To The Moon

I regret selling Meta Platforms too early, missing out on significant gains as shares surged from $98.45 to $559.60. Meta's quarterly revenue hit a record $40.59 billion, driven by a surge in advertising revenue and user growth, especially on the Threads platform. Despite heavy losses in Reality Labs, Meta remains attractively priced due to its strong cash flows and substantial returns to shareholders. While the easy money has been made, Meta's growth and financial health justify maintaining a 'buy' rating for now. Derick Hudson If you haven't had any regrets from your investing journey yet, it just means you haven't been investing very long. We all end up making mistakes, and I don't know about you, but those mistakes stay with me. Back in October of

Movado Group, Inc.'s stock has been downgraded to a “hold” after a 22.2% decline in share price and underperformance relative to the S&P 500. Management's increased marketing spend has not yielded expected revenue growth, leading to revised down guidance and a significant drop in profitability metrics. The company's revenue and net income have declined, with international and U.S. sales both showing weakness, particularly in owned brands. Despite attractive pricing, ongoing market conditions and management's questionable capital allocation decisions warrant a cautious “hold” rating. OlegAlbinsky If you ever meet somebody who claims to have a perfect track record in the stock market, they are either lying to you or they haven't been investing very long. Even the best investors make mist

Despite rising home prices, a housing shortage boosts demand, making homebuilding stocks, especially Beazer Homes USA, a strong long-term investment. Beazer Homes USA saw a 17.6% share increase since June and a 78.3% rise since January 2022, outperforming the S&P 500. Revenue rose 5.6% in 2024, but profits and cash flows declined due to rising costs; however, operating cash flow surged in the final quarter. Despite high cancellation rates and declining backlog, Beazer Homes USA remains a 'strong buy' due to its cheap valuation and robust revenue growth. Joe Hendrickson For a couple of years now, I have been a big fan of the homebuilding industry. The way I view it, while home prices have risen quite a bit compared to where they were prior to the pandemic, a perpetual shortage of housin

ONEOK's stock dropped 5% after announcing a $4.3 billion all-stock acquisition of the remaining 57% of EnLink Midstream, a move anticipated by the market. Despite recent gains, ONEOK still warrants a marginal 'buy' rating due to expected synergies and significant cash flows from recent acquisitions. ONEOK's valuation is mid-tier compared to peers, but its low net leverage ratio and focus on dividends and buybacks make it a quality prospect. Buying EnLink Midstream shares offers a slightly better return due to the spread between current trading prices and the implied buyout price. spooh November 25th ended up being a very interesting day for shareholders of midstream/pipeline giant ONEOK (NYSE:OKE). This is because the stock dropped after, t

Blue Bird Corporation's shares dropped 5% despite better-than-expected revenue and adjusted earnings due to revised long-term guidance and political risks from potential tariffs. The company reported strong Q4 results with revenue of $350.2 million and adjusted EPS of $0.77, outperforming analyst expectations. Management's revised long-term guidance indicates slower growth, but near-term performance improvements and lower trading multiples make the stock a 'strong buy'. Concerns over tariffs and a slightly reduced outlook for the North American school bus industry are valid, but current valuation and performance justify optimism. BalkansCat November 26th ended up being a rather painful day for shareholders of bus manufacturer Blue Bird Corporation (NASDAQ:

Despite recent struggles, Winnebago Industries, Inc. shows signs of improvement, with management's 2025 guidance indicating potential upside, making it a favorable risk to reward opportunity. Revenue and profitability have significantly dropped, but the valuation remains attractive, especially if industry conditions return to 2023 levels. The RV industry faced a perfect storm during the pandemic, with demand spikes followed by a decline due to rising interest rates and inflation. Management's cautious yet optimistic outlook for 2025, combined with current valuations, supports maintaining a “buy” rating for Winnebago. pchoui The last couple of years have been a great time for the stock market. But not every company has benefited tremendously. As an example, take Winnebago Industries, Inc. (

Ollie's Bargain Outlet Holdings has seen a 73.8% stock price increase, driven by strong financial performance and store expansion, outpacing the S&P 500's 51.9% rise. Despite impressive growth in revenue, net income, and comparable store sales, I maintain a 'hold' rating due to valuation concerns and market conditions. The company's gross profit margin and interest income have significantly improved, benefiting from reduced supply chain costs and a net cash position. Future performance hinges on upcoming Q3 2024 results; potential upgrades depend on continued revenue and profit growth, along with positive guidance. M. Suhail Around a year and a half ago, in March 2023, I wrote an

Despite recent declines, Concrete Pumping Holdings, Inc. is upgraded to a “strong buy” due to its incredibly cheap valuation and strong cash flows. Revenue and profits have dipped year over year, but the company's US Concrete Waste Management Services segment shows significant growth. The industry outlook is improving with recent interest rate cuts expected to boost construction activity, benefiting Concrete Pumping Holdings. The company's debt is a concern, but positive cash flows mitigate immediate risks, making BBCP stock an attractive investment. ArtMarie/E+ via Getty Images One of the biggest things that you should keep in mind when it comes to investing is that it's the long run that matters. Sure, it is great to get strong returns over a short window of

Traeger, Inc. has shown revenue and cash flow improvements despite price cuts, making shares cheaper and suggesting potential for future gains if trends continue. The company reported a 3.7% revenue increase in the latest quarter, driven by a significant rise in grill sales, offset by declines in consumables and accessories. Profitability metrics mostly improved, with EBITDA nearly tripling and adjusted net losses narrowing, although operating cash flow saw a slight decline. Despite improvements, uncertainty, and ongoing net losses, I maintain a 'hold' rating, with potential for an upgrade if positive trends persist. Steven White/iStock via Getty Images Back in early January of this year, one company that I decided to

W. P. Carey offers a diversified REIT option, primarily focused on industrial and warehouse properties, but recent financial performance has been declining. The company's revenue and profitability have dropped due to asset sales and reclassifications, impacting its overall financial health. Despite its fair valuation and decent yield, W. P. Carey's leverage and payout ratios are higher compared to peers, making it a middle-of-the-road investment. Given its current pricing and performance outlook, I rate W. P. Carey as a 'hold' for now, expecting it to match, not outperform, the broader market. Luis Alvarez One thing that I really appreciate about REITs is that they offer all sorts of opportunities for investors who have different interests. You can find some dedicated to casinos. You can f