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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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77456This is gonna be a speculative pick based on operational improvements leading tocarl1722-4/22/2025
77455OPXS is a niche US-based defense contractor that designs and manufactures preciscarl1722-4/22/2025
77454should be $12 EPS = 8 PE not $12 EPS = 8 EPSGrommit-4/22/2025
77453HRI. I also added today. I sold 50% of my shares in 2024 at $180 - $206 so IGrommit-4/22/2025
77452HRI. Not a good quarter report from rental equip. company Herc Holdings. As I&Paul Senior-4/22/2025
77451Gun to my head, I'd short it haha. Tariffs change everything - who are theHarshu Vyas-4/22/2025
77450RE: Burberry Group plc (BRBY) Burberry Group plc (BRBY) primarily trades onE_K_S-4/22/2025
77449BRBY (LSE) - i think is interesting. The stock is facing severe margin headwindMattyice-4/22/2025
77448Small adds to tracking positions: NCLH, CCL. Betting on cruise ship business Paul Senior-4/21/2025
77447yeah I added Trump to my follow on twitter (X). so I can see all the pontificatiCcube-4/21/2025
77446Yeah I saw that. after 1 year it was up 100% from the (low) i think. (490 or so Ccube-4/21/2025
77445LOCO. Welcome to this SubjectMark. Use the "search" button under &quPaul Senior-4/21/2025
77444Any holders of LOCO? Trades at 6x EBITDA with minimal debt Stock has been downcarl1722-4/20/2025
77443I do like AEO to keep adding too. KSS I'm down over 50% and was buying in tscbeachbum-4/18/2025
77442Re: Fanuc Ltd Unsp A ADR (FANUY) 12.0500 +0.3800 (+3.26%) Nice rally in this JaE_K_S-4/17/2025
77441RE: Alexandria Real Estate Equities Despite this News about cuts, I conE_K_S-4/17/2025
77440ELAN. Looks like a cigar butt. Erratic earnings. Revenue about flat over pastPaul Senior-4/17/2025
77439Not good times for stocks of recruitment/staffing businesses. One's I am loPaul Senior-4/17/2025
77438HR. Not buying / adding much these days. Hunkering. Added small amount oGrommit-4/17/2025
77437I gave up on KSS, could be a value trap. I do like AEO and have been adding to E_K_S-4/17/2025
77436It seems like all retail stocks are in the toilet and once things stabilize or tscbeachbum-4/17/2025
77435RE: Excelerate Energy Inc Cl A (EE) Excelerate Energy Inc is a providerE_K_S-4/16/2025
77434I know this space very well, Delphin project has a lot of challenges (as does FLMattyice14/16/2025
77433Look's like I was wrong about FLNG & DVN. FLNG is a common term used inE_K_S-4/15/2025
77432RE: Flex Lng Ltd (FLNG) Didn't realize Devon Energy Corp (DVN) E_K_S-4/15/2025
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