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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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78451 1213 4
Emcee:  Paul Senior Type:  Moderated
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78295Paul- You recently mentioned TROX in a discussion recently. Ilmenite and rutile FIFO_kid2-October 20
78294EXEL. Drop reinforces that I don't know what I own here, although metrics Paul Senior-October 20
78293Re: Exelixis Inc (EXEL) 34.22 -5.03 (-12.82%) Stock off 12% after phase 3 ColoE_K_S-October 20
78292RE: CLF I think the tensions in Asia (really China) are only going to continue Sean Collett1October 20
78291CLF. Thanks. Saw the stock rise in my portfolio, but didn't read the newsPaul Senior1October 20
78290Re: CLF +15.02% pre-market last $15.35/share Earnings slight miss but in the E_K_S-October 20
78289You can't write covered calls on a stock that you have pledged for lending. Oblomov1October 17
78288JACK - yes thry tot $115M out of the Del Taco sale. They paid $575M in early 202Spekulatius-October 16
78287MTN / Vail also pushed pricing very hard during and post the pandemic. That seemSpekulatius-October 16
78286Re FMCB - yes I also been holding this one too for a while. I particularly like Spekulatius1October 16
78285Re: City Office REIT Inc (CIO) Looks like a "Buy Under" wasE_K_S-October 16
78284WEN. "They are buying back shares and pay a dividend." What's rPaul Senior2October 16
78283Hmmm, I was reading WEN's Q4 2024 earnings release to get an idea of what thElroy-October 16
78282JACK Better $100M than a total writeoff Surprised that it opened up a few centS. maltophilia-October 16
78281JACK. After buying Taco Bell for about 500M, it'll now shed it for $115M, aPaul Senior-October 16
78280RE: WEN Hello Elroy, I compared to their historical EV/EBITDA so in-line otherSean Collett1October 16
78279I asked Perplexity about EBITDA multiple and fast food franchises Small to mid-Elroy-October 16
78278Hello Elroy, I did provide my projected share price at the bottom thus justifyiSean Collett-October 16
78277<i> I think WEN has a pretty strong brand and at $8.87/s it does look aElroy-October 16
78276Speaking of fast food one that is hitting my radar is The Wendy's Company (WSean Collett3October 16
78275RE: Jack IN The Box Inc (JACK) 19.28 -0.36 (-1.83%) Jack in the Box sells DelE_K_S-October 16
78274Hi Sean, Thank you for an excellent analysis. I have a starter position and amrobert b furman1October 15
78273When you attempt to sell a credit spread all stocks seem to now have become hardFIFO_kid2-October 15
78272Hi Bob, Took a bit of a deeper dive into $NOG. They are raising cash by issuingSean Collett1October 15
78271Re: Papa John's Intl (PZZA) 54.00 +5.32 (+10.93%) Apollo Global Management E_K_S-October 15
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