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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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79181Re HHH. Not a good q report from the company, and stock reacts accordingly. IPaul Senior-February 20
79180I think this is a tempest in a teacup. Sternlicht of Starwood Capital and ProperMadharry-February 20
79179Story last night about the Blue Owl complex. Probably nothing you don't alrS. maltophilia-February 20
79178bought OBDC as wellMadharry-February 20
79177OTF Looks like a much higher quality BDC than that other BDC discussed here a fS. maltophilia-February 19
79176Hello, I picked up a few shares of Chubb Ltd., CB today. In 2024 the stock cheCoolwire-February 19
79175I started a new position in OTF, I love the metrics,Madharry-February 19
79174Some adds for me. POOL at 12-mo low. Reversion-to-mean play for me. Just a tPaul Senior-February 19
79173Definitely not second time lucky. Here goes a third... Klarna results were finHarshu Vyas-February 19
79172What had further encouraged me to look for ETF's, etc, through which one canbruwin-February 18
79171Thanks, Grommit, for your update and opinion of HRI. I did sell some shares aftPaul Senior-February 18
79170HRI. Paul, you posted here (I am responding to that post) that you might sell soGrommit-February 17
79169Very likely, this coming Thursday/ Friday, I intend buying into the following ETbruwin1February 17
79168trim BIDU, proceeds into RIG PSLV RITM, cnbc highlighted both real estate and dMadharry-February 17
79167ZIM. Holding a few shares. Adding more now at about $28.44, presuming the dealPaul Senior-February 17
79166Thanks for KD update. Still have my few shares.Paul Senior-February 17
79165Re: Kyndryl Hldgs Inc (KD) 13.30+1.06 (+8.66%) pre-market ManagemenE_K_S-February 17
79164A prediction from my side of the fence ..... If one spots an "investment&qbruwin-February 15
79163I own krp fwiw. losing position not including dividends, but it does pay a good Madharry-February 13
79162Utility. I am still selectively adding to my utility basket. Now at 19% of pGrommit1February 13
79161Yes AEP increased their CapX by 40% because of huge AI demand. I sold 10% todayE_K_S-February 13
79160Utilities. I think that the mkt is recognizing the data center / power contracGrommit2February 13
79159I wish i had waited to buy amzn and paypal l I have enough of both and with riMadharry-February 13
79158RE: Utilities ETF Vanguard (VPU) 200.87 +4.74 (+2.42%) Made a big move beginE_K_S-February 13
79157Re: Kyndryl Hldgs Inc (KD) Yes "Cooking Books" ? I had huge gaiE_K_S-February 13
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