Latest Posts

This is what you get for trusting VZ

The stock is currently in a freefall. Outside of an announcement of a major restructuring that'll include significant cost cuts, I don't see how it'll stop or recover any time soon. Anybody who trusted VZ to keep things on the right path just learned... — read more 

Mark Cuban

What are everybody's thoughts on the latest teaming up with Cuban's Cost Plus Dr-gs? This could be a good thing for bringing down costs, in my opinion, and it could make both patients and investors happy. Still, there's got to be a reason why it... — read more 

It's over

Even Wells Fargo agrees. Not only do they see the stock going further down, but they don't think it can recover. If there ever was a time to sell, it's now.

Why does the stock keep going down?

Cigna is down about 5% in the past week. Why? Nothing points to a business in a bad shape. Evercore did put out a warning about the PBM transition, and that seems to be spooking people. The pharmacy benefits business is being restructured and god... — read more 

What's the plan, really?

They cut 8,000 people, said that was it. Then cut more. Now they're burning through $145 billion on AI data centers while free cash flow disappears. Revenue keeps growing, but everything is going into the AI machine. Zuckerberg says AI agents will... — read more 

It's been a good run recently

Verizon has been on an upward trajectory since July, and it looks like it'll continue. It's already above $50 and I feel like it's trending toward pandemic highs. Of course, we'll have to keep an eye on numbers each quarter, but I think that for now... — read more 

More clients, more assets

I like the latest numbers Schwab put out. Not to mention, the company is becoming more than just a traditional brokerage. Between investing, wealth management, banking and all the technology they're adding, there's a lot more going on under the... — read more 

Target price still at $700

That's according to a Wells Fargo analyst who has a success rate of 42.7 percent and a total average return of -3.3 percent over the past year. Meaning, he doesn't really know what he's doing and the chances of Microsoft reaching those heights are... — read more 

Finally entering Asia market

If this goes well, Chipotle is poised for huge growth in the next few years. I also like that it opened its first Korean location in partnership with a local operator, which means that the risk is shared. I think this is one of the best moves the... — read more 

Great quarter, then the China problem

Applied Materials just reported record revenue, up 25%, with earnings up 41%. Everything is great. Except China. Revenue from that region dropped from 35% of sales to 28%, and they're warning about a $600 million hit from export controls. The stock... — read more 

The AI fad pays the bills now

Qualcomm has been getting pummeled all year. Handset sales are down 20%, they're losing Apple, and costs have been eating everything. Earnings dropped 25%. So what happens? They announce a deal with Amazon for AI data center chips and the stock jumps... — read more 

Do these deals mean anything?

Boeing keeps announcing orders and deals. Is it all just for show? Deliveries went down again last month. The 787 handovers are falling short of targets, and engineers just voted to authorize a strike. Meanwhile, the whole airline industry is bracing... — read more 

Is Middle East the only problem?

Halliburton dropped from $37 to $36 this week. The stock slid after earnings even though they beat expectations. The Middle East and Asia business got hammered by the war. Revenue from that region fell from $1.5 billion to $1.3 billion. Kuwait, Iraq... — read more 

Down 5% in one day

Kohl's dropped from over $18 to under $17 in a single session. No major news that I can see. What is going on?

A healthy stock

BLK is a solid stock. This is a really reliable company in general. I highly doubt anyone regrets investing in them.

Delisted BTW

This is unfortunately a delisted stock following their acquisition by Bain Capital. Just some news regarding ENV.

Buying QLYS

The numbers are out and I think this might be a good time to buy QLYS now.

Performance isn't ideal

MGNX is not really a good stock to buy anymore. The performance isn't truly abysmal (for now) but it isn't worth investing in either way.

Can you buy EAST?

Can you still buy EAST these days? Nobody I know even mentions it anymore. It was popular in the past but not these days, not at all.

An interesting direction for McKesson

Putting even more emphasis on specialty healthcare, particularly oncology is a rather brave move, in my humble opinion. We'll see if the acquisition of Precision Medicine Group for a decent $2.25 billion is going to pay off for the company in the... — read more 

It's all about AI

I'm interested in seeing what Baidu does with its AI business over the next few years. They've got search, cloud, autonomous driving, and AI all sitting under the same company, so there's quite a bit going on beyond the usual search-engine story... — read more 

Is PepsiCo actually losing market share?

Been looking at PEP and I’m wondering if the weak volume is just consumers cutting back, or if PepsiCo is actually losing share to Coke, private labels, and other snack brands. Are brands like Lay’s, Doritos, and Pepsi still as strong as they used... — read more 

Does Dell really have a moat in AI servers?

AI server sales are booming, but what actually makes Dell special here? Why Dell over HPE, Supermicro, Lenovo, or just buying around Nvidia directly? Is the advantage scale, support, enterprise relationships, or are they basically just assembling... — read more 

Is Teradata (TDC) cheap for a good reason?

I’ve been looking at TDC and the valuation seems pretty low compared with a lot of other software/data companies. My main question is: is the market undervaluing it, or is it cheap because the business is slowly declining? What worries me is... — read more 

Sales are up but stock is down

Sales jumped in August, the business is humming, and the stock just keeps going down. Meanwhile they're getting sued over tariff price hikes from last year, with members claiming they got overcharged while Costco chases refunds from the government... — read more 

What's the future for Pfizer?

They've been having too many layoffs for my taste. Another trial failed too. What's their business model into the future? It was a great stock to have when I bought it. It now seems like they are just fumbling around. I'm not sure slightly better... — read more 

This run is making me uneasy

Target's up so much this year that I keep checking if I missed something. The CEO is telling everyone it's not a done deal yet. Maybe he's just being cautious.

Why Micron Stock Just Popped

Micron stock jumped 4.5% through 10:35 a.m. ET Friday -- and you can thank private equity firm Lynx Equity for that. In a note out last night, Lynx predicted a "breakout" for Micron stock, reiterating its opinion that $1,000 Micron stock could rise... — read more 

La-Z-Boy's latest quarter was a weird one

On one hand, retail written sales jumped 16% and same-store sales turned positive at 3%. On the other hand, total sales dropped 3% to $476 million because wholesale and Joybird both struggled. They even reported a small net loss . Then the stock got... — read more 

Who else is looking at this?

The valuation is the big question for ROST. Stock's trading at a premium compared to some other retailers right now. But when you're posting numbers this place has been posting and the whole off-price sector is decoupling from the rest of retail... — read more 

NANO is gone

This is just a heads-up, but this stock is no longer publicly traded anymore.

HOG

Good performance. This was a really good year for HOG. Though 2026 is not over yet, I don't want to jinx things.

iBio

Definitely a buy right now. This is a good time to get it now, the time is just right for IBio.

I held for months and then this happens

Of course it rockets up the week after I finally decide to sell. All that AI partnership talk and now suddenly the bears were wrong about SaaS being dead. A big jump in a day after months of nothing. Just my luck.

This drop makes no sense

AI servers are selling like crazy, there’s a massive backlog that only keeps growing, and yet the stock took a nosedive last week, lost over seventy billion in market value in just a few days. Margins are getting squeezed. So they're selling more... — read more 

Tell me again why this is still a car company?

Sales are down. The lineup is old. The Cybertruck is a flop. Layoffs, recalls, parts falling apart. And the CEO is off doing everything except running the company. But sure, robotaxis will fix everything. Any day now. Seriously though, is this thing... — read more 

They keep selling to each other

Amazon just committed to buying another couple million GPUs. Microsoft, Google, all of them keep placing giant orders. The numbers are insane. But what happens when they stop? Most of these companies are buying chips to build infrastructure to sell... — read more 

They raised $20 billion and the stock still slid

Intel just sold a bunch of shares to investors. Diluted existing holders by a few percent, and the price took a hit right after. Down from over 100 to around 89 in a couple weeks. They say the money's for AI and expanding their factories. The AI side... — read more 

GKOS

Very hot right now. Look at the numbers, it's a really good option to get right now.

NBTX

NBTX is at a good price right now. I would recommend it myself. It's a good stock.

Definitelly adding this to my list

Wolverine's Merrell and Saucony brands helped Q2 revenue increase by 10 percent for the period and 9 percent year over year. The company also reported $506 million in Q2 revenues, which is a growth of 7 percent, while adjusted EPS grew 14 percent... — read more 

A class in mismanagement

How do you go from a high of $177.51 in November 2021 to $39.48 today? Five years to completely ruin a company and a brand many thought was invincible just a few years ago. Nike management really has a lot to answer for. This is an incompetence of... — read more