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 -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (59602)7/7/2017 3:04:08 PM
From: Paul Senior  Respond to of 78748
 
BIG: Upping my Big Lots position a little.

relatively low p/e; relatively high roe



To: Paul Senior who wrote (59602)7/7/2017 3:20:19 PM
From: E_K_S  Respond to of 78748
 
Re: SENEA

Huge GN undervalued amount 47.5% undervalued w/ a GN fair value of $43.81/share. It's been on my AG watch list but favored BGS because of their dividend (BGS not selling below it's GN either).

Maybe rather than buying my last 1/3 amount for BGS I take those proceeds and put into SENEA.

I do like the sector and this would complement my current exposure. It's selling just below it's SMA(200) weekly @ $30.93/share and SMA(20) weekly is at $34.30 17% above it's current price.

Will put in small order at/below $29.60/share

EKS



To: Paul Senior who wrote (59602)7/8/2017 7:41:39 PM
From: Investor2  Read Replies (1) | Respond to of 78748
 
Any opinion on CSCO? I like their routers, it's a good brand name, and it has a very good dividend.

Thanks,

I2



To: Paul Senior who wrote (59602)7/13/2017 2:48:50 PM
From: E_K_S  Read Replies (1) | Respond to of 78748
 
Got my fill for SENEA @ $27.95/share. GN valuation is $43.81/share so 56% undervalued.

Sold SNFCA to close out my position.

Some other Buys include; BGS, CTL and TIS.

Booking some long term capital gains as they pass my 1 year hold. Including TRTN, CMTL, CY. On my peel off a few shares list as prices move higher into my fair value price targets.

EKS