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: Paul Senior who wrote (71634)	11/28/2022 6:11:48 PM
From: E_K_S	Read Replies (1) \| Respond to of 78699

Re: WIRE I added another 5 shares today and more in size every 10% lower. Also a few more PARA. I will be watching WIRE to see if they get some of those Federal contracts to rebuild transmission lines. I have not followed the company enough either to see what business/contracts may have contributed to their good earnings. Could it have been an acquisition? I need to do some more digging. I noticed BLDR announced share buybacks too today. $1 Billion

To: Paul Senior who wrote (71634)	1/30/2023 3:10:54 PM
From: E_K_S	Read Replies (1) \| Respond to of 78699

Re: WIRE Hit another All Time High. After discussion about last year's earnings & some research not sure they can continue to report such earnings. Sold 50% of my WIRE position bought 11/2022 at $147. If indeed their PE can be maintained at 4.3x it continues to be a bargain & I am wrong to sell. Took my 9% gain in 60 days and will continue to watch this as well as other companies in the sector. I bought this as a way to participate in the infrastructure build out (ie transmission wire).