CM001’s Activity

Today

NL

Boards Post

CM001 replied to the Falling Knives board. 2:30 AM

Re: FKA: AMZN

I was short via short calls, far out of money, will close tomorrow, take profits. If they fall significantly might short some puts. It is time to short FB calls.

NL

Boards Post

CM001 replied to the Berkshire Hathaway board. 12:59 AM

Re: IBM: Is Buffett Wrong?

One moral of the story - keep your skills sharp, deliver things, and keep your relationships with good people strong. Those three things will keep you employable and employed for the long term - not one of the hundreds of thousands cut adrift when [more]

Yesterday

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CM001 replied to the Real Estate Inv. Trusts: REITs board. 8:14 PM

Re: Intentions to call UBP-D

In 2008-2009, oil actually got below $40 per barrel.
That's my point. Unless we are seeing some extraordinary shock to the global financial system I am not expecting oil price around $50.

I agree the cost of production only [more]

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CM001 replied to the Real Estate Inv. Trusts: REITs board. 7:17 PM

Re: Thanks RevYoda! (Not OT)

It makes we wonder what percent of management is willing to make difficult decisions to hurt the short term but enhance the long term.

I admire Amazon for taking the approach of growing business over short-term profits. Of course it [more]

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CM001 replied to the Real Estate Inv. Trusts: REITs board. 11:38 AM

Re: Intentions to call UBP-D

If Europe's economy stays depressed and China has a hiccup along with North American oil production continuing to rise, we might see $50 oil.

$50 oil? We are looking at 2008 scenario for $50 oil. Also, at that price, most shale [more]

Wed Oct 22

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CM001 replied to the Deranged Monkey Criticism board. 8:49 PM

Re: Earnings Syntel

Many of the top Indian ADRs pay regular dividends; firms with India-local assets pay American investors all the time. So I think concerns about SYNT's Indian rupee cash hoard is real but manageable. Perhaps there is some way to mitigate the tax [more]

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CM001 replied to the Deranged Monkey Criticism board. 4:02 PM

Re: Earnings Syntel

what adjustments, if any, do you make the market cap or enterprise value?

To me this cash is unavailable for shareholders or the business in general. The only way for this cash to be unlocked is in a buyout by an Indian player, who [more]

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CM001 replied to the Deranged Monkey Criticism board. 2:06 PM

Re: Earnings Syntel

Quoting from memory, I thought in 2012 Syntel had to take debt to pay that one time special dividend, I could be wrong.

NL

Boards Post

CM001 replied to the Berkshire Hathaway board. 10:52 AM

Re: IBM: Is Buffett Wrong?

Usually that's cyclical, though time will tell.

Cyclical should impact all their peers too. Is it business cycle or just not having the right product for their target market?

building up or buying a lot of high margin [more]

Tue Oct 21

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Boards Post

CM001 replied to the Falling Knives board. 10:21 PM

Re: FKA : IBM

If one is moving away from manufacturing, where the expenditures are Capex, to software and knowledgeware and services, where the expenditures are R&D expenses, then this is an expected shift.

IBM's R&D is basically 6% of [more]

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CM001 replied to the Berkshire Hathaway board. 10:05 PM

Re: OT: IBM..."It’s a terrible mista

The much more interesting question to me is why so many firms are trying
to get into the business of providing generic remote computing power.
So much capital, so little profit. It's by definition generic.


Just because [more]

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CM001 replied to the Deranged Monkey Criticism board. 4:47 PM

Re: diversification

but the Supreme Court already ruled in Flemming v. Nestor that you will only be able to collect what Congress deems your due in a given year.

Not a penny more.


The social security is a social contract, while it may not hold [more]

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CM001 replied to the Berkshire Hathaway board. 11:32 AM

Re: OT: IBM..."It’s a terrible mista

It is all very well to say you can put 100,000 PCs in the cloud do do the work, but administering them is a pain. Much easier to put a fairly big main frame for processing, another for database management, etc., each with its own [more]

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CM001 replied to the Berkshire Hathaway board. 11:23 AM

Re: OT: IBM..."It’s a terrible mista

The logic is simple: If you are going to be a net buyer of stocks in the future, either directly with your own money or indirectly (through your ownership of a company that is repurchasing shares), you are hurt when stocks rise. You benefit when [more]

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CM001 replied to the Deranged Monkey Criticism board. 11:19 AM

Re: diversification

So they are independent.

What I tried to say was the modern retirees are independent from their kids.

I could see the sentence is written very poorly and not conveying what I tried to say.

If you read my entire [more]

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Boards Post

CM001 replied to the Deranged Monkey Criticism board. 12:09 AM

Re: Earnings Syntel

Cash increased to $808.7 MM from 769.7MM. This is significant for a company with total market cap of $3.8 B even taking into account the LTD of 138.7 MM.

The 95% of cash is sitting in India for tax planning reasons. Given SYNT [more]

Mon Oct 20

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Boards Post

CM001 replied to the Berkshire Hathaway board. 9:16 PM

Re: OT: IBM..."It’s a terrible mista

Is IBM's balance sheet solid? Yes.</>

$14.4 B equity, that includes $31 B goodwill. So if you take out good will and intangibles the company has -20 B equity. Pretty solid RED in my view.


Are they still likely to be
[more]

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CM001 replied to the Berkshire Hathaway board. 9:06 PM

Re: OT: IBM..."It’s a terrible mista

I guarantee you that the layoffs in the company will accelerate as management fights to show profit.

If your guarantee was traded in the market I would go short on it.

G H U


It is trading on the market in the form [more]

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CM001 replied to the Deranged Monkey Criticism board. 8:53 PM

Re: diversification

Part of the problem is Modern Retirement. Consider how young the idea of Middle Class Retirement is ... the idea that one should NOT live with/rely on one's children (what old people who didn't die early used to do) and live off income as an [more]

NL

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CM001 replied to the Value Hounds board. 3:47 PM

Re: Netflix's Q3 riles investors

If you need to see the season premier of the Walking Dead and didn't have cable, you might be willing to buy it as a separate service from a cable package. it drew 10 million viewers and I imagine that AMC could find a few million subs on its [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 4966
Recs Received 5430
People who have rec'd these posts 1185
Recs to Posts Ratio (last 30 days) 9.50
Threads Started 773
Threads Started Percentage 15.57 %
Most Frequent Board Deranged Monkey Criticism
Very First Post A HGS: Select Comfort post. (8/13/2004)
Percentage of Posts Rec'd 39.55 %
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