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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
Posts SubjectMarks Bans
79258 1222 4
Emcee:  Paul Senior Type:  Moderated
Introduction Compact
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79150Here's my latest thoughts on SIMO. Message 35424272 Conclusion - it's Elroy-February 11
79149RE: ANGI Never used them but have heard a lot of the advertisements. They justE_K_S-February 11
79148has anyone here used angi as a consumer? Mr. Market has pushed up energy relentMadharry-February 11
79147RE: Angi Inc (ANGI) - earnings miss but their FCF yield is attractive PicE_K_S-February 10
79146Hi Mad, Darn right 9%is a double in 8 years. Now if we can just figure out howrobert b furman-February 10
79145I added more RITM. I will take that 9%+ distribution til the cows come home. ItMadharry-February 10
79144Good Morning E_K_S, Pipeline business seems to be very good. I'm guessing robert b furman3February 10
79143RE ZBH vs peers I was surprised to see the discount ZBH vs peers; 10.5x PE (ZBE_K_S-February 10
79142ZBH. Thanks for the details. I'm still underwater based on 2025 buys; I wiPaul Senior-February 10
79141Is that all AI generated? See what your AI guy says about EPD compared to WMB. Elroy-February 10
79140RE: Williams Companies (WMB) - earnings Trading at an All Time High At E_K_S-February 10
79139RE: Zimmer Biomet Holdings (ZBH) - earnings Looks our recent Buys are goE_K_S-February 10
79138Hi Bob, I am not sure what other mid-tier E&P companies you looked at when Johnny Canuck-February 10
79137Auto retailer GPI. Hits 12-mo low, and I add to my small position. finance.yahoPaul Senior-February 9
79136RE: NKE Bloomberg piece on $NKE and Converse is telling employees to WFH as theSean Collett-February 9
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
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