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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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78231"Do you have your top 5 Value and/or GARP stocks on your list?" Not Paul Senior-October 8
78230META. I too got scared with Z's "metaverse mania". Although busiPaul Senior1October 8
78229The ROI for BLD on this huge all cash purchase ($ 1 Billion) is really good at 1E_K_S-October 8
78228Well, they do say that "Patience is a Virtue". I hope that TROX will bruwin-October 8
78227AS long as I can book a 30% CAGR or more doesn't matter. Better than "E_K_S-October 8
78226BLD/BLDR. Holding a few tracking shares since 2022. Have not added past yearPaul Senior-October 8
78225Those two are both too much "old school hardware behemoths" for me. IElroy-October 8
78224Re: Hewlett Packard Enterprise Comp (HPE) 26.17 +1.26 (+5.06%) Peeled off 5% oE_K_S-October 8
78223TROX I'm patient. Been watching this doggie on and off almost since it was S. maltophilia1October 8
78222Re: Topbuild Corp (BLD) 425.40 +29.16 (+7.36%) Paul I did not have the convicE_K_S-October 8
78221MTN $155 now one of the few of my dividend plays that are actually up in the pasMadharry-October 8
78220I made the same mistake with META , in my case I listened to the wrong talking hMadharry-October 8
78219Indeed – AAPL traded at P/E 8 in 2013. P/E 12 as recently as 2018. Meta was P/E petal-October 8
78218The compulsory and basic expenses of this type of company are COGS and SG&A.bruwin-October 8
78217feeling lazy today i wanted to buy a stock in london but could not. turns out Madharry-October 7
78216"Should one have one's eye on a stock, such as TROX, it would, IMO, be Paul Senior-October 7
78215Looks like the big loss from 2023 was a $2/share tax hit, exaggerating the effecS. maltophilia-October 7
78214<i> AdvanSix's granular ammonium sulfate production cost </i>Elroy-October 7
78213Re ASIX - $/Ton for their fertilizer VS UAN well below the price charged for UAE_K_S-October 7
78212I glanced at ASIX. Much more complex company than UAN, and it's a C Corp whElroy-October 7
78211I have diversified into ASIX which shows a DCF valuation of $36.34/share. ThatE_K_S-October 7
78210Agreed. The only thing I'm uncertain about with the preferreds and taxes isElroy-October 7
78209NGL/preferreds. Thanks for more clarification. That the taxation for NGL prefPaul Senior-October 7
78208Rather than sell out over years, why not buy more and increase your cost basis tElroy-October 7
78207I also hold UAN w/ a depreciated cost basis at/near $9/share. I have to be careE_K_S-October 7
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