BenGrahamMan’s Activity

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]

Wed Jan 4

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 4:59 PM

My year end 2016 results and blurbs

2016 was the first time I beat the S&P since 2008, when I only lost 34.70% for our clients. This year our return was 13.04%. On October 31, 2016, our YTD returns were 1.09%.

You can see our annual performances and historic time weighted [more]

Fri Dec 23

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 5:54 PM

Re: BAM/BIP?

Keep in mind, that if you file US taxes, MLP income if in an IRA, and if the income produces > $1,000 in income (all MLP's aggregated), the dividends if from income and not a Return of Capital, could be subject to a UBTI tax. The tax is at the [more]

Mon Dec 19

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 2:48 PM

Re: conference call transcript service?

Thanks. Good answer. I guess I don't use the same way, and didn't notice bugs, but now I see some of them.

Buggy:

this morning I can't access calls -but I can thru the Event tab
-the call printouts are different
[more]

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 12:22 PM

Re: conference call transcript service?

The current offering (Eikon) I have is way too expensive and offers a lot of stuff I couldn't care less about (besides being as buggy as any investment source I've ever seen), but I need transcripts.


I use Eikon. What did [more]

Tue Dec 13

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 5:07 PM

Re: like, really - INOV

I started the day with 36,150 shares, and ended the day with 82,095 shares. It is still less than a 2% position for us.

Here are some notes I have taken. Some might not make sense, as they might be tied into a graph or table.

My [more]

Wed Dec 7

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 11:57 AM

Re: minor but....Stalwart operating margin

"take Mr. Highlighter on EACH and every VL sheet where they say 'operating margin' and notice it."

not just for stalwarts either - a good idea period for ALL stocks in VL....


Wondering how you do this with [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74626
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 2537
Recs Received 8885
People who have rec'd these posts 1733
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1275
Threads Started Percentage 50.26 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.58 %
Show BenGrahamMan’s 10 Latest Posts