BenHacker’s Activity

Yesterday

NL

Boards Post

BenHacker replied to the Last RoundUp board. 5:46 PM

Re: face plant

I think another interesting point is whether Tan moving out of semi's is sending a signal about how he views that market, although it could be simply AVGO was getting too big. But if that is the case, what were current shareholders thinking [more]

Fri Jul 13

NL

Boards Post

BenHacker replied to the Last RoundUp board. 11:39 AM

Re: face plant

hey - just a fwiw

thanks for posting that note as well!

getting another perspective, having a view looked at in a different way....very helpful


Oh no problem, thanks for your response.

I appreciate the [more]

Thu Jul 12

NL

Boards Post

BenHacker replied to the Last RoundUp board. 2:28 PM

Re: face plant

No position, but I believe many who didn't really grasp (perhaps for a very long time) the strategy behind what Hock was doing and came late to understand the story - this group includes nearly everyone by the way (not a dig at you) - now feel [more]

Fri Jun 8

NL

Boards Post

BenHacker replied to the Bonds & Fixed Income Investments board. 4:22 PM

Re: A comparison in the short-term bond market

ranshdow,

"I wonder if this is a sign that the marginal buyer of CA muni bonds has a marginal federal tax rate well north of 40%? Suggests that currently at least, muni bonds aren't the best deal for people with marginal federal [more]

Wed May 9

NL

Boards Post

BenHacker replied to the Bonds & Fixed Income Investments board. 5:06 PM

Re: QIB Bond Exchanges

Didn't end up doing anything here. Hard to ascertain if there was any effect as oil was moving up during the exchange. I ended up holding as I own(ed) the '21's which were subordinated in the exchange, but effectively made more senior due [more]

NL

Boards Post

BenHacker posted to the Bonds & Fixed Income Investments board. 9:39 AM

Dundee Corp -- Preferred

Dundee Corp Common:
-- DC.a (TSX listed) - $2 / share

Dundee Corp Preferred:
-- E (2018 maturity @ $25, senior) - $24.50 / share
-- B/D (cumulative, no maturity, $25 par), both trading near $11.25-11.40. These are fixed to [more]

Thu Apr 26

NL

Boards Post

BenHacker replied to the Last RoundUp board. 4:03 PM

Re: Better Fills

Ok, I think I see what is happening.

So you are seeing a bid/ask... You are offering to transact immediately (buying at ask, selling at offer). ok.

By breaking the order into <100 share lots, my best guess is the [more]

Wed Apr 25

NL

Boards Post

BenHacker replied to the Last RoundUp board. 10:56 PM

Re: Better Fills

Martian, what do you mean by 1100 to 700 spread?

Provide some more color and I can maybe share some thoughts.

Are we talking us names, or Canadian names traded via US OTC?

Mon Apr 9

NL

Boards Post

BenHacker replied to the Jefferies Financial Group board. 1:57 PM

Re: If anyone is asleep...

It's interesting how negative the view is here on the boards/twitter that I frequent.

it's kind of a head scratcher given that even mid-sized IB's don't generally trade below book very often (or now).

I see the [more]

NL

Boards Post

BenHacker replied to the Jefferies Financial Group board. 10:10 AM

Re: If anyone is asleep...

https://www.sec.gov/Archives/edgar/data/96223/00011931251811...

Selling a good chunk of NB.
Selling Garcadia.
Vitesse doing a little [more]

Wed Mar 28

NL

Boards Post

BenHacker replied to the Last RoundUp board. 8:34 PM

Re: good news!

Kingran,

"My logic was - downside of aiming high is *zero*...

This is not correct. Let us say the job has a salary range of $125 to $135K; and you think you will be hired if you asked for $100K or rejected because you [more]

NL

Boards Post

BenHacker replied to the Last RoundUp board. 4:53 PM

Re: good news!

Nice post ET. I agree generally with your view / perspective.

I will share an anecdote which is something common I have detected on men / women differences that may drive part of some of the perceived pay gap.

My wife and her [more]

Fri Mar 23

NL

Boards Post

BenHacker replied to the Last RoundUp board. 1:09 PM

Re: Poll: re-invest dividends?

the other reason to do it - if you aren't a punchcard investor which I'm not
is simple decision fatigue
automates it


I think this is a key point.

NL

Boards Post

BenHacker replied to the Jefferies Financial Group board. 12:24 PM

Re: If anyone is asleep...

certainly agree:
- historical book growth has been weak for a few reasons.
- I don't like exec comp package at all.

Still think it's far too cheap.

NL

Boards Post

BenHacker posted to the Jefferies Financial Group board. 12:34 AM

If anyone is asleep...

Time to wake up... engine is firing pretty well at LUK (not perfect, but good), price declining.

Nearing 10x earning on my estimates of their run rate profits, debt upgrade, buybacks quite accretive here, downside scenarios seem [more]

Wed Mar 21

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 9:57 PM

Re: FB

This was a good summary of the issue in question I thought.

https://lawfareblog.com/cambridge-analytica-facebook-debacle...

no opinion on FB [more]

Tue Jan 16

NL

Boards Post

BenHacker replied to the Last RoundUp board. 6:38 PM

Re: Fast growing tech companies: YELP, TWTR, ETSY

Seems ripe for an activist doesn't it?

Business is doing ~$1.4B in Gross Profit. No net profit to speak of, but what I can't understand is "why not"?

Core business is essentially unchanged for a decade. Can't [more]

Thu Dec 21

NL

Boards Post

BenHacker posted to the Deranged Monkey Criticism board. 9:05 PM

End of Year Ideas

Kinder Morgan (KMI) - I think the entire Pipeline space is kind of cheap. For a long time it was getting flows of dumb money and perhaps there is still some pain here. I think KMI is interesting for a few basic reasons:
- No GP/LP split [more]

Wed Dec 13

NL

Boards Post

BenHacker posted to the Bonds & Fixed Income Investments board. 1:17 AM

QIB Bond Exchanges

Anybody have any anecdotal data on Bond price performance (short term) on the expiration of QIB/144A exchanges?

I have a bond (DNR '21's) undergoing a distressed exchange. The bonds have rallied strongly with oil but also I believe [more]

Tue Dec 12

NL

Boards Post

BenHacker replied to the Deranged Monkey Criticism board. 11:47 PM

Re: July '17 - Random Thoughts

"I'm specifically giving this non-answer because to me, IBKR is (nearly) like a Phil Fisher type stock and the valuation is at least within the realm of reasonable to me."

Reminder... Phil Fisher has something for us all [more]

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Big red star, 1000 posts Old School Fool
Board Posts 1481
Recs Received 4314
People who have rec'd these posts 736
Recs to Posts Ratio (last 30 days) N/A
Threads Started 178
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 66.37 %
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