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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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76925If I was you I'd take careful note about what E_K_S has to say about Banks -bruwin-1/11/2025
76924Fwiw I have always avoided investing in the large banks and even the small regioE_K_S41/11/2025
76923Haven't read any of them, but Yergin's "The Prize" was quite gHarshu Vyas21/11/2025
76922Sorry to interrupt the REITs discussion, but I’m running out of material to readOlafB-1/11/2025
76921APLE. I will mention that my favorite hotel reit has 8% of rooms in the LA areaGrommit-1/10/2025
76920PLYM. Thanks for info. I continue to add here and to other reits mentioned earPaul Senior-1/10/2025
76919Plymouth Industrial REIT Provides Activity Update for Fourth Quarter 2024 LeasE_K_S-1/10/2025
76918Yes, I'm still buying in small quantities as the stocks mentioned continue tPaul Senior-1/8/2025
76917Lots of small Buys today and one New Triple Net REIT position Plymouth IndusE_K_S11/8/2025
76916OT. Paul, sorry about my silly comment when you mentioned this: >> SomewhGrommit11/8/2025
76915I make very small adds to Very small holdings of these stocks that are falling tPaul Senior-1/8/2025
76914That SOXL is down 10% since your post. Guessing it is a better Buy now, aye ?Fiscally Conservative-1/8/2025
76913My AI could be wrong but I do know SNSXX yield is low over last several weeks/moE_K_S-1/8/2025
76912< 7-day yield around 5.07% > . 4.07%?Ditchdigger-1/8/2025
76911I think SNSXX holds shorter paper less than a year maturity. Average MaturE_K_S11/8/2025
76910Curious, shouldn't we be seeing a bump up in yield for SNSXX following treasDitchdigger-1/8/2025
76909Re ENB - I really used to like them as a utility like stock, but management is aSpekulatius11/7/2025
76908net leases. Thanks for the link, EKS. Latest price data is October, based on Paul Senior-1/7/2025
76907I added NNN and LXP today to oversized positions. LXP 6.7% div and P/FFO = 12Grommit11/7/2025
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
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