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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79287 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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79135Looking back on it, you are right, the stock continues its ascent. Going forPaul Senior-February 9
79134BBDC. I am avoiding BDC's for a while. But I took a very quick look at yoGrommit1February 9
79133Why buy anything else when you can own SIMO?Elroy-February 9
79132Some small buys for me this morning: FICO. Buying for persistent revenue growthPaul Senior-February 9
79131RE: Ovintiv Inc (OVV) This is the old Encana, I acquired my shares in 3E_K_S-February 7
79130UPDATE. Recent changes, with a few notes from AI. Added those marked. Going fGrommit-February 7
79129Last couple weeks I started building energy in the portfolio after doing a screeDavid-February 7
79128OT Madharry, Did not see your post until Paul mentioned it, because you are stiGrommit-February 7
79127Re: Charter Communications Inc (CHTR) Looks like a good 5 year reversioE_K_S-February 7
79126Dear Value Investor, I got a couple of stock ideas, both value stocks, from SteCoolwire2February 6
79125Re: Plains Gp Holdings LP (PAGP) - Part 2 Discuss the value proposition of PAE_K_S-February 6
79124Re: Plains Gp Holdings LP (PAGP) - Part 1 I own DVN/CTRA (recent merger),E_K_S1February 6
79123Hello Maltophilia, I agree with you about the FCF and the profits. I will take Marco Vincenzo-February 6
79122MCO. Has some reaffirming lessons for me: It's sometimes ok to buy what yPaul Senior-February 6
79121SIMO. OK, I'll go for just a tad more shares. This will be the point wherePaul Senior-February 6
79120OT I find your comment inappropriate and narcissistic. I was expressing my view Madharry-February 6
79119If anyone cares SIMO is a great investment at the moment - but it's a growthElroy-February 6
79118Jumping back into Diageo. So many "bear theses" out there that I thinkHarshu Vyas-February 6
79117value creation To me, FWIW, a term of post-1980s corporate speak, usually used S. maltophilia-February 6
79116On a stock recovery day, I've several stocks down a goodly percentage. Here&Paul Senior-February 6
79115I would not over complicate it. People are going crazy over ClaudeBot or OpenClJohnny Canuck1February 6
79114For me, I don't use dcf, or make financial statement projections. I rarelPaul Senior-February 6
79113MAIN. I'll consider after the dust settles from all earnings reports. ARCCGrommit-February 6
79112Hi Marco My analysis has changed over the 45 years I have been investing. I noE_K_S-February 5
79111I am learning about these "Agentic Agents" and really do not understanE_K_S-February 5
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