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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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77125Well, SIMO is a fabless semiconductor maker that is sort of unlike most others. Elroy12/6/2025
77124Please take your SIMO questions to Elroy's SIMO Subjectmark: Subject 56138Paul Senior12/6/2025
77123I knew about SIMO before(was considering to due diligence but skipped) and now IOlafB-2/6/2025
77122Shipbuilder Huntington Ingalls Industries (HII) falls on poor quarter. Company Paul Senior-2/6/2025
77121Re: Phibro Anl Htlh A (PAHC) +9.03% LAST $24.39/share Another good earninE_K_S-2/6/2025
77120UGI. Thanks for the update and opinion. I almost lost faith with this one -- dPaul Senior-2/6/2025
77119RE: Ugi Corp (UGI) earning beat and positive forward guidance UGI Reports FiscE_K_S-2/6/2025
77118SIMO reported yesterday after the close and did a call this morning. Sales are Elroy32/6/2025
77117Canadian Squeeze Potash is produced worldwide in amounts exceeding 71.9 millionberniel-2/6/2025
77116My thesis is that both MU and DELL will benefit from both capital spend for datMadharry-2/5/2025
77115I had a decent position and sold at ~$87. Cost basis was $52.5. I think it’s fulSpekulatius-2/5/2025
77114Not really too worried as it looks like management has a work out plan. PerplE_K_S-2/5/2025
77113FMC. Thanks, guys. Hadn't seen all that. Not sure how much profit is derPaul Senior-2/5/2025
77112Re: FMC Corp (FMC) FMC Corporation faces significant challenges due E_K_S-2/5/2025
77111The price action reminds me of a Biotech that blows a study. Apparently thereBob Rudd12/5/2025
77110BTI/BATS continues to rally strongly and is up 36% in the last yr and 13% YTD. EHarshu Vyas-2/5/2025
77109I was monitoring MU just recently, I don't have much IT sector in my portfolOlafB-2/5/2025
77108Re: Vishay Intertechnology (VSH) 17.77+1.13 (+6.79%) Earnings expectedE_K_S-2/5/2025
77107Re: Johnson Controls Intl (JCI) 85.78 +8.49 (+10.98%) Out w/ great earnings. E_K_S-2/5/2025
77106Re: FMC Also added a few more FMC but also ADM and looking at BG. Reading throE_K_S-2/5/2025
77105ouch! that is some decline in FMC. I do not know this company at all will have Madharry-2/5/2025
77104I am with you on BYON in that it is speculative. I entered it hoping for a home Madharry-2/5/2025
77103Fertilizer/farming related: And FMC down 35% today. Looks like forward p/e Paul Senior-2/5/2025
77102This stock is a speculation at this point given the balance sheet has been severFIFO_kid2-2/5/2025
77101BYON up 30% today. I dont understand it but I will take it. I dont think I have Madharry-2/5/2025
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