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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79297 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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76890A $200M plant doesn’t move the needle with US Steels capital base . Look at whatSpekulatius11/5/2025
76889Please find below the 1-year update. [graphic] From hear on out, I'll justSisyphus11/5/2025
76888From what I saw and did: Some undervalued Chinese companies with low P/E ratioOlafB-1/4/2025
76887Bnp paribas and mercedes benz had very positive writeups in barrons.Madharry-1/4/2025
76886Re: Nucor Corp (NUE) vs Cleveland-Cliffs Inc (CLF) vs Steel DynamiE_K_S-1/4/2025
76885Re VLF - I think it’s secular loser on the steel Business, just, like Us Steel, Spekulatius11/3/2025
76884PDD. I'm a buyer. Fair value is at least double current market cap, when Paul Senior-1/3/2025
76883What's your thoughts on China's PDD? I am still looking for some USD pOlafB-1/2/2025
76882I am also adding to my dividend basket today: small adds to UPS 5%div now, 16x E_K_S-1/2/2025
76881NNN. From a purely Price performance perspective, over the last 4 years, we'bruwin-1/2/2025
76880I'll follow you guys in with some adds: For my dividend basket and to reducPaul Senior-1/2/2025
76879ABEV. Taking a beating on my April purchases of this Brazilian-based beer/bevPaul Senior11/2/2025
76878I own WMB, KMI & ENB as a diversification package making most of my Buys in E_K_S21/2/2025
76877Re: Cleveland-Cliffs Inc (CLF) It's a cyclical reversion to the meaE_K_S11/2/2025
76876Do you have any thoughts on current state of ENB? I was doing researches over OlafB-1/2/2025
76875What’s your reason behind CLFDrose-1/1/2025
76874I'm happy it worked out for you. Even though I'd rather not bring it uHarshu Vyas21/1/2025
76873CCL was a big 2024 winner for me. I bought $10 and $20 Jan 2025 CCL calls when Elroy-1/1/2025
76872The two authors, and most especially David Clark who is a recognized "authobruwin11/1/2025
76871Highlights for 2025 in my Portfolio: Buy Out at $31.35/share 12/11/2024 +46% gE_K_S212/31/2024
76870Note that markets will be closed tomorrow in observance of New Year's Day. E_K_S-12/31/2024
768692024. I continue to be very right in my assessment of stocks I have suggested.Paul Senior312/31/2024
76868YEAR for me: No complaints, but a few regrets. [graphic] My reits were Grommit312/31/2024
76867Those were not my results but the $SPX results for 2023 & 2024. I was not cE_K_S112/31/2024
76866This is very true and I feel many "mainstream" investors portray themsHarshu Vyas-12/31/2024
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