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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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77525started a small position in HHH.Madharry-5/5/2025
77524"Tariffs on pharmaceuticals are a wild card". I'm guessing unlessPaul Senior-5/5/2025
77523OGN & UMC. My proposed 3 Step process for interrogating a stock :- (1) Chebruwin25/5/2025
77522Good point on UMC. Perhaps that is why Globalfoundries Inc (GFS) is/was intE_K_S-5/4/2025
77521OGN - that dividend cut is overdue. Even 4x EBITDA leverage is too high if the bSpekulatius15/4/2025
77520UMC has almost zero FCF over the years. They need to blow back every dollar theySpekulatius-5/4/2025
77519I ended up selling amazon. I added to my exposure to Galaxy Digital as it tankeMadharry-5/2/2025
77518Re: Buffett & Value I was going over some of Buffett Buys during the last E_K_S15/2/2025
77517It seems that STORE was acquired by GIC and Oak Street for $14 Billion---> [bruwin15/2/2025
77516Any chance Buffett is looking at REITs for acquisition? From Gemni AI - WE_K_S15/2/2025
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
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