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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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78900SIMO went up quite a bit today, not sure why. I expect them to blow away forecaElroy-January 6
78899You are perhaps still looking at Dell as a PC company. And yes, Dell still sellsArea511January 6
78898OT: SIMO. Time for a SIMO Post? New all time high today. You either likPaul Senior-January 6
78897ADBE I’m genuinely curious why the Value Thread has been discussing PayPal anOlafB-January 6
78896Followed you w/ a 10% add to CARR; looking to add more KMB and selling WPC. JuE_K_S-January 6
78895CARR, NSA. I'll go for a tad more shares as these previously discussed stPaul Senior-January 6
78894DELL article, WSJ wsj.comOlafB-January 6
78893My Ai search came up w/ this too. 3. Mining and Rare EarthsBeyond oil, ChinE_K_S-January 6
78892Interesting to think what the downstream impacts of this Venezuela situation areSean Collett2January 6
78891Interesting observation on CLX and SAP. I originally was looking at the implemeE_K_S-January 6
78890Ah, Jimbo and your bunker. Long-time, no-see. I am adding to GIS here. More CPaul Senior-January 5
78889CLX. Imo, anytime SAP gets involved with a company's total system -- erp/inPaul Senior-January 5
78888RE: Clorox Company (CLX) This is my 2026/2027 pick. Been building theE_K_S-January 5
78887Nice Trading brother E_K_S. Bobrobert b furman-January 5
78886Paul: What do you think of GIS and CLX for boring, value/dividend investments? Jimbo Cobb-January 5
78885Do we get follow thu tomorrow? I still find Oil/NG a reasonable value as measurE_K_S2January 5
78884What a day for the fossil fuel Capitalists - eh? Bobrobert b furman2January 5
78883Re: Chevron Corp (CVX) 164.30 +8.40 (+5.39%) Well positioned to benefit from E_K_S-January 5
78882Hi E_K_S, Big money moved in after they learned of your whale trade (price ealirobert b furman-January 5
78881Re: Northern Oil and Gas (NOG) 21.12 -0.89 (-4.04%) 10% add to NOG; 8% qualifE_K_S-January 5
78880I noted in the table of PECO's "Consensus EPS Forecast" that an EPbruwin1January 5
78879Ok, though this SubjectMark is set to be in the viewpoint of Ben Graham. He adPaul Senior2January 5
78878Low volatile(about 18% SDV) reit with good dividends, a lot of debt and share diOlafB-January 5
78877Hi Paul, With Valero shutting down the California refineries, they'll now brobert b furman2January 5
78876Hi E_K_S, Benzinga publishes "top ten shorted stocks" about every monrobert b furman2January 5
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