Rickie Reeve

I don't see $SHOP being talked about here. But I'd say it's worth mentioning.

The company posted mostly positive Q1 results today, and gained +25% right after the market opened. 🟢

But what has caused such growth from my perspective is news that suggests the company could be headed in a good direction.
- Laying off 20% of employees
- Selling all logistics assets where there was...
Read more

I came across a nice picture today showing bank failures over this decade. The red ones weren't technically banks, but they're important for context.

After today's $PFE results, investors are likely to be tough on even competitor $CVS, which will report its results tomorrow before the market opens. So I expect a pullback, which I will use to increase my position. Anything around $70 is a nice price in my opinion. In fact, I don't think $CVS should come up with surprisingly good results.

We often debate whether we are value or growth investors.

I wonder if this division even makes sense. In essence, we all try to buy stocks that are undervalued (value), but we also expect them to grow and beat the market (growth).

Sure - my perception is that a growth investor might be willing to buy Apple at these prices and calmly wait to see how the value grows. By contrast, a...
Read more

Something to lighten up the weekend...

One of my first investments was in $TTCF. If you know the company, you know it's down 94.5% since its high. That's when I set up my first portfolio at the urging of a friend and practically blindly bought the stocks he recommended. To date I have a 77% loss on that position, fortunately it was a negligible amount.

Paradoxically, however, it...
Read more

Today, after a long wait for a lower price, I finally bought a few pieces of Norsk Hydro ($NHY), a Norwegian company focused on aluminum production and processing.
It offers a very lucrative dividend (7.23%) and I believe it has...
Read more

🟢 $AMZN results:

- Revenue $127.40B (est. $124.55B)
- EPS $0.31 (est. $0.21)
- FCF $3.3B