BenGrahamMan’s Activity

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]

Tue Jan 31

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 12:33 PM

Re: Poll: How strong is your conviction?

the sentiment is clearly pretty bullish.

Contrarian indicator?

Would love to hear the assessment of Mungofitch, Manlobbi, and others, of the Barron's allegations (January 30, 2017) of the potential material [more]

Thu Jan 12

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:28 PM

Re: Hard to read

Wonderful thread.

The following is what I would attempt to track each quarter for BAM:

1. Book Value Per Share - Remember, since this is IFRS, book value is often Fair Value. Fair Value is very subjective, and like anything [more]

Tue Jan 10

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:01 PM

Re: a site allegedly informing about Bill Ackman

That would obviously be SAC if you've ever watched it.

I don't know the histories or lives of SAC or Ackman. I have watched every episode of Billions.

Here is where I read that the series was about him. Factual? I [more]

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 12:21 PM

Re: Amazon's Alexa

someone mentioned 3% dilution rate. Where did that number come from?

1/1/13 454M shares
1/1/14 459M shares
1/1/15 465M shares

I think the annual dilution rate is ~1.5%.

However, like many other companies, stock [more]

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 12:07 PM

a site allegedly informing about Bill Ackman

Ouch.

http://www.therealbillackman.com/

The authors claim fake news, etc. I read that the Showtime series 'Billions' is about him. I believe also he and his wife have split [more]

Fri Jan 6

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:20 PM

Re: My year end 2016 results and blurbs

A real big thank you to all of you for reading and commenting. I plan on sending the letter out on Monday or Tuesday. I took so much of what you suggested or edited in the final draft.

If there are any glaring typos, or again, feel free to [more]

Thu Jan 5

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:42 PM

Re: My year end 2016 results and blurbs

12. As I have mentioned previously, I cannot promise positive results, but I do promise dedication and doing the best I can for you. I do not expect, but do not promise our future performances to do worse than a down market.

I [more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:18 PM

Re: My year end 2016 results and blurbs

Thank you very much for your great responses.

Originally, I just posted this to the Fool board, with no intentions of sending out to clients. After reading your responses, I am changing it to a letter, and I have reformatted it, using much [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2543
Recs Received 8901
People who have rec'd these posts 1734
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1276
Threads Started Percentage 50.18 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.61 %
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