BenGrahamMan’s Activity

Yesterday

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BenGrahamMan replied to the Deranged Monkey Criticism board. 12:35 PM

Re: Recession-proof? PX

honestly can't tell if you are joking or not

No, I was being serious.

I have a spreadsheet, and calculate a bunch of things including ROE and ROA. Yet, it never hit me to substitute ROA for high debt companies. Totally [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 12:00 PM

Re: Recession-proof? PX

when there is debt I pay no attention to ROE - only ROA

This is astounding to me. In all my years, I have been concerned with heavier debt companies, and the false comfort a high ROE could bring. Martian, via simplicity, you have [more]

Wed Aug 26

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BenGrahamMan posted to the Deranged Monkey Criticism board. 5:55 PM

Note I put out today - Not much new

This is a note I put out to our clients today. Thought you all might like it, or even rip me a new orifice because of it. Constructive discussion and criticism welcome. The formatting probably sucks, so probably better to read at the [more]

Sat Jul 25

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BenGrahamMan replied to the Brookfield Asset Management board. 8:49 AM

Re: More distressed buying

I also have created this chart of Brookfield's
instantaneous intrinsic value per share versus the stock price.
I have used 1.8 x book value per share as an estimate of the
intrinsic value per share:
[more]

Tue Jun 23

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:57 PM

Re: Utilities

Interesting article, and thanks. I have to look further, but I think a bit of the reduction in Capex is due to unusual buildouts for Hurricane's Irene and Sandy several years back. I am going by memory and could be incorrect. Remember, by the time we [more]

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