#investment

With stock price halved, Kyndryl is a very attractive options for Private Equities and India IT chop shops that would love to have the sticky managed services clients. What are your thoughts?

If you had invested $1000 in nike stock back in 2015, you would have about $1000 now.

If you had bought $1000 of Nike back in 2015 and sold at the peak in 2021 you would have had roughly $3673.

If you invested $1000 in Apple stock in 2015, you would have $8,233 now.

If you invested $1000 in Amazon stock in 2015, you would have $12,000 now.

If you invested $1000 in Tesla stock in 2015, you would have $27,692 now.

If you invested $1000 in Nvidia in 2015, you would have $347,916 now.

Nuveen Plans £175m Staff Retention Pot for Schroders Employees

https://citywire.com/new-model-adviser/news/nuveen-commits-to-keeping-cazenove-and-plans-175m-staff-retention-pot/a2485807

Read this, it paints otex in a much better light

https://www.fool.ca/2026/03/27/this-beaten-down-dividend-stock-is-off-55-and-still-worth-owning/

General Motors' Fairfax plant will issue a temporary layoff notice. This action supports a $390 million investment. The plant is retooling for Chevrolet Bolt EV production. Phased layoffs will begin in November. Employees were informed of these planned changes in May.

Kansas City, Kansas

https://www.kmbc.com/article/general-motors-fairfax-plant-kansas-city-kansas-issue-temporary-layoff-notice/62285809

Is it possible? When do you think it will happen?

The recent surge in share prices are not a reflection of the market now thinking Phillips 66 is a better investment than peers.

YTD we are trailing all refiners, including PBF, Delek, and even CVR and are right in line with the broader S&P energy index. Bets on refining were made with the start of the Iran war and we did not benefit. We just followed the inflow of money into energy.

We still have a long way to go before we earn the trust of investors. We must deliver Q1 results given the current favorable margin environment.

Ever heard of a corpse stinking so bad that the vultures give up and fly away?

my opinion, complete waste of time. Department trying to justify their wasted "AI" investment.

80 news jobs in Springtown Derry Northern Ireland. Full steam ahead!

https://www.derryjournal.com/business/plans-for-new-expanded-clean-room-with-potential-for-80-jobs-at-seagate-in-derry-6038221

Derry City and Strabane District Council has received plans for a new, expanded clean room at Seagate in Derry.
Council’s planning portal recently received the planning application, which seeks to partially demolish the existing, single storey fab 1 clean room and replace it with a new, three-storey extended fab 1 clean room.

Last September Seagate announced a £115 million, five-year investment to develop new hard drive technology, which could see the creation of up to 80 highly skilled new jobs at the manufacturing facility.

All concerns are just temp. Sales/profits are growing fast. This will offset debt over time... recent OpenAI funding reduces risk around its contract with us. Debt peaked. We are valued at 20x revenue, below averages - when we adjust to 25x the stock goes to $240 which is a 60% bump. Thank me later.

The Oakland Unified School District plans staff reductions. The district currently faces high staff vacancies. Oakland educators and community allies oppose these cuts. The groups demand OUSD halt all staffing reductions. The district must invest in students and staff stability.

Oakland, CA

https://actionnetwork.org/petitions/stop-the-cuts-in-oakland-schools-invest-in-students-not-layoffs

As the title says, I never thought that SHEL would sell above $90.00/share. I guess that the rising tide raised all the ships, even the sinking ones( BP and Shel have risen just about as much over the last 6-months). There is a saying for stocks, "bulls make money, bears make money, and pigs get sla-ghtered". Frankly, I sold about half of it when it got to $75. I don't regret that... I'm still shocked that it has gotten this high. Now, I've sold off 95% of my shares and think there might be a good chance we'll hit my limit price and sell the last 5%! In hindsight, I look and think every day for the last year, it would have been better to sell SHEL and buy XOM; so, I don't regret selling early... I regret not investing in stocks I thought were too high.
Do you think that the SHEL rise continues? Did I sell too early?
I am not providing investment advice... just entertainment and anecdotes.

So glad I held onto these as a level F. Selling when they hit the £6 mark.. tidy work if you can get it ...

Manager added 7 performance goals to MyGPS without my consent yesterday.

5 are AI related. Stuff like "develop your AI Persona", "demonstrate AI to the organization", and "Deploy AI to Production."

None of this stuff is related to any of our day to day work at all. We use AI as an assistant, it helps sometimes and we are mandated to. Thats it. There is no AI in production anywhere, and customers dont want it.

WTF are we doing here? Its year 4 of this song and dance. Shouldnt there be returns on investment and real products to point to at this point?

https://seekingalpha.com/news/4562588-att-to-spend-250b-over-five-years-to-improve-us-network-infrastructure

Hyundai Power Transformers USA announced a major expansion in Montgomery, Alabama. The company is investing $200 million into its operations. This project will create 200 new skilled jobs. The expansion aims to increase domestic production of large power transformers. The new facility is scheduled to open in mid-2027.

https://www.montgomeryadvertiser.com/story/news/local/alabama/2026/03/09/hyundai-power-transformers-spends-200m-on-al-plant-expansion/89023762007/

Paramount is saying the merger will go without major layoffs. I honestly think they're full of it and only saying that not to cause panic. This is not a cheap acquisition, and they'll have to find ways to make up for the investment somehow. I wish I was wrong, but I believe major layoffs are unavoidable.

https://share.google/QdlsQyRxGNlU4lXMx

I am thinking of buying up real estate right next to the new HQ over the next few years and then renting them out. There will always be employees of all kinds: single, families, and interns who will need a place to stay. Seems like a strong investment. Buy real estate and rent out to other employees.

Anyone want to guess?

https://seekingalpha.com/news/4556964-citigroup-forms-team-to-finance-ai-infrastructure-bo-m

Lend money to companies that make no money. What could go wrong?

It’s time Dell stock becomes what it is. Bag holder stock

https://search.app/66Anh

Activist investor Jana Partners has reportedly purchased a stake in payments company Fiserv.

Now, Jana is campaigning for changes to boost Fiserv’s underperforming stock. Their track record in the past:

• Whole Foods Market (2017): Jana took ~9% stake, pushed for improvements; Amazon acquired it later that year (major profit for Jana).
• PetSmart (2014): Jana held ~10%, advocated sale; acquired by BC Partners for $8.7B.
• Pinnacle Foods (2018): Pushed operational changes; sold to Conagra for $8.1B.
• Frontier Communications: Called for strategic review/sale; stock rose significantly; later acquired by Verizon.

Story by Danielle Smith

Shell is reportedly struggling to recoup its massive investment in Pennsylvania’s petrochemical sector, with weak fourth-quarter returns renewing concerns the project has underdelivered on jobs, growth and profits.

The company is seeking a buyer or partner for its Shell Polymers Monaca plant and may never fully recover its $14 billion investment in the venture, according to a report from the Ohio River Valley Institute.

Kathy Hipple, research fellow at the institute and the report's co-author, said data show Shell received a major state tax subsidy intended to build a regional petrochemical hub. The company has already collected about $90 million and could keep receiving roughly $60 million to $65 million a year if the company continues to purchase and process more than a billion gallons of ethane annually.

She pointed out Shell has begun to sell off tax credits intended to support the local petrochemical industry.

"By law, they are able to sell these tax credits," Hipple acknowledged. "So far, they seem to have sold 100% of the tax credits that they have received to other companies that are not in the manufacturing industry. They're usually in the insurance industry. Sometimes they're not even in the region."

Hipple noted the Pennsylvania Resource Manufacturing Tax Credit’s “lookback provision,” set to trigger in 2028, could allow legislators to reevaluate the flow of tax credits to Shell Polymers Monaca. Lawmakers can assess whether the facility has met its original objectives and if it has not, consider modifying the incentive.

Anne Keller, also at the institute, said the state’s tax credit structure was unusually generous. The program effectively gave Shell a five‑cent discount on every gallon of ethane feedstock the plant uses. She spoke with an industry analyst who explained lawmakers initially discussed capping the subsidy at 30,000 barrels per day but the limit never made it into the final legislation.

"The bottom line was that the plant use it, and that is a very, very significant discount for a plant like this," Keller emphasized. "These are big commodity manufacturing facilities and feedstock is one of the critical cost elements that allows them to be profitable."

The report stated Shell has not fulfilled its commitments for job creation or local economic development. Since the 2012 announcement of its ethane cr--ker project, Beaver County’s GDP has fallen 12%, the local population has dropped by 3%, and employment has declined more than 13%.

https://www.msn.com/en-us/money/markets/shell-failing-promises-as-it-seeks-exit-from-pa

Story by Danielle Smith

Shell is reportedly struggling to recoup its massive investment in Pennsylvania’s petrochemical sector, with weak fourth-quarter returns renewing concerns the project has underdelivered on jobs, growth and profits.

The company is seeking a buyer or partner for its Shell Polymers Monaca plant and may never fully recover its $14 billion investment in the venture, according to a report from the Ohio River Valley Institute.

Kathy Hipple, research fellow at the institute and the report's co-author, said data show Shell received a major state tax subsidy intended to build a regional petrochemical hub. The company has already collected about $90 million and could keep receiving roughly $60 million to $65 million a year if the company continues to purchase and process more than a billion gallons of ethane annually.

She pointed out Shell has begun to sell off tax credits intended to support the local petrochemical industry.

"By law, they are able to sell these tax credits," Hipple acknowledged. "So far, they seem to have sold 100% of the tax credits that they have received to other companies that are not in the manufacturing industry. They're usually in the insurance industry. Sometimes they're not even in the region."

Hipple noted the Pennsylvania Resource Manufacturing Tax Credit’s “lookback provision,” set to trigger in 2028, could allow legislators to reevaluate the flow of tax credits to Shell Polymers Monaca. Lawmakers can assess whether the facility has met its original objectives and if it has not, consider modifying the incentive.

Anne Keller, also at the institute, said the state’s tax credit structure was unusually generous. The program effectively gave Shell a five‑cent discount on every gallon of ethane feedstock the plant uses. She spoke with an industry analyst who explained lawmakers initially discussed capping the subsidy at 30,000 barrels per day but the limit never made it into the final legislation.

"The bottom line was that the plant use it, and that is a very, very significant discount for a plant like this," Keller emphasized. "These are big commodity manufacturing facilities and feedstock is one of the critical cost elements that allows them to be profitable."

The report stated Shell has not fulfilled its commitments for job creation or local economic development. Since the 2012 announcement of its ethane cr--ker project, Beaver County’s GDP has fallen 12%, the local population has dropped by 3%, and employment has declined more than 13%.

https://www.msn.com/en-us/money/markets/shell-failing-promises-as-it-seeks-exit-from-pa

It's only a matter of time now.

https://finance.yahoo.com/news/kyndryl-faces-governance-turmoil-legal-091414134.html

Look at all the clowns posting on Linked on how wonderful Vz did at the super bowl, no one gives a flying f….k on how ur speeds were….a normal mal customer just wants his phone working and optimal speeds where majority can use internet. Ask these clowns who spent millions in preparation, what is the ROI on such investments. Tmob and ATT know the future at the current times and wont spend money in useless investments, oh well VZ is used to do pointless investments anyways, so not a shocker!!!!!

Investors who bought $1,000 worth of Teradata’s shares 5 years ago would now be looking at an investment worth $682.09.

From under $12.8 upto $13.4 today just under 5% in a day. You won't get that in a bank account.

Under $13 is good.

If you were gifted the 6 BNY stocks in 2023, friendly reminder that today is the day they become unrestricted, and the shares are now available to sell. ; )

Finally, SLF seems to have found something she's really good at: sending the stock CONSISTENTLY down at the speed of a failed SpaceX rocket. Time for some put options, because when the FT news is public, and James has to guide the investors, you can make some serious money when the stock sinks below 35! (This is NOT financial advice, though!!!). Say hi to Bob T!

Cisco’s P/E ratio is 33+ - higher than Google, Amazon, Meta and Netflix. That’s crazy- Wall Street is valuing Cisco higher than all these other companies!

If I have one regret about not being in Cisco it’s this: stock was dead for many years and now that I’m no longer in, has taken off like a rocket! Just my luck I guess, don’t think anything changed significantly but the external perceptions sure have.

I’m being straightforward here: I’m not keeping my money in Fiserv anymore. In 2025, I tried to offset some of the losses by buying as we slid, hoping we’d stabilize. Looking at my vested RSUs now is just discouraging. In a single year, we lost nearly 75% of our value. I know it’s technically a paper loss, but it’s hard to see it as anything other than a disincentive.

We also haven’t seen meaningful insider investment from leadership. It feels like we’re in a defensive crouch — holding ground, cutting costs, and trying to ride out the storm. I still believe this company can turn things around, but 2025 took a lot of the loyalty out of me.

As we head into Tuesday’s announcement, all we can really do is hope together. With the lack of clarity and vision from the top, hope is the only thing we’ve been given.

What does it say that Blue Origin has announced plans for a satellite internet service (TeraWave) that will compete directly with Amazon Leo (f.k.a. Kuiper)? Jeff is the primary investor in Blue Origin, and according to estimates from Forbes has invested over $10B in Blue Origin since its founding in 2000. Blue Origin requires an additional $2B each year.

Jeff is entitled to manage and invest his money as he wishes. But it is noteworthy that he is selling Amazon stock to fund a competitor to Amazon. Does Jeff no longer find Amazon to have the "Day 1" mentality required to build new businesses?

GSK is trimming its global research and development workforce. Up to 350 employees across the U.S. and U.K. will be affected by these changes. The company stated it is reallocating resources to key priorities and investing in technology. GSK also plans to boost its R&D budget and accelerate dr-g discovery.

The dr-gmaker intends to invest $30 billion in U.S. R&D and supply chain infrastructure over five years.

https://www.fiercebiotech.com/biotech/gsk-plans-lay-350-rd-workers-across-us-uk