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 (72195)	1/30/2023 12:42:13 PM
From: scbeachbum	Read Replies (1) \| Respond to of 78746

My issue with TA is management can't be trusted. They had 7M shares outstanding during COVID and had plenty of available credit. They then proceeded to do a secondary offering doubling their share count at low prices compared to the market. Granted the stock has gone up from 12 dollars there, but just imagine what where it would have been with half the shares outstanding. There's also the intertanglement between RMR and SVC there.

To: Paul Senior who wrote (72195)	2/1/2023 8:42:59 AM
From: Iron Mick	Read Replies (1) \| Respond to of 78746

RE: Trucking I did buy some YELL at $3.06 and have an early gain of 8.2%. They seemed to be pretty undervalued. Watched them for a few months before moving in. I do expect some pullback overall in the market so will keep a close eye and adjust if needed.

To: Paul Senior who wrote (72195)	2/16/2023 10:45:50 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78746

TA. There are just some days - many many days - where I feel I'm playing the market like a slot machine. Two cherries show up and I just, just - always just - miss getting that third cherry for a win. Seemingly always close but never get it. Very nice article yesterday am in Barron's about how well Buffett invested in Flying J (Flying J is the largest "travel center" business in USA.), and his relationship with the founding owner(s). Mr. Buffett eventually took over the company, and it's been not much known but a tremendous investment according to Barron's (number 1 in the country in the business). In part thanks to further capital infusion by Buffett. I immediately reviewed my position in TravelCenters - TA, which I believe might be a distant number two. Just did not see an impetus to increase my few shares. (Wrong) This morning I see I just missed that third cherry...again. Oh well. Have to be grateful for what I do have. finance.yahoo.com