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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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77131G. Yes, numbers/metrics looked good to me when I posted on this big company. Paul Senior-2/7/2025
77130Re: Genpact Ltd (G) blow out earnings ! Genpact Reports Full Year and FourE_K_S-2/7/2025
77129Good idea. [graphic]bruwin12/7/2025
77128GPRE report not good, and I've no patience now to continue holding the stockPaul Senior-2/7/2025
77127RE: Althought PCs and cell phones don't grow units much at all, they also dOlafB-2/6/2025
77126It's a d*mn good explanation and foundation for my own research Thanks a loOlafB-2/6/2025
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
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