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MOH used to be a big winner in the managed care space, but the stock has taken a pretty big hit over the last year. Is it mostly because of Medicaid redeterminations and higher medical costs, or is something bigger going on? Is this is just a... — read more 

With the surge in AI infrastructure spending, HPE has been talking a lot about its AI servers and growing backlog of AI-related orders. The company is positioning itself as a key supplier for enterprise AI deployments. But can AI actually move the... — read more 

MCK has had a huge rally over the past few years thanks to strong earnings and growth in specialty dr-gs. But after such a big run, is there still upside left? Is this a quality compounder worth holding, or is the stock getting a bit stretched at... — read more 

I know the story. AWS is growing, cash flow is massive, they're building for the future. But that spending number was just so huge. Two hundred billion dollars. I get that they're positioning for the next decade, but it's hard to sit here watching my... — read more 

Down another 2.5% over the past couple weeks, and that's been the pattern for a while. I keep telling myself the dividend makes it worth holding, 6.5% yield is nothing to ignore. But then I look at the stock price, down something like 57% from where... — read more 

Stock drops 4%. Again. I get AI is the future. But cutting 15,000 people while pouring billions into stuff that isn't working feels like panic.

Bought in a while back. Now I'm just watching it bounce around with no clue where it's heading next. Every week there's something new - FSD delays, Twitter drama, margins shrinking. Feels like the company I invested in is everywhere except focused on... — read more 

The recent volatility gives me pause, down 8% in two weeks despite strong AI partnerships. Is this a buying opportunity or a warning sign? My main questions: What are the major risks here? Valuation too high? Customer concentration? Margin pressure?... — read more 

You can't trade under this ticket anymore because Cabot merged with Cimarex a few years ago and they formed Coterra Energy (CTRA).

What went wrong with JAZZ? I'm not impressed with what has been happening with JAZZ this year. I hope things improve because I will jump ship if the situation remains the same.

What it basically says on the tin. CRMT isn't performing as expected and I'm frankly not happy with it. I was expecting some stability this quarter but there is none.

Was CDMO delisted? I think it can't be traded anymore, right?

Sc--w it. I think this is undervalued and I'm going to put my money where my mouth is.

I'm liking what I'm seeing. Okta is pushing beyond just logins into being the identity layer across different platforms. With so many companies in the cloud now, controlling access is becoming pretty critical infrastructure. The smart ones will know... — read more 

FAMI has been on a roll. I'm holding it myself. You can't go wrong with it, truly.

I guess we'll learn more about strategy and long term targets later this month. I usually get a better sense of where a company is headed during Investor Day, beyond just quarterly stuff. We'll see how its energy infrastructure and grid modernization... — read more 

Looks like they're focused on keeping production where it's at, watching costs, and sending money back to shareholders. Not chasing big growth anymore, something they were known for years ago. I think they're just following a trend of a lot of... — read more 

CVS has been pushing more into AI tools for healthcare services, with, what seems to be, the goal of making interactions between patients, insurers, and providers smoother. Considering that the company already has pharmacies, insurance through Aetna... — read more 

I’ve been thinking about how important private-label products might become for Kroger Co.. Brands like Simple Truth and Kroger’s store brands seem to be getting more popular, especially with shoppers looking for cheaper alternatives to national... — read more 

Some names that come to mind are Goldman Sachs, JPMorgan Chase, and maybe Charles Schwab if you like the wealth-management side of the business. They all have slightly different mixes of banking, trading, and asset management. Interested to hear... — read more 

Been following the turnaround at Citigroup Inc. and it looks like the restructuring strategy might finally be paying off. Management has been simplifying the organization, cutting layers of management, and focusing more on higher-return businesses... — read more 

The idea is the company is becoming more focused on software and higher-margin businesses. In theory that should help the valuation. Question is… will it actually unlock value for the stock or not?

Been watching Micron Technology and margins have been improving a lot thanks to higher DRAM prices and strong AI-related memory demand. The big question is whether those margins can actually hold up. If supply increases or pricing weakens, things... — read more 

Been looking at Ovintiv Inc. and they’ve been sending a lot of cash back to investors through buybacks and dividends. As long as oil prices stay decent, those returns could keep coming. If commodities drop though, payouts might shrink pretty fast.

Looks like the streaming side of The Walt Disney Company might finally be improving. After years of heavy spending on Disney+, Hulu, and ESPN+, losses seem to be shrinking and management keeps talking about profitability. If streaming actually... — read more 

and how will it affect the stock?

After digging into The Cigna Group, it really seems like the market is undervaluing it relative to other major healthcare companies. Cigna generates strong cash flow and has a large pharmacy services business through Evernorth, yet the stock trades... — read more 

een looking at Devon Energy mainly for the income. The yield looks great, but the dividend has that fixed + variable structure, so payouts move a lot depending on oil prices and free cash flow. If oil stays strong, the dividend looks great. But if... — read more 

Looking at General Motors and wondering if this is still a value play or if the market has already priced it fairly. GM is making solid profits and doing big buybacks, but autos are still super cyclical. On top of that, the EV transition and Cruise... — read more 

It's for the best to sell DARE now. I just checked the numbers, thought about it for a bit and concluded that it would be wise to just sell it now. No use in doing anything else with DARE.

DRIO is doing good. I hope this good performance will continue this month. I'm holding.

My Ford position is a bet on American manufacturing, but I'm not sure what that means anymore. BYD outsold them in 2025, a Chinese EV maker beating Ford globally. Tariffs were supposed to protect us, but Ford's paying $2B annually in tariff costs and... — read more 

Nvidia just reported maybe their best quarter ever. Revenue up 73%, data center exploding, guidance crushing expectations. Stock drops 4% because…reasons? Jensen says OpenAI deal might be off, demand is "even higher" - stock up 2%. Analysts now at... — read more 

BA was flying high at $254 late January. Now? $233 and sinking. They announce a new Everett production line - stock drops. Land 50-plane order - stock drops. Analysts say $295 target - stock drops. Also quietly cutting 600 jobs across defense and 787... — read more 

I'm struggling to understand what's driving the big performance differences between the major healthcare players. Healthcare seems like one of the few industries with steady growth, but when it comes to choosing a specific stock, I'm hitting a...

President sells $38M worth, that’s always reassuring. $6B buyback sounds great on paper, but hard to get excited when they're still bleeding on EVs, staring down billions in tariff costs, and cutting jobs. Dividend bump to $0.18 is the one bright... — read more 

Revenue went up a respectable 27 percent and their cloud business Atlas has grown into the main driver. It's also nice to see they're becoming more than just a database company, growing into a full data platform. It's good to see them finding ways to... — read more 

Emergent just added someone with deep healthcare and finance experience to the board, which pretty much means they're serious about execution and long term direction. I fully believe this is a positive step for governance and I plan to keep my eye on... — read more 

Elliott just dropped $1 billion into Pinterest and the board approved a $3.5 billion buyback program. That's a serious chunk of change. I think this represents a full belief in their model, especially with how sticky their user base is and those... — read more 

Is JAKK undervalued? I'm getting a bit confused looking at the numbers. I'm not sure what I should think, or what I should do.

I saw somebody say this was undervalued heavily currently and it's a great opportunity to buy before it starts climbing again. I'm not so certain, though. I've been reading about the company and I couldn't find anything positive to point in the... — read more 

I bought Medifast in 2018 for about $140. Watched it go up, than crash, than go up to heights unseen. I should have sold then, but I was certain it had more in it. Fast forward to today and everything that's happened, and I'm sitting here with a... — read more 

Buying CASY right now is a no-brainer. If you think you should wait, don't. Buy it now and thank me later.

Great performance, excellent even. It's really an exciting time to hold DAR. Only good things happening from here on out, trust.

My Dell stock was dead money for weeks, stuck around $115. Then February 26 happens. Stock jumps 22% in a day. Just like that, I'm breathing again. They're doubling AI revenue, adding $10B to buybacks. And analysts still say Underweight with a $110... — read more 

MU up 30% YTD, hits $455, I'm feeling invincible. Then it drops 20% and I remember why I hate this game. Analysts respond with a $600 target and $60 EPS projections. Great, but my account's already bled. The AI story hasn't changed, DRAM supply's... — read more 

My CRM position is down 27% this year. Twenty-seven percent. Then they drop a quarter that beats by nearly 25%, Agentforce hits $800M ARR growing 169%, and they announce a $50 BILLION buyback. And the stock… drops 4%. Make it make sense. Benioff says... — read more 

My PEP position is looking pretty - up 13% lately, hitting highs, fat dividend, massive buyback. Should be thrilled. Instead I'm staring at news about price cuts on Lay's because people can't afford chips anymore. Volumes down. Costco walked. $10... — read more 

Down another 6% over the past month. Great. Meanwhile they’re throwing $2 billion at stock buybacks, money that could’ve gone elsewhere. Insiders bought more, which is nice, but it’s hard to get excited when the stock keeps sliding. Earnings beat was... — read more 

Jack Bendheim, President and CEO of Phibro Animal Health Corporation, reported the sale of 14,080 shares of Common Stock via indirect open-market transactions on Feb. 13 and Feb. 18, 2026, for total proceeds of approximately $728,000, according to a... — read more 

I'll be watching Netflix closely in the following days and dump if need be.

Revenue came in way higher than expected, which is always a good thing. Now folks are starting to look at their actual business, and not just the stock swings, which is major progress. Their partnering with big pharma on antibody discovery could mean... — read more 

In the last six months, Matrix Service jumped about 30 percent, stayed there for a day or two, and then dropped back down to the usual $10-$12 range. I'm starting to think buying a significant amount worth while it's low then selling as soon as it... — read more 

I've been following it for a while, and while its latest earnings are decent, they're not good enough to be attention worthy. I'm trying to figure out if the relatively newer website building/hosting segment ended up helping or the opposite. I'm... — read more 

Franklin Electric is doing amazing this year. I have no complaints, none at all. You should buy it if you're interested in a stock in this industry.

Morgan Stanley bought ETRADE some time ago. How is ETRADE doing now? I don't hear people discuss it that much anymore... worrying.

Is FUBO a good stock to have in your portfolio? I don't know if I should buy it at this moment or not.

This looks like the best time to sells FLWS. It hasn't been the best month but things could always be worse.

Now why is NNVC performing so badly all of a sudden here? I don't understand. This was a stellar stock, always reliable.

PayPal has been a relatively safe stock until this recent drop. Now all I'm hearing is they're dealing with many unsolicited offers. I mean, it's not all bad since the news has bumped the stock up by nearly ten percent, but I'm still not a fan of the... — read more 

L3Harris has several strategic moves in play divesting certain assets, doubling down on missile and defense tech, and restructuring parts of the business. Some investors think these steps could streamline operations and boost margins, while others... — read more 

MPC has had a strong run lately thanks to solid refining margins, big buybacks, and aggressive shareholder returns. But now it’s trading near analyst price targets and margins might be peaking if the refining cycle cools. So what do you all think? Is... — read more 

CMI’s guide looks solid on paper, but it feels like the big question is execution. Can strong power gen demand (especially data center-related) keep offsetting weaker truck/engine markets, or does cyclical softness start to show up more in the... — read more 

The TGT rally feels good on paper, but I can't shake the feeling it’s getting ahead of itself. Up 33% from October lows on what exactly? Revenue is still declining, operating income dropped 19%, and analysts have a consensus target below the current... — read more 

Down 44% in a year, hitting 52-week lows just days ago, this has been painful. The fundamentals are still there, 89% gross margins, profitable, growing. But the market has completely lost faith in Adobe's ability to compete in an AI world. That's why... — read more 

Up nearly 20% YTD while the market is barely moving - that alone is worth celebrating. But what really gets me excited is the bigger picture: geothermal projects in Indonesia, nuclear waste disposal, moving well beyond oil /amp; gas. This isn't your... — read more