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  
From: Paul Senior3/15/2018 9:35:46 AM
  Read Replies (2) of 78802
 
Stocks I've been buying, fwiw:

Possible GAARP stocks: small initial buys of BK (Bank of NY Mellon) and BTI (British Am Tobacco, near a 12-mo low)

Stocks adds: Signet Jewelers (SIG). That company and stock are a disaster. Somewhere though there should be a business there -- people are going to get married and buy wedding rings, I hope after seeing selections at their local malls. I believed so when the stock was much higher though (with what was then a "reasonable" 10x pe), so I have substantial losses so far.

URI (United Rentals). I average up on my few shares as stock moves up near 12-mo high. GAARP stock with a 12x p/e, which seems reasonable to me as I outlook prospects for infrastructure improvements, business expansion, etc.

BA (Boeing). I wrongly estimated its business prospects (and missed the stock rise). Late to this one, I enter now on the dip. May be a trade only.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext