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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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77940I repurchased some of my MU position. stock seems very cheap . Projected eps oveMadharry-8/20/2025
77939RE: Americold Realty Trust (COLD) Could COLD be a take Private Deal? ItE_K_S-8/19/2025
77938Off value topic. Just saying: Stalwart spice company McCormick, MKC, hit a 12Paul Senior-8/19/2025
77937Yes, and there's a new one too, which IPO'd this summer: Hacksaw Gaming.petal-8/19/2025
77936Petal, fwiw, one Greenblatt-like -- high roe, low p/e - that hasn't worked oPaul Senior-8/19/2025
77935OT. Agree with you: I use my debt card at my bank (the card issuer) to withdraPaul Senior-8/19/2025
77934OT. <i>"I don't even know where in the house my checks are hiddebruwin18/19/2025
77933REALLY ??? I use a credit card rather than a debit card 99% of the time, but I S. maltophilia-8/19/2025
77932Well, at the end of the day I'm just the "Messenger" {;-) I havenbruwin-8/19/2025
77931OT. Yes, perfectly correct. It has happened to me in the past when my Credit bruwin-8/19/2025
77930OT .... as well. <i>"They had a lot of margin to play with . . . &qubruwin-8/19/2025
77929OT: Also safer if your card gets stolen. Debit card gets stolen and money used Sean Collett-8/19/2025
77928As Paul Sr. said, hold for a year, than sell. I'm pretty sure that's whapetal-8/19/2025
77927OT I had a car repair done and asked if I would get a discount for cash. They E_K_S-8/19/2025
77926<i>" In any case, use a debit card"</i> REALLY ??? I wbruwin28/19/2025
77925 Some great companies there for sure. For Greenblatt model though, I believe mpetal-8/19/2025
77924I think you are right that a 'general' valuation formula is not the finaE_K_S-8/19/2025
77923This ROIC and EV/EBIT list for possible buys is crazy to me. Imo, something is Paul Senior-8/19/2025
77922From that list I own: OVV, LYB, DOW, GLW, IBM, T, MMM, KMI, WMB Bought HPE insE_K_S-8/19/2025
77921re: Visa fees Only a few states make surcharges illegal. But Visa seems to discS. maltophilia-8/19/2025
77920Re: PLYM I did buy more yesterday but did a deep dive on their debt. It concerE_K_S18/19/2025
77919Here's what DEEPSEEK now came up with when I revised the question to :- &quobruwin-8/19/2025
77918I see I didn't differentiate in my question to DEEPSEEK as per petal's obruwin18/19/2025
77917Some great companies there for sure. For Greenblatt model though, I believe metPaul Senior18/19/2025
77916This method produces Visa and Mastercard as leading picks. We just got back froElroy-8/19/2025
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