Dividend Investing: Selling and Buying Opportunities

As a finance expert, I can summarize the article for you. The article emphasizes that investing is not a popularity contest and that popular stocks may not always be the most attractive. Two names to sell are mentioned, while two names to buy are also suggested. The article suggests that investors should look beyond popularity and focus on the fundamentals and potential for future growth.

Investing is not a popularity contest, and popular stocks may not always be the most attractive. As investors, it is crucial to look beyond market sentiment and focus on the fundamentals and potential for future growth. This article explores two names to sell and two names to buy, based on recent developments and expert insights.

Names to Sell

1. Beyond, Inc. (NYSE:BYON)
Beyond, Inc. has announced a rebranding to Bed Bath & Beyond, Inc. and will trade under the ticker symbol BBBY starting August 29, 2025 [2]. The company aims to grow its Bed Bath & Beyond brand, rebuild Overstock to $1 billion, and monetize blockchain assets. While the rebranding could attract attention, the focus on store conversions and omnichannel expansion may not be enough to justify a high valuation. Investors should closely monitor the execution of these plans.

2. KLA Corp (NASDAQ:KLAC)
KLA Corp's EVP & CFO, Bren D. Higgins, sold 2,301 shares of common stock on August 20, 2025, at a price of $878.53 per share, totaling $2,021,497 [3]. This sale could indicate a lack of confidence in the company's future prospects or a need to diversify the executive's portfolio. Investors should consider this sale as a potential red flag and evaluate the company's fundamentals carefully.

Names to Buy

1. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL)
Alphabet has become a dominant AI powerhouse with massive scale. The company delivered impressive performance in the second quarter of 2025, with revenue growing 14% year over year to $96.4 billion, while also maintaining healthy operating margins [4]. Alphabet's AI offerings, such as Gemini chatbot and AI Overviews search feature, are rapidly adopted worldwide. Additionally, Google Cloud is becoming a significant growth catalyst, with revenue surging 32% year over year to $13.6 billion. Alphabet's commitment to capturing the growing AI opportunity makes it a smart buy in 2025.

2. Microsoft (NASDAQ:MSFT)
Microsoft delivered a stellar financial performance in fiscal 2025, with revenue rising 15% year over year to $281.7 billion and operating income increasing 17% to $128.5 billion [4]. The company's cloud computing platform, Azure, saw revenue surge 34% to over $75 billion. Microsoft has built an entire AI ecosystem to support its enterprise clients, with Copilot apps having over 100 million monthly active users. The company's strong fundamentals and AI capabilities make it a solid long-term investment.

Conclusion

Investors should look beyond popular stocks and focus on companies with strong fundamentals and potential for future growth. While Beyond, Inc. and KLA Corp may face challenges, Alphabet and Microsoft offer compelling investment opportunities. By evaluating companies based on their fundamentals and growth prospects, investors can make more informed decisions and potentially achieve better returns.

References

[1] https://www.thehindu.com/business/when-popularity-is-not-really-good/article69943967.ece
[2] https://www.fibre2fashion.com/news/apparel-news/us-beyond-inc-renames-to-bed-bath-beyond-ticker-bbby-304673-newsdetails.htm
[3] https://www.tradingview.com/news/tradingview:1fe75eb82ed6b:0-kla-corp-cfo-sells-over-2-million-in-company-stock/
[4] https://finance.yahoo.com/news/3-no-brainer-growth-stocks-114600706.html