Latest Posts

Sell?

Should IPGP be sold this week? The price is tempting but I'm not sure now myself.

Is the AI promise already wearing thin?

Alphabet’s numbers looked great. Revenue and earnings up, cloud booming. But the stock still slipped. Why? Spending is exploding, free cash flow is way down, and AI investments are starting to raise doubts. Add in regulatory risks and the general... — read more 

Should I buy?

I’ve been eyeing UPS for the high 7% dividend - it looks great on paper. But digging in, I’m seeing red flags. That payout ratio is near 100%, which doesn’t feel sustainable. Plus, shipping volumes are falling, and tariffs are hitting international... — read more 

Apple’s slipping in China

I’ve been watching Apple’s stock dip lately, and a big reason seems to be dropping iPhone sales in China - like a 17% plunge. Plus, I keep hearing their new AI features aren’t really sparking interest. Could this turn into a bigger problem? I’m a... — read more 

Palantir’s taking a hit. Now what?

I’ve seen Palantir drop nearly 15% in just a few days, and it’s got me worried. That MIT study saying 95% of AI projects aren’t showing any real returns really makes me question the AI hype. Palantir’s valuation feels way too high, and with no clear... — read more 

Quarterly dividend is a good thing

This move appeals to income-focused investors seeking steady returns, and that will push the stock price up. Another plus is that the company's consistent dividend payouts reflect its stable financial position. Such reliability can be attractive in... — read more 

Tesla's stock keeps showing volatility

Part of the reason is insider selling, with over 50% of shares being sold by executives in the past year. This pattern may indicate internal uncertainties or a shift in the company's strategic direction. While the company is still a leader in the... — read more 

FSLR could be a buy

First Solar’s stock jumped after that clean-energy tax credit news. It now looks like subsidies are still in play for them, which is a good thing. Could this finally spark a breakout after being stuck for a while? I have to admit, I am really, really... — read more 

Can the current debt turn out to be a problem?

SYY has a debe of 12 B dollars, but what frightens me even more is that the debt has risen by 11,26 from 2023. I’m no expert in finances but it seems like a big rise, don’t you think? Is this something that could bite us shareholders in the a-s any... — read more 

Stock down 27% YTD?

What’s the deal here? Can we contribute this to the general market trends or to something within the company?

Hold or sell?

Last week was pretty rough - the stock dropped nearly 20%! They actually reported solid earnings, with $1.00 EPS beating estimates and revenue hitting $1.53 billion, up 16% year-over-year. But then they announced the sale of their aerospace and... — read more 

Applied Materials just dropped 14%!

I’ve been holding shares of Applied Materials, and I’m pretty concerned right now. The stock dropped around 14% last week, even though their earnings looked solid. The problem seems to be with their future outlook. They’re warning about weaker... — read more 

JPMorgan is pretty optimistic about Qualcomm

I guess analysts expect strong growth, including higher revenue and improved earnings per share. That’s a good sign, especially with 5G and automotive chips still in high demand. Something to consider for sure.

What's going on here?

A bunch of analysts just raised their price targets for ZoomInfo’s stock. Some went up by $2, others by $4. But here’s the catch: many still have it rated as "underweight" or "reduce." So does this mean the stock is close to hitting bottom, or are... — read more 

Cisco just hit a new 52-week high

I really didn’t expect it to bounce back this strongly. They’re betting on AI and cloud services now, not just hardware. But an analyst slapped a downgrade on them, saying they need to show real AI revenue, not just order numbers. So it's still not a... — read more 

Should I sell?

I bought the stock for the long run last year but now that I’m in such a profitable position I’m thinking of selling. Should I keep it as I intended or take the money and run?

Is it late to pick up MS?

MS is doing good lately so the question in my mind is: How long can it continue? Anyone care to comment and bring up some arguments. Please note that I’m buzzing the stock in hopes to profit from the rise, not as a long term investment.

Alphabet’s Q2 surge is exciting!

Alphabet’s stock climbed to $201.42 after strong Q2 results, driven by a 32% jump in cloud revenue thanks to AI demand. With an $85B investment plan and solid earnings, the outlook looks bright. As a shareholder, I’m excited - this could fuel growth... — read more 

IBM slips below pivot

IBM stock slid from $251.98 to $242.27 last week, with a sharp 3.15% drop Friday. As a holder, I wonder if it can rebound? It’s below its $251.40 pivot, but analysts see 1.5% upside. With AI and cybersecurity in focus, recovery’s possible. But it’s... — read more 

Time to sip or split?

PepsiCo has been one of those steady, reliable stocks in my portfolio. But lately, there’s been some rumbling about slowing growth, weaker volume, and tighter margins. It’s not crashing or anything, but the momentum seems to be fading. I’m not in a... — read more 

GOEV?

Should GOEV even be bought at this price right now?

GIB

Not a bad month. GIB had its ups and downs but things are getting better now.

Jakks Pacific

Jakks Pacific surprised by posting a small profit of $0.03/share this quarter, which is way better than the expected $–0.38 loss. But revenue still dropped 7.8% to $119 million, falling short of estimates. You win some, you lose some, I guess... — read more 

Not bad

Microsoft didn’t drop as much as the others this week, which is kind of a relief. They’re still pushing hard on AI, and that seems to be helping. And it certainly feels steadier than Amazon. In any case, Microsoft is not a stock you just unload, no... — read more 

NCR Voyix is getting some attention lately

Its strength rating went up, which usually means it’s doing better than most stocks. But earnings have been kind of flat, and revenue’s down, so it’s not all great. This is one of those that I like to keep my eye on for a while before I make a... — read more 

Not sure what's happening here

Amazon dropped hard - around 8% - after people didn’t like what they said about cloud revenue. I thought the earnings looked okay, but the future outlook kinda ki-led it. Seems like everyone was hoping for more. I’m still holding, but I’m watching... — read more 

You can never tell with Tesla

Tesla’s been bouncing around again. It was up earlier, but then it slid after some rough news about trade stuff and earnings nerves. I have no idea where it’s heading next. It’s like every time it climbs, something spooks the market. It definitely... — read more 

Thinking about buying UnitedHealth

UnitedHealth has taken a pretty big hit recently, and it feels like it could be a good chance to jump in. The company’s solid overall, and the experts still seem to like it. But with those missed earnings and legal issues hanging around, I’m not... — read more 

Tempted by Intel’s low price

Intel’s stock has dropped, and I’m thinking it might be a good time to buy in. It’s a big name, and the price looks cheap compared to its past. But I’ve read about struggles in the chip market and Intel losing ground to competitors. If it turns... — read more 

Second-guessing my Deere investment

I’ve held Deere stock for a while, thinking it was a safe long-term bet in a stable industry. But now with talk of weaker demand for farm equipment and a gloomy earnings outlook, I’m feeling unsure. Should I hold, sell, or even buy more while it’s... — read more 

HBIO

What's wrong with HBIO this month? I expected better than this and honestly I'm really disappointed. I should sell ASAP.

HAFC

Things are going great right now! I would hold HAFC for now.

Irrelevant

I think this thing here is irrelevant now, it has no use and it is of no use to anyone.

Mixed signals

Apple’s getting a bit of attention after Jefferies upgraded the stock to "Hold," but it didn’t feel super positive, especially with Apple’s falling behind on AI. Still, one big asset manager just bought a bunch more AAPL shares, adding over 140,000... — read more 

Earnings missed again

Weak outlook, missed revenue, missed earnings expectations... Is there anything to give some hope for the future?