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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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77165RE: Applied Materials (AMAT) 171.15 -13.12 (-7.12%) Beat on earnings but warnE_K_S-2/14/2025
77164TGNA. No patience left for me with this one after two year holding and 10% losPaul Senior-2/14/2025
77163Nice score, wish I had your confidence in UNFI but mgmt seemed to have screwed Madharry-2/14/2025
77162WPC. upped my position from tiny to normal. 6.3% div P/FFO = 11. AFFO for Grommit12/13/2025
77161park hotel may be interesting. i wonder how the jap exchange rate decline will aMadharry-2/13/2025
77160Hi Paul, Thank you for your reply. Above-market returns, to me, means those inSisyphus-2/13/2025
77159I have no idea of what you believe "above-market" returns would look lPaul Senior12/13/2025
77158RE: United Nat Foods (UNFI) 33.25 +1.28 (+4.00%) Palantir Technologies InE_K_S-2/13/2025
77157OGN. Regarding mentions on the Board of OGN .... One of the first things I tenbruwin-2/13/2025
77156Mr. Senior, Have analyzed each of them and quickly relegated them as "alsoSisyphus-2/13/2025
77155Not really on my radar but as a drug co. Patent disputes & regulatory risks Bob Rudd-2/12/2025
77154I add small amounts here to: Target (TGT) Park Hotels (PK) Owens and Minor (OMIPaul Senior-2/12/2025
77153OGN. Gave up on my tracking position last year; took small loss. Might work Paul Senior-2/12/2025
77152I'm always skeptical of companies that put out press releases for quarterly Elroy22/12/2025
77151I have a nose for value traps ..so U been warned. Picked up OGN today. Slow growBob Rudd-2/12/2025
77150I don't believe anyone's mentioned nonalcoholic beer sales. Thought I reDitchdigger-2/12/2025
77149From my reading, CELH is like the "Coke" competitors of the nineties (Harshu Vyas-2/12/2025
77148prices of drinks other then beer in many restaurants just seem ridiculous apprMadharry-2/11/2025
77147Brown-Forman and Diageo. I don't sense any recovery Market sees hard times S. maltophilia-2/11/2025
77146Alcolol/other beverages. Rode CELH. It was (2020) my go-to drink when exercisiPaul Senior-2/11/2025
77145Re: Celsius Holdings Inc (CELH) - Is enough blood in the Streets on this nE_K_S-2/11/2025
77144I do like your confidence about ethanol prospects, scbeachbum. If the future tuPaul Senior-2/11/2025
77143Anyone taken a serious look at the alcohol/bev stocks? Apologies if someone alreMattyice-2/11/2025
77142Re: NNN REIT Inc (NNN) 40.02 +1.96 (+5.15%) 2024 Annual Results and 2025 GuidE_K_S-2/11/2025
77141I'm still holding. Lots of good things going on in ethanol. The one big unscbeachbum-2/10/2025
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