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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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78593HRI. Thanks for opinion. Very helpful for me. I'll take advantage of todaPaul Senior-11/21/2025
78592Thanks Harshu!benbuffett-11/21/2025
78591I have owned ELV since 2012 and CVS since 2016. I also own OSCAR HEALTH OSCR whibenbuffett111/21/2025
78590I couldn't work it out. Too complex for me. Firebird Management's SteHarshu Vyas-11/21/2025
78589From Speculative Post in 10/17/2024 I decided a while ago to sell HUM, but haveE_K_S-11/21/2025
78588If you were to build a small basket of these which names would you include? I hE_K_S-11/21/2025
78587AI analysis on Health Care sector ranked by last year's CAGR and other metriE_K_S-11/21/2025
78586Yep, think this industry bit over sold. Been in ELV since 2012. Probably one of benbuffett111/21/2025
78585I like the stock and have a tracking GTC position. From what Sean wrote and my E_K_S-11/21/2025
78584I ask a question on MOH earlier this morning and the stock is already up $5 a shbenbuffett-11/21/2025
78583Re: MOH Have on my watch list. Could be a good alternative to UNH. MOH in a E_K_S-11/21/2025
78582Thanks for detailed analysis, much appreciated!benbuffett-11/21/2025
78581HRI. Paul, be careful with HRI. I posted and sold all mine a month ago, befoGrommit-11/21/2025
78580RE: MOH 52 week high was $359.97 and now trading at $134.51. Revenue is growSean Collett311/21/2025
78579Re: Depreciation - Accelrated vs Straight line I am not an accounting expert bE_K_S111/21/2025
78578Looks like its undervalued. MOH Any thoughts on Burry's latest purchase of Mbenbuffett-11/21/2025
78577I appreciate your comments and mr market agrees with you about the bubble issMadharry-11/21/2025
78576NEE. I'd held some since 2022 and in 2023 when it dropped back to a multi-yPaul Senior-11/20/2025
78575NEE. I've felt the same way occasionally, but (thankfully) held on to taxabGrommit-11/20/2025
78574Small adds for me today, mostly just tracking positions, on a market that was wPaul Senior-11/20/2025
78573NEE. Grommit, fwiw, I'm selling some of my NEE here. I've held a fulPaul Senior-11/20/2025
78572Yes, thanks for discussion on PYPL. I will hold my few tracking shares for anotPaul Senior-11/20/2025
78571<i>" Most of their debt is low interest which is pretty nice and abruwin-11/20/2025
78570I wonder if the Big Beautiful Bill allowing accelerated depreciating has influenE_K_S-11/20/2025
78569RE: PYPL A bit above the $6B as it was $20.8B in 2024....by about 3.46x or ~247Sean Collett211/20/2025
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