BenHacker’s Activity

Sat Oct 7

NL

Boards Post

BenHacker replied to the Last RoundUp board. 3:17 AM

Re: Bought NGVC

CFO executed these latest sales under a rule 10b5 plan. The size of the sale(s) coupled with the fact this plan was adopted 2 weeks prior, suggest (to me) Sandra and the Isley's will be parting soon... but all this could be wrong and she has some [more]

Thu Sep 14

NL

Boards Post

BenHacker replied to the Last RoundUp board. 7:57 PM

Re: FMNA and FRE preferreds

It does seem reasonably timely now, and you've had enough false starts and guys with big positions such that I think price adjustment due to selling / trimming will keep the spikes from getting crazy.

Hmmm... I just have a tiny stake [more]

Tue Aug 29

NL

Boards Post

BenHacker replied to the Last RoundUp board. 1:02 PM

Re: public service announcement - t + 2

Just a note, basically cap gains (in US) is based on trade date.

In Canada, it's settlement date...

Thu Aug 10

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 9:37 AM

Re: July '17 - Random Thoughts

If new CEO does a kitchen sink, this could get to $15

What an optimistic slob I am! Try $13.5.


Now the question is whether this really was a kitchen sink, or if they are still peeling the onion. The lender negotiation getting [more]

Thu Jul 27

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 1:16 PM

Re: July '17 - Random Thoughts

Woah...people are talking about analyst price targets, did I wake up in 1999?

If so, you're gonna want to lend me some money for some fat returns on shorts and killer sports bets.


<selling down [more]

Mon Jul 24

NL

Boards Post

BenHacker replied to the Jefferies Financial Group board. 2:32 PM

Re: Book Value to double in 5 years

https://t.co/fbExtiWjf8

that should take you there...

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 12:59 PM

Re: July '17 - Random Thoughts

Kingran,

"Here is some of their concerns":

Yup, lots to be concerned with CBI.

I like the analyst though think the price is overdone.

The same analyst downgrade has a $21 PT on a $17 stock (I [more]

Fri Jul 21

NL

Boards Post

BenHacker replied to the Berkshire Hathaway board. 12:34 PM

Re: OT: Sears/Lampert saga

"@howardroark

Thanks! This is exactly the sort of data I was looking for.
"

+100

much better than my off the cuff response.

Thanks Roark.

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 12:17 PM

Re: July '17 - Random Thoughts

Kingran,

On CBI,

I think Fabrication and E&C can both be sold for (much) > Debt value. Contracts + backlog have value (IMO).

On IBKR,

I use IBKR but I don't see what is the attraction for the stock? I [more]

NL

Boards Post

BenHacker replied to the Berkshire Hathaway board. 9:12 AM

Re: OT: Sears/Lampert saga

TS,

I think generalizing here is actually apt.

I think generally the spun off businesses (SRG seemingly the exception) have seen reduced cash flows / profits and in many cases turned to cash burn. Any capital returns by the group [more]

Thu Jul 20

NL

Boards Post

BenHacker replied to the Berkshire Hathaway board. 8:32 PM

Re: OT: Sears/Lampert saga

Quickly done, so I'm missing some I'm sure.

Of course SRG I missed, the biggest one which has done well.

NL

Boards Post

BenHacker replied to the Berkshire Hathaway board. 8:32 PM

Re: OT: Sears/Lampert saga

TS,

For various reasons I have recently got pretty interested in the Sears/Lampert
saga. The prevalent wisdom seems to be that it has been a complete disaster and
Lampert effectively turned stupid. I am a bit skeptical about
[more]

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 6:36 PM

July '17 - Random Thoughts

Some quick commentary, and some ideas.

New ideas:

CBI:
I guess really an old idea as I owned for a small gain in the 40's/30's and then became disillusioned and sold. The most recent settlement I think removed [more]

Wed Jul 19

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 9:50 AM

Re: A Few Ideas

"The stock pretty much traded sideways since the post. What's going on?"

I actually sold out all my position after that post due to the AWH acquisition.

I think the stock is primarily down due to churn in [more]

Thu Jun 22

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 9:51 AM

Re: More Monkey Meetings

I went to college in Portland and still go out there every couple years to see old pals (you ever see the Sportin' Lifers?). It's a terrific city--would move there if I could.

Don't know Sportin' Lifers...

It [more]

Wed Jun 21

NL

Boards Post

BenHacker replied to the Fairfax Holdings board. 8:26 PM

Re: Poll: Which do you own FFH.TO or FRFHF

Since 2013 poll FRFHF has trailed FFH.TO a good bit. Is that all due to strong US to Canadian dollar?

Yes.

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 7:28 PM

Re: More Monkey Meetings

Thanks DTB... I agree traveling to rural Canada is not as timely as it should have been. :)

BGM, I'm in Ben over 4th of July... might have to hit that place up. Let me know if you are ever in Bend... would love to [more]

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 1:00 PM

More Monkey Meetings

Just wanted to report that in my quest to get to meet in person many of you who have influenced me so much over the years; GoCanucks recently made a pilgrimage out to Portland and we got to chat about our shared pastime and put a name to a [more]

Mon Jun 19

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 7:02 PM

Re: screener for international equities?

I use FT... not perfect, but you find some stuff.

I also try to look more manually when I find a market / country / sub-sector (etc) which seems to have a few wacky bargains... often times you can find things there.

Fri Jun 16

NL

Boards Post

BenHacker replied to the Last RoundUp board. 9:08 PM

Re: on orly?

just curious - does amazon buying wfm make you want to shop ngvc less?
does it mean that ngvc will curtail store growth if sales growth picks up?
does it mean that ngvc won't be able to turn comps around?
we live in a fish-bowl -
[more]

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Big red star, 1000 posts Old School Fool
Board Posts 1481
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