SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79287 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
77640This one looks interesting. $3.8b annual sales with a 8% operating margin. So Elroy-6/6/2025
77639Looks like they've improved their position some. And it's on sale. FolloS. maltophilia-6/6/2025
77638SBH. I'll just take few more shares here. Still not holding more than a traPaul Senior-6/6/2025
77637Re: Portland General Electric Company (POR) Followed you into POR w/ sE_K_S-6/4/2025
77636POR. Added Portland Electric to my dividend basket. Div. raised every year; Paul Senior-6/3/2025
77635NBN (Northeast Bank). An add this morning to my bank basket starting with a traPaul Senior-6/3/2025
77634You can buy all you want. Best of luck with it. And no need to worry about me seS. maltophilia-6/3/2025
77633OK. Here's the language in the 2024 10k Pursuant to a registration rights Elroy-6/3/2025
77632gives them the ability to sell, but doesn't commit them Of course not. ButS. maltophilia-6/3/2025
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
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News