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: E_K_S who wrote (79009)	1/27/2026 4:19:13 PM
From: Madharry	Respond to of 79015

According to Gemini MOH missed estimates by a shocking amount in 2025, I doubt Burry is still in the stock, although it looks cheap enough based on projected earnings, I have no idea how accurate that could possibly be until i do quite a bit of research in to the company, which I am not sure I want to do, I wonder how much good news the health care stocks can garner until the end of the first quarter, I think these could all drop to bottom fishing levels, and we could see some kitchen sink results being reported,

To: E_K_S who wrote (79009)	1/27/2026 6:50:20 PM
From: Madharry	Respond to of 79015

I think supermarkets are gonna have a tough time competing with costco walmart target. they are all within 2-3 miles of my house and most of the stuff they sell are cheaper than the local supermarket. For example Target sells the frozen gluten free blueberry muffins for at least $3 less that the local supermarket, almond milk for $2 less. Walmart has an extensive selection of organic foods and sells my preferred ice cream for $1.50 less than the supermarket. Apparently I can get a credit card to use at walmart that will cut the price down even more, Walmart has lots of selfservice stations too. I went there to buy a pair of ortho soles. The two cheapest places in my area were Walmart and Target. I looked at GLW several times over the years but sadly never purchased,

To: E_K_S who wrote (79009)	1/27/2026 8:43:01 PM
From: Paul Senior	Read Replies (2) \| Respond to of 79015

KTB. Missed it when it was mentioned here and then subsequently rose. It might be back down now for a second opportunity. I'll go for a few shares tomorrow. Cant figure out Booz (BAH) Often on new lows list, because co lost a lot of government contracts with government cuts. I see today,part of their business did get a substantial contract now. Nice move afterhours. I'll continue to pass for now. YOU. Too tough pile for me. XRAY too expensive for me. I like HSIC there, but also too expensive for me now. CAH. I continue to hold for a recovery. I'll continue to hold ELV, CNC, MOH, HCA, UNH GLW. As with Madharry, I looked at it more than a few times over past 15 years and always passed. Those were all bad decisions. Congrats to bruwin and you others who did buy and held.