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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?

Amazon is up about 40% since March. The stock just keeps climbing and climbing, but a run this fast makes me nervous. People keep talking about AI demand like it is guaranteed money, but you hear more and more companies asking what they are actually... — read more 

Verizon laid off a few hundred more people last week, on top of the thirteen thousand from last fall. The company says it's about efficiency and saving billions. The stock has drifted down from 48 to around 45 recently, nothing dramatic, just a slow... — read more 

The stock has been climbing, up around five percent in a day recently and getting close to that eighty-seven dollar high from earlier this year. Earnings were good last month, beat expectations by a lot, and they raised their outlook. Then I read... — read more 

The numbers looked really solid. Sales were up, membership fees grew, and they are even planning to give some tariff refunds back to customers. But the stock dropped about four percent the next day and has been drifting lower since. The problem is... — read more 

Meta let go of eight thousand more people last month. The official reason is that AI needs the money more than payroll does. Revenue grew, profits are up, and the stock is hanging out near six hundred. That all sounds fine. But it is the third big... — read more 

IAG had a good 2025, but these days things look different. I'm really disappointed with IAG and I'm genuinely thinking I should jump ship. What went wrong?

JAZZ had a good month. It's truly a hold for me. A good stock like that is hard to come by.

Since it was acquired by Alaska Air Group, this company is no longer publicly traded anymore.

Still relevant... I hear people raving about it regularly. It's good to know that DTEA is performing well in every area.

Intuitive Surgical's shares are down 25% this year amid a challenging macro environment. Steep tariffs are affecting the company's financial results, and many investors fear that things will get even worse over the medium term. However, Intuitive... — read more 

They've become a legit player in large-scale metal additive manufacturing, like printing industrial parts out of metal. They bought a company called Baker Industries back in 2018 and have been building out the capability since. At a conference... — read more 

It goes under AMBR now and the former ticker can't be traded with anymore.

All of it. I never thought it'd be possible, but there's now a realistic chance the company will have to declare bankruptcy if the AI bubble pops, and it's likely to do so, and I have no intention of being around when it happens. This is not the only... — read more 

Never heard of them before. They make all those valves and backflow preventers and water safety things that are the kind of boring, essential stuff that just keeps selling regardless of what the economy does. Buildings always need maintenance, right?... — read more 

And EPAM is right there, along with helping big companies modernize their software. I also like them because they have a variety of services, they're not stuck in a single niche that always carries a risk with it. I think this might be a good entry... — read more 

MPC has already ripped higher, but the stock still doesn’t look expensive considering the cash flow and buybacks. Feels like the market keeps pricing refining profits like they’re about to collapse any minute. As long as margins stay decent... — read more 

Everyone talks about SAP like enterprise software is recession-proof, but if companies start cutting IT budgets, big cloud migrations and software upgrades could get delayed pretty quickly. Feels like SAP is still solid long term, but the market... — read more 

SCHW kinda feels like more than just a bank at this point. It’s got brokerage, wealth management, trading, all mixed together. Feels like it has more growth upside than old-school bank stocks if markets stay strong. But if trading cools off and... — read more 

They cut more jobs and closed some offices, plus that weird AI fridge thing already failed, but somehow the stock still hit a high anyway. It's up huge this year and earnings were fine. I look at all this mess and the stock just keeps going up, so... — read more 

Stock's been sliding all month. Down from around 37 in April to 32 now. Earnings came out and it felt like good news - sales up, people finally coming back. But the stock didn't care. Beef prices are out of control and labor costs keep climbing... — read more 

Stock shot up on some AI deals, then dropped eleven percent in one day because people took profits. That's the whole story right there. Company announced a big buyback and raised the dividend, which sounds great. But insiders are selling millions... — read more 

They reported earnings a few weeks ago, beat on revenue and profit, even said North America snack volumes grew for the first time in two years after they finally cut some prices. The CEO sounded pretty happy about it. Stock popped a couple percent... — read more 

It's the same story as Halliburton, just bigger. Oil is expensive, supply is tight, the Strait is still a mess, and Exxon's own executives are warning that inventories could hit record lows soon. You would think the stock would be flying. Instead... — read more 

LPG has a steady performance. It's soaring, really. This is a good and reliable stock, through and through.