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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
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Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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76215I've always seen LUMN as a cigar butt (but way riskier than the days of GrahHarshu Vyas-9/25/2024
76214Re: Lumen Technologies Inc (LUMN) Sold 50% of my LUMN at $7.27/share anE_K_S-9/24/2024
76213CIVI. I added more in May when stock dropped upon secondary offer by an affiliaPaul Senior-9/24/2024
76212Yes, you are correct. I thought I could try to estimate the situation through foHarshu Vyas-9/24/2024
76211Very, very small adds to positions. V. $278. down 4.2%. Gov't going to sPaul Senior-9/24/2024
76210LGL. looks like a great net net from the old days .I read the 10Q 10K, risks Grommit-9/23/2024
76209what you have told me sounds pretty aweful and its alarming that its been a yearMadharry29/23/2024
76208(Worth noting that the spin-off, Mtron Industries is the more impressive story (Harshu Vyas-9/23/2024
76207LGL Group is effectively free at these prices with a market cap of $32m, cash ofHarshu Vyas19/23/2024
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
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