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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79293 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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77140APA. I'll consider if I want to add here to my losing small position.Paul Senior-2/10/2025
77139reducing overweight fbtc position adding to losers APA (Smead holding) and CIO (Madharry-2/10/2025
77138I bought some more GENK today. It just keeps slowly declining, no idea why. HoElroy-2/10/2025
77137Adds to positions: Hitting 12-mo lows: OMI, ZBH finance.yahoo.com Also, IPaul Senior-2/10/2025
77136CUZ. keeping my shares. 2% of portfolio. 2.83 FFO would be 5.2% growth, P/FFGrommit12/9/2025
77135G. Further to the "Analogy" I referred to previously in ----> Mesbruwin12/9/2025
77134Regarding $G Genpact- I am keeping my shares. It’s up ~80%, but the shares are sSpekulatius-2/8/2025
77133Re: Conduent Inc (CNDT) Exclusive: Outsourcing firm Conduent fields buyout inE_K_S-2/7/2025
77132RE: Cousins Properties Inc (CUZ) - earnings out today Cousins Properties taE_K_S-2/7/2025
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
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