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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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78843Hi Mad, Weve been holding out on new laptops for 2026 with Windows 11. I'vrobert b furman112/31/2025
78842Best wishes to you to for the new year. Dell itself expects to achieve much beMadharry-12/30/2025
78841What's interesting, WPC I just started accumulating 18 months ago for their E_K_S-12/30/2025
78840Maybe you could consider selling everything in that list except KLAC, AMAT, IBM,bruwin-12/30/2025
78839RE: DELL << I continue to hold Dell as i think the stock is cheap and is Sean Collett-12/30/2025
78838My wife and I always buy Thinkpads, but last year around Thanksgiving I saw a LeJohn Koligman-12/30/2025
78837there is a story i could not copy dated 12/21 where IDC is projecting computerMadharry-12/30/2025
78836Yes all my information is anecdotal but a year ago I spoke to another nephew is Madharry-12/30/2025
78835Indeed this went well and exited the ANF position at $125. Which areas are youJohnyP-12/30/2025
78834This is off topic but it might be a good deep dive to perform due diligence on oFIFO_kid2112/30/2025
78833Perhaps we invert the question? What is the upside to $DELL that would make the Sean Collett-12/30/2025
78832Here are the YTD % performance for 2025 in my taxable portfolio and CAGR performE_K_S-12/30/2025
78831i will have to research your comment as i am a comparative luddite. I thought iMadharry-12/30/2025
78830The RAM situation is actually going to be a problem. You're looking at new PSean Collett112/29/2025
78829projecting decline in PC sales After a 2025 spike caused by MSFT obsoleting WiS. maltophilia-12/29/2025
78828<i> They are projecting decline in PC sales in 2026 which is surprisingElroy-12/29/2025
78827FWIW my biggest positions at the moment are MU BIDU HHH DELL STWD and RITM. I Madharry-12/29/2025
78826sold the balance of lumn bonds in my taxable account after holding for about twoMadharry-12/29/2025
78825I just read my sentence again... i definitely read too many reports, it's juOlafB-12/28/2025
78824What business whose stock is too expensive at the moment you would like to acquiPaul Senior-12/28/2025
78823About that list: Yes, still holding FANUY. Have held only just a tracking posiPaul Senior-12/28/2025
78822<Selling: A coin shop might offer you slightly less than the melt value (e.g.Ditchdigger-12/27/2025
78821thanks thats useful information .Madharry-12/26/2025
78820Silver at an All Time High trading at/near $78/oz I would think every Value invE_K_S-12/26/2025
78819AI isn't just a threat to CNXC, it's also an opportunity as they've Bob Rudd112/26/2025
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