem really pumped about this one, but I’d urge some caution. Sure, the upside could be big, but the risks are just as real. Anyone thinking about investing in Wave Life Sciences should weigh those risks carefully and only put in... — read more 

A slight dip for AVAV following analyst comments on slower defense drone orders, but I wouldn't worry about it too much. Now, if this continues, that could be a cause for worry. But I personally believe this is just a result of overzealous orders in... — read more 

I was about to sell Beyond Meat but I'm starting to think what we're seeing right now might be the start of a recovery for the company. I'm a cautious person by nature and I always think five times before making a move, so I'm glad I didn't sell at... — read more 

Looking at LO) and can’t tell what it really is anymore. Nice buybacks and dividend, but growth feels iffy with housing still soft. Is this just a boring value hold now, or is there still some real growth left?

DXC has reported mixed results with revenue declines and profit pressure in some quarters. Can this be called a long-term trend at this point and is that reason enough to stay away from DXC for the time being?

After the recent run, Bank of New York Mellon (BK) doesn’t really look cheap anymore — but it doesn’t look crazy expensive either. Seems like most of the good news is already baked in. Probably a solid hold from here unless we get a pullback or some... — read more 

Is it just me or is Xerox Holdings (XRX) getting whipped around nonstop? Stock’s crushed YTD and every earnings drop sends it flying up or down. Feels like some combo of: dying print biz ugly earnings / guidance Lexmark + restructuring... — read more 

Or just the calm before more turbulence. Kohl’s just had a really solid Q report, margins up and guidance looking okay, but the stock is already slipping again. Volume’s low, so it feels like people are nervous to buy in. Maybe it’s the fear of... — read more 

They let AMD raise GPU prices, but systems are getting expensive fast. People are grumbling, and I can see some skipping subscriptions or avoiding upgrades entirely. Add in the broader frustration with constant tech trends and AI hype, and it feels... — read more 

The price hasn’t gone anywhere exciting, and it feels like the market is just shrugging, waiting for something real to happen. The layoffs and cost cuts were supposed to help, but I’m not sure they moved the needle much. They might help margins a... — read more 

The stock has been great, but the valuation feels sky-high, like it’s already priced for perfection. The business is solid, but growth won’t be straight up forever. Any slowdown in comps, membership growth, or margins and this price could wobble... — read more 

Airbnb’s stock has actually been drifting upward the past couple of weeks, which feels decent after all the volatility earlier. It’s almost weird, though, because the trading volume has been pretty low, like people aren’t really committed to the... — read more 

IGMS was acquired by Concentra. I wonder what's happening behind the scenes right now.

Nothing to talk about anymore, I guess?

https://www.investing.com/news/stock-market-news/kala-pharmaceuticals-stock-falls-after-10-million-share-offering-93CH-4394123

IIIV is at the right price now for a solid purchase, in my opinion.

Am I wrong in thinking Ameren is one the more dependable utilities around? IIt has been serving consistent performance and predictable returns for a while now, and I’m seriously considering adding it to my portfolio. I’m not a big fan of utilities... — read more 

HOLX is a mid-cap health care company that has great staying power. It’s been one of my favorite holdings for years since I’m always looking for more safe long-term investments. I know I’m not the only one who sees its strength, but sometimes it sure... — read more 

Let’s be clear from the start, Bruker never gets the spotlight afforded to much bigger life-science names, but the company has tech and research tools that give it a very defensible niche. The stock is often recognized by analysts but ignored by... — read more 

Follow Eastman Chemical. The company has been following the industry trends to a tee. Whenever sentiment improves, Eastman tends to catch a bid, but whenever people get fearful, it starts to drift. This is definitely one of the best bellwethers if... — read more 

It was a good month to hold IAG. The numbers are looking good.

I have been keeping an eye on Park Hotels /amp; Resorts because travel has its ups and downs (well,let’s be realistic, right now, it’s mostly downs) but real estate plays tied to hospitality usually move on a rhythm of their own. Park Hotels /amp; Resorts is... — read more 

I know department stores aren’t se-y, but Macy’s, Inc. looks undervalued to me right now. Main reasons: The stock trades at very low multiples vs. cash flow and earnings Solid asset value (especially real estate) that the market keeps... — read more 

ORCL’s stock has been sliding, and a lot of people are calling it the “AI bubble” example huge hype, slower-than-expected results. Did the market just get way ahead of itself with Oracle Corporation, or is this actually a warning sign? Trying to... — read more 

I’m thinking about buying Cisco Systems, Inc. right now, but I’m stuck on one thing. A lot of the bull case seems to revolve around AI, networking upgrades, and stronger enterprise demand. Before I pull the trigger, I’m trying to figure out if this... — read more 

Verizon changed the CEO and announced layoffs, the classic “do what Wall Street wants” playbook, and the stock still didn’t move. Feels like the market just shrugged and said “okay, but where’s the growth?” Are investors already pricing VZ as a... — read more 

The numbers do not make sense here. They do not add up at all. Not sure what's happening here.

Last month was bad but things are finally looking up. It's good to have hope about these things now and then.

This is the best time to do so right now. The price is just right.

This is one of those stocks that’s more polarizing than today’s politics, and I truly can’t decide which side I’m on. On one hand people are swearing by its turnaround, and on the other hand people think it’s a value trap. It’s not something I plan... — read more 

Apple keeps hitting new highs, mostly on AI hype, but I can’t help wondering if all this AI excitement is just a bubble waiting to pop. They’ve got the ecosystem and services growth, but will AI really deliver what everyone expects? Seems like the... — read more 

PepsiCo just went through another round of layoffs, and it didn’t seem to shake the stock much. Trimming costs might give a little boost to margins, but I’m not convinced it’s a real fix for the bigger issues. The stock has been kind of sideways, and... — read more 

They’ve got cash and a solid dividend, which is nice, but with all the competition from T‑Mobile and AT&T, plus the constant worry about losing customers, it feels like a shaky bet. Cost cuts alone aren’t magic. I get the cash flow, I get the... — read more 

Boeing stock’s been bouncing a bit with the market, but it feels like the same old story. Labor talks paused, to resume in January. Will they ever actually settle, or just keep us guessing? And the 777X saga. Are we still counting years till first... — read more 

It feels like the whole story right now revolves around “Network of the Future,” and I’m torn. On paper, closing facilities, cutting headcount, and automating more of the network is supposed to make UPS leaner and more efficient. In reality, it... — read more 

Every time I check on PNR I get the impression that the company is just quietly executing. Yes, I know water infrastructure is not flashy and I know nobody is making memes about it, but this kind of boring sector play often ends up outperforming for... — read more 

I have been watching Albemarle for a while and this is one of those companies people completely forget about until lithium sentiment turns again. And then it’s all the rage. I am not saying it’s going to take off like a rocket ship, but I do see it... — read more 

I don't get people who see this stock as something you should invest in long-term. This isn't something to hold at all.

With silver prices hitting new highs, no wonder PAAS saw a big run as investors keep pouring into precious-metals miners. Still, I have to admit I’m a bit torn. On one hand, rising silver prices plus good cash flow equals solid thesis, but on the... — read more 

I think HAPPY has been delisted and it's no longer traded.

AI networking demand is as high as it has ever been, and that bodes really well for Cisco. As long as hyperscalers keep…well…hyperscaling (I guess?), Cisco will keep busy. I don’t see a slowdown in major orders any time soon. I have no plans to sell... — read more 

Intel’s been talking up the turnaround for a while now — new process nodes, foundry plans, cost cuts, AI chips, the whole package. But the stock still feels stuck and execution risk is high. Are we finally seeing real progress, or is this still... — read more 

Insurance stocks look pricey right now, but their results can get blown up overnight by wildfires, hurricanes, or floods. Even with repricing and reinsurance, nature still feels like a huge wildcard. Is the market underestimating catastrophe risk... — read more 

AT&T looks cheap and the dividend yield is tempting, but I can’t tell if this is a legit long-term income play or just a classic value trap. Growth is slow, debt is still high, and the stock hasn’t gone anywhere in years, yet cash flow seems... — read more 

Thinking about ExxonMobil mainly for the dividend. On paper it looks solid, but I’m wondering how sustainable it really is going forward. With oil prices swinging, big capex plans, and some pullback from low-carbon investments, does XOM still have... — read more 

Thanks, among other things, to Morgan Stanley finally admitting it might be overvalued. Meanwhile, the “autonomous” Optimus robot took a nosedive on demo, and everyone’s asking if it’s secretly human‑controlled. Classic Tesla - sky‑high promises... — read more 

On one hand, they’re still paying dividends and getting involved in US chip manufacturing, which is nice. On the other hand, the whole China thing worries me - export restrictions, tariffs, fewer sales. It’s like half their market could vanish... — read more 

The stock keeps sliding, stores are closing, and labor issues feel like they’re turning into a permanent feature, not a temporary hiccup. Management keeps talking about “turnarounds” and “back to basics,” but from the outside it mostly looks like... — read more 

The stock hasn’t fallen apart, which is comforting, but it also feels like it’s floating more on narrative than conviction. Every headline mentions AI, yet I’m still not clear how much of that is real demand versus investors wanting another AI... — read more 

Pinterest feels like one of those stocks that looks better on paper than it feels to hold. Revenue growth is still solid, and user numbers keep climbing, which is reassuring. The business clearly isn’t broken. But the stock just can’t seem to find... — read more 

Good to see CSTE improve this month. It was worrying seeing the number last time I checked but the worry is now gone, thankfully.