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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
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77490Saw a video on In & Out; they are one of the most profitable by store? In-E_K_S-4/28/2025
77489Do you understand why the KING stock is in such freefall? I had a hard time reaElroy-4/28/2025
77488Selling off Del Taco would be interesting since most of the drag in the EBITDA mcarl1722-4/28/2025
77487JACK has $1.7 billion in debt. That's a bummer. Business seems OK if not fElroy-4/27/2025
77486JACK. Thanks, Grommit. I overlooked the part about the announced div. cut. IPaul Senior-4/27/2025
77485correction re ritm the book value is around $12.30-`$12.40 I read the transcriMadharry-4/27/2025
77484JACK. April 23 letter -- Jack in the Box will discontinue its dividend effGrommit-4/27/2025
77483Not famliliar with Del Taco , had a hamburger at Jack last year and it was surpMadharry-4/27/2025
77482JACK. Stock hasn't been this low in more than a decade. OTOH, '24 was Paul Senior-4/26/2025
77481Re: Jack IN The Box Inc (JACK) Didn't realize their dividend now upE_K_S-4/26/2025
77480Don't know that much about SAIA, but for a name you see every time you get oS. maltophilia14/25/2025
774792025 recession started. A few clips.... Container ships leaving China for theGrommit24/25/2025
77478Probably fallout from SAIA: seekingalpha.com finance.yahoo.comS. maltophilia14/25/2025
77477<i>" ....Coke, Nike, Apple etc. But you never get them at "valuebruwin14/25/2025
77476ODFL. I was wondering what you saw that you "liked" about it, GrommitPaul Senior14/25/2025
77475Thanks for the job you do as moderator. I think that when this thread started Madharry14/24/2025
77474ODFL. BTW, I was joking. ODFL is an anti value stock in case you hadn't noGrommit-4/24/2025
77473Yes, I agree on the EPD story. I'm curious though why it is a value stock &Elroy-4/24/2025
77472EPD is actually my largest holding, i have ~12% of my net worth in EPD. EPDMattyice14/24/2025
77471Idk where you've got some of your figures from but net cash is negative and Harshu Vyas24/24/2025
77470<i> I think there is now starting to be some value out there again, butElroy-4/24/2025
77469I'm trying to be more active on the thread again, i guess getting older i miMattyice24/24/2025
77468yes has some headwinds, luxury especially - BUT I thought this was a value threaMattyice-4/24/2025
77467ODFL. Old dominion freight. LTL carrier. >>>> we are confidenGrommit14/23/2025
77466<i> We who've been here a while see how that we each can define valElroy-4/23/2025
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