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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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77906Good questions. :-) 1) I would define a "qualitative" spin-off as onpetal-8/19/2025
77905<i> it seems that 1) qualitative spin-offs and 2) the "Magic FormuElroy28/18/2025
77904Re: Gencor Industries IN (GENC) Started a tracking position in this smaE_K_S-8/18/2025
77903I use several, but I'm not now "outperforming". Imo, commitment iPaul Senior18/18/2025
77902my two cents having made very little money on this is that the key is qualitativMadharry18/18/2025
77901After having tried many different things, it seems that 1) qualitative spin-offspetal18/18/2025
77900Here's what GROK AI had to say in response to my question ... " WHATbruwin18/18/2025
77899Here's what the GROK AI had to say about the SHILLER PE if the MAG 7 are excbruwin-8/18/2025
77898A wildcard with UNH is: Will there be a negative 2027 MA coding adjustment? ThisBob Rudd18/18/2025
77897the chat gpt calc also takes out nvda also.Madharry-8/18/2025
77896Sean, Regarding your comment for ICS Holdings, Inc, (IESC), thanks. Yes it may Coolwire-8/18/2025
77895IESC. Too expensive for me: p/e and p/sales seem too high. Otoh, the revenue Paul Senior-8/18/2025
77894RE: IESC I would not call this value. I may call it overvalued. EBITDA last ySean Collett-8/18/2025
77893Invitation to consider IES Holdings, Inc. Is it a value stock? I just took a smCoolwire-8/18/2025
77892Here is perplexity.AI similar observation but a bit higher than your number ForE_K_S-8/18/2025
77891according to CHAT gpt excluding mag 7 and nvda reduces the forward pe multiple Madharry18/18/2025
77890I added more SSSS and SBGI and PK. started tracking position in AMATMadharry-8/18/2025
77889Do you have any idea what the pe ratio is for the market if you take out nvda aMadharry-8/18/2025
77888It's a long term value hold for me. Have an oversized position w/ an averageSpekulatius18/17/2025
77887Big Picture. The overall mkt PE is at one of the highest points in history. Grommit18/17/2025
77886AMAT. AMAT certainly ticks ALL my boxes. It's P/E is slightly high but I gubruwin28/17/2025
77885Re: AMAT Would be interesting to look at the Value proposition for AMAT after eE_K_S-8/17/2025
77884UNH. I forgot to mention UNH's F-Score as presented by AI Perplexity ----&gbruwin-8/17/2025
77883Re: UNH. I rest my case !! {;-)bruwin-8/16/2025
77882Re: UNH I was trying to find the compelling reason why Buffett was interested &E_K_S18/15/2025
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