BenGrahamMan’s Activity

Sat Jul 25

NL

Boards Post

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

NL

Boards Post

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]

Fri May 1

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:22 AM

Re: MNDO Q1 2015

Here are some quick and uneventful notes.

Founder and CEO Monica Iancu owns 17.34% of the ordinary shares.

Renaissance Technologies, LLC owns 1,372,489 shares, or 7.15%.

360+ employees worldwide.

Operating margin [more]

Wed Apr 29

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:29 PM

Re: MNDO Q1 2015

I wrote too soon.

MNDO paid dividends totaling $13,581 from 2012-2014.

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:32 AM

Re: MNDO Q1 2015

Shareholders' Equity was greater in 2010, than it was at end of 2014. Here are some comparisons. Thoughts?

Metric 2010 2014

Cash 17,582 8,100
Working Capital 18,119 14,993
Shareholder Equity 23,983 [more]

Tue Mar 3

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 10:47 AM

Fitch - BAM outlook negative

Fitch placed Brookfield Asset Management (BAM) to outlook negative on February 24th.Fitch currently rates BAM 'BBB.'

"The primary factor that could lead to a negative rating action is a determination that the quality of the [more]

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