BenGrahamMan’s Activity

Yesterday

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Boards Post

BenGrahamMan replied to the Value Hounds board. 11:29 AM

Re: Seadrill CEO interview

Hohum, Your shipping work has been much appreciated for years. Would you mind mentioning if you are long SDRL?

I am concerned with some recent outlook changes to negative from S&P and Moody's. These were for Partners and Operating. The [more]

Thu Mar 26

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 12:45 PM

Re: John Hillery's shareholder letters

http://www.hilleryvaluecommentaries.com/Commentaries

Not only was the site interesting and awesome, but I looked at the books to read list, and found one I never read. [more]

Tue Mar 24

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 6:39 PM

Re: NWLI - Updated Thesis

Thanks for your response. NWLI has sold well below book, even before 2011 when this issue became known. Thanks for the interpretation from a legal perspective.

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:04 PM

Re: NWLI - Updated Thesis

Thanks for answering. Some quick comments:

They have been around since 1957. They seem conservative on all approaches. I think the lawsuit you cited was not reflective of the company as a whole. AM Best cites NWLI's conservative business [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 10:17 AM

Re: NWLI - Updated Thesis

But there was discussion on VIC on this issue and here was one poster's opinion:

"To the extent that this represents an actual risk to NWLI, I am not the least bit worried - I think it is clear there is no practical way the fines are
[more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 10:13 AM

Re: NWLI - Updated Thesis

Do you know how much of their business is tied to policies to Brazilian residents?

Around $39M in F2014, and probably similar to that every year.

would need to be understood in my mind before I would own [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 9:33 AM

Re: NWLI - Updated Thesis

Opinions requested

NWLI has an ongoing footnote with Brazil. Brazil has been looking to fine them since 2011 for $6B. NWLI has contended that they have no representation in Brazil, and that the complaint is not valid. NWLI states they [more]

Fri Mar 20

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Boards Post

BenGrahamMan replied to the Value Hounds board. 3:23 PM

Re: Hansson pens a letter (2015)

Thanks for sharing. Do you own?

Thu Mar 12

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Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 12:17 PM

Fitch downgrades BAM 'BBB-'

Fitch Downgraded Brookfield Asset Management's IDR to 'BBB-'; Outlook Stable on March 11, 2015. Fitch Ratings has downgraded the long-term IDR and senior unsecured debt ratings of Brookfield Asset Management Inc.(BAM) to 'BBB-' from 'BBB'. The Rating [more]

Wed Mar 11

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 9:15 PM

Re: NWLI - Updated Thesis

Some updates to my last notes on NWLI. Best to read at this link http://1drv.ms/1wfLF0W

NWLI is our 4th largest holding with a 5.12% portfolio position. Our 2nd largest position is A 5.29% position. NWLI [more]

Tue Mar 3

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Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 10:47 AM

Fitch - BAM outlook negative

Fitch placed Brookfield Asset Management (BAM) to outlook negative on February 24th.Fitch currently rates BAM 'BBB.'

"The primary factor that could lead to a negative rating action is a determination that the quality of the [more]

Mon Mar 2

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 7:25 AM

Re: Syntel - some 10-K notes

hey, by the way

Thanks for this idea (synt). You are clearly the source and I appreciate your fine work on it and more importantly your willingness to share your ideas and thinking behind them. I owe you one.


Ditto from me. [more]

Wed Feb 18

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Boards Post

BenGrahamMan replied to the Reading Financial Statements board. 10:59 AM

Re: Financial Data in% for five years or more

Morningstar is awesome. This site will give you historicals back to 1993. Here is an example with AAPL [more]

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BenGrahamMan replied to the Berkshire Hathaway board. 10:32 AM

Re: 13-F is out

Bill and Melinda Gates Foundation also sold 100% of XOM shares as of 12/31/14. http://www.dataroma.com/m/holdings.php?m=GFT

Fri Jan 16

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BenGrahamMan replied to the Deranged Monkey Criticism board. 11:42 AM

Re: Some updates and a question

Martian knows I am real appreciative of his efforts in this thread and others.

Of course, the author (me) is thrilled you posted al you did, and helped me. So, selfishly, I am thrilled of the thread till this last post, where you are [more]

Mon Dec 22

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:02 PM

Peter Lynch - One Up - On P/E Ratio

Martian gave good advice to reread Chapter 13. After all these years I wonder how relevant this comment is.

"The P/E ratio of any company that's fairly priced will equal its growth rate. I'm talking about growth rate of earnings [more]

Thu Nov 13

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Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 3:15 PM

I am presenting an investment conference tonight

Hey guys, I don't mean to spam or anything like that. I just thought some might find it interesting. If anyone wants to attend in Garwood NJ, just give the word, via email and I will put you on the list. Free food, free beer, free wine, free soft [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2391
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Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
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