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
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
78225Those two are both too much "old school hardware behemoths" for me. IElroy-10/8/2025
78224Re: Hewlett Packard Enterprise Comp (HPE) 26.17 +1.26 (+5.06%) Peeled off 5% oE_K_S-10/8/2025
78223TROX I'm patient. Been watching this doggie on and off almost since it was S. maltophilia110/8/2025
78222Re: Topbuild Corp (BLD) 425.40 +29.16 (+7.36%) Paul I did not have the convicE_K_S-10/8/2025
78221MTN $155 now one of the few of my dividend plays that are actually up in the pasMadharry-10/8/2025
78220I made the same mistake with META , in my case I listened to the wrong talking hMadharry-10/8/2025
78219Indeed – AAPL traded at P/E 8 in 2013. P/E 12 as recently as 2018. Meta was P/E petal-10/8/2025
78218The compulsory and basic expenses of this type of company are COGS and SG&A.bruwin-10/8/2025
78217feeling lazy today i wanted to buy a stock in london but could not. turns out Madharry-10/7/2025
78216"Should one have one's eye on a stock, such as TROX, it would, IMO, be Paul Senior-10/7/2025
78215Looks like the big loss from 2023 was a $2/share tax hit, exaggerating the effecS. maltophilia-10/7/2025
78214<i> AdvanSix's granular ammonium sulfate production cost </i>Elroy-10/7/2025
78213Re ASIX - $/Ton for their fertilizer VS UAN well below the price charged for UAE_K_S-10/7/2025
78212I glanced at ASIX. Much more complex company than UAN, and it's a C Corp whElroy-10/7/2025
78211I have diversified into ASIX which shows a DCF valuation of $36.34/share. ThatE_K_S-10/7/2025
78210Agreed. The only thing I'm uncertain about with the preferreds and taxes isElroy-10/7/2025
78209NGL/preferreds. Thanks for more clarification. That the taxation for NGL prefPaul Senior-10/7/2025
78208Rather than sell out over years, why not buy more and increase your cost basis tElroy-10/7/2025
78207I also hold UAN w/ a depreciated cost basis at/near $9/share. I have to be careE_K_S-10/7/2025
78206<i> Sorry, not understanding this at all.</i> The day you buy anElroy-10/7/2025
78205<i>"Been following TROX for a while, but I'd like to see some earbruwin110/7/2025
78204mlp ET. I'm dismayed that I once bought this mlp. And I'm still with Paul Senior-10/7/2025
78203GOLD. I'm building a position as the stock moves up. Just a speculation thPaul Senior-10/7/2025
78202MLP. I recall having to adjust mlp reported on form 8949 from broker. Sorry, Paul Senior-10/7/2025
78201pays a 10.4% dividend They cut it a little while back: https://seekingalpha.coS. maltophilia110/6/2025
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):