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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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79271 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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77631Well, it's not given that the insiders will sell. The registration (I thinkElroy-6/3/2025
77630You're saying wait for 5 or 10 years, and then buy it? I'm saying I'S. maltophilia16/3/2025
77629<i> I'll revisit it when almost all the shares are Class A, and preElroy-6/3/2025
77628Thank you. I'll revisit it when almost all the shares are Class A, and prefeS. maltophilia-6/3/2025
77627Yes. I was under the impression that that process was already underway. They Elroy-6/3/2025
77626I'll take them at their word that it's a special dividend. Not sure why S. maltophilia-6/2/2025
77625GENK did a filing on last Thursday. They're paying a dividend. 3 cents. TElroy-6/2/2025
77624OMC dropped today on no news that I see. SOP to assume advertising and advertisPaul Senior-6/2/2025
77623Yes, I missed CAH, and MCK (sold too soon). Now they look too expensive for mPaul Senior15/31/2025
77622Re: Cardinal Health (CAH) You might want to look at CAH and see why thE_K_S-5/31/2025
77621For whatever reasons, it looks like USA will be spending a lot less on healthcarPaul Senior25/31/2025
77620I'd be curious to see the comparison of El Pollo Loco (which has been aroundElroy-5/30/2025
77619RE: El Pollo Loco (LOCO) Might be worth a shot at 11.4x PE; little debt As E_K_S-5/30/2025
77618Activists should influence management to be more aggressive with refranchising. carl1722-5/30/2025
77617El Pollo Loco ( LOCO, Financial) is under scrutiny from activist investor CapitE_K_S-5/30/2025
77616CLF not doing well. Feels to me like it's a binary bet, either CLF and itsPaul Senior-5/29/2025
77615Re: Tronox Inc (TROX) Followed you into this cyclical position. Got mE_K_S15/28/2025
77614US Steel (X). I've closed out my position today. Given the deal-off/deal-oPaul Senior15/27/2025
77613TROX. I'll try again with a small tracking position to start. Titanium DPaul Senior-5/27/2025
77612The '*' on the chart included special notes for these two selections by E_K_S15/26/2025
77611MPW annual yield is 6.96% not 15% RWSRWS-5/26/2025
77610Been trading SIMO few times. Successfully. I really should increase my positionCcube15/26/2025
77609I'm not sure what all he's done but I can see how options may have figurS. maltophilia-5/25/2025
77608re: Ackman. Ok, if you are saying he's done well because he included other Paul Senior-5/25/2025
77607"...a business that primarily caters to one sex and is really a discretionaPaul Senior-5/25/2025
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