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 (77650)	6/9/2025 7:48:48 AM
From: E_K_S	Read Replies (1) \| Respond to of 78476

I hold a few of these and also gave up and closed a few out . . . Currently hold: FMC - ferterlizer have made small adds avg cost now $49 (1st buy 11/2024) LYB - started new position in June 2025 . .a cyclicval willing to wait 12-18 months CLF - peeled off high cost shares for a loss; avg cost at $10/share ZBH - Continue to add at/below $90/share; will start to sell high cost shares if/when this moves higher; AVG cost at $101 Closed out KSS I manage these reversion to the mean stocks by starting position small. I am always early. At shares every 3%-5% lower while continuing to monitor earnings/quarterly reports & news. Sometimes like KSS, just have to admit it is a Value Trap, sell & move on. Same thing w/ KHC but may re-evaluate after 31 days Also watching insider buys and/or high vol days (monitor ROL). Working on an AI program to do this in the background as difficult to track these real time in the portfolio.

To: Paul Senior who wrote (77650)	7/14/2025 7:55:50 AM
From: E_K_S	Respond to of 78476

Zimmer Biomet Holdings (ZBH) 93.79 -1.36 (-1.43%) Monogram Technologies Inc (MGRM) 3.29 -0.02 (-0.60%) Zimmer Biomet to buy Monogram for $177M in cash Zimmer Biomet (NYSE: ZBH) anticipates the acquisition will be neutral to adjusted earnings per share in 2025, 2026, and 2027, and accretive in 2028 and beyond. It is expected to contribute to revenue growth in 2027 and beyond. The proposed transaction expands Zimmer Biomet's suite of orthopedic robotics, enabling solutions and analytics to address the needs of surgeons pre-, intra- and post-operatively.

To: Paul Senior who wrote (77650)	7/25/2025 10:12:23 AM
From: Paul Senior	Respond to of 78476

CRI. Carter's (Children's clothes). Poor q earnings and stock falls to multi-year lows. Revenue was ok, so maybe co. can overcome tariff/other issues eventually. Otherwise, maybe its business model is kaput and stock continues what looks like a fall to earth. I add shares here to my losing position, betting on better times for stockholders over next two years. finance.yahoo.com

To: Paul Senior who wrote (77650)	10/20/2025 9:27:37 AM
From: E_K_S	Read Replies (1) \| Respond to of 78476

Re: CLF +15.02% pre-market last $15.35/share Earnings slight miss but in the conference call, CEO mentions "Rare Earth Mineral" mining/processing CEO Lourenco Goncalves highlighted that Cleveland-Cliffs is exploring rare earth materials mining and processing at two key sites in Michigan and Minnesota. Geological surveys indicate promising rare-earth mineralization. This initiative aligns with the U.S. national strategy to reduce dependency on foreign sources, especially China, for critical minerals. The company aims to contribute to American supply independence beyond steelmaking.