Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (78338)	10/26/2025 10:15:16 PM
From: Paul Senior	Read Replies (2) of 78414

Just going through my stocks to see which stocks I have that I bought for a reversion-to-mean that aren't working out. There are many. Here's a list of some and where I have more than a tracking position amount: GIS. It's still early for General Mills here. Some rumors of a possible dividend cut in future. That'd be bad. TGT. Target HSY. Hershey. LW. Lamb Weston. Potatoes, esp. for McDonalds. Originally down because (imo) of messed up operations with moving to a new mrp system(materials requirments planning). Might now be bacause fewer McD's customers expected with inflation/job market etc. as well as glp-1 effect RIG. Transocean. Drill rigs. DSI. DSW shoe retailer OLN. Chemical co. Olin. LYB. Lyondellbasell chemical co. CRMT. Sub-prime auto retailer WLFC. Aircraft engine lessor OMI. Owens and Minor. Company in distress-- selling hospital supply business to try focusing on home-healthcare. I'm in and holding, but I'd not recommend this cigarbutt(?) to anybody now.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next