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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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76906Started new position in NNN; added to LXP too REIT Watch - November 2024 E_K_S-1/7/2025
76905Continuing to add to NNN. Somewhat disconcerting -- now that I have a substantiPaul Senior-1/7/2025
76904Books, books, books Can someone give a feedback for Fisher Investments on IndOlafB-1/6/2025
76903If we touch REITs, why don't you consider VICI and CTO?OlafB-1/6/2025
76902NNN. And most reits are down recently. This is good news for my large roth conGrommit-1/6/2025
76901NNN. Stock dropping today; I am adding and moving toward a full position. finPaul Senior-1/6/2025
76900Making small additional adds to my positions in these falling stocks: NSRGY (NPaul Senior-1/6/2025
76899buy soxl and go away ........da_cheif™-1/6/2025
76898AMAT. You may recall back in July 2012, based on Sergio's suggestion, we vobruwin21/5/2025
76897"Portfolio Management (at least for me) is to cut/trim the losers quickly aPaul Senior-1/5/2025
76896Holding all my cio and clf. Hoping for better timesMadharry-1/5/2025
76895From your List I have owned VALE & CIO Doing a quick 'Realize Gain/LossE_K_S11/5/2025
76894Re: Applied Materials (AMAT) Excellent Buy & hold w/ your AMAT. WE_K_S11/5/2025
76893Speaking on the other hand, I've had a short-term relationship with ATKR. Paul Senior-1/5/2025
76892I've had quite a long "relationship" with AMAT going back to Augusbruwin21/5/2025
76891From your Year End Portfolio: Stocks I own - Applied Materials (AMAT) E_K_S-1/5/2025
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
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