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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.

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 

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 

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 

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 

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 

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 

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

As a UNH shareholder, I’m wondering how much Medicare Advantage membership they’re willing to give up just to get margins back. At what point does “being disciplined” turn into losing too much market share and future growth? Feels like fixing... — read more 

What happens if Western Digital or Toshiba catches up faster than expected? A lot of the bullish case seems to depend on Seagate keeping a technology and pricing advantage. How big of a risk is that?

They’re spending billions shrinking the share count while membership and margins are under pressure. Feels like it could be propping up EPS more than fixing the actual business. Am I missing something?

Higher defaults and loan losses could pile up fast. I know JPM is considered one of the stronger banks, but I’m not convinced the stock would hold up nearly as well as people expect.

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

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

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

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 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.

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 

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 

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 

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 

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 

I bought the stock specifically for the payout. They've been making so many cuts, and yet it doesn't seem they can manage to get costs under control. Stock's been stuck for too long. I understand the tariffs "policy" is crazy and unpredictable, and... — read more 

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 

They got billions back in tariff refunds, used it to lower prices, and the stock dropped 9% anyway. All that money back and the market still hates it. Between the Iran war pushing gas over $4 a gallon and tariffs making everything pricier, customers... — read more 

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 

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.

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 

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 

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 

I don't care about anything else. That'll decide whether I stay or I go.

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

Buying HWKN is a no-brainer, really. The numbers don't lie at all.