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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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77650Here, fwiw, are some stocks I hold where I bought primarily as reversion-to-meanPaul Senior-6/8/2025
77649<i>"Thank's for the alert."</i> Okeydoke.bruwin-6/8/2025
77648Re: Americold Realty Trust (COLD) Let's Ask Perplexity. AmerE_K_S-6/8/2025
77647As a matter of interest, is it normal for this category of REIT's to be Losibruwin-6/8/2025
77646Here is the link to the April 2025 NAREIT REITwatch (a monthly statistical reporE_K_S16/7/2025
77645COLD. I passed on this in January. Since January they lowered 2025 FFO by 10 cGrommit16/7/2025
776441st Week Of June - A few Buy/Sells New positions: BUYS: cyclicals:LyondellbaseE_K_S-6/6/2025
77643I bought a small amount of SBH. I don't really know the story, but my firstElroy-6/6/2025
77642Well, I've previously posted about the lack of revenue growth. Seems like itS. maltophilia-6/6/2025
77641SBH. Yikes, if you two are looking at it positively, I'm reconsidering my buPaul Senior-6/6/2025
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
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