BenGrahamMan’s Activity

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]

Wed May 11

NL

Boards Post

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

Re: Judge Nixes Staples+ODP

I also do not understand the rejection of the Staples / Office Depot merger for anti trust reasons. I guess sometimes mistakes happen, even by the government.

I have been finding for a while lately that prices at Amazon are often higher than [more]

Tue May 3

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:25 PM

Re: Difficult quarter for BAM?

Ben, I notice that you have been posting negative commentary on BAM for roughly 10 years...I appreciate countering viewpoints, but I must ask - what is your motivation? Are you short the stock? Have hard feelings against the company for some [more]

Sat Apr 23

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 1:59 PM

Difficult quarter for BAM?

I am thinking that Blackstone and BAM are in the same field? Is that correct?

“The first quarter was a roller coaster for equity and debt markets,” Blackstone Chief Executive Stephen Schwarzman said on a conference call with analysts. [more]

Fri Apr 22

NL

Boards Post

BenGrahamMan posted to the Berkshire Hathaway board. 3:41 PM

OT: Sequoia Fund announces more changes

http://www.sequoiafund.com/RCG-April-2016-Letter.pdf


Bit of fluff, and promoting within. Son of Buffett former lieutenant , Jon Brandt is mentioned with praise. Jon and [more]

Fri Apr 15

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 12:45 PM

Is BAM affected by NYCERS

NYC's largest pension plan NYCERS halts hedge fund investments. Is BAM affected?

[more]

Tue Apr 12

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:44 AM

Re: MNDO - annual div announced. no one cares

Avg FCF $4.5M ( this year $6M)

I compute negative free cash flow.

2015 2014 2013 2012

Net Income $5,018 $5,483 $2,185 $4,278
Add: Depreciation 173 233 250 270
Less: Capex (146) (201) (240) [more]

Tue Apr 5

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:35 PM

Re: Barron's implies BAM IFRS values are aggress

Looks like Carson Block and James Chanos will be speaking at 21st Annual Investment Conference in NYC on May 4, 2016

http://www.sohnconference.org/new-york/

Carson [more]

Mon Apr 4

Sun Apr 3

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 3:14 PM

Barron's implies BAM IFRS values are aggressive

Very interesting article by Bill Alpert. Subscription required (I think) [more]

Thu Mar 17

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:45 PM

Re: VRX - Some notes from recent news

Hi IT,

Thanks for reading my notes. My years have not been awful, but certainly underperforming. We are about flat after today YTD.


What is the positive outcomes you see and what kind of price would you sell [more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:48 PM

Re: VRX - Some notes from recent news

Today I added this to my notes. "On the conference call, Pearson stated all companies get SEC comment letters once a year. That is not at all correct. "It's a comment letter that all companies get."


Here are my [more]

Wed Mar 16

NL

Boards Post

BenGrahamMan replied to the Falling Knives board. 6:45 PM

Re: VRX down 40% today

bengrahamman had a position. Unfortunate for him.

WTF You never had an effin loser? This one is possibly even temporary?

I have and had a SMALL position

Here are some notes I wrote on another [more]

NL

Boards Post

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

VRX - Some notes from recent news

Looking for constructive discussion

March 16, 2016 ($33.63 intraday) Update

Thesis:

We have owned this at an average cost of around $102.60. We had a smallish position for us of just under 2.50% allocation. [more]

Sat Mar 12

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 10:41 AM

Re: From the WSJ on R.E. Prices

Fitch Withdrew its BBB- rating on BAM on March 10, 2016.

No link sorry, but here are some cut and pastes from press release.

"Over 50% of BAM's 2015 dividends were received from Brookfield Property Partners (BPY), an entity [more]

Wed Mar 2

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:56 PM

Re: How long following a story? If no Trans?

Rocky R,

I am not as diligent about the companies I mentioned, and others. I might read there filings, Value Line, M* or other reports. Sometimes I spend minutes, sometimes hours. Not methodical like you are, and less quantitative. Again, [more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:08 PM

Re: How long following a story? If no Trans?

I am probably the wrong person to answer this, as when I buy a company I really do try and hold for a real long time. I am finding I am looking to sell, less and less as I get older. If I have interpreted severe over valuation I will [more]

Tue Mar 1

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 2:26 PM

Re: From the WSJ on R.E. Prices

It is inportant to see that the Moody's and Fitch ratings are not investment assessments or even assessments of the economic risk to Brookfield.

You are correct, it is a rating that is based on their expectations of the Corporation [more]

Thu Feb 18

NL

Boards Post

BenGrahamMan replied to the Berkshire Hathaway board. 3:23 PM

Re: OT: Brookfield Asset Management

I have been incorrect on BAM forever. Yet, I have a hunch, without a great deal of research, that they will fall apart over a mountain of debt and credit downgrades.

BAM does have a heavy debt load, and yes, much of the debt is [more]

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Big red star, 1000 posts Old School Fool
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