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Valuation
+4
Revenue up 256%, operating margin at 76%, P/CF ratio of 6.8. Micron delivered again. Why I still see MU stock as a trade, not an investment.
SFM
Michael Burry added to his Sprouts Farmers Market stake. I bought too: P/CF below 9, 20% annual adjusted EPS growth since 2015, and one catch. Why I'm starting small.
+5
NVIDIA's P/CF ratio is nearly double Nike's. Its PEG ratio tells a very different story, and I've put real money behind it.
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Networking
HPE is up 130% this year. After a Goldman Sachs conference packed with AI talk, I'm more convinced than ever the valuation still has room to run.
Dividend Stocks
A French company most investors have probably never heard of. Wrongly so, in my view. Rubis has raised its dividend for 30 straight years, and the yield now tops 6%. I'm not passing this one up.
Hormel Foods dropped hard after a weak earnings report. I'm adding to my position anyway, through a dividend collar. Here's why I'm deliberately catching a falling knife this time.
