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

To: Paul Senior who wrote (77724)	7/7/2025 10:41:04 PM
From: Madharry	Read Replies (1) \| Respond to of 78462

I own pfe in the space. I have demonstrated a poor record with biotech and dont expect much change. I have been in the Denver area for the past 6 weeks. my take aways are that housing is expensive, the full service restaurants have been pretty empty overall, in several places we were one of two occupied tables in the entire room. only one restaurant was more than 50% occupied. By contrast places like wendys and culvers seem to be doing ok. The supermarkets are well stocked and the produce and seafood seem reasonably priced. the one target store i went to had few shoppers but walmart and costco were packed. went to see F1 in an imax theatre . I enjoyed the experience, but I am not a regular F1 aficionado

To: Paul Senior who wrote (77724)	7/9/2025 4:28:23 AM
From: bruwin	Read Replies (1) \| Respond to of 78462

EXEL. With reference to "For you, bruwin, with a TA view and rising support levels, that may be a positive", my support and purchase of EXEL is not entirely based on taking a "TA view". From what I presume you've seen, generally speaking, in what I present about stocks on this Board, my PRIMARY focus is always based on the TTM Financials of a company based on the 3 Financial Statements, and largely using percentage target ratios based, to a large extent, on the "principles" that Warren Buffett refers to. In addition I also check the Trends of 4 items in a company's Income Statement, namely "Top Line Revenue, Operating Income, Pretax Income, Net Income". If I then refer to a company's Price Chart it is to get an idea if "the Market's" Buyers and Sellers are "in sync" with what one can determine from a company's Financials, OR if their "Buy/Sell" actions are "out of sync". Therefore, based on the content of the above two paragraphs, I saw EXEL as a stock worthy of purchase. If a stock's Price performance is very much, IMO, "out of sync" with its Financials then that could present a future Buy opportunity, especially when "the Market", as a whole, are Selling and the prices of Quality companies are falling through no fault of the Financial performances of the companies themselves. That is often when the likes of a Warren Buffett get "Greedy". So, to conclude, my primary Focus is firstly on what one can determine from a company's Financial Statements. AFTER THAT I will check on "the Market's" reaction as based on the company's Price Chart, generally in terms of Price "Support" and "Resistance" levels, and the Price Trend of the stock itself. BUT, for me, FINANCIALS will ALWAYS come BEFORE "TA".