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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
78783 1215 4
Emcee:  Paul Senior Type:  Moderated
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78415I notice several packaging/paperboard companies dropping to new lows. This doesPaul Senior1October 31
78414RE: Cvr Partners LP (UAN) 95.13+3.37 (+3.67%) CVR Partners declareE_K_S-October 30
78413The first Honeywell spinoff hit my account today.Elroy1October 30
78412Everyone's favorite fertilizer stock just reported great results. CVR PElroy-October 29
78411After my dig into who/what these Private Equity guys are; they appear to be legiE_K_S-October 29
78410It rankles me that a company can purchase soho without paying off the past due Madharry-October 29
78409SOHO conversion 1) you have to dig into the original prospectus for each preferE_K_S-October 29
78408preferred prospectus sec.gov The change of control conversion and redemption fElroy-October 29
78407do you know what the conversion features and does that include the past due disMadharry-October 29
78406Yes that is the conundrum . . I NEVER trust these "take private" hedE_K_S-October 29
78405I think you mean to say the holders of preferred stock can elect (do to the comiElroy-October 29
78404The buy out of the preferreds is "elective". I am not going to conveE_K_S-October 29
78403<i> The issue is, what if the Go Private group does nothing and NEVER rElroy-October 29
78402I believe that is what I said . . . The issue is, what if the Go Private group E_K_S-October 29
78401<i> I am planning to hold until 2026 and see what the Go Private partneElroy-October 29
78400Re: SOHO Preferreds So dividends have been canceled but these are cumulative soE_K_S-October 29
78399OT. <i>"From my view the cash flows of the enterprise are more imporbruwin-October 29
78398I first purchased AMAT for $12/share back in August 2012 following a "Portfbruwin1October 29
78397Dividends The Company is restricted under the Merger Agreement from declarinS. maltophilia1October 29
78396WILLIAMSBURG, Va., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Sotherly Hotels Inc. (NASDASteve Felix1October 29
78395focused on solvency then BV matters Take out most of the goodwill and intangibS. maltophilia2October 28
78394OT << And the "qualification" of a Value Stock revolves primariSean Collett1October 28
78393I added a bit of OGN today to minimize maximum regret on modest signs of bottomiBob Rudd-October 28
78392<i> Examples in this regard, IMO, would be AMAT, or MCO, or LRCX, etc.&Elroy1October 28
78391If I may make a point or two here .............. One of the world's most subruwin1October 28
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