BenGrahamMan

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BenGrahamMan replied to the Deranged Monkey Criticism board. 6:17 PM

Re: EXC - 2 minute drill

You might find ITC fits the bill, though it has its own bearish scenarios where regulators may taketh away just as they have giveth these past many years.

Interesting, thanks. I could be wrong, but it looks like ITC is a transmission [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:35 PM

Re: EXC - 2 minute drill

FWIW, in terms of utility exposure (if wanting stability), one might want to consider businesses where basically the vast majority to all of the revenue is regulated revenue where cost recovery + a certain ROIC is all but [more]

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BenGrahamMan posted to the Exelon board. 7:30 AM

EXC - 2 minute drill

June 12, 2013 (30.40) Two Minute Drill

Two Minute Drill - “I like to be able to give a two-minute monologue that covers the reasons I’m interested in it, what has to happen for the company to succeed, and the pitfalls that stand in its [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:24 PM

Re: EXC - 2 minute drill

I wish I understood their process of:

1) Announcing expansion of nuclear at Chicago and Limerick,
2) Canceling expansion shortly thereafter,
3) Taking $100m charge for doing so.

You would think a giant utility would be [more]

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BenGrahamMan posted to the Deranged Monkey Criticism board. 8:59 AM

EXC - 2 minute drill

June 12, 2013 (30.40) Two Minute Drill

Two Minute Drill - “I like to be able to give a two-minute monologue that covers the reasons I’m interested in it, what has to happen for the company to succeed, and the pitfalls that stand in its [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 10:07 AM

Re: BAM

Nice post. I no longer follow BAM, spent a great deal of time and effort on it, I was short, and luckily got out with my shirt still on, and never was able to understand the company.

Also, when comparing BAM to others, BAM uses IFRS [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:26 PM

Re: 5 Stocks

1. BRK
2. PRAA - debt collector
3. MIDD - cooking
4. BAM - infrastructural assets
5. POT

Just my uninformed and biased, non professional opinion, but honest hunch, that BAM will go to POT, when the world realizes they [more]

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

Re: Wednesday

To answer your question, I am doing little, but if I was not fully invested I would be buying various situations fairly heavily.

We have been fully invested for some time now. We don’t really have any cash without creating leverage. We are [more]

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BenGrahamMan replied to the Berkshire Hathaway board. 8:22 AM

Re: 5 Stocks

Here is a link where you see that Berkshire has added a bit to WMT over the last 2 years. http://www.dataroma.com/m/hist/hist.php?f=brk&s=WMT


In regards to the [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 12:01 PM

Re: Investment subscriptions and must read question?

I left out Morninstar Stock Investor Pro (I enjoy) and AAII.

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BenGrahamMan posted to the Deranged Monkey Criticism board. 11:59 AM

Investment subscriptions and must read question?

I do a fair amount of reading of SEC filings, boards, other sites, conference calls and books. I wanted to list the subscriptions I get and see which ones you might also read. There are several that I do not subscribe to (some I used to) and [more]

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BenGrahamMan polled the Deranged Monkey Criticism board. 7:58 AM

Poll: Technical Analysis

What are your views on technical analysis (TA) and your use of it in investing?

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BenGrahamMan replied to the Deranged Monkey Criticism board. 9:41 AM

Re: Mortgage or no Mortgage - The corrected post

Just told my contact at Wells Fargo the following:

Thanks. I spoke to my wife last night, and she is totally against us getting a mortgage. Hence, I will use the sleep at night, not sleep on the couch method of finance, and probably [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 11:09 PM

Re: Mortgage or no Mortgage - The corrected post

I have thought long and hard about this question. This posting and the responses were incredibly helpful.

As to tax implications, as always check with a tax advisor, but I believe the deduction on mortgage interest is limited to a [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 5:22 PM

Re: Mortgage or no Mortgage - The corrected post

Thanks for all your posts so far. This has been and I suspect will evolve into a very useful post for me.

I wanted to clear something up. I have, and really always had all of my liquid assets invested in the same fashion that I invest for my [more]

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BenGrahamMan posted to the Deranged Monkey Criticism board. 2:12 PM

Mortgage or no Mortgage - The corrected post

I have been having an internal debate, and really having difficulty with the answer.

This question is for you, and if you are a PM, not for your clients, but just what you would do for you and your family, and not necessarily for your [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:07 PM

Re: TD Ameritrade Institutional Platform

On NWLI and Brazil, have you seen that any other firms in the annuity/insurance business have had any similar situations develop with Brazil? I am planning to do some research over the next few days on this.

My view is that Brazil will [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 10:40 PM

Re: TD Ameritrade Institutional Platform

Glad you are getting better treatment than I received.

You also wrote in your intial post the following:

Had to part ways with TD Ameritrade this week. They are no longer willing to support managed accounts on their retail [more]

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BenGrahamMan replied to the Berkshire Hathaway board. 3:06 PM

Re: Dear Jeremy Dimon:

Who is Jeremy Dimon?

First cousin of Jeff Galt.

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BenGrahamMan replied to the Deranged Monkey Criticism board. 2:28 PM

Re: TD Ameritrade Institutional Platform

I have been using TD Ameritrade Institutional since 1997. I find their service, downloads to Captools, execution, block trading, website, fees, customer service and everything else to typically be exceptional.