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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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78925More SIMO (sigh). Ok. Cars as an example. I see brakes, mirrors, tires. NecPaul Senior-January 12
78924Im a bit surprised that bidu is up 6% today and alibaba is up 10% and no commentMadharry-January 12
78923[graphic] Semiconductors look fairly similar. "NAND flash controller chipElroy-January 12
78922SIMO. You ever see an actual flash controller chip? Not a picture of one. For Paul Senior-January 12
78921What does SIMO do? There is a memory semiconducto chip called NAND flash. ThisElroy-January 11
78920Yes SIMO. I hold on. This was one I where I didn't/don't understand thPaul Senior-January 11
78919<i> If I can catch a foreign-based company that looks reasonably-pricedElroy-January 11
78918I won't be directing my portfolio specifically away from USA stocks believinPaul Senior-January 10
78917I am Canadian who holds around 50-60% in companies whose revenue is derived mainOlafB-January 10
78916I watched interesting interview with Dalio. as a result I am going to focus thisMadharry-January 10
78915TFX will focus on it's "vascular access, interventional, and surgical bPaul Senior1January 8
78914re teleflex. woe nellie. there is a lot going on here paul. perhaps u can shed Madharry-January 8
78913TFX stock continues its multiyear drop. Now company has replaced CEO with a temPaul Senior-January 8
78912DLB. Established a tracking position in well-known Dolby as it hits 12-mo lowsPaul Senior-January 8
78911Ok, I think you can safely assume SIMO is no value play up around $120, and sellElroy1January 7
78910Some Trades today and when a Preferred holding is taken Private 1) SotherlE_K_S-January 7
78909I took a decent profit in SPHR and decided to move on. Could turn out great oveMadharry-January 7
78908Losing day for me. Dell getting spanked as korean memory makers are announcing Madharry-January 7
78907Nike needs Sweeney!michaeljblurry-January 7
78906I saw a Grommit post a while back ---->Message 35380960 .... and posted my obruwin-January 7
78905It doesn't look like Graham's approach for buying a stock (buy low, sellOlafB-January 7
78904I will be going through this earning and wrapping up with calculations today. OvOlafB-January 7
78903Re: W.P. Carey & Company Llc (WPC) On January 7, 2026, W. P. Carey Inc.E_K_S-January 7
78902Re: Cal-Maine Foods IN (CALM) Earnings Snapshot: Cal-Maine Foods exE_K_S-January 7
78901ADBE. I don't know if the stock is down because some people, some experts bPaul Senior-January 7
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