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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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76206ATKR's latest TTM numbers look quite good. No debt problems. Reasonably hebruwin19/23/2024
76205RVNC $6.66 acquisition by Crown hitting some snags. One of RVNC's product pElroy19/23/2024
76204ATKR. I'm going with a possible p/e of about 10x, maybe 9x. 9x could even Paul Senior-9/21/2024
76203I was referring to the Xeon 6 processors "More broadly, we expect to haveE_K_S-9/20/2024
76202WVVI - vineyards are a lousy business. All the wine companies I have tracked havSpekulatius-9/20/2024
76201Are you referring to Arrow Lake? The chips I not out yet and benchmark tests canSpekulatius-9/20/2024
76200Amazon gave them a blanket order. If Intel can’t deliver in the specified timefrSpekulatius-9/20/2024
76199ATKR - I have a smallish position (recently acquired) and holding for now VisibiSpekulatius-9/20/2024
76198I've bought some Eagle Pharmaceuticals, EGRX. Probably not for the majority Harshu Vyas-9/20/2024
76197WPC. Ok, I'll deploy some cash here and go for some WPC shares for the divPaul Senior-9/20/2024
76196Re: NSRGY I closed out my tracking position when they announced the new CEO. TE_K_S19/20/2024
76195NSRGY down to 12-mo low. I'll up my small position a little. 1. Kinda iffPaul Senior-9/20/2024
76194FDX/UPS. Not a good quarter or outlook from FDX, and stock down 15%. Still toPaul Senior19/20/2024
76193The problem is easily solved by TSMS operating some fabs in the US. Intel succeeSpekulatius-9/18/2024
76192Re: Willamette Valley (WVVI) Got filled on my tracking position of WVVIE_K_S19/18/2024
76191WWVI: They've been at it since 1988. Most recent years they've made moneS. maltophilia-9/18/2024
76190Bought a handful of WVVI - Willamette Valley Vineyards. CEO buying shares, tradHarshu Vyas39/18/2024
76189Re: Paypal Holdings (PYPL) (new 52wk High) Amazon adds PayPal as a payE_K_S-9/18/2024
76188That might be intels best (only?) chance for success: to reinvent themselves as Area51-9/18/2024
76187But you're still early... the brands are all underperforming massively.Harshu Vyas-9/18/2024
76186Re: V.F. Corp (VFC) +4% pre-market Under the new leadership of CEO BrackeE_K_S-9/18/2024
76185"soon they will be outsourcing to INTC (think 5 years out). That's the Paul Senior19/17/2024
76184soon they will be outsourcing to INTC (think 5 years out). That's the valueE_K_S19/17/2024
76183I'll briefly chip in - Gelsinger's openly admitted he's betting InteHarshu Vyas-9/17/2024
76182Yes, it makes sense that Intel can design wonderful chips. That's not my isElroy-9/17/2024
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