BenGrahamMan’s Activity

Yesterday

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:57 PM

Re: An inexpensive lunch

I remember discounts in global income CEF's to be > 25% at one point. SGL was one at the time (see attached link). I think you have to also look at potential taxes if sold on CEF's and I don't think that is carried as a future potential liability [more]

Thu Feb 4

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 7:51 PM

Re: Poll: How Often to you Check the Market?

I check when someone asks me, "How is the market doing?" That happens probably on average, once every 3 weeks. Of course, I will peripherally see the "market" reading papers, or watching financial news.

I really enjoy not [more]

Mon Jan 25

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Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 11:13 AM

Sequoia Fund performance results

I like these guys a great deal, and look forward to an interesting annual meeting in the spring.

I find it unusual they have not yet posted performance results for 2015 as of 1/25/16.

[more]

Fri Jan 22

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Boards Post

BenGrahamMan posted to the Last RoundUp board. 11:57 AM

% loss off 52 week highs, and Jamie Dimon Notes

I posted this on my website, and another board on Fool, and thought I would post here. No great shakes.

January 20, 2016

DJIA 15,450

S&P 500 1812

A discussion as the Dow Jones is 16% off its 52 week [more]

Thu Jan 21

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Boards Post

BenGrahamMan replied to the Saul's Investing Discussions board. 4:06 PM

Re: How far have we dropped?

January 20, 2016

DJIA 15,450

S&P 500 1812

A discussion as the Dow Jones is 16% off its 52 week highs


At the lowest level so far today, the market was at 15,450. which was 16% off of its 52 week high of [more]

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Boards Post

BenGrahamMan replied to the Value Hounds board. 2:33 PM

Re: SDRL buys time

What a difference a day makes.

This is from a 1/20/16 Morningstar report.


3 Star rating

Fair Value estimate of $1.50
Consider buy at no price. Zero.



On 1/20 M* wrote, "We are [more]

Tue Jan 19

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Boards Post

BenGrahamMan replied to the Value Hounds board. 5:07 PM

Re: SDRL buys time

VL rates SDRL “4” for Safety (on a 1 to 5 scale, 5 is lowest). For Financial Strength they rate them C++ (A++ is highest, C is lowest).

Good post and thanks! I would like to include the Morningstar position:

5 Star - Highest [more]

Thu Dec 31

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Boards Post

BenGrahamMan replied to the Falling Knives board. 12:55 PM

Re: AMZN

It was certainly an amazon xmas at my house... I'd estimate it at 97% of our holiday spend.

What would you guess the percentage of the same for past years?

Thu Dec 24

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Boards Post

BenGrahamMan replied to the Berkshire Hathaway board. 2:03 PM

Re: OT: If It's Good Enough for Lou and Glenn...

I have been incorrect on BAM forever. Yet, I have a hunch, without a great deal of research, that they will fall apart over a mountain of debt and credit downgrades. I think they are aggressive on IFRS fair value reporting, and I understand that much [more]

Wed Dec 23

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Boards Post

BenGrahamMan replied to the Saul's Investing Discussions board. 1:51 PM

Re: Insider sales

Hi Streina, I used to worry about insider sales too. Then one day I just happened to look at insider trading for Amazon. There are hundreds, and hundreds, and hundreds, and hundred, of insider sales, and every quarter, back to when Amazon was a [more]

Mon Nov 30

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BenGrahamMan replied to the Berkshire Hathaway board. 2:30 PM

Re: Poll: (When) will AMZN become a falling knif

Deutsche Bank issued a report on November 2, 2015. 'Amazon Web Services – The Growth Story of the Decade. Can Microsoft and Google Keep Pace? Who Gets Disrupted?

In this report they project the following for AWS.

Year [more]

Wed Nov 25

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BenGrahamMan replied to the Falling Knives board. 3:05 PM

Re: FKA: CHK, still, again, forever!

Here is a picture of the bonds I saw (sorry no link). They look terribly distressed. I haven't looked at Credit Default Swaps.

Sorry to provide a link, but did not know how else to show picture.


[more]

Thu Nov 19

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Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 4:28 PM

Our Investment Conference was on 11/17

Thought I would share with you guys.


Below is a link to a copy of our handout, as well as notes I had to help me with our discussion.

Link to our handout: http://1drv.ms/1kIr9Xg [more]

Fri Nov 13

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Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 2:10 PM

OSTK - My Overstock Notes

November 10, 2015 ($14.13) OSTK down 17% poor earnings

We have slightly less than a 2% portfolio position

Not only is this an unusual investment for us, but it is also one that I am regretting. Yet, I am not pulling the [more]

Thu Nov 12

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 8:51 PM

Re: Weak retail?

I ordered this Nathan Light Bender LED Arm Band from Amazon today. I will have it on Saturday for Amazon Prime shipping. It was $15.74.

[more]

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Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 4:18 PM

SIRF - BAM has undisclosed SEC investigations

SIRF_Report claims that Brookfield Asset Management has ongoing undisclosed SEC and CDN investigations.

[more]

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 10:19 AM

Re: Weak retail?

Patrick Byrne of Overstock.com spoke on their CC the other day and was bearish on the economy. Not sure his words should be taken as gospel, as he is a bit unusual. I tried buying several items on Overstock, which [more]

Tue Nov 3

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Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 3:47 PM

VRX - Any new thoughts? Naj?

Hey,

Not trolling here. Been researching for a few days.

My big question is the Credit Default Swaps. I have no idea how to interpret them. Here are two pics I got the last few days. Naj, would you mind [more]

Mon Nov 2

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:56 PM

Re: Doneville Goes Off - vrx

As time goes on we see that Citron was not as incorrect as Donville claimed. Nor do I believe he is from Nevada. Here are my notes from the video.



Donville criticizing as non-regulated, and first thing he looks at is [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2458
Recs Received 8640
People who have rec'd these posts 1687
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1256
Threads Started Percentage 51.10 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.64 %
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