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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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77865Exactly. That's why google.com is concerning.S. maltophilia-8/14/2025
77864I was surprised to see such little debt. The other possible surprise is an inveE_K_S18/14/2025
77863RE: AEO This is where my mind is at. EBITDA last year was ~$657.12M and with Sean Collett-8/14/2025
77862Hope it works out. I see it as basically a value proposition, but the stock pricS. maltophilia-8/14/2025
77861Re: American Eagle Outfitters (AEO) It's a long term value hold for meE_K_S-8/14/2025
77860fire ....the marketers Absolutely. The biggest negative reaction (I read somewhS. maltophilia-8/14/2025
77859RE: AEO Like I said << My only counter is Sydney is EVERYWHERE. Bound to Sean Collett-8/14/2025
77858So you dont think it marks the start of a new bull market like some pundits do? Madharry-8/13/2025
77857Inflation is the reason I'm long not only LAND, but FPI, INVH & AMH [SinBob Rudd28/12/2025
77856"If you want a negative my portfolio is certainly at recent high today.&quoPaul Senior-8/12/2025
77855On market's negative reaction to q reports, I add to these stocks (holding lPaul Senior-8/12/2025
77854Fire the blonde: DJ American Eagles Traffic Slumps After Sydney Sweeney Ad ContS. maltophilia-8/12/2025
77853I did sell some of the sbgi today because I was buying it for the dividend mostlMadharry-8/12/2025
77852Ok, Madharry, congrats on SBGI too. I held two years from mid 2022, and gave upPaul Senior-8/12/2025
77851LOL I thought you were gonna congratulate me on my timely Sinclair purchase andMadharry-8/12/2025
77850Congrats on SFTBY, Madharry. Like you, have ridden it up and down. TrackinPaul Senior-8/12/2025
77849I started a new position yesterday REIT park hotels. They own luxury propertiesMadharry-8/12/2025
77848Sounds like a good plan. At least that gives you money "in the bank",bruwin-8/12/2025
77847Ok, this works for me. I will sell like this, at least until I decide if I wantPaul Senior-8/11/2025
77846Maybe do what you said you'd do with PZZA ? Message 35163889 Message 35163bruwin-8/11/2025
77845MAIN 2024 EPS $4.09 and no EPS growth here. I had a nice run from $54 to $66 sGrommit-8/11/2025
77844MAIN. I'll consider now also. Stock touches all-time high. Otoh, it is MPaul Senior-8/11/2025
77843MAIN. sold all today. ST hold since November.Grommit-8/11/2025
77842I like diversification but also hold a lot of small positions. So, I am focusedE_K_S18/9/2025
77841CTSH/G. Only just to follow you with CTSH, I'll add a little here to my VerPaul Senior-8/9/2025
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