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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
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76006WDS, looking at the technicals one would appear to have to have a lot of convictDitchdigger-8/21/2024
76005TITN indeed starts to look attractive to me at 60% of book. However most of theiSpekulatius28/21/2024
76004It's not just BV but "Tangible" BV (excludes Goodwill & IP/PatE_K_S-8/20/2024
76003See, I like the logic and BV is something I use as a margin of safety BUT surelyHarshu Vyas-8/20/2024
76002TITN. Still room for stock to fall if I look at what seems to me cyclical prevPaul Senior-8/20/2024
76001Re: TITN I really like the sale on their tangible assets. I can only think if E_K_S-8/20/2024
76000Re: INVE - I see it a similar way. What also interests me is the fact that insiHarshu Vyas-8/20/2024
75999"There is a certain type of investor who gets even more keen to buy when thPaul Senior28/20/2024
75998RE: TITN. I don't really get the business (there's certainly a cyclical Harshu Vyas-8/20/2024
75997Oops. Sorry. Harshu -- Vyas.Paul Senior-8/20/2024
75996About TITN and H. Vegas comments. "These (referring to Industrial co'sPaul Senior28/20/2024
75995These are too hard for me to work out. In fact, most industrials I pass on. MacrHarshu Vyas-8/20/2024
75994It looks cheap but there was earnings TITN. Last week. looks like they guided nCcube-8/19/2024
75993Re: TITN Great Value Investors think alike. I too made a small add. It was a E_K_S-8/19/2024
75992Well, for me, selling was simple. Over 400% return... AND in the less than two mHarshu Vyas-8/19/2024
75991INGR It's at 52 week highs. artificial sweetener. Ingredion Incorporated Ccube-8/19/2024
75990TITN. Starting to add shares here. finance.yahoo.comPaul Senior-8/19/2024
75989Anyone follow sugar manufacturers> (including artificial sweeteners ?) ADM aCcube-8/19/2024
75988LUMN still holding. See if it can make it to 10 ... at which point i think I wouCcube18/19/2024
75987Sold my LUMN shares for a neat profit. Realised there's no point holding thHarshu Vyas-8/19/2024
75986FWIW I bought some more SIMO on the dip Friday. Evidently BofA downgraded SIMO Elroy-8/18/2024
75985Re BABA - while the earnings look bad on the surface it is clearly that the compSpekulatius-8/18/2024
75984I'm long HMC and more recently STLA. Scroll down for my brief on STLA. Both Bob Rudd-8/16/2024
75983"At least half of his portfolio is not subject to scrutiny." How is Paul Senior-8/16/2024
75982CHUBB (CB) Looks like CB ticks many of the "boxes" and appears to be bruwin18/16/2024
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