Latest Posts

Anyone following LHX? With the U.S. and NATO ramping up defense spending, I'm wondering how much L3Harris could actually benefit through 2027. Do you think there's still room for the stock to run, or is all the good news already priced in?

Anyone following Marathon Petroleum (MPC) lately? They've been pretty aggressive with share buybacks and dividend increases, and I'm wondering how much longer they can keep that going. With refining margins being so unpredictable, do you think MPC... — read more 

Anyone been keeping an eye on Cummins (CMI) lately? I've been looking at the stock and wondering how much upside it still has. With all the buzz around data centers and power generation, I'm curious what analysts are predicting for the next 12... — read more 

UnitedHealth just reported earnings and beat expectations, but the stock is still down about 30% over the past year. The medical loss ratio improved, membership is declining in Medicare Advantage, and there's an ongoing DOJ investigation into their... — read more 

Costco just posted a 13% jump in September sales, but once you strip out gas price inflation, the real growth is closer to 7.6%. The gas is doing a lot of heavy lifting, and gas margins are thinner than the rest of the business anyway. So the... — read more 

Halliburton dropped from $33 to $32.55 this week. They just announced they won't work on the Sea Lion project in Argentina, which is probably a good thing since it avoids legal trouble, but the stock slid anyway. Earnings are coming October 20. The... — read more 

Kohl's has been running a huge sale, up to 50% off, and the stock dropped on the news. The market obviously thinks the deep discounts will crush margins. So the company has been basically telling us they have to practically give stuff away to get... — read more 

For twenty years, Huawei paid Qualcomm. Now it's reversed. Qualcomm agreed to license Huawei's LogicFolding chip tech and buy some of their patents, all while Huawei brags that its total licensing haul will top $6.9 billion after this deal... — read more 

Is Gamida still a relevant option, during this quarter at least? It was really popular last year if I remember correctly.

G1 Therapeutics is no longer a publicly traded company. You can't do anything with this stock anymore. Look for better opportunities elsewhere.

NARI seems promising but you can't build a portfolio on a promise alone. What now, though? Sell or...?

Things have changed quite rapidly in just a few months. Has UPS become too expensive to buy now?

Should MOH be bought now? The stock has been growing steadily but I'm still not sure if it should be bought right now.

I think C.H. Robinson buying RXO for roughly $5.8 billion is a great move, as it will make the combined company a much bigger player in freight and logistics. As an added bonus to getting bigger, the AI and cost-saving side of the deal can also make... — read more 

https://www.fool.com/investing/2026/10/06/pepsicos-next-earnings-report-on-oct-8-2026-could-send-the-stock-soaringplunging-heres-why/

NIO recently signed a strategic deal with Geely involving its battery-swapping and charging businesses. What's interesting is that battery infrastructure could become a business in its own right, especially if more automakers start sharing these... — read more 

3M surged in August and has been (mostly) on the downward trajectory since. What am I missing?

PepsiCo is too big and has too many extremely popular products for it to fail. I'm just waiting for the leadership to figure out which direction to take the company in. But once it does, sales will go up once again and stock is certain to follow. It... — read more 

The growth story is dead. Organic sales grew just over 1% last year, entirely from price hikes, while volume was flat. They cut 5,000 jobs and the median worker's pay dropped 13.7%. The CEO's pay went up. That tells you everything about where the... — read more 

Earnings beat, guidance raised, and the stock still dropped 9%. Same-store sales grew just 2.6%, the slowest in six years. Tariff refunds flattered the numbers. Strip those out and this is a retailer running on fumes.

Adobe has $24.5 billion left in its buyback program, which is about a quarter of the entire company. They've been buying back shares aggressively all year. The share count is dropping about 2% every quarter. And yet the stock is down 31% this year... — read more 

Why has PepsiCo been going down while the market is allegedly up? When will it reach the point where we can't count on dividend payouts? Dividends were the primary reason I bought this stock, with hopes it would also be a decent long term investment... — read more 

KeyBanc just upgraded Airbnb and said it's safe from AI disruption because of exclusive listings and direct traffic. But I'm not sure that holds up. If AI agents get good enough, why would anyone open the app? The whole moat argument assumes people... — read more 

Are deposits finally stable and funding costs coming down, or is there still a risk clients keep moving cash into higher-yield options? Curious what people watching SCHW closely think.

Debt doesn’t look crazy at first glance, but if sales stay weak for another year or two, could they run into liquidity problems or end up diluting shareholders? Anyone following the balance sheet closely?

This is the stock you should still look out for, in 2026. KAI's doing amazing this quarter.

Why did this stock tank so hard? I don't understand, I truly don't. What's the real situation here?

Buy it, at this price, right now. It's absolutely the best course with CI. It has the best benefits in the industry.

MU isn't the best right now. In my opinion it's just better to drop it and forget it ever existed. In my opinion only of course.

Let's go, Boeing! This number needs to increase significantly. What are you doing over there?

The huge storage needs coming from AI and data centers represent a great opportunity for the company, only if the leadership recognizes it and makes the right moves. So far, what I've been seeing is predominantly positive, so let's hope they remain... — read more 

Not the best performance lately but at least this year was overall better for the company than the last. That should count for something, I think.

But is anybody else very disappointed in how Wendy's has been developing lately?

What are everybody's thoughts on this? With a $100 million investment in Kraken parent Payward, it's clear that tokenized equities and market surveillance are among the current priorities. I'm honestly unsure where I stand on the issue, outside of... — read more 

African online shopping infrastructure is nowhere near as mature as it is in the U.S., but it is also significantly untapped, and Jumia is trying to build out e-commerce in the region and win that market. If it succeeds, there is tremendous growth... — read more 

What I’m trying to figure out is how manageable that debt really is. They generate a ton of cash, but how quickly can they actually bring leverage down after dividends, capex and everything else? If cash flow stays strong, the debt probably isn’t a... — read more 

I know QCOM is pushing auto, IoT and AI, but that’s still a big chunk of business to replace. My question is what happens to the stock if those newer areas don’t grow fast enough to offset the Apple loss. Feels like earnings could take a hit before... — read more 

I’m looking at Veradigm and trying to figure out whether the business is genuinely cash-generative or if the earnings story looks better than the cash flow. Anyone have the latest annual/quarterly FCF numbers? Also curious whether you’d calculate it... — read more 

Oracle just declared force majeure on its New Mexico data center. They're trying to delay rent payments because the project might not be ready by 2028. But here's the best part. Oracle is still on the hook for the debt costs. The loans tied to this... — read more 

The biggest customers are basically borrowing money from Nvidia itself to buy Nvidia chips. Nvidia just guaranteed a massive chunk of OpenAI's data center leases and helped arrange hundreds of billions in customer financing. So they sell chips to... — read more 

Target is down quite a bit from its high in August. The last earnings report looked great and they even raised guidance, so why is the stock sliding? The Halloween costume thing apparently cost them a chunk in one day. That was weeks ago and people... — read more 

Pfizer is down about 5% in the past week and still well below where it was a year ago. The patent cliff is the real problem. Dr-gs that brought in billions are losing exclusivity, and that is a huge hole to fill. They keep cutting jobs to save money... — read more 

Intel jumped 25% in five days because Meta's new AI agent supposedly needs more CPUs. The foundry business is still losing $2.1 billion a quarter though. External customers are almost nonexistent. 18A yields are allegedly great, but the stock trades... — read more 

I'm pretty sure InVivo Therapeutics filed for bankruptcy a couple of years ago. I wonder what to do with NVIV considering these news.

Steady performance and a stable business in general. You can't do wrong with holding NDRO now. No regrets.

ROX has ceased all operations. This stock doesn't exist anymore and it hasn't existed for a few years now. You can ignore it now, easily.

IPHS should be sold at this price, no? I don't think we should miss this opportunity to sell it now.

Is HLNE still open to be traded? It's been quiet and nobody I know talks about it anymore. Wondering right now what's going on with this stock.

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 

Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) investors have little to complain about Monday. AMD has gained about 9%, while Intel has jumped 13%, as enthusiasm surrounding agentic AI gives both longtime rivals another reason to... — read more 

Is there really anything to talk about here?

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 

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.

Would it mainly come from higher oil prices, stronger production growth, lower debt, successful Suriname development, better cost control, or more aggressive buybacks? I’m trying to understand what the real long-term upside case is here rather... — read more 

I’m looking into Halliburton (HAL) and one thing I’m trying to understand better is the margin story. Revenue can move around a lot with oil prices and drilling activity, so I’m more interested in whether the company is becoming more profitable on... — read more 

o I wanted to ask the board: Is ADP stock expensive at its current price? I like the business, the recurring revenue, dividend history, and overall stability, but I’m wondering if too much of that quality is already priced in. For those who follow... — read more 

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 

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 

All the numbers indicate the company can barely keep up with demand. Growth has been crazy. Why then does the stock sit about 24% below its high from June? The memory cycle is peaking, at least that's the excuse. But a company guiding to $50 billion... — read more 

Salesforce announced another round of cuts, the fourth this year. Dozens in San Francisco, effective October. They are saying it's about AI efficiency, that Agentforce is doing the work now. But the stock is down big for the year, and every time... — read more 

Ally dropped from around $42 to $40 in the past week. No big news that I can see. They reaffirmed guidance, said margins are holding up, and the stock just keeps sliding anyway. What is going on? I have no idea what the market is seeing here. Nothing... — read more 

One of the latest deals is the 15-hotel deal in Australia for Staybridge Suites, which further strengthened its international presence. As an added bonus, the company has been adding brands and locations through partnerships and franchise agreements... — read more 

Robotaxis" by 2020. None Materialized, and a Dedicated Robotaxi Fleet Isn't Expected Until at Least 2027. Here's What That Track Record Means for Tesla's... — read more 

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 

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 

The latest contract from Eni for its Cronos deepwater project offshore Cyprus will prove that.