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 wrote (4294)6/17/1998 10:26:00 AM
From: Paul Senior  Read Replies (2) of 78740
 
re TIMT: Still holding TIMT and adding as stock has dropped. I see no change in fundamentals. Probably if there is a change and when I read of it, the stock will be lots lower (:-/ (wry grin)). Negatives appear to be slowdown in Boeing build rate, general decline in metals/minerals stocks, and decline in some metals prices. I'm still betting with the insiders: Boeing will eventually build planes on a schedule that doesn't get pushed out in time, and many of those planes will use titanium.
Kind of comes down to: does one believe a mistake has been made just because the stock price declines? Does the market KNOW more than we do, and this is reflected in the price? Sure seems that way now. However, I bought based on some factors that don't seem to have changed... and now I want to give those factors a chance to work out and lift the stock higher. Well, that's my plan anyway.

I have no opinion right now on SEG or QTN. Disk drive investments - WDC and APM have been my worst investments that I can remember. And I am still in these disk drive business (I know SEG has other offsetting businesses also). Seems like all these stocks reflect going-out-of-business prices. Now I think that at least one or more will.

Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News