BenGrahamMan’s Activity

Yesterday

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 5:11 PM

Re: Do you use price targets?

I keep a spreadsheet which includes two tabs. Companies I own, and Companies on my watch list.

I keep a workbook of all companies I own, and several which I would look to buy. On the ones I am looking to buy, I have a "Price I would [more]

Tue Sep 30

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BenGrahamMan replied to the Value Hounds board. 4:25 PM

Re: Barron's: bond CEF bargains

One day in the future, investors and/or speculators will be dumping bonds, both of quality and garbage. Perhaps, like the mid to late 90's, we will see discounts of >15% in these CEF's and for a patient investor, those could be profitable [more]

Mon Sep 22

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BenGrahamMan replied to the Deranged Monkey Criticism board. 6:41 PM

Re: ancedotal Walmart Stories

I am such a bad barometer, as I choose my foods by what is on sale,am proud that the mini van I gave my wife as a birthday present 15 years ago (which she discarded and I took) just hit 180K, but I love shopping at Walmart. I have seen better stores [more]

Mon Sep 15

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:35 PM

Fairway Markets - FWM

I am by no means a retail expert, but here are my notes on FWM. I would love to invest in this company, and have looked at it twice this year, but I see no reason to invest. Am I missing anything. HR, you are very generous to this board (and hence to [more]

Fri Aug 29

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BenGrahamMan replied to the Deranged Monkey Criticism board. 7:14 PM

Re: Poll: Tax Considerations

My guess is that many of your clients have this issue as well if their ordinary income exceeds the AMT exemption, so their LT gains rate is really 22% Federal, not 15%, so the gap between Short term and long term drops to only [more]

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BenGrahamMan posted to the Deranged Monkey Criticism board. 4:33 PM

Tweed Inc. - A Canadian Licensed Weed grower

This is an example of some investment notes I continually put together. These notes relate to Tweed Inc. (TWMJF)or (TWD in Canada). I am not suggesting or implying that anyone should buy, sell or hold Tweed. I am merely supplying some investment [more]

Wed Aug 27

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BenGrahamMan replied to the Deranged Monkey Criticism board. 2:37 PM

Re: Poll: Tax Considerations

factoid, but my guess is vast majority of people have their investment wealth centered in tax-deferred vehicles where taxes are irrelevant of course

Not that it matters but 40% of our AUM are in taxable accounts.

I was [more]

Fri Aug 15

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

Re: Yield Curve tightening

HR - Thanks very much. You saved me mucho greater embarrassment that I already had.

I think the curve is some what unchanged, and maybe even widened when looking at 10 year vs. 3 month.

[more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 6:03 PM

Re: Yield Curve tightening

The yield curve is indeed tightening, but the 30 year was not 4.1% on July 24, 2014. It was 3.37%. So using your method of dividing one yield into the other, the ratio is actually unchanged at 74% since then. But it's worth noting that: (1) Almost [more]

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BenGrahamMan posted to the Deranged Monkey Criticism board. 5:01 PM

Yield Curve tightening

Constructive criticism or discussion appreciated.

I am slightly concerned with a tightening yield curve. The 30 year US treasury rate is 3.14% and 10 year is 2.35%. On July 24, 2014 the 30 year was 4.1% and 10 year was 2.50%. The 10 [more]

Wed Aug 13

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BenGrahamMan posted to the Deranged Monkey Criticism board. 2:03 PM

My notes to Kentucky Fried Pensions

I just finished the book, ‘Kentucky Fried Pensions: Expanded Worse than Detroit Edition!’ written by Chris Tobe. It was an interesting book, and indicated lots of issues in the Kentucky system. The book was much longer than I thought [more]

Fri Aug 1

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BenGrahamMan replied to the Deranged Monkey Criticism board. 5:05 PM

Re: Poll: Who wants to be the first

BGM-

Emerson said that a foolish consistency is the hobgoblin of little minds, alas I suffer from asymptomatic hobgoblin syndrome since I am both inconsistent and small minded.

My initial reaction to OGZPY is eerily similar to
[more]

Thu Jul 31

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BenGrahamMan replied to the Deranged Monkey Criticism board. 5:23 PM

Re: Poll: Who wants to be the first

to call a 10% drop in the S+P?

As always markets will fluctuate. Solid ROE's, reasonable valuation, reasonable growth rates, etc. etc. Much less bargains now, but you never know.

Really haven't been buying much lately, and [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2356
Recs Received 8402
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Threads Started 1236
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Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.65 %
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