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
One of my biggest disappointments
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
CASY
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
Great performance, excellent even. It's really an exciting time to hold DAR. Only good things happening from here on out, trust.
I'll take the win, but this stock is exhausting
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
From $455 to bleeding in two weeks
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
What do with the stock? I’m completely confused.
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
Something doesn't add up
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
I’m holding, but not exactly sleeping well
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
CEO sells shares
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
Warner Bros deal is off
I'll be watching Netflix closely in the following days and dump if need be.
AbCellera had a solid quarter
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
Buy low, sell high
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
Is there a good future for GoDaddy?
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
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.
ETFC
Morgan Stanley bought ETRADE some time ago. How is ETRADE doing now? I don't hear people discuss it that much anymore... worrying.
FUBO
Is FUBO a good stock to have in your portfolio? I don't know if I should buy it at this moment or not.
Could sell FLWS
This looks like the best time to sells FLWS. It hasn't been the best month but things could always be worse.
NNVC?
Now why is NNVC performing so badly all of a sudden here? I don't understand. This was a stellar stock, always reliable.
What are your thoughts on a potential takeover?
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
Will upcoming corporate actions unlock value?
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
s MPC still a good buy after its recent run-up?
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
Can Cummins actually hit its 2026 guidance?
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
One bad print and this rally unravels fast
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
Holding and trying to stay calm, but it's not easy
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
Holding for now, watching April earnings closely
Been holding $PG for a while now, and I'm genuinely torn. On one hand, beat EPS, 8 green days out of the last 10, analysts averaging a "Buy" with a $170 target. Classic defensive stock, solid dividend. Sounds fine, right? But then - revenue missed... — read more
Seriously reconsidering my position
Held ABNB since 2022, and starting to lose faith. Down 21% year-over-year, missed EPS by nearly 16%, and management's guiding for a "difficult year ahead." What exactly are we holding on for? The AI pivot sounds promising, but pivots take time - time... — read more
Best to buy
I've been mulling this over for a while now. At a glance, it might not seem like the best timing but I think it's actually for the best to just buy SAVA right now. The price is hot. At least that's what I think.
HUN
Just checked the numbers and I think it might be for the best to just go ahead and sell this thing.
BANF is doing great
It's performing really great this year. I'm holding it, personally. I think I'm making the right decision.
KALA is performing well
KALA's performance is much better than it was last month. Something good is happening behind the scenes for these numbers to make sense. I'm thankful either way, as I'm not one to look a gift horse in the mouth.
Leidos Holdings
With the current political situation, a company that can benefit from defense budgets and government contracts seems like a smart choice. And let's be honest, it's not as if a change in the ruling party is going to affect defense spending all that... — read more
Hon seems like a decent buy right now
It's been stable for a while, it's involved in so many fields, from automation systems to aviation products, that even if one is lagging something else can make up for it. Not to mention, it has also signaled confidence in its diversified business... — read more
Extra Space dividend news
Extra Space declared a $1.62 dividend for March, which is higher than I expected. I've been adding storage REITs because they just keep churning out steady cash flow, and I'm yet to regret it. I have to admit it's nice to see tangible returns instead... — read more
Should NARI still be invested in?
Or should we look elsewhere? It's not like it's the only stock around. There are better alternatives within the industry right here.
Did the merger synergies show up yet, or is it still “two companies taped together”?
For anyone tracking the Chesapeake + Southwestern combo (now EXE)… quick vibe check: Are we actually seeing real synergies (lower costs, better marketing, smoother ops), or does it still feel like two org charts glued together?
What’s driving the gap between strong cloud bookings/backlog and investor disappointment—mix, timing, or expectations?
SAP posts solid cloud bookings / backlog numbers… and the stock still gets the “meh” reaction. What’s the actual issue here?
SCHW: rate-trade meme stock or long-term compounder?
Be real, what is SCHW now? Is it basically a Fed-rate mood ring + “everyone moved cash to money markets” story? Or is this just a messy chapter and the real play is still: more accounts, more AUM, margins eventually chill, earnings bounce back?
Is the balance sheet finally fixed or is this still a leveraged lottery ticket?
Alright COMM holders… be honest. Did they actually fix the balance sheet, or did they just hit the “refi + pray” button?
Should PDD be sold now?
Is this the right time to do it? I don't know if I should wait for too long. I don't want to miss out on anything.
OCN
Ocwen has rebranded to Onity a couple of years ago. Years before that I bought this stock but regretted it. I would recommend avoiding it.
This stock is no longer traded
Just an FYI. The company got acquired by Amgen. Look there if you're interested. You have nothing to look for here.
eBay
Is this a good time to buy eBay? The numbers seem alright to me now. I guess you can't miss with eBay... I hope.
Sounds great until you look closer
Stock has been basically soaring. Fundamentals? P/E of 78 while net income dropped 75% from its peak. Cash flow is shrinking, dividend growth has basically stopped, and they haven't bought back shares since 2024. The turnaround story is being priced... — read more
I should've sold at $498. Selling now.
Musk says Tesla is now an AI and robotics company. Sure. The same guy who promised 250,000 Cybertrucks sold 20,000. European sales are collapsing. Annual deliveries dropped for the first time ever. But hey, robotaxis and humanoid robots are right... — read more
Hold or sell?
Most analysts say sell. I want to believe in the turnaround, but can a mostly brick-and-mortar retailer really pull it off when consumers are tightening their belts? Revenue down 7%, earnings down 65%. The economic uncertainty isn't helping anyone... — read more
Proved to be a solid investment so far
Cigna’s stock's up 6% this year. Beaten earnings, avoided FTC penalties, and analysts see 15% upside from here. What I appreciate most is how Cigna's navigated this brutal period for healthcare stocks. While competitors like Humana cratered 20% in a... — read more
The market's punishing real, proven software companies based on AI hype
Stock's down 30% from the November high, trading around $400 now. Down 14% just this year. And why? Because people are panicking that AI agents will replace specialized cybersecurity software. Are you serious? AI hasn't proven it can reliably... — read more
Three Reasons to Buy Amazon Now
Amazon's stock price plunged after the e-commerce giant announced massive spending plans for 2026. The company continues to invest heavily in AI with capital expenditures expected to hit $200 billion this year. Amazon uses artificial... — read more
Data center names getting attention, Equinix included
People betting on cloud growth, not just today's headlines. Interesting to see.
Noticed some buzz around Viking lately
Looks like Viking is moving their or-l obesity dr-g into late-stage trials later this year, and many folks seem to think this is actual momentum, not just hype. It certainly makes you wonder if this could lead to something bigger down the road like... — read more
Looks interesting
Looks like the transport/logistics world is currently paying attention with mixed results for Hub Group, with revenue beating some expectations but overall sales still being challenged. I'd appreciate some advice on this one. There's a lot of mixed... — read more
52-week low
If you weren't worried before, you should be very worried now. I have to admit to being a bit confused about this, because Manhattan Associates beat expectations in the latest earnings report and recorded revenue growth for Q4. One would think this... — read more
I believe this stock was delisted
It can't be traded anymore (HYRE).
Are cost cuts (layoffs, store closures, distributor model shifts) enough to offset the revenue decline?
Fossil keeps talking about cost cuts, layoffs, store closures, shifting more to distributors/wholesale, etc. But revenue’s been sliding for a while. Do you think the cuts can outpace the sales decline and get them back to sustainable profits or is... — read more
CVS debt paydown: how fast can they deliver… and when do buybacks/div hikes come back?
What’s the realistic timeline for CVS to cut debt in a meaningful way? And once they do, what happens first: buybacks restart, dividend growth, or do they just keep hoarding cash? Curious what leverage target you think they’re aiming for + what... — read more
How much does QCOM get hit when China’s Android demand cools off and phone makers cut inventory?
...and how can that affect the stock performance?
MDRX cash check: how broke are we really?
How much cash do they actually have vs debt, and how long can they last? Also how much money is getting torched on restatement/investigation/legal/consultants instead of the real business? Is that burn slowing down or nah?
Where was the warning?
My investment in Molina Healthcare just evaporated in a single morning. The stock is down nearly 30%. How does a company miss Wall Street's 2026 earnings forecast by 63%? How do you post a loss of -$2.75 per share when a modest profit was expected?... — read more
Holding strong
Walmart just crossed $1 trillion in market cap for the first time ever! The stock is trading at 45 times forward earnings. For a retailer, that's insane - in a good way. If you'd told me a year ago Walmart would be valued like a tech giant, I... — read more
Management's throwing money around like it's nothing
Stock jumped 10% after crushing earnings, then gave it all back. The problem? Meta announced they're planning to spend $115-135 billion on capex in 2026. That's up from $72 billion last year. It's absolutely insane. In 2021, they spent $19 billion... — read more
We're all paying the price for these ridiculous valuations that had no basis in reality
Stock crashed 17%. Worst decline in nine years. AMD actually beat earnings - revenue up 34% year-over-year and crushed analyst estimates. But the Q1 guidance wasn't spectacular enough, and the market panicked. It was solid guidance, just not the... — read more
One bad quarter and this thing could fall apart
Stock was down 17% in January before earnings, and I was freaking out. No clear reason for the plunge, just a massive sell-off. Michael Burry's betting against us, big institutions like JPMorgan and T. Rowe Price dumped shares. That had me... — read more
Why?
Why is the performance like this? I was told KDP was a solid, reliable stock. I was misinformed.
HBT
Selling HBT would be for the best right now. Look at the price. That's the only thing you can do at this moment.
Hold-it-forever utility or?
NRG Energy keeps coming up lately with all the clean energy talk. People seem to like it for the steady dividends, but I’m not sure what the real growth story is supposed to be. Is this more of a safe, hold-it-forever utility, or is there actually... — read more
Maybe sell
GIII should be sold at this price. I believe it's the best thing you can do with it right now anyway. Not really rocket science when it comes to GIII.
Record year for Enterprise Products Partners
Enterprise Products Partners recently reported its fourth-quarter and full-year 2025 financial results, closing the books on a record year. The master limited partnership (MLP) set several volume records, fueled by recently completed expansion... — read more
AMID
Is this something to consider right now?
Something interesting for now
AES keeps popping up whenever there's talk of the transition to renewable energy and grid modernization, especially as utility-scale storage and clean power are well on their way towards to top in policy circles. This one could be good both for... — read more