BenGrahamMan’s Activity

Fri Aug 18

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 1:15 PM

Abertis clarification question

I am confused here, and probably just missing something, so please someone clarify this.

As we know The WSJ had an article several weeks ago, questioning the presentation of certain assets on BAM's financial statements.

Here is [more]

Wed Aug 16

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 12:26 PM

Re: Q2 2017

This idea has been pretty thoroughly demolished.

I disagree. I continue to believe it is a Work in Progress, and my gut feeling is that there is fire somewhere in the smoke. Yet, I have no info to prove such, and of course, as I have [more]

Wed Aug 9

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 2:45 PM

WSJ questions BAM NAV's 8/9/17

https://www.wsj.com/articles/brookfields-toll-road-to-riches...

The article cites two examples of potential over-statement of NAV's of BAM [more]

Wed Jul 19

NL

Boards Post

BenGrahamMan replied to the Exxon Mobil Corporation board. 3:55 PM

Re: XOM in a world of electric cars...

IIRC XOM is the largest natural gas producer in the USA. Electricity needs feedstock, which is typically fueled by various feedstocks. Natural gas was the largest feedstock for the first time in 2016 Oil can also be used as a feedstock, but is [more]

Wed Jul 5

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 2:48 PM

Re: OT: recommendation for Website Builder

Hey Guys,

We finally went "live" today with our new site. The web builder let me know it will get quicker as it "caches" and some other type of 3rd party software kicks in.

Anyway, here is our new site. Thanks [more]

Wed Jun 21

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:41 PM

Re: More Monkey Meetings

My oldest lives in Bend, so I would try to get out for investors West. He has been in the legal weed business for two years. First as a budtender, then a grower, and he starts a job next week in the finance section of a weed co.

Other than [more]

Mon Jun 12

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 5:33 PM

Structured Credits

I was introduced to Structured Credits today. A friend of mine, who is a broker with a major firm, has been working with them for over 10 years. I read a few of the products today, and they did not seem terrible at first glance.

One of the [more]

Tue May 23

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 12:48 PM

Re: A Little Competition

A "little" competition indeed. BAM's market cap is only $13bn.

~1B shares outstanding, price of $38, market cap of $38B.

Also has $78B in total borrowings, and $4B in Preferred Stock.

[more]

Fri Mar 31

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 10:29 AM

Re: Most Excellent Podcast

Cool. I downloaded the Planet Download app. I see they offer a paid service, and of course you don't use it. (I will digress shortly on that).

I listened, and ET, well done, informative, and I have discovered you are on Twitter. Yet, you [more]

Thu Mar 30

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 9:45 PM

Re: Most Excellent Podcast

Thanks for the link. I installed the app, set up a username at the site, and will listen to the podcast when I can. It will be one of my first ever. Is that ET on the podcast, as ET responded to your note. Or, I can ask ET. lol. Very cool, if [more]

Wed Mar 29

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 6:16 PM

Re: Bank metrics data source?

I'm looking for an easy-to-use and reliable source for bank metrics. Stuff like tangible book value, efficiency ratio and the like. What sites do you like for this kind of data? I think I used to be able to find this on Morningstar, but their [more]

Mon Mar 13

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:04 AM

Re: MNDO - Quick notes and Thesis

That's a strange way of defining free cash flow! Usually, FCF is defined as what the is what the company COULD pay out to shareholders; they could also buy back shares, or invest in growth, or just hold onto that cash. But paying it out (as [more]

Fri Mar 10

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 2:50 PM

MNDO - Quick notes and Thesis

Thank you itconsultant for bringing MNDO to these boards. I originally bought for our clients on ~4/28/15 for ~$2.79, and then again on ~4/22/16 for ~$2.06. Our average cost is $2.41, and it is currently a 1.5% position of our total managed [more]

Wed Mar 1

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 2:34 PM

Re: GILD-why Low P/E with declining sales fails

A traders mistake

IMO, trading and not investing is a mistake in itself.

Thu Feb 23

NL

Boards Post

BenGrahamMan replied to the American Int'l Group, Inc. board. 3:38 PM

Re: RBC REITERATED

I enjoy your posts, thank you!

Working business plan with sale of non core assets..ski lodge. Buyback before AIG goes back over 65.

AIG is selling their ski operations, and not the lodge,etc to Vail Resorts [more]

Fri Feb 17

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 3:11 PM

Re: 10 yr. AA corporate bonds

It’s not so much that the formula is so faulty. Rather, it’s the assumption (belief) that a given company can grow earnings 20% per annum for five straight years. The vast majority of companies can’t; it’s a rare bird that can, and if you are [more]

Thu Feb 16

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 5:50 PM

Re: 10 yr. AA corporate bonds

This is a Graham Dodd P/E Matrix I found long ago, and keep on our site:

http://www.rbcpa.com/GrahamandDoddPEMatrix.html

TD Ameritrade Institutional on 2/16/17 publishes [more]

Thu Feb 9

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 12:34 PM

Re: creating world class service

This is a thread I have followed and printed. It is very helpful and interesting to see your methods, and discipline.

Wed Feb 8

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:36 PM

Re: GILD-why Low P/E with declining sales fails

I hope no one on this board was stupid enough to buy this.

I'm missing something here. I am assuming this comment is a joke? I am so freaken literal, that I am not sure. Not that it matters.

Some decent holders, and I [more]

Mon Feb 6

NL

Boards Post

BenGrahamMan replied to the Twitter board. 2:37 PM

Re: TWTR stock repair advice

I took a small position several weeks ago ~$16.50. I use TWTR as a primary news source, keep up with my favorite financial guys, study Russia, etc. Plus the Trump effect has to show up in revenues. I think too many are concerned with the question of [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2551
Recs Received 8941
People who have rec'd these posts 1738
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1279
Threads Started Percentage 50.14 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.70 %
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