Rick Munarriz @Market
Investing. Theme Parks. Improv. A Fool for all seasons. fool.com/author/1280/ Miami, FL Joined March 2007-
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@Giru_thandapani The timing could've been better, but I think this week's two analyst downgrades are an overreaction. Here's my more detailed take from earlier today (after Susquehanna joined BofA on the $NU downgrade parade): fool.com/investing/2026…
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My 10 largest stock holdings on May 31: 1. $ROKU 2. $NFLX 3. $VIK 4. $RDDT 5. $DIS 6. $NLY 7. $NU 8. $LIF 9. $COST 10. $GOOGL Best: RDDT (+19% in May) ROKU (+16%), VIK (+16%) Worst: NU (-9%), NFLX (-7%), NLY (-4%)
GameStop finally found a stock it could buy -- itself. $GME #GameStop
Fun fact: my three biggest winners in April (in my top 10) were also my three biggest gainers in May. Best in April: $ROKU (+34%), $RDDT (+21%), $VIK (+19%) Best in May: RDDT (+19%) ROKU (+16%), VIK (+16%)
This surely won't be the best unofficial fan anthem for the new Rock 'n' Roller Coaster Starring The Muppets, but it's probably the first. $DIS #Muppets #MuppetCoaster youtu.be/r56RfPkyYnc
@WaltDisneyWorld Unofficial fan anthem incoming in 5-4-3-2-1: youtu.be/r56RfPkyYnc
"Nvidia stock has easily beaten the market, gaining 66% over the past year. In short, Nvidia is a grower, not a shower, during earnings season." All of these $NVDA quotes from this piece: fool.com/investing/2026…
"This is at least the fourth consecutive time that Nvidia shares have shrugged off a strong quarter and meandered or ticked lower. It doesn't matter, as long as you weren't day-trading the post-earnings reaction." #Nvidia
"Has investing in Nvidia become like living in Hogwarts School of Witchcraft and Wizardry? Are the AI bellwether's perpetual feats of bar-raising magic so commonplace that they no longer titillate or stand out?" $NVDA
Nvidia boosting its quarterly dividend 25-fold boosts its yield to a whopping -- checks math --0.45%! $NVDA
NextEra Energy's acquisition of Dominion isn't a want. It's a NEE+D. $NEE $D
Something only an 80s kid would get: eBay: Show me the Eddie Money GameStop: Be my little eBay $GME $EBAY
Add'l info: -- My two biggest gainers in April ( $ROKU and $RDDT ) are moving higher after the close on strong earnings. -- 7 of the 10 stocks had double-digit gains. -- Not on the list, but at No. 12 is $GOOGL up 40%. -- So, yep, April was a pretty good month.
My 10 largest stock holdings on April 30: 1. $ROKU 2. $NFLX 3. $DIS 4. $VIK 5. $NLY 6. $RDDT 7. $NU 8. $ZG 9. $MRP 10. $COST Best: ROKU (+34% in April), RDDT (+21%), VIK (+19%) Worst: NFLX (+0%), COST (+3%), NU (+6%)
So Conagra Brands owns @SlimJim and Pam. See, The Office fans? Conagra knew all along that they'd be getting Jim and Pam together. $CAG
@GabrielleRusson 18 months. That's literally how long it took for Disney to celebrate their 50th anniversary, so you're in good company.
@DuelingParkNews @MuncyLucas @UniversalORL Are they letting all Universal Rewards Visa cardholders in? It used to be just Universal Rewards Plus (the one with the annual fee).
They just announced Blur's "Song 2" as a featured track, but the LK guitar pick -- and the theme of the ride -- makes Lenny Kratvitz' "Are You Gonna Go My Way" essentially a lock.
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