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Dadsadvice.net
July 24, 2026, Issue 31 Is it Really the Lettuce? Well now, let’s review this issue really quickly. Cyclospora infections have broken out in at least 9 states and have hit at least 2,000 very unlucky people. The symptoms? There are the cramping and nausea, the vomiting, severe fatigue, low-grade fever, and of course my…
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Dadsadvice.net
Trade Alert – July 21, 2026 SBRA – We bought 100 shares in Sabra Healthcare back on January 27th of this year at $18.64. We liked the 6% dividend yield, and the underlying business of owning the real estate that nursing homes and other health care centers lease from Sabra. On June 8th, we averaged…
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Dadsadvice.net
July 17, 2026, Issue 30 A Shallow Dive into Politics One thing I didn’t want to get into in this space has always been politics. I can remember back about 50 years ago listening to my father and grandfather arguing about the subject. I had no clue what the fight was about, or who was…
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Dadsadvice.net
July 4, 2026, Issue 29 Happy 250th Birthday USA! On this July 4th I hope my readers will indulge me the moment to write about our adopted country of 8 years. The United States of America has changed dramatically over these 8 years, although certainly not as dramatically as the changes that occurred over the…
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Dadsadvice.net
Trade Alert – July 2, 2026 MU – Micron Technology released quarterly results on June 24. They reported historic Q3 fiscal 2026 results with a 346% year-over-year revenue increase to $41.46 billion and adjusted earnings of $25.11 per share, both crushing Wall Street estimates. The memory chip maker provided robust Q4 guidance of ~$50 billion…
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Dadsadvice.net
Trade Alert – June 30, 2026 PANW – We opened a position in Palo Alto Networks on August 7, 2025. During that 11-month period, we had moments where we saw the stock dip below our purchase price, and we wondered why. With all the AI development, cybersecurity is more important than ever, and PANW is…
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Dadsadvice.net
June 12, 2026, Issue 27 Sometimes the Grass is Greener Eleven days I started a new job as Director of the Fabrics division at Semper Cellmark. While the onboarding process has certainly had a few hiccups, I can say this with a full heart and complete conviction. People make the difference. The people have been…
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Dadsadvice.net
May 21, 2026, Issue 26 How Life Contantly Evolves Well ladies and gentlemen, it has been 57 days since this dad has posted a newsletter, but who’s counting? With apologies as the old saying goes, sometimes life gets in the way of what we really want to do. Some interesting events have taken place during…
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Dadsadvice.net
May 21, 2026, Issue 26 How Life Contantly Evolves Well ladies and gentlemen, it has been 57 days since this dad has posted a newsletter, but who’s counting? With apologies as the old saying goes, sometimes life gets in the way of what we really want to do. Some interesting events have taken place during…
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Dadsadvice.net
Trade Alert – March 16, 2026 DELL – We opened a position in Dell in December of 2024 with an initial purchase at $114.82 after disappointing earnings. We added 3 times up to and including a purchase on April 4th of last year on Trump “Liberation Day” at $71.81. With the stock up at $157,…
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