About Me

My career occupation consisted of 33.5 years as a Meteorologist (both private and Federal government).  I retired early at age 56.  I have a passion for investing, hiking, weightlifting, motorcycle riding, and firearm target practice.  I have approximately 24 years of personal investing experience.  This blog is meant to be informal, intended for those with novice to intermediate investing experience and it also helps me to learn more myself. 

Popular posts from this blog

Netflix (NFLX) is Still a Buy Today Irrespective of Whether They Acquire Warner Brothers

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As of January 16, 2026, Warner Bros. has rejected Paramount's multiple offers for a takeover. At one point, Paramount bid for 102 Billion, compared to Netflix's 72 billion bid.  Paramount then tried to sue Warner Bros. but that got rejected too.  How can they possibly think they can sue a company for not letting them buy them?  That seems ridiculous to me personally.   In my last article from November 18, 2025, I rated NFLX a buy at a near fair valuation.  On that day, it's stock price was around $100/sh.  I maintain my buy rating as of this writing.  The stock has fallen to $89/sh since November 18th and it's possible that this has something to do with uncertainty on whether NFLX will get to take over WBD or not.  With the stock falling to $89/sh, it's valuation is even better with a blended P/E of 34.54X and a Fair Value Ratio of 40.79X.  In the above image, notice how the black stock price line is below the orange fair valuation line....
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META Platforms (META) - A Great Tech Company Trading Slightly Overvalued

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META Platforms INC (META) is a great tech company trading slightly overvalued as of February 15, 2024.  According to Yahoo Finance , "Meta is the world’s largest online social network, with nearly 4 billion family of apps monthly active users." As of 2024, I believe the majority in the investment community consider META to be a part of the "Magnificent Seven" tech companies in the S&P 500. According to Slickcharts , it is ranked number five as a percentage of portfolio holdings in the S&P 500 as of February 15, 2024.  On the FASTgraphs historical chart for META (below), the stock price on February 15th was trading at a blended P/E ratio of 31.20, which is rather high in comparison to the median P/E ratio for the S&P 500 (back to 1871) of 17.88 (ref. gurufocus.com ).  The S&P 500 P/E as of this writing was 27.63, less than plus one standard deviation, but still well above the historical normal. On the chart below, the black line represents the META s...
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Amazon (AMZN) is Presently an Undervalued Opportunity Within the Magnificent Seven

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According to Yahoo Finance , all of the Magnificent 7 stocks (Alphabet, Apple, Amazon, Meta, Microsoft, Nvidia and Tesla) have all reported their fourth quarter earnings as of February 23, 2024.  Amazon's North American revenue topped $100B in the fourth quarter reported earnings, beating analyst expectations. Their operating income and free cash flow have increased dramatically and sequentially since Q4 2022.              Figure1: Amazon's operating income (source: Amazon 4th quarter 2023 earnings conference call)            Figure 2: Amazon's free cash flow (source: Amazon 4th quarter 2023 earnings conference call) Amazon's stock price historically has tended to follow it's operating cash flow (OCF) as can be seen in the FASTgraphs chart below.  This is in contrast to many stocks where the price tends to track basic operating earnings.   Figure 3: 10-year price performance ve...
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