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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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76115retailing business is tough . when i was in denver I went to cherry creek mall, Madharry-9/10/2024
76114The tender starts this Friday. I don't mind waiting a few more days to see Elroy-9/10/2024
76113FWIW, RVNC hasn't moved at all since the last time you showed it to us. How S. maltophilia-9/10/2024
76112For anyone following the RVNC $6.66 (the acquisition price of the beast!!) buyouElroy-9/10/2024
76111Noticed I am at the most cash since 2008. Now my No 1 position. I suspect valuE_K_S19/10/2024
76110What is Grommit buying?Sisyphus-9/10/2024
76109GOOG/QCOM. GOOG at $150 now, I envision fair value, possible trading point (orPaul Senior19/9/2024
76108I sold 25% of my GOOGL (all high cost shares that I bought this year) and put thE_K_S-9/9/2024
76107Funny. I sold some GOOG today and put the money into QCOM. I worry GOOG may stElroy-9/9/2024
76106Very small adds for me today for GOOG, Canadian oil producer & refiner CVE,Paul Senior-9/9/2024
76105All of the Balance Sheet items you referred to are found within the two, right hbruwin-9/9/2024
76104operating lease As long as the lease assets and liabilities are roughly in balaS. maltophilia-9/9/2024
76103and operating lease right-of-use assets ~1.5B Was looking at the K-Mart & SE_K_S19/9/2024
76102Per the latest 10-Q, $43M cash, ~$1B of inventory, and operating lease right-of-S. maltophilia-9/9/2024
76101<i>"BIG. wasn't this a value stock?"</i> Well, if it bruwin19/9/2024
76100BIG. Sorry to see it go down. Until earlier this year, I held varying number oPaul Senior-9/9/2024
76099BIG. wasn't this a value stock? Big Lots, the beleaguered discount retaileGrommit-9/9/2024
76098Re: Cleveland-Cliffs Inc (CLF) 15% add as I build position US SteeE_K_S-9/6/2024
76097Wonderful history of ROIC and great unit economics and they plan on continuing gMattyice19/6/2024
76096RE: Cleveland-Cliffs Inc (CLF) This on the news wires this AM: ClevelaE_K_S-9/6/2024
76095INMD also a loser for me. Only have a tracking position. In medical device subPaul Senior-9/6/2024
76094You would think that CLF has their hands full with the STLC merger but I guess cSpekulatius-9/5/2024
76093yes, but many more seniors playing pickle ball now. New knees & hips help aE_K_S-9/5/2024
76092OT: Best wishes for a speedy recovery for him. Make sure he diligently does thPaul Senior19/5/2024
76091My father, 91 yo just had a hip replaced last week :)Ditchdigger-9/5/2024
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