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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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78981Do you not scale in and scale out of a position? I also see not many people posE_K_S-January 21
78980Thank you for the clarification! Marco.Marco Vincenzo-January 21
78979Sean the VSNT just a tiny position from the shares I received from the CMCSA. TE_K_S-January 21
78978<i> When we see analysts' earnings forecast for a firm, are we seeElroy-January 21
78977Hello everyone, I got a question. When we see analysts' earnings forecast foMarco Vincenzo-January 21
78976Micron and Baidu having awesome days. my timing sucks , should have waited anotMadharry-January 21
78975RE: VSNT Cable is always temping especially when you strip away the heavy capiSean Collett-January 21
78974TGB. Ok, following you in with a small tracking position. Imo, not a value proPaul Senior-January 21
78973Impressive stability. I'll watch what the effect of the annual vs quarterlyrobert b furman1January 20
78972Impressive stability. I'll watch what the effect of the annual vs quarterlyrobert b furman-January 20
78971Been adding to these names; Peeled off 5% of WMB booking a 29% CAGR on this loE_K_S1January 20
78970DKS. With market fall today, I added a few more shares of DKS to my tracking pPaul Senior-January 20
78969TMAK. Stock hovering between 8 and 11, mostly at $10 past few years. With a sPaul Senior-January 20
78968They have paid a dividend for 10yrs. Paid once a year now yielding 6.5% 2025 - benbuffett-January 20
78967Hi Paul. One annual dividend ex date 12/31 of each year 2024 and 2025 both 65 crobert b furman-January 20
78966Yes I also have some shares of QXO. Read his book which is pretty quick read. Hebenbuffett1January 20
78965Yes it is very thinly traded. Looks interesting. The founder is a Doctor who ownbenbuffett-January 20
78964Small adds to positions on today's market fall: Stocks mentioned here prePaul Senior-January 20
78963Tempting, but I'll pass on TMAK. Some good metrics, yes. Would like to seePaul Senior-January 20
78962Anyone familiar or follow? Community Bank in N. Atlanta burbs Touchmark Nationalbenbuffett-January 20
78961Who knew> I came across this while looking at CZR. There was a $250 visa feeMadharry-January 20
78960I reduced my stake in mu by 20% this am . I want to raise cash and control my rMadharry-January 20
78959AMAT. For those who may have recently sold AMAT, it's price has risen by abbruwin-January 20
78958MICRON up strongly in premarket perhaps due to this: Massive Insider ConfidencMadharry-January 16
78957So I own xom. i enjoyed clipping coupons today from STWD and PK. RITM comes aMadharry-January 15
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