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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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78356Schwab indicates the preferreds are halted. I won't buy it because I donElroy-October 27
78355SOHOB They will still trade on the OTC market. They are thinly traded; My cosE_K_S-October 27
78354SOHOB is a preferred stock with $25 par value? If the SOHO company is getting aElroy-October 27
78353RE: SOHOB and all their preferreds; SOHOB +22.5% Looks like these may/could beE_K_S-October 27
78352I still hold BGS no recent adds. Actually did a Tax loss harvest on my high cosE_K_S-October 27
78351Curious what you think about BGS these days? I haven't owned it for a whileElroy-October 27
78350Organon (NYSE: OGN) -20% - Shares plunged after CEO Kevin Ali resigned amid an aE_K_S-October 27
78349Sotherly Hotels soars on deal to be acquired by Kemmons Wilson–led JV for $2.25 E_K_S-October 27
78348GRVY still cranking away..... RAGNAROK 3 Received an ISBN Code by Chinese GElroy-October 27
78347From your list I own and/or started tracking positions to build: TGT & LYB E_K_S-October 27
78346Edit: TROX should also be on that list of stocks where I'm waiting for a rPaul Senior-October 27
78345Just going through my stocks to see which stocks I have that I bought for a revePaul Senior-October 26
78344Base WACC is 13.6 due to recent spike in inflation i adjusted discount rate accoOlafB-October 26
78343I am learning quite a bit from listening the Steve Eisman podcasts, much appreciMadharry1October 26
78342can you explain why you are using a 26% discount rate? I dont think ive ever seMadharry-October 26
78341Re: Novo Nordisk A/S ADR (NVO) - Explain the Value Proposition & positioE_K_S-October 26
78340Re GNTX- that’s a car supplier I don’t like. They have a very strong position inSpekulatius1October 26
78339Can you give me some insight into NVO? I never ever hold pharma or anything foOlafB-October 25
78338All good points. I layer on top of these metrics reversion to the 5 year mean pE_K_S-October 25
78337Good point about DCF use case But problem with such, stable and predictable busOlafB-October 25
78336Here is the Perplexity Response that I converted to a JPG so it would display thE_K_S1October 25
78335Evolution AB - i don't want to talk about it... I trimmed my position to geOlafB-October 25
78334I agree this has tons of upside potential at a decent valuation and I am long buFIFO_kid2-October 25
78333I do not use dcf, which many do I use DCF valuation metric for those companies E_K_S-October 25
78332So far it looks like they overpaid for it. They closed acquisition 2Q ago, i beOlafB-October 25
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