#investment

They bought a huge chunk of our shares last year and have barely made a peep. What’s their play? They need a return on this investment and it’s not clear how that’s going to happen. So what’s going on?

Metric Value
Price on July 1, 2020 $23.40
Price today $20.72

Cumulative price return -11.5%
Holding period 6.00 years
Annualized price return (CAGR) -2.0%

They're spending money on real estate

Wow! Verizon now has a ton of money to make purchases!!

https://pulse2.com/verizon-wins-nearly-3-2-billion-in-fcc-spectrum-licenses/amp/

Will the Board continue to increase the dividend in September, or keep it flat, now that the company is no longer part of the DJIA?

Maybe it is time to reinvest in 'the Network' instead of social justice warrior networks. Elon Musk solved the rural broadband issue, while this company bobbled the ball again.

Maybe they should keep increasing the dividend, as none of the strategy groups have come up with a single investment that has returned its cost of capital in more than a decade. See the stock price for details, should there be any doubters!

The OTEX stock has gone down over the past year but it’s now at its lowest it’s been since mid 2013!

Is this Invest Cloud partnership in Wealth all smoke and mirrors? Is wealth being sold to Invest Cloud?

Metric Value
Price on July 1, 2020 $23.40
Price on June 17, 2026 $22.54

Cumulative price return -3.7%
Holding period 5.96 years
Annualized price return -0.6%

I heard last week the company is throwing money at expanding IF&M under a new brand name (Healthsprings) so they can compete against other blues in the Obamacare space. Is that actually happening??? Isnt IF&M already a failing market??? Why would this leadership team throw money away like this????

He mentioned helping clients innovate through agentic AI, trusted data infrastructure, and other technology investments. Do you see this as a positive sign of growth and future opportunities, or are you taking a wait-and-see approach?
How do you think this investment will impact employees, clients, and future hiring?

Seeing a bunch of complaints on Slack about SpaceX and Elon lately.

Be real for a second: If you had to put your own money into just one company right now — SpaceX or Nike — which are you actually choosing?

With headlines buzzing about SpaceX and other high-profile private companies, it is tempting to rethink how we invest for retirement. But should that excitement push you to self-manage your 401(k)?

For most investors, 401(k) plans are built around long-term stability, not chasing hype. Broad index funds remain a reliable foundation because they spread risk and track overall market growth. While standout companies can capture attention, they are often inaccessible or highly speculative, especially in retirement accounts.

Self-managing your 401(k) can offer more control, but it also demands discipline, research, and a clear strategy. The real question is not whether a company like SpaceX is exciting—it is whether shifting away from diversified investing improves your long-term outcomes.

Before making changes, consider whether your motivation is strategy or simply reacting to market buzz.

Glad to see BD has finally allowed an employee stock purchase program. I was a J&J employee for about 10 years and purchased stock. It was a nice incentive. Held it for years and made a nice profit rolling dividend long after I left. With the current price of BD stock buy low. It has to go up sometime. Will you be buying?

The bank needs to rapidly increase Ai investment to stay relevant.

First big to do it wins.

Like sure, there's some mild benefit to some agentic augmentation to the workforce, but the scale of unrecoupable investment is about to ruin the world.

Fidelity owns 10% of SpaceX, ironic that employees can't participate in IPOs but Fidelity itself can. Anyways do you think the success/failure of SpaceX IPO will impact the NAV of chairman shares?

What you sow, so shall you reap.
Stock comfortably under $40 mark.

"'Misunderstood'", eh?

https://stocktwits.com/news-articles/markets/equity/ibm-stock-hits-52-week-high-citi-raises-price-target-to-375-on-quantum-push/cZ00XlqReDj

When do you think the PE will come in and what companies do you reckon will be the potential buyers?

or at least, not directly.

it’s about 100s of billions in capital investment,.. foundries, process tech, supply chains, equipment, capacity, political leverage, u name it - all of it. intel obvously cannot run without good engineers. that part is true. but the reason the market value has exploded is that everything around the engineers suddenly became much more valuable because of the tech cycle and geopolitics.

think of it this way imagine somene from the outside could take over everything the company owns except the people then hire a new workforce from scratch. it would probably take them ten years to make it work. hmmm.... maybe longer. but once they got there, they would be sitting on a money-printing machine.

i’m an engineer too, and i have a pretty high opinion of what we do. no false modesty there.

but at this valuation, i don’t think they’re looking at you and me. they’re looking at the machine.

I was wondering if I'm one of the few XOM long career of 33 years stock holders who never traded or sold their stock mainly for NUA reasons. Invested only in XOM, S&P 500, and extended markets index. With the 170 dollar stock price I finally gave in and sold most of my XOM stock. I did the NUA and flipped 1.7 million into a Fidelity concentrated stock limited partnership for diversification purposes. Should give me close to the same returns as the S&P 500 without paying most of the taxes on XOM stock. I just paid taxes on the XOM stock with a very low cost basis, as low as 14 dollars a share.

Up $28 Today

All of you doom and gloomers keep saying IBM is finished
We got a big investment in Quantum

I took today off to upskill in Quantum and tomorrow I will be taking another course. You can not keep a good company down

ARVIND DELIVERS AGAIN

https://seekingalpha.com/pr/20523544-at-and-t-makes-19-billion-commitment-to-bring-high-speed-connectivity-to-california

AI investment has reached $1.5 trillion since late 2022. This sum equals the projected 2027 U.S. defense budget. The finance sector experienced 49,000 layoffs due to AI in 2026. Industry experts believe AI will augment finance workers. Human judgment and oversight remain crucial for sound financial decisions.

https://www.thestreet.com/employment/amazon-microsoft-google-power-ai-behind-49000-finance-layoffs

What's the most likely outcome ? Just a content only company ? Bought by PE? A collapse ?

As an academic looking at industry, it appears that Chevron’s attendance of petrotech science meetings is way down the last few years. Does this reflect a shift in focus to other technologies (AI?), or just a declining investment in R&D and staff development?

I told you, target price in next 2 months is $60.

https://share.google/8GK5V3V463T8v147p

Arctic Wolf eliminated approximately 250 jobs in 2026. This affected multiple teams, including sales, product development, and marketing. The cybersecurity vendor is restructuring to invest more in artificial intelligence. This investment focuses on its superintelligence platform and agentic Security Operations Centre. Canadian employees have contacted a law firm regarding severance offers.

https://stlawyers.ca/blog-news/arctic-wolf-layoffs/

I got terminated from my job after 7 years. It wasn’t easy to accept especially knowing I was one of the top earners on my team. Last year my performance slipped, and looking back, I could feel something was off. I started to realize I was being pushed out.

But here’s the thing sometimes what feels like a setback is actually a reset.

At the start of this year, I shifted my focus fully into the stock market. I had been learning and investing for almost 6 years, but never gave it 100%. Now I am and I genuinely love it. For the first time, I feel like I’m building something for myself, not just working for someone else.

I’m also starting to move into rental properties, creating another path for income and independence. I don’t know exactly where this road will lead, but I know I’m no longer standing still.

I’m sharing this because conversations like these helped me prepare mentally. If you still have a job, stay sharp and keep growing. If you feel like something isn’t right at work, don’t ignore it prepare yourself. Build skills, save money, create options.

Don’t wait until you’re forced to move -move before that.

Sometimes you don’t realize your strength until you’re pushed into the unknown.

Good luck to everyone on their journey.

What’s the over/under on Kimmeridge getting all their demands? Seem to have a good track record with influencing other institutional investors

Alphabet (GOOG) (5-Year Total Return): Approximately 194% to 199%. A $1,000 investment five years ago would be worth roughly $2,900–$3,000 today.
Wells Fargo (WFC) (5-Year Total Return): Approximately 121% to 236% based on recent, conflicting data reports. While WFC has seen a recent 40% rally in the past year, its total 5-year return has generally trailed the rapid growth of Alphabet.

The 3 benchmarks are AI, S&P500 and cd’s/treasuries for 5 years total return

AI. 100%+
S&P500. 85%
CD’s/Tr. 15%
Waters 0%

Waters is clearly not a growth company, but stagnant.

Capital Management is off to a horrendous 2026. Time for several PIPs for Fund Managers and Analysts. Time to eliminate quarterly unfair bonuses and time to clean house.

Morningstar Percentile Rankings 3/31/26

Morningstar as of 4/27/26

MoA Clear Passage 2020 Fund
100 the Percentile (The Worst)

MoA Retirement Income Fund
97th

MoA Intermediate Bond Fund
96 th

MoA Core Bond Fund
95 the

MoA Clear Passage 2025 Fund
89 th Percentile

MoA Clear Passage 2030 Fund
84 th

MoA Clear Passage 2030 Fund
83 th

MoA Clear Passage 2035 Fund
81 th

MoA Clear Passage 2040 Fund
81 th

MoA Clear Passage 2050 Fund
78 th

MoA Clear Passage 2060 Fund
77 th

MoA Dividend Growth Fund
67 th

MoA Stock Fund
62th

MoA Conservative Allocation Fund
61th

MoA Clear Passage 2015 Fund
56th

MoA Clear Passage Aggressive Fund
52th

MoA Small Cap Value Fund
50th

MoA Mid Cap Value Fund
49th

MoA Growth Fund
44th

MoA Global Equity Fund
41th

MoA Core Plus Bond Fund
37th

MoA Small Cap Growth Fund
31th

MoA Aggressive Allocation Fund
38th

MoA Aggressive Allocation Fund
29th

As of April 2026, Oracle finalized a $16.3 billion financing deal for its massive data center campus in Saline Township, Michigan. This transaction is widely recognized as the largest single-facility technology debt package in history.

Jobs moving to India or Houston. No community investment any where close to the level of Pioneer. Firing locals for not being mobile and wanting to leave Midland. Looters.

Anyone seen the embarrassing BBC article about Aberdeen Hydrogen and BP involvement.
Can BP shareholders find out how much BP invested ? Are there P45s now being handed out ?

BD got another new platform to waste money on. Hope, TGS id--ts will be kept out of it if we are serious about any meaningful value from that investment.

https://seekingalpha.com/article/4891802-verizon-path-back-down-to-40