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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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77515REITS. For those interested in REITS, here's a selection paying greater thabruwin-5/2/2025
77514GIS. General Mills. I'm seeing lots of neg news, and nothing positive. 1. Paul Senior-5/1/2025
77513DFIN - Donnelley Financial Solutions Market cap - $1.3b O/S shares - 27.6mcarl1722-5/1/2025
77512it seems pretty clear that US economy is slowing. consumers are delaying curtailMadharry-5/1/2025
77511BDX. Co. drops 2025 profit estimate on tariff concerns. Still expects $14.06 oPaul Senior15/1/2025
77510Actually dropped 23% due to 93% dividend cut. I anticipated a cut but not that. Bob Rudd-5/1/2025
77509Re: Organon & Co. (OGN) Shares of Organon (OGN, Financial) plunged E_K_S-5/1/2025
77508Re: Kimco Realty Corp (KIM) - beats by $0.02/share, beats on Revenues; raiseE_K_S15/1/2025
77507Re: W.P. Carey & Company Llc (WPC) 62.43 +1.29 (+2.11%) Company gave an upE_K_S-4/30/2025
77506UMC's free cash flow was negative in 2023 and nominally positive in 2024. IElroy-4/30/2025
77505<i> Still can not get behind these design companies w/o any Fabs. </Elroy-4/30/2025
77504For me it's all about value; TSMC PE 21x UMC 12.5x and the FCF and the costE_K_S-4/30/2025
77503UMC is a foundry, which is much different from the fabless semiconductor design Elroy14/30/2025
77502Just noticed SIMO +15.38% on earnings. There are selective specialized semi comE_K_S-4/30/2025
77501SIMO reported Q1. They did $166m, forecast about $180m in Q2, but still expect Elroy14/30/2025
77500OT. There are people who drink sodas with their donuts? Gives me hope that my Paul Senior-4/29/2025
77499OT is this is what we have to look forward to? I walk into a convenience store. Madharry-4/29/2025
77498Last Perplexity Update for Leggett & Platt Inc (LEG) Is the bottom in? E_K_S-4/28/2025
77497Re: Leggett & Platt Inc (LEG) Post-market 8.59 +1.32 (+18.18%) 19:21 ET EaE_K_S-4/28/2025
77496Selling off Del Taco Seems like they should be trying to turn it around. They&#S. maltophilia-4/28/2025
77495That wage number is suspect and/or old. I agree. Many of these fast food storeE_K_S-4/28/2025
77494Interesting that In N Out manages $13/hr in wages given most of its stores are bcarl1722-4/28/2025
77493From what I can gather, comp sales has been trending down. Although it remained carl172214/28/2025
77492We have a lot of In & Outs here in CA. I actually prefer JACK but have not E_K_S-4/28/2025
77491<i> Saw a video on In & Out; they are one of the most profitable byElroy-4/28/2025
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