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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (72351)	2/16/2023 11:15:14 AM
From: Madharry	Read Replies (1) \| Respond to of 78719

TA somebody brought this to the thread i think in the midst of covid and I too stayed on the sidelines. Hope they held on and made a bundle. I am playing the SI slot machine . just increased my position earlier today.

To: Paul Senior who wrote (72351)	2/16/2023 12:14:05 PM
From: FIFO_kid2	Respond to of 78719

Paul- Congratulations at least you have some shares. TA was one I did wrong but not with a huge regret. I followed it for many many years and it certainly was always a very deep discounted value stock on P/Sales metrics and PE when times were good but the company still performed a reverse split in the past decade and the Portnoy connection was historically toxic to the stock until after the pandemic. The stock also never really outperformed sector alpha when past refining margin windfalls strongly contributed to very strong profits for the company. FWIW in the refining sector I am currently long PARR. I prefer Sam Zell as a value creator than the Portnoys.