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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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79258 1222 4
Emcee:  Paul Senior Type:  Moderated
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79100Didn't know about PFIC's. Almost as bad as MLP's. I own SLV but waE_K_S-February 4
79099thanks for the advice. i read something about that on gemini and bounced the pslMadharry-February 4
79098PSLV, et. al. You might need to be very careful about PSLV and other royalty Paul Senior-February 4
79097hopefully that will be a positive for my nvda and amzn holdings. OT i want to reMadharry-February 4
79096new position nvo 12x pe, ceo encouraging on cramer,Madharry-February 4
79095I made a conscious effort to increase my energy exposure in the last 60 days, buMadharry-February 4
79094I've been paying pretty close attention to sector performance myself. YesteDitchdigger-February 4
79093i did my first day trade in years. bought mu at $373 out at $389Madharry-February 4
79092Rotation is all well and good, but why buy a bank at 15 times earning and 3 timeMadharry-February 4
79091Perhaps you're not considering the rotation that's taking place? I have Ditchdigger1February 4
79090Didn't you know ? It's all about "Insider Trading", or a "bruwin-February 4
79089Nice timing Indeed. If they were smart, they would've sold more. As my firsS. maltophilia-February 4
79088Re: PYPL Nancy Pelosi’s timing on her PayPal ($PYPL) exit has once again drE_K_S-February 4
79087Color me stupid but I cannot figure out the decline in micron today. estimated Madharry1February 4
79086We're wrong and random, too. Why aren't we getting paid the big bucks? S. maltophilia-February 4
79085More small adds for me today: WPP. finance.yahoo.com Looking for some reversioPaul Senior-February 3
79084PYPL Why spend the money for the stock buy back if they might need working capiE_K_S-February 3
79083SIMO hits it out of the park. Beats Q4 sales estimates by $15m and guides Q1 20Elroy-February 3
79082RE: PYPL Plus she has experience at JPMorgan & was senior counsel with the Sean Collett-February 3
79081Looks ok to me but these are still not cheap stocks. I think investors were willMadharry-February 3
79080More stocks falling in fear AI will adversely affect their business. Credit comPaul Senior-February 3
79079Low multiples on FCF rarely works imo. Market's just too efficient for that.Harshu Vyas-February 3
79078ADBE. Seems like several SAAS companies are hitting lows. Fear of AI wiping tPaul Senior-February 3
79077I did not buy PYPL based upon multiples of book value. I bought it based on multMadharry1February 3
79076This is positive - PayPal tapped Mara McNeill, former CEO of Toyota Financial E_K_S2February 3
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