AdamGalas

Adam Galas

I am a 28 year old who has been passionate about investing since my dad introduced me to this way of life at the age of 12. As I grew as an adolescent I used my life savings to try to earn my fortune in the thrilling world of high finance. Along the way I've made and lost several small fortunes through option speculation and aggressive growth investing and learned valuable lessons that I want to share. I am passionate about long-term, buy and hold, income focused investing. History teaches us that this approach is the most powerful means available to build long-term wealth and income. My goal is to teach my readers how to find, research and follow the kind of companies that will make their financial dreams come true.

AdamGalas’ Activity

Today

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Boards Post

AdamGalas replied to the The Grand Adventure board. 1 hour ago

Re: Wed Update: Troubling jobs numbers

Transocean earnings just came out, and given their enormous size (world's biggest offshore driller) their results will have important ramifications for several of our holdings including: ATW, SDRL, NADL, PACD

I'll post the article as soon as [more]

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AdamGalas posted to the The Grand Adventure board. 1 hour ago

ILOD Wed: Investing is like weight training

http://awealthofcommonsense.com/thoughts-on-giving-financial...

An excellent article that hits on a few important points.

First and foremost is the [more]

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AdamGalas posted to the The Grand Adventure board. 1:03 PM

Wed Update: Troubling jobs numbers

No dividend changes or portfolio additions today.

Oil continues its upward march, hitting $61 today. At around $65 we might see US oil producers start completing their wells and start raising production again, well we could if these prices [more]

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AdamGalas replied to the The Grand Adventure board. 12:54 PM

Re: GOOG Paid a Dividend Yesterday!

No because its not a regular dividend, just a special dividend may not get repeated.

Yesterday

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AdamGalas posted to the The Grand Adventure board. 4:56 PM

ILOD Tues: Worst Secret in Investing

http://awealthofcommonsense.com/are-there-too-many-buffett-d...

This article discusses a topic that John has brought up before, the idea that value investing [more]

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AdamGalas posted to the The Grand Adventure board. 4:41 PM

Top Undervalued Portfolio Quarterly Update

This portfolio, which combines and ranks FCF yield and P/TBV industry percentile, is adding:

SunCoke Energy Partners SXCP
Cal-Maine Foods CALM
Alliance Holdings GP AHGP

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AdamGalas posted to the The Grand Adventure board. 2:24 PM

Tues Update: Disney and NTIearnings light it up!


DFT and GLW were added today due to them hitting the 10% decline point.


We added NTI today (OMG one I actually own!;) because of its crazy good 120% increase in distribution off some stunning earnings. Net income up 54%, [more]

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AdamGalas posted to the The Grand Adventure board. 11:44 AM

EMES earnings: bad news

http://www.fool.com/investing/general/2015/05/05/this-high-y...

Turns out that 8.4 tons of contracted sand over 4 years [more]

Mon May 4

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AdamGalas replied to the The Grand Adventure board. 5:24 PM

Re: Monday Update: China's in deep trouble

In fact, EMES now represents such a blatantly undervalued profit opportunity that I can't help but put all my upcoming cash into it.

Diversification be darned, I need me some profit and yield!;)

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AdamGalas replied to the The Grand Adventure board. 5:21 PM

Re: Monday Update: China's in deep trouble

Oh forgot to mention that EMES is down 4.2% today based on some really rough earnings.

I have an article coming out tomorrow that covers the distribution cut and earnings but the bottom line is that the recovery in frac sand will lag the [more]

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AdamGalas replied to the The Grand Adventure board. 5:16 PM

Re: Exxon Earnings: 3 lessons YOU need to know

I wouldn't be surprised if oil demand doesn't peak for another 50 years and represents a major part of the world's energy mix for 100 years.

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AdamGalas replied to the The Grand Adventure board. 5:15 PM

Re: Monday Update: China's in deep trouble

MCD has achieved a market cap over $100 billion so its been added to the Blue Chip Portfolio.

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AdamGalas posted to the The Grand Adventure board. 5:14 PM

Top FCF Yield Portfolio quarterly update

These stocks are being added to this portfolio:

Alliance Holdings GP AHGP
Franklin Resources Inc BEN

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AdamGalas posted to the The Grand Adventure board. 1:14 PM

Monday Update: China's in deep trouble

GMCR is the only stock added today, earnings are coming up on Wed, so I'll be watching to see if they can restart growth.


In company specific news Buffett went on CNBC today to re-iterate his confidence in his 9% stake of IBM. [more]

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AdamGalas posted to the The Grand Adventure board. 12:12 PM

ILOD Monday: Warren Buffett's favorite metric

http://www.fool.com/investing/general/2015/05/03/the-warren-...

Today's investing lesson of the day (ILOD) is based on this [more]

Sun May 3

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AdamGalas posted to the The Grand Adventure board. 8:06 PM

PEG and PEG Adjusted Total Return Quarterly Upda

Lowest PEG portfolio is adding:

GasLog Partners GLOP
Alliance Fiber Optics AFOP


The PEG Adjusted Top Total Return Portfolio is adding:

REIS Inc REIS
GasLog Partners GLOP
China Distance Education Holdings [more]

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AdamGalas replied to the The Grand Adventure board. 3:52 PM

Re: US Silica Earnings: Ignore the earnings miss

A "EMES vs HCLP" article is a great idea. I'll pitch that to my editors and see if I can find someone to collaborate with me. There are 3 energy specialists that I can ask, though I'm not sure if any of them know enough about either MLP to [more]

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AdamGalas replied to the The Grand Adventure board. 3:49 PM

Re: US Silica Earnings: Ignore the earnings miss

So EMES does have a general partner that runs its operations, BUT has no incentive distribution rights because its set up as a variable pay MLP.

I do in fact like both HCLP, whose yield is now about equal to EMES (though it may also be [more]

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AdamGalas replied to the The Grand Adventure board. 3:44 PM

Re: ILOD Sat2: Are statistics lying to us?

An excellent rebuttal that makes some very good points.

Innovations and efficiency gains from technology did have an enormous impact on the 1980's and 1990's and those efficiency gains is what caused so much growth with low inflation, which [more]

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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 70498 out of 75198
Score -1054.66
Score Change Today +27.34
Accuracy 38.79%
Active Picks 299
Total Picks 773
Best Pick VHC (+132.19)
Worst Pick PSDV (-162.32)
Average Score per Pick -1.46
Charms Earned 4
Highest Rated Favorite Dividends4Life
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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2094
Recs Received 1697
People who have rec'd these posts 477
Recs to Posts Ratio (last 30 days) 3.20
Threads Started 1001
Threads Started Percentage 47.80 %
Most Frequent Board The Grand Adventure
Very First Post A II: Open Forum post. (3/30/2011)
Percentage of Posts Rec'd 36.91 %
Show AdamGalas’ 10 Latest Posts