BenHacker’s Activity

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]

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 Leucadia National Corp. 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]

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Big red star, 1000 posts Old School Fool
Board Posts 1463
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