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CTSH near 9x earnings after IT-services selloff: value play or AI-driven value trap?
For context behind the numbers: Cognizant’s latest finance feed had it around **$41.07**, with a P/E near **8.9x**. Its Q1 report showed **$5.4B revenue**, **5.8% YoY growth**, and **21% quarterly bookings growth**, while Reuters also noted the company guided Q2 …
FLWS - anyone in or watching? SI 80%.
Just caught my attention with such a massive SI. Trading at $3.71 eod. Seems like the inexpensive shares gain traction better on squeezes. Anyway, thoughts on 1-800-flowers?
What are your favorite value ETFs?
People keep trying to pick individual stocks, or argue that Amazon and Nvidia are “value stocks” but I’m curious- what are your favorite value ETFs? \*Bonus points if you choose something less common than VTV(which is a great ETF just …
Aschenbrenner's fund just grabbed 19.9% of SHAZ, anyone else watching this one?
Ok so Situational Awareness LP, the AI hedge fund run by that ex-OpenAI guy Leopold Aschenbrenner, just disclosed a 19.9% stake in SharonAI (SHAZ). That's 5.4M shares including pre-funded warrants. Stock ripped 14% after hours on the news. Was pulling …
Investing in VTI over FZILX for dividends? Or vice versa for zero-expense ratio.
I've got a RothIRA at Fidelity, and I've invested in the fidelity zero expense ratio Mutual Funds, FZILX and FZROX, as well as Vanguard's corresponding ETFs, VXUS and VTI, which do have minor expense ratios (0.05% and 0.03%). Fidelity's Zero …
Is it possible predict a bull run?
Isn’t there a paradox in trying to predict a bull market using current market sentiment? By the time sentiment is positive, prices have probably already moved up. But when sentiment is negative, most news will still look bad, which makes …
Best allocation for business revenue?
Are there better options than holding your revenue in SPAXX? Is it better to invest it into something like VOO or is that too much risk for a business owner? I’m curious as to what other business owners do with …