Latest Posts

Any chance of a turnaround?

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 

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 

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 

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 

I am genuinely impressed

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 

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.

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 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.

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 

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 

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 

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 

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.

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