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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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78440UAN. I added a few units today to the few I have. I really don't like mlp&Paul Senior-11/3/2025
78439If you're looking for nice yield UAN (an MLP) is once again attractive. It Elroy-11/3/2025
78438STWD. I don't claim safety here, because it it is a black box to me. I'Paul Senior-11/3/2025
78437 not advocating PSEC, Of course not. But it is amazing. STWD is fairly murky, tS. maltophilia-11/3/2025
78436I'm not advocating PSEC, I just watch it because it amazes me. They are a bElroy-11/3/2025
78435STWD. Their 10-K is a model of brevity and clarity compared to PSEC's. WhoevS. maltophilia-11/3/2025
78434STWD. I don't see any imminent reason for the dividend not to continue at cPaul Senior-11/3/2025
78433<i> My expectation is that the $1.92 dividend will continue at that priElroy-11/3/2025
78432STWD: Bought a bit more this a.m. I'm ok with stock price fluctuations hPaul Senior-11/3/2025
78431seems strange that most of my income producing stocks are down today, buying oppMadharry-11/3/2025
78430I started tracking positions in Carrier Global Corp (CARR) +4.4% from my buys (3E_K_S-11/2/2025
78429Thanks for ideas, Grommit. Nothing I see looks cheap regarding data center builPaul Senior-11/2/2025
78428Good info. [graphic] Yes, ES and ATO are transmission and distribution vs dGrommit111/2/2025
78427Another possible Data Center play is Texas Pacific Land Trust (TPL) ThiE_K_S111/2/2025
78426Utilities. Reshuffled my utility holdings to include more utilities with signed Grommit211/2/2025
78425<i> I’d be betting quite a large amount of money that SIMO is decliningElroy-11/1/2025
78424Re. "Did you ever look at which is better..." I spent a couple of hourPaul Senior-11/1/2025
78423SIMO seems to have changed into steady growth mode. It would be quite hard for tSpekulatius111/1/2025
78422This was a MRK spin off so assets are solid, it's just the valuation. re OGNSpekulatius111/1/2025
78421re sOHO preferred. If there is no change of control clause that forces redemptioSpekulatius111/1/2025
7842010 year cycle and favorable tax incentives, suggest it may run till 2007. [graphberniel-11/1/2025
78419Burry is giving warning on twitter (x) " “Sometimes we see bubbles… sometiCcube-10/31/2025
78418Did you ever look at which is better... doubling down on losers or winners afterCcube-10/31/2025
78417Pretty straight-forward method, but takes time. I keep several Yahoo portfolios Paul Senior-10/31/2025
78416Seeing that makes me wonder how shares of how many companies do you own and howMadharry-10/31/2025
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