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 (74702)12/30/2023 1:37:46 AM
From: Spekulatius  Read Replies (1) | Respond to of 78751
 
On VIRT , East72 (Aussi value shop) likes them:
east72.com.au

Personally, it does look cheap, but I don’t like the business they are in and think it’s challenged.



To: Paul Senior who wrote (74702)10/30/2024 11:51:15 PM
From: Paul Senior  Read Replies (1) | Respond to of 78751
 
WU, Western Union. Slug of a company (little rev growth since 2017), and faces newer, more adept entrants.
Still, this company holds on. I've a few tracking shares, now adding to make a larger tracking stock. 8.7% dividend yield. Low stock price offers maybe at $10.80 a possible $1 increase, reversion. Maybe more, but I don't envision it now.

If it's for dividend yield, so small a position, it's silly. And expectations for capital gains are small. So why bother? Just that I've kept a few shares for a while, so with stock down now, I'll just add a few more and hold for a while longer. For other people, better, safer for yield, and to make some sort of actual commitment to a stock, would be, imo, EKS's "LUMN baby Bonds Qwest Corp (CTBB) yielding at/near 10%". With LUMN new business prospects, LUMN bonds might have safety of principal/distributions.