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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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76290Yes, STLA. And VWAGY. They're a problem. Have held shares in both - rode Paul Senior210/4/2024
76289Sold $STLA down ~20%. When I bought it value metrics all similar to 3x PE Total Bob Rudd410/4/2024
76288Did a 5% add to WPC as well. Also building my position in Patterson CompaniE_K_S-10/4/2024
76287I am adding more GOOGL . I feel strongly that such a quality company deserves anMadharry-10/4/2024
76286Upping my NSRGY position this morning and adding a little WPC here.Paul Senior-10/4/2024
76285inflation alert- my local supermarket just raised their price on donuts from .99Madharry-10/2/2024
76284Re: Manitowoc Company (MTW) The back story is a similar company MNTX waE_K_S-10/2/2024
76283I like MTW, too. No space in my portfolio, though. Shame. Good luck with it, thoHarshu Vyas-10/2/2024
76282Re: Williams Companies (WMB) 47.34+0.98 (+2.10%) - just hit a 9 yearE_K_S-10/2/2024
76281I listened to a presentation by Sinclair Broadcasting team and decided to increaMadharry110/2/2024
76280Man, I sold $38 covered calls on my WMB position when it was yielding only aboutElroy-10/2/2024
76279my two cents on unfi is take the 30% move and run! BABA and BAIDU moving up in Madharry110/1/2024
76278SIRI. Holding various John Malone Liberty Media companies that include Sirius hPaul Senior-10/1/2024
76277Thanks for the oil update. I hold positions in both the companies you mentionedPaul Senior110/1/2024
76276UNFI I continue to be impressed and am grateful that you share this detailed infMadharry110/1/2024
76275Many of the Oil/NG stocks higher today w/ the Israel conflict S&P 500 EnergE_K_S110/1/2024
76274Wow. GRVY has $360m cash, no debt, and a market cap of $405m. Last quarter theElroy-10/1/2024
76273Sounds like a bull case for Gold! Holding GOLD, NEM, AEM in that regard and stiJohnyP-10/1/2024
76272Re: UNFI +30% 8.6x ADV market likes what they heard about their earnings a forwE_K_S-10/1/2024
76271Preferred stock NGL-B and NGL-C have dropped to about $23 now that they've eElroy-10/1/2024
76270Re: UNFI Have you noticed what the Price to tangible BV for UNFI is? It's E_K_S110/1/2024
76269UNFI Glad I doubled down. Now. Only problem is what to do Ccube-10/1/2024
76268Looks like management has a detailed 3 year plan Business plans. I've foundHarshu Vyas-10/1/2024
76267Re: UNFI Here are the details from their report United Natural Foods, Inc. E_K_S-10/1/2024
76266Shoe Zone (86W.F) looks cheap to me also and somewhat attractive too. Not interPaul Senior-10/1/2024
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