SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Burry who started this subject1/21/2003 4:34:17 PM
From: Paul Senior  Read Replies (2) of 78670
 
Buying NTZ today.

Easy decision in a simple value model. (Not that it is necessarily the correct decision though)

just by the numbers:

low p/e
low psr
okay p/bk
some dividend

finance.yahoo.com
------------------------------------------------

Closed exploratory position in PBI today. Lost my confidence. PBI's leasing business (i.e. aircraft) bothers me. Overall margins still look good though. I'll reconsider after earnings announcement. Fwiw, Dodge and Cox (DODGX) were adding to their position as of 9/30, and were the 3rd largest institutional holder.

finance.yahoo.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext