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

To: Paul Senior who wrote (77641)	6/6/2025 7:12:29 PM
From: S. maltophilia	Respond to of 78744

Well, I've previously posted about the lack of revenue growth. Seems like it's given up most of its gains from when it announced its last earnings report. I kind of liked seekingalpha.com and only missed the low of the day by $.04.<g> I didn't see any more recent announcements about revenues. If they keep up recent cash flows, the LTD shouldn't be a problem.

To: Paul Senior who wrote (77641)	6/6/2025 8:31:10 PM
From: Elroy	Respond to of 78744

I bought a small amount of SBH. I don't really know the story, but my first glance impression is positive. My funds are all tied up in SIMO at the moment. Their current situation as a stock is about as good as it has ever been. The next 12-18 months should show meaningful revenue growth, and each quarter the sexy parts of the semiconductor industry (AI, NVDA eco system, hyperscalers, data center, etc.) for SIMO should grow (from about nothing today), and that story unfolding over 18 months will be well received. Unless of course they fail in each of those categories.

To: Paul Senior who wrote (77641)	6/6/2025 9:52:18 PM
From: E_K_S	Read Replies (2) \| Respond to of 78744

1st Week Of June - A few Buy/Sells New positions: BUYS: cyclicals: Lyondellbasell Industries NV (LYB) 10.7x PE; trading at 5 year low; looking at reversion to the 5 year mean price at/near $100 for a possible +77% gain (3 Buys in June) adds to Dow Inc (DOW); 24x PE ; reversion to 5 year mean price $55 for a possible 96% gain these are an 18-24 month hold both pay good dividends while you wait (LYB 9.69% div; DOW 9.94% div) adds to Chemours Company (CC) 9.87x PE reversion to the 5 year mean price $29 for a possible 163% gain pays a 7.85% div. ------------------------------------------ other adds: REIT Americold Realty Trust (COLD) 5.29% div KBW Premium Yield Equity REIT Invesco ETF (KBWY) 9.75% div Plymouth Industrial REIT Inc (PLYM) 6.03% div Brixmor Property Group Inc (BRX) 4.47% div other adds: UPS; JNJ; BLDR; AEO; POR (2 Buys from when Paul Sr mentioned), INMD SELLS: closed out Kraft Heinz Company (KHC) tax loss harvest will revisit in 31 days. peeled off shares for gains; B (bought these in 1/2019 for 58% gain; 7.72% CAGR), GFI (bought these in 3/2001 at $3/share +733% only a 2.8% CAGR), UGI (71% gain bought these 7/2024 have quite a few more from buys 11/2023 booked a 68% CAGR); DD (91% CAGR but only held for 60 days), FLR (54% CAGR but only held for 10 days), WMB (32.83% CAGR held for 5 years), UMC (147.78% CAGR but only held 27 days), PYPL ( 13.48% held 1.7 years), CUZ (19.23% CAGR held for 2.2 years), GOODN (16.87% CAGR held for 5 years) , KD (49.26% CAGR held for 3 years) It's interesting to look at the CAGR % and day/years held. $SPX has an average 8% CAGR . To get you total return you than add in the dividend income % yield. Gladstone Commercial Corp Prf Perpetual USD 25 S (GOODN) is a perpetual preferred yields 6.625% at $25 PAR. I bought these during the Financial Crash (3/18/2020) at an averge cost of $10/share w/ a yield on cost of 15.63% ! If I add back the 16.87% CAGR the div adjusted CAGR $32.5% AND I held these 3 years. Still have a lot more as I am receiving a 15.63% yield on cost. The take away is there are opportunities if/when you can find them especially in 'distressed' prefereds. The GOODN one of my best low risk, high CAGR returns I ever made. I am using AI to help me be diciplined in taking profits. I had a 733% return in Gold Fields Ltd ADR (GFI) but only a 2.8% CAGR, however my yield on cost is around 14% but you do pay a foreign tax on that income. So is it worth holding 24 years? Gold selling at an All Time High. The CAGR + Div yield is 16.8% so an ok 24 year hold. ------------------------------------------------------------------- Making a big bet on Cyclicals (think Plastics/Chemicals) an 18-24 month expected hold. I like buying at/near 5 year lows but who knows may/could go lower. They continue to pay nice dividends, so you get paid to wait. . . . "I just want to say one word to you. Just one word: Plastics!" is from the 1967 movie The Graduate. The line is delivered by Mr. McGuire (played by Walter Brooke) to the recent college graduate, Benjamin Braddock (Dustin Hoffman), as a piece of unsolicited career advice. He emphasizes the "great future in plastics."