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Best Safe(ish) Low and No Dividend Stocks
I am looking for a good re-investment option for my elderly mother to use as an estate planning inheritance vehicle. If all goes as expected she will start receiving monthly dividend like income income in a couple of months totaling between $55 -$95K per year that needs to be re-invested …
Goodyear Tire "I like the stock"
First - disclosure: I own a GT, with shares say around 1% of my portfolio The situation: \[source Reuters for the following:\] Price to sales: 0.10 Price to book: 0.54 to 0.62 depending on type Revenue is stable, including quarterly. Product competitiveness: Consumer Reports - if anyone has anything more …
Semi Diversified Portfolio Observations
I have been somewhat diversified but tech focused mostly Mag 7 for years and in late 2022 was all in on Mag 7. Worked out well. Then I took some profits and added Semiconductor stocks and LETFs. As AI heated up things went very well again. The problem - portfolio …
Post Jackson hole & next week Japanese government bonds
50-50 odds there’s a 25bps hike in September? The 2 year US treasury yields are up +9 and 10 year is up +3. Then there’s upcoming JGB sell on Sep 1 for 10 year and Sep 3 for 30 year. If weak demand, Japanese yields rise. If Japanese bonds become …
Alibaba raised $10.2bn at an 8.4% discount, yet the stock remains at the placement price four sessions later.
Alibaba priced 710 million new Hong Kong shares at HK$112.70 on 24 August, raising HK$80bn or about $10.2bn. It is the largest primary follow on ever by a Hong Kong listed company and the third largest globally this year, the book ran to roughly three times the offering, and the …
$IREN earnings report. What does everything think?
Just went through IREN’s latest earnings and wanted to hear what others think. AI Cloud revenue was $70.5M this quarter, up from $33.6M last quarter. They’re also saying they have around $1B in operating ARR and $4B of contracted ARR for 2026. There’s also the $684M net loss, so I’m …
Using AI to screen company financials
Hello, I'm trying to adapt my model to be able to screen stock financials properly. I know that in this subreddit AI is frowned upon and many say that your own due dilligence is the most important here (to which I wholly agree), nevertheless, I reckon that as AI advances, …
People are finally realizing the space sector is a money burning scam. Y'all got conned by those bag holder
Looking back at last year, there was a lot of hype around space stocks narratives about data centers in space, moon tourism, and similar speculative themes. Companies like ASTS and RKLB benefited from this narrative-driven enthusiasm, but their current performance tells a different story. In hindsight, much of this activity …
1,000+ Trades: Trump portfolio active in defense and energy during June
>New Office of Government Ethics filings reveal that Donald Trump's portfolio executed over 1,000 transactions in June 2026 amid market volatility driven by the conflict in Iran. The disclosures detail heavy trading volume concentrated primarily in major defense contractors (LMT, GD, NOC, RTX) energy sector giants (XOM, CVX, COP). Ethics …
PSNL - a textbook case of reflexivity from Soros’ Alchemy of Finance?
Guys, I think I just noticed a textbook case of reflexivity - PSNL, Personalis. This tiny and very little known company powers the engine behind the recently hyped Merck-Moderna cancer vaccine. Despite the huge revenue upside from the vaccine, the stock has barely performed after the news, due to its …