Latest Posts

This stock has been delisted some time ago. You can't trade with it any longer

SAM is doing good these days. I'm glad I decided to stick around after all.

I guess separating the food processing business will help show what each business is actually worth, but I'm always a little apprehensive around moves like this. It can easily backfire as well. I guess I'll wait and see how things develop before... — read more 

When your job is to supply replacement parts, automation components, and technical support for all kinds of industrial activity, you'll always have plenty of work. AIT touches so, so many manufacturing operations, which makes it a clear and easy... — read more 

Not a combination many would think as of winning, but it's certainly working for Chemed. While the stock is down compared to two years ago, it's been climbing once again and I think it'll keep that trajectory. This could be the perfect moment to buy... — read more 

Should SCOR be sold at this time? The price is just right but I'm not sure if the timing is.

SXTC has yet to disappoint. I'm really satisfied with it so far.

After the merger with Hims /amp; Hers a few years back, the original ticker symbol, OAC, can no longer be traded with. It's HIMS now.

Manhattan Associates just keeps chugging along and I'm here for the ride. Cloud revenue is up 24%, with only 15% of customers migrated so far. They're buying back stock like crazy, which is great. Seems like a quiet winner, even with the steep... — read more 

So good to see a company I hold pop like that. With 32 percent increase in revenue, reaching $1.29 billion, and EPS more than doubling to $2.22, I'm one very happy camper. And yes, I know the stock dropped, but I personally think that's just... — read more 

I own FTI stock, and it got me thinking about what would actually make me exit the position. What would have to happen for you to sell? Is there a specific red flag or event that would make you think the long-term story has changed? Curious what... — read more 

I've owned some CI shares for a while now, and I'm still holding. Just wondering how everyone feels about the business these days. Do you think it's still growing at a healthy pace, or is the growth story starting to fade? Just trying to make sure... — read more 

I've been looking at Mattel lately, and I'm honestly pretty tempted to buy. At the same time, I'm worried I'm missing something obvious. What do you guys think are the biggest risks with MAT over the next couple of years? Weak consumer spending?... — read more 

I'm thinking about buying some GM stock, but before I do, I'm trying to figure out why it's priced the way it is. It looks pretty cheap, so what am I missing? Is the market expecting something bad, or is this just an opportunity? Would love to hear... — read more 

So a bunch of institutions are buying, and insiders are selling. The stock keeps bouncing around, up a little from the lows, but something about it just feels stuck. It's a bank in a higher-for-longer world, and the yield doesn't hurt, but the... — read more 

PepsiCo has been stuck in a rut lately. The stock keeps drifting lower, and every time I check, it is a little worse than before. They reported solid earnings, but the real story is what is happening with the snack business. People are buying fewer... — read more 

Salesforce hit a three-year low, down about forty percent this year, and I cannot make sense of it. They recently reported earnings and the numbers were fine. Their AI product is bringing in real money now, over a billion dollars in annual recurring... — read more 

They just posted earnings and it was one of those quarters that sounds made up. Revenue more than quadrupled from last year. They made more money in three months than they used to make in a year. Customers are so desperate for chips they're putting... — read more 

Nvidia was near $236 a couple weeks ago. Now it's below $200. I knew it could drop, just not this fast. Earnings were still great, Jensen says demand is strong, but the market is pulling back from big tech and the beat was smaller than usual. And... — read more 

Things weren't looking good at one point but I can confidently say that JVA improved exponentially this year.

Perfect performance. I would buy it right now if anyone is planning on trading this week.

FPI is doing really well. It's a hold for me for now. I'm happy with it.

I don't think you can trade this stock anymore. FARM isn't accessible anymore I don't think.

Or should I wait?

However, the stock has struggled over the last year, with shares falling 41% over the last year. Part of that decline was due to skepticism over its proposed buyout of Warner Bros. Discovery, as the stock briefly rebounded after the company backed... — read more 

The company hit an all-time high in 2025 and it's been downhill ever since. I'm not really sure why, I always considered this to be a solid choice in specialty insurance and risk management. It could be considered undervalued at this point, but... — read more 

I rarely read anything positive these days. It's always something about major changes (drop of the Metaverse), layoffs, low morale... I'm starting to worry that the recent slide isn't just something that'll reverse but will continue to go down... — read more 

Morningstar is becoming more of a tech company than a research firm, and I think it's working for them. With massive amounts of private market data, the growth is all but guaranteed. Changes in leadership also brought more experience to the firm... — read more 

I've been looking at LHX and wondering if this could be a good opportunity to start a position. With defense budgets rising around the world, how much of that actually benefits L3Harris? Feels like everyone talks about the bigger defense names, but... — read more 

Already own MMM and thinking about adding more. Feels like a lot of investors still see 3M as a lawsuit stock, even though the big settlements are largely out in the open. Meanwhile, the business seems to be improving. Am I missing something, or is... — read more 

I've owned CMI for a while and am considering adding more shares. Most of the discussion seems focused on truck demand, freight cycles, and industrial spending. But with AI data centers, grid constraints, and growing demand for backup power, it... — read more 

Let me count the ways this one puzzles me. Revenue is up eighteen percent. Bookings are strong. They raised their outlook for the year. That is three good things right there. Yet the stock has been drifting lower since earnings came out a few weeks... — read more 

Adobe reported a solid quarter, beat expectations on both earnings and revenue, and raised their guidance for the year. Yet the stock keeps dropping and is now near its lowest point in a year. The AI story is not paying off as fast as people hoped... — read more 

Walmart's earnings came out and they were fine. On any other day, you would call that a win. But the stock has been inching lower for weeks. Down about nine percent over the past month with no real reason. What gets me is how other retailers are... — read more 

Boeing finally delivered a 737 MAX to China last week after years of nothing. That is a rare bit of good news, and the stock popped a little. Then they announced more layoffs, another four hundred engineers and technical workers. Hard to get excited... — read more 

Dell hit a record high after earnings and then just started slipping back down. Everybody keeps talking about AI servers and how demand is through the roof, and maybe that is all true. But the stock has already more than tripled this year and... — read more 

I'm not sure what I should do with FTCH now. Hold?

Selling FDMT might be for the best now. There's nothing else we can do with it besides to sell it for good.

The numbers don't lie. EGP is on fire. I would recommend anyone who has an interest in this industry to check out EGP. It really is that good.

Should I sell EWBC now or wait a bit? Not sure what I should do here.

Is the new Gen6 platform what's going to push Itron into greatness? It lets utilities mix and match different communication networks and devices without having to rip everything out, which I think could be a gamechanger for the industry. Am I right... — read more 

Decided to take a chance when the stock was at around $20 last year. I always believed in Intel and that paid off with major interest. I know it could go even higher, but earning a $100 to every $20 I invested is more than enough for me. One of the... — read more 

It's been around for a century and a half and it keeps doing shipping the simple but reliable way. It's Asia business is also exploding, and is no longer relying strictly on China but also on Vietnam, Cambodia, and Thailand. All in all, this is one... — read more 

I know this looks really bad on paper, with it losing nearly 95% in the past five years, but that's exactly what makes it interesting to me. It feels like it could be undervalued and is just waiting for the right moment to pop again. I still can't... — read more 

JYNT had a good month. Hopefully this good luck will continue all summer long.

BMO, RBC, Loop Capital, and William Blair hit the company with downgrades in March and April, mostly because the stock has been stagnate for the past year. I wonder if the fact that Q4 had record sales growth and a total of $45 million in annual... — read more 

EXE seems like the obvious gas rebound play now that Chesapeake and Southwestern are merged. Bigger company, more scale, and probably better cash flow if gas prices move up. But isn’t this still basically just a bet on natural gas prices? If gas... — read more 

Thoughts?

Schwab has bounced back pretty hard. Client assets are up, cash sorting doesn’t look as scary anymore, and buybacks are back on the table. But is this actually the start of a new run, or did the market already price in the recovery? Feels like rates... — read more 

UnitedHealth has been climbing back after a dip in early May. Shareholders got a dividend increase at the annual meeting, which is nice, but they also voted down a proposal to make the board chair an independent position. That feels like a lot of... — read more 

Imperial’s Q1 miss looked pretty ugly, mostly from weaker pricing and refinery issues. But I’m not sure if this is a real red flag or just a messy quarter for an otherwise solid operator. The stock has usually gotten credit for discipline, cash... — read more 

P&G announced a couple weeks ago that they are cutting up to 7,000 jobs over the next two years, which is about 6% of their global workforce. They are also ending some products in certain markets. The CFO said it is about long term efficiency, not... — read more 

Deutsche Bank and Barclays both downgraded Cigna in mid-May, worried about uncertainty in the pharmacy business and membership losses. The stock dropped from around $300 down to $274 in a couple weeks. Earnings were actually fine last quarter, but... — read more 

The stock has been sliding, down about eight percent over the last month and sitting around $406. Then SpaceX went public last week and now everyone is talking about that instead. Tesla owns 19 mil shares of SpaceX, so a big move there affects Tesla... — read more 

Intel jumped after earnings in late April and climbed to a 132 in May, the highest in ages. Bank of America gave it a rare double upgrade a few days ago and the stock popped another ten percent. The stock has more than tripled this year and trades at... — read more 

Just some heads up... they are no longer traded under the ticker symbol RIF. It's RMRM now.

RRTS needs to be sold, sure, but when? I don't want to mess up anything.

PODD has been performing well these past few months and I have no reason to believe that things will change for the worse. So I'm happy with PODD.

When is the best time to buy PHG? Should I wait a bit or go for it?

Can you still trade under this ticker? Is this company still available?

What's going on here?

I got a little worried when ATI dropped under $150 last month, but several weeks later, we're back in business and above $180 once again. Now I'm pi---d at myself for not buying the dip, could have made a nice sum if I was brave enough, especially... — read more 

We all know once the bubble bursts, Nvidia will come falling fast. But I don't want to miss out on the hype before it happens. I want to see the high and exit before it starts to go down. I've been following AI news and it looks like the day might be... — read more 

Another hit for the stock that has been getting crushed consistently. I guess switching to AI Pods subscription mode that cut revenue by 25% to 35% is not so popular among investors. Who would have thought, right? I think there's still some hope for... — read more 

Solid Q1 numbers, beat on both revenue and earnings, guiding for 15% EPS growth this year, and yet the stock went down. What am I missing that's brought the price down nearly 6 percent just in the last few days? I'd really like to know, because I'm... — read more 

At this point that feels like the biggest risk with Fossil. Sales keep shrinking, margins are weak, and the stock is priced like the market expects more pain ahead. Cost cuts help, but are they enough? If things don’t improve soon, do they... — read more 

...and what implications could that have on the future stock value?

Feels like CVS stock is trading more on management credibility than fundamentals right now. Every earnings miss and Medicare issue crushed investor confidence, but the new leadership team seems way more focused on cost cuts, execution, and... — read more 

Feels like everyone is trying to ditch Qualcomm eventually:Apple, Samsung, even Chinese OEMs building their own chips. But Snapdragon still kinda runs Android flagship phones. Do you guys think Qualcomm keeps its market share, or is this the start... — read more 

Any word on this?