BenHacker’s Activity

Mon Aug 10

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 6:24 PM

Re: GOOG?

I haven't followed GOOG in a while, but my sense is there gets to be ossified thinking in tech companies around new ventures, because sometimes the "risky" startup style small business is willing to do something new but with lower quality / [more]

Tue Aug 4

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 3:19 AM

Re: IBKR update

"My thesis for short didn't materialize.

...

Lucky I didn't short."


Well, down from $45 to $42.xx since your mention, but I agree, DART growth didn't slow (the opposite). You [more]

Fri Jul 31

NL

Boards Post

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

Re: NGVC - Natural Grocers

Now at 99 stores.

Q was pretty good, stock had dribbled down since my post, but up nicely today. Volatile overall.

I added some more on the slide, but still not a huge position for me. I still think one to tuck away for a long time [more]

Sat Jul 25

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 2:32 AM

Re: That warm fuzzy feeling...

Yeah Naj, nothing in the $110 - 120 area would surprise me (Op EPS), but I'd lean lower. I appreciate you and Roark correcting my #'s.

I am actually surprised the spread of Op / GAAP EPS looking from Q2 '15 through Q1 '16 isn't wider. I [more]

Fri Jul 24

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 7:19 PM

Re: That warm fuzzy feeling...

Awesome, thanks!

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Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 6:57 PM

Re: That warm fuzzy feeling...

Thanks Roark, I must have misread the Ycharts table, or they have stale data:

[more]

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Boards Post

BenHacker replied to the Last RoundUp board. 4:42 PM

Re: Combatting Complacency

This was what I was referencing:

"Mandatory Redemption. Under certain circumstances, the Series B Preferred Shares will be subject to mandatory redemption by the Fund out of funds legally available therefor in accordance with the [more]

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Boards Post

BenHacker replied to the Last RoundUp board. 3:26 PM

Re: Combatting Complacency

http://www.sec.gov/Archives/edgar/data/1313510/0001193125131...

Search "redemption"

From phone so short...

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Boards Post

BenHacker replied to the Last RoundUp board. 2:51 PM

Re: Combatting Complacency

Martian, regarding the 200% rule, you may be right, but many preferreds have in their prospectus that a breach of the 200% rule (non-cured within a certain time frame, say 60 days) is a MANDATORY redemption for the class (at least enough to cure the [more]

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 2:06 PM

That warm fuzzy feeling...

1) S&P Op EPS (TTM, ended 3/31) $111.51 ('15), $108.85 ('14) (from S&P)
2) S&P GAAP EPS (TTM, ended 3/31) $99.25 ('15), $100.85 ('14) (from S&P)
3) Forward Op EPS one year ahead is $111.xx (from a [more]

Wed Jul 15

NL

Boards Post

BenHacker replied to the Last RoundUp board. 3:22 PM

Re: Exposing your ignorance

I've been blessed and cursed by being self-taught.

Ditto.

So when faced with over-riding ignorance, I've always had to make a choice in the somewhat potentially embarrassing exposing of myself or just keeping my ignorance [more]

Mon Jul 13

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 5:54 PM

Re: IBKR thinking of going short

"I believe IB has pretty good, risk control in place, but are there any possibility of IB taking any hits on the margin loans?"

They took de-menimis hits on margin loans during the crash. The bigger losses they took were [more]

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 3:13 PM

Re: IBKR thinking of going short

It's hard for me to think a long term business I love this way, but my gut would say between valuation and issues it may be an interesting short.

My hesitation, which may make no difference in the context of your short's time horizon [more]

NL

Boards Post

BenHacker replied to the Last RoundUp board. 11:34 AM

Re: My Doneville Notes

http://finance.yahoo.com/news/home-capital-provides-q2-origi...

Home Capital's single-family residential mortgage originations for the [more]

Wed Jul 8

NL

Boards Post

BenHacker replied to the Last RoundUp board. 7:52 PM

Re: Intel (INTC)

"hmm, paying 8x sales and 37x EPS for a company with -2% 3 year CAGR sales? sure it is accretive under 0 rate, but at what ROIC? "

Luckily Intel has a fabulous history of acquisitions... oh... [more]

Tue Jul 7

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 10:50 AM

Re: A Few Updates - IBKR

You are of course correct that type #2 are most certainly profitable, I just think they are focusing on the most lucrative areas... keep in mind this is a firm that historically, even as of 4-5 years ago, did basically zero marketing. They are up [more]

Mon Jul 6

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 4:09 PM

Re: A Few Updates - IBKR

DTB,

"What about just advertising low transaction fees, great margin interest rates, and fantastic forex rates? If I didn't know about the brokerage, my takeaway from that ad would be that it's a brokerage for very active traders, [more]

Sun Jul 5

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 6:42 PM

Re: A Few Updates - IBKR

"You should see the commercial IBKR has been running on Bloomberg the last few weeks. It shows two guys fishing in a stream. The first guy starts chuckling. The second guy asks: "Why are you chuckling?" The first guy replies: [more]

Fri Jul 3

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 11:39 AM

Re: A Few Updates - IBKR

I've been asked a few times, so I thought I would post.

I have no real understanding or explanation for IB's meteoric rise. The valuation leave a lot to be desired. I still have a big position but am continuing to reduce... great company [more]

NL

Boards Post

BenHacker replied to the Falling Knives board. 11:17 AM

Re: FKA : My entire portfolio

ITC,

"CCNI: tiny nano cap at 5x EV/FCF. FCF moves around based on wc. turnaround done. new management 2 yers at helm. growing. temp staffing biz. "

I grabbed this as the only non-tech name... a few [more]

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CAPS Player Rating 51.53
Player Rank 36441 out of 75182
Score -21.42
Score Change Today +4.73
Accuracy 50.00%
Active Picks 9
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1348
Recs Received 3768
People who have rec'd these posts 704
Recs to Posts Ratio (last 30 days) N/A
Threads Started 162
Threads Started Percentage 12.02 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Sysco Corporation (SYY) (6/20/2003)
Percentage of Posts Rec'd 64.84 %
Show BenHacker’s 10 Latest Posts