$Netflix(NFLX)$ Netflix stock surged over 14% in after-market hours following its earnings update. As someone who has rated Netflix stock as a buy for several years, I'm thrilled. For 2025, I still rate Netflix stock as a buy. But is it too late to invest? Let's review the company's latest quarterly results, incorporate the new higher valuation, and determine if Netflix stock is still a buy for long-term investors. Earning Overview In 2024, Netflix's revenue grew by 16%, and its operating margin expanded by six points to 27%, up from 21% the previous year. This is a phenomenal increase, making Netflix the best in class among streaming players. The fourth-quarter slate outperformed expectations, with "Squid Game" season 2 on track to become one of

$Realty Income(O)$ $NNN REIT INC(NNN)$ $Simon Property(SPG)$ Real estate investment trusts (REITs) have experienced a significant decline in recent weeks. On average, they've dropped by about 13%, with individual REITs like Realty Income falling by over 20%. The primary reason behind this sell-off is the growing uncertainty about future inflation. As a result, the Federal Reserve (FED) has decided to pause its rate cuts for the time being. Until now, the investment thesis for REITs was largely based on expectations of rate cuts. The assumption was that REITs had dropped due to rate hikes, and thus, they should rebound once rates were reduced. However, with fewer rate

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google remains the third most valuable brand in the world and is owned by the fourth-largest company globally. Google's technological ambitions span a wide range—from smart contact lenses and autonomous vehicles to quantum computing. Driving these innovations is its primary revenue engine: ad spending, soon to be bolstered by cloud computing. Reviewing Google's 13-F When one of the world's leading tech companies invests in other businesses, it naturally grabs the attention of investors. Today, we'll explore Google's investment portfolio, encompassing 45 companies, to uncover key insights. For context, firms holding over $100 million in publicly traded stocks are require

$Crocs(CROX)$ Since June, shares of Crocs have fallen by 34%, but I don't believe the company is necessarily in a worse position now compared to then. The advantage for investors here is that as Crocs becomes more of a value stock, management has the opportunity to buy back shares. This reduces the number of shares outstanding, ultimately increasing the earnings per share for investors. Earning Overview Let’s break down some numbers today to see just how quickly the company could buy back stock in 2025. To start, let's examine the stock movement. I'll show a chart of Crocs' drawdowns, which simply indicates how much the stock has dropped from its peak. The last peak was June 17, 2024, and since then, shares have fallen by 34%. Another useful metri

$Eli Lilly(LLY)$ $Comcast(CMCSA)$ $iShares MSCI EAFE ETF(EFA)$ $iShares TIPS Bond ETF(TIP)$ $Smurfit WestRock PLC(SW)$ Hey everyone, I often explore stocks that major institutions are buying, but today, we’re flipping the script. Instead of looking at purchases, we’re diving into five stocks that big institutions are selling. And what better institution to focus on than the infamous BlackRock—the largest asset management company in the world, managing trillions of dollars in assets. Their market influence is massive, so when they sell, it’s worth paying attention. In this articles,

$Realty Income(O)$ $Prologis(PLD)$ $WELLTOWER OP LLC(WELL)$ $American Tower(AMT)$ $Public Storage(PSA)$ As we all know, REITs have been struggling significantly in the market recently. Over the past couple of months, the S&P 500 U.S. REIT Index has dropped roughly 12%, which is quite disappointing given the strong performance REITs experienced between April and November of last year. This downward trend has affected every REIT sector, including data centers, retail, industrial, and others. As we move into 2025, the outlook remains challenging for this dividend-rich sector. In this

$Grab Holdings(GRAB)$ GRAB is the dominant ride-hailing and food-delivery player in Southeast Asia. The platform provides a wide range of services, including ride-hailing for transportation, food delivery to satisfy cravings, as well as ventures into e-commerce and various fintech solutions. The company is expected to release Q3 2024 earnings report on 2024/11/11 ET after bell. As the company's core business, deliveries accounted for over 50% of the revenue in Q1, with mobility close to 40%. The profit growth and contributions of these segments have attracted widespread market attention. Market expectations for the Q3 2024 financial performance of the company are as follows: The company is projected to achieve a revenue of $699.83 million, represe

$CSX Corp(CSX)$ Earning Overview As of now, CSX Corporation has reported its Q4 2024 earnings, and here's an overview of their results: Revenue: CSX posted a total revenue of approximately $3.70 billion for Q4 2024, marking a slight increase from the previous quarter and year-over-year growth. Earnings Per Share (EPS): The company reported a $0.42 diluted earnings per share for Q4 2024, which reflects an improvement compared to the same period in the previous year. Operating Income: Operating income saw an increase, driven by strong cost management and an increase in productivity. Operating Ratio: CSX's operating ratio, a key efficiency metric, improved to 58.3%, reflecting better operational performance and cost management. Freight Volumes: The co

$Altria(MO)$ is currently trading at $57.38 per share. This stock is favored by dividend investors due to its significant 7.12% dividend yield. Earlier this year, it was considered a buy at $40, meaning it has gained about 37% year-to-date. Altria is facing a period of stagnation in terms of price movement, with its stock being highly influenced by external factors like government regulations and market shifts. While the company's dividend yield remains strong, its stock's technical setup suggests a more cautious approach, with limited growth in the short term. Watch for potential signs of a trend reversal or breakout, especially if the company continues to make progress in its shift to non-combustible products and adapts to market challenges. Earni

$Apple(AAPL)$ Apple stock has had a rough patch lately, dropping nearly 13% this month alone, which is significant for the company. It's also down around 9% year-to-date. Analysts have been downgrading the stock, and there's a lot of negativity surrounding the company. My thoughts on whether Apple now represents a great buying opportunity for such a high-quality company, or if it’s still overvalued, and we should wait for a better price. That’s what I’m going to dive into in this article, and I hope you find it helpful. Global Declining iPhone One reason I think Apple has been struggling recently is due to the global decline in smartphone shipments, as seen in their latest report. While this may not be 100% official, it’s largely driven by worldwi

$PayPal(PYPL)$ The past three years have been nothing short of disastrous for PayPal. After nearly a decade of exponential growth and a soaring stock price, the company suffered a dramatic 85% decline in its valuation in 2022. This downfall was driven by several factors threatening PayPal’s survival, including the rise of competing payment methods like Apple Pay and the slowdown in e-commerce as pandemic restrictions eased and consumers returned to physical stores. However, the situation took an even darker turn in December 2024 when PayPal became embroiled in massive fraud allegations. A popular YouTuber's investigation revealed that one of PayPal's most significant acquisitions, Honey—a prominent online coupon aggregator—was allegedly involved i

$Microsoft(MSFT)$ $Visa(V)$ $Walt Disney(DIS)$ $Wesco International Inc(WCC)$ $Starbucks(SBUX)$ Number 5: Starbucks Corporation (SBUX) The next stock on our list is a widely recognized name: Starbucks Corporation (ticker: SBUX). Over the past year, the stock has experienced significant volatility, declining about 9%. For example, it dropped from $88 to $72 at one point, then rebounded to $95 following the announcement of a new CEO from Chipotle. Recently, it climbed above $100 before retreating to $86.99. One of the key factors impacting Starbucks is the ongoing strike by union worke

$Eli Lilly(LLY)$ The market appears to be recovering today, with green across the board. However, one standout is Eli Lilly, which is down about 7% today and has seen a 21% decline over the past few months. So why is it down today, and is this a great opportunity to buy the dip? Let's dive into the reasons behind the drop and explore the potential for investors. The primary reason for Eli Lilly's decline is the company's weaker-than-expected revenue outlook for the fourth quarter. They have projected revenue of $13.5 billion, falling short of the anticipated $13.93 billion. Additionally, their ZET bound sales are expected to reach only $1.9 billion, below the forecast of $2.14 billion. Another factor contributing to the drop is Eli Lilly's announce

$SoFi Technologies Inc.(SOFI)$ $Nu Holdings Ltd.(NU)$ $Block(SQ)$ $Enphase Energy(ENPH)$ Today, I’ve decided to discussing three growth stocks currently trading near their lows, providing a quick overview, and sharing my thoughts. Before diving in, I always like to remind viewers that with growth stocks, the focus is less on free cash flow yield or trailing earnings and more on future potential. Growth investing often involves speculation, with many "what-ifs." To manage risk, I recommend proper position sizing—don’t allocate too much capital to these stocks. If you’re right, even a small position can generate significant re