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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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77581Very Quiet here for the last few days ...... Reminds me of a line in a song sunbruwin-5/21/2025
77580ARCC, MAIN. I've small positions in both. Small position size for set-and-Paul Senior-5/17/2025
77579ARCC MAIN. no, nothing to add. I still own both, with a smaller amount in MAIGrommit-5/17/2025
77578Re SIMO - I agree on positive outlook, but sold my shares for a quick 25-30% gaiSpekulatius-5/17/2025
77577Any Thoughts On Main & ARCC? Excerpts from recent Seeking Alpha articles: Frank Sully-5/16/2025
77576Galaxy has worked out very well. Listed today on NASDAQ as anticipated . symbolMadharry-5/16/2025
77575AMAT. Looking at AMAT's actual Financials one has to wonder why Market playbruwin15/16/2025
77574IBM. I didn't notice; I don't follow it. Good stock performance for yPaul Senior-5/15/2025
77573Buffett Liquidated Citigroup, Dumped Financial Stocks As US Entered Trade War : E_K_S15/15/2025
77572Did you notice that IBM closed at an All Time High today? A 'Value' TecE_K_S-5/15/2025
77571AMAT falls after hours upon issuance of its q report. Business opportunity is sPaul Senior-5/15/2025
77570Oops, didn't expect takeover of Foot Locker, and at such a nice premium to cPaul Senior-5/15/2025
77569Got em both ..see my reply to Paul on UNH. PFE has a lot of potential catalysts Bob Rudd-5/15/2025
77568Me too, Paul. Sold 1/3 @479 back in December on reputation damage risk ..that saBob Rudd-5/15/2025
77567re. UNH. I'm a long-time holder of shares, suffering with it now. I'lPaul Senior-5/15/2025
77566Anyone interested in SIMO should listen to this presentation by the CEO yesterdaElroy25/15/2025
77565suffering with PFE. UNH anyone? The CEO abrupt departure not a good sign.Madharry-5/15/2025
77564MRK (Merck) continues to fall along with other drug stocks. I add to my trackinPaul Senior-5/14/2025
77563fireside chat before berkshire hathaway meeting with bill ackman etc. ubs.comMadharry-5/14/2025
77562LAND: I was disappointed that they didn't disclose the NAV on the CC. While Bob Rudd15/14/2025
77561<i>" .... actual market segment growth is more important that companybruwin15/13/2025
77560Re: Gladstone Land Corp (LAND) - earnings Gladstone Land Announces First QuaE_K_S-5/13/2025
77559<i> If we look at AMAT's 10 year chart we seen an Overall, ConsisteElroy15/13/2025
77558RE: Landsea Homes Corp (LSEA) +60% company going private LSEA +59% to be E_K_S-5/13/2025
77557fyi you remind me of a couple of cautionary tales. Pre I phone the share priceMadharry-5/13/2025
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