Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Lazarus who wrote (62384)	8/16/2019 6:15:10 PM
From: E_K_S	Respond to of 78777

M on my list and now have waiting per the 3-day rule so looking for a lower low on lower vol. That was $15.84/share so next week will do a small add of M shares if I can pick up some at/near $15.50/share. Could see a good holiday season so do not want to wait too long. The value for me is in their real estate, so I do hold M shares in other accounts but have those at a slightly higher cost. So if/when the time comes to sell, will let those go first. FWIW, sold 1/3 of my RKDA shares on the recent run as earnings were actually quite good. Management says they are hoping to replace some of their one time revenues w/ POT sales from their Hawaiian test plots. I suspect many will be surprised how much revenue they get from those 10 acres. EKS

To: Lazarus who wrote (62384)	8/16/2019 6:39:31 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78777

Bought some GRIF, an industrial warehouse owner and developer. Warehouses are “hip”, due to demand from logistics companies (Amazon, FDX, UPS, trucking companies ) and GRIF trades at a significant discount to NAV (~$70/share according to some sources).