BenGrahamMan’s Activity

Today

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 4 hours ago

OT: recommendation for Website Builder

Hey Guys, I am firing my web guy, as he sucks. He is using Front Page 2002, and the site looks sick (as in 'ill.') By the way, I am the web guy.

Anyway, I need to update our site, get it current, off of Front Page and someone who can [more]

Thu Sep 15

NL

Boards Post

BenGrahamMan replied to the Falling Knives board. 5:04 PM

Re: FKA: WFC

Cool. I don't necessarily agree with your value assessment in 15 years. I think the price as of yesterday, or today as a starting point, and then rate of return on that investment, including dividends, through Friday October 31, 2031. I think 15+ [more]

Wed Sep 14

NL

Boards Post

BenGrahamMan replied to the Falling Knives board. 12:04 PM

Re: FKA: WFC

The P/B of the losers is low because they are badly run businesses.

I think P/B is low because there is still lots of fear from the crisis. JPM and WFC carry a premium because of that. Interesting to hear praise of running the [more]

NL

Boards Post

BenGrahamMan replied to the Falling Knives board. 10:39 AM

Re: FKA: WFC

Price to tangible book value is not a useful metric for the value of a bank.

I disagree on that. I own banks that I think are of higher quality, produce an ROA, ROE and are selling at discounts to Book Value and often Tangible Book [more]

Fri Sep 9

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 12:28 PM

Re: bye itt

Other than the canine issue, this was a very interesting and helpful post. I remember researching this group years back, which you introduced me to. Very thankful I did not take positions, unlike others you have mentioned (i.e. WMT, INOV and there [more]

Thu Aug 25

NL

Boards Post

BenGrahamMan posted to the Amazon.com, Inc. board. 8:56 AM

Low ROA, ROIC, ROE & Interest Coverage Ratio

https://twitter.com/rbco/status/768477514679234561


I was surprised to see AMZN have numbers so low. I guess based on infrastructure build and presumption of future [more]

Tue Aug 2

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 2:20 PM

Re: MNDO - annual div announced. no one cares

August 2, 2016 ($2.06) 2Q16 earnings released

More of the same, earnings down a bit, but balance sheet remains strong.

MNDO reported 295 employees as of June 30, 2016, 319 as of March 31, 2016 and 337 as of December 31, [more]

Tue Jul 19

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:27 AM

Re: Mid year update being sent to our clients

just curious - if you like the banks, do you like the bank preferreds, esp. for fixed income? Realize it is double dipping in the same industry, but if the BS are getting stronger, then maybe this is a relevant alternative?

I actually [more]

Thu Jul 14

NL

Boards Post

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

Mid year update being sent to our clients

July 13, 2016

DJIA 18,359

S&P 500 2152

An update to our clients:




As I have mentioned in the past, we are only long term oriented investors. Our thesis is based on the assumption that for [more]

Mon Jul 4

NL

Boards Post

BenGrahamMan replied to the Security Analysis -- the book board. 11:08 AM

Re: The Chapter they removed after the 4th ed (1962)

This section of my web page has some cool Ben Graham notes and such.

http://rbcpa.com/benjamin_graham/ben_graham.html

He explains his core valuation reasonings in this [more]

Fri Jun 24

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 1:14 PM

Chase Tower sold for $31M, BAM paid >$48M in '06

http://www.biztimes.com/2016/06/24/chase-tower-sold-for-30-5...

I have not verified the accuracy of this article.

Snips....

"The [more]

Thu Jun 23

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:44 PM

Re: Accounting 101 - Cerner

cautiousone100 - Thank you for alerting me to this. I did not know and/or remember that. Very interesting, and something cool to monitor in tech companies.

Just thinking out loud. One could monitor these metrics over time. IIRC, I have [more]

Wed Jun 22

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:38 PM

Re: Accounting 101 - Cerner

I don't know the company at all. Yet, here is my take on a quick read of only certain pages, as I searched the term 'Capitalized software development costs.'

They are including all of the costs in the Statement of Cash flows, [more]

Thu Jun 16

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:04 PM

Re: Evil corporations

I was away, and missed this whole thread till now. He didn't say "Evil Corporations." What he mentioned was a targeted tax to Soda producers. I have no opinion, but if you tax cigarettes, beer, alcohol, weed, then Soda might fit right [more]

Fri Jun 10

NL

Boards Post

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

OT: Gary Johnson

A few friends of mine have mentioned that Gary Johnson "Is a total nut job that spews crazy comments." I have spent a few hours listening to him speak, and frankly don't find anything so far that is so off-beat. He is a former two time [more]

Thu Jun 9

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 4:45 PM

Re: Difficult quarter for BAM?

Thanks for your explanation and post. Very good! I apologize that I posted my request after you had posted yours. It was only minutes apart, and I did check prior to compiling my post.

Regards

BGM

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 2:33 PM

A BAM question for Mungofitch regarding Altman Z

Mungofitch, I was hoping you would discuss your post and my response as to the following items:

The entire thread of the post is here: [more]

Tue Jun 7

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 5:06 PM

Re: Difficult quarter for BAM?

I appreciate this and all of your posts!

The linked page mentions BAM's Altman Z-Score, and its usual interpretation ranges, implying a dire outlook for the firm.

As I have admitted quite a bit, my analysis of BAM has [more]

Sat May 14

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:08 PM

Re: Quick BAM blurbs on quarter

My error, as I found this in BIP's 20-F.

https://twitter.com/rbco/status/731530849015975936

BAM clearly and unmistakenly owns stock as stated.

Fri May 13

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 3:50 PM

Quick BAM blurbs on quarter

I have a question, in the Supplemental filing BAM mentions on page 24, https://brookfield.com/_Global/42/img/content/F_Supplemental... "We hold a 30% interest [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74879
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 1
Best Pick CFC.DL (+23.30)
Worst Pick CFC.DL (+23.30)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to BenGrahamMan’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2505
Recs Received 8752
People who have rec'd these posts 1695
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1270
Threads Started Percentage 50.70 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.70 %
Show BenGrahamMan’s 10 Latest Posts