CMF_BigECat

Randy Vondrell

CMF_BigECat’s Activity

Sat Jul 7

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 11:21 PM

Re: A History Lesson

Sorry, faulty return hit.

As i said, not implying anything other than using the argument that prices have been higher to say they are not too high now is not very satisfying.

I am wondering how long this “cloud /SAAS” bull market [more]

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 11:06 PM

Re: A History Lesson

Hi hlygrail. Not really implying anything ot

Tue Jul 3

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 6:56 PM

Re: A History Lesson

Not trying to make any statement here, but saying there was a time that was way more over valued than todays stocks does not exactly strike me as an argument that todays prices are reasonable. Kind of like saying that it is not hot out today because [more]

Sat Jun 23

Premium Commons Boards Post

CMF_BigECat posted to the Premium Commons boards. 9:53 PM

Sat Jun 16

Premium Commons Boards Post

CMF_BigECat replied to the Premium Commons boards. 10:30 AM

Tue Jun 5

Stock Advisor Boards Post

CMF_BigECat replied to the Stock Advisor boards. 7:26 PM

Mon Jun 4

Premium Commons Boards Post

CMF_BigECat replied to the Premium Commons boards. 9:09 PM

Sun Jun 3

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 8:57 PM

Re: Proposed TFSL dividend

Sorry, i have owned a few of his stocks. I am partial to Mutuals that have had a conversion and so is he. I thought this was one and I think he did used to own it. I guess he doesn’t anymore.

Sorry if I misled, it was not intentional. [more]

Pro Boards Post

CMF_BigECat posted to the Pro boards. 9:00 AM

Sat Jun 2

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 10:29 PM

Re: Proposed TFSL dividend

Interesting thread. I think i get the jist of the discussion. My take of your argument is that they are heavily leveraged and that there is a lot of risk in thier fairly low level of return (% of equity vs leverage) for how much leverage they are [more]

Wed May 30

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 10:24 PM

Re: Proposed TFSL dividend

Hi Kingran,
I think I got it, but to be clear, the valuation i did in the last paragraph or so didn’t involve book value as much as it did a very low PE, high dividend, slow earnings growth and buying back shares which increases earnings per [more]

NL

Boards Post

CMF_BigECat replied to the Jim Royal board. 9:06 PM

Re: Proposed TFSL dividend

Kingran and TransverseSlice,
So I don’t disagree that it is uncertain when the value (assuming it’s there) is recognized. However, I think that is true for almost any stock. There is no way to predict if the market will recognize value. You can [more]

Mon May 28

Rule Breakers Boards Post

CMF_BigECat replied to the Rule Breakers boards. 1:35 PM

Stock Advisor Boards Post

CMF_BigECat replied to the Stock Advisor boards. 8:33 AM

Sun May 27

Rule Breakers Boards Post

CMF_BigECat posted to the Rule Breakers boards. 1:50 PM

Thu May 24

Options Boards Post

CMF_BigECat posted to the Options boards. 10:23 PM

Premium Commons Boards Post

CMF_BigECat posted to the Premium Commons boards. 10:21 PM

Stock Advisor Boards Post

CMF_BigECat posted to the Stock Advisor boards. 10:19 PM

Tue May 15

Stock Advisor Boards Post

CMF_BigECat posted to the Stock Advisor boards. 11:00 PM

Sun Apr 29

NL

Boards Post

CMF_BigECat replied to the Saul's Investing Discussions board. 9:15 PM

Re: Libby's portfolio at the end of Apr 2018

Ears,
For the most part, i am with Rizz. Differing viewpoints are always good, no matter whether you agree or disagree with the message.

But i also agree with Saul. It does make me wonder why, even after you have been posting that the [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69784
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick 0 ( 0)
Worst Pick 0 ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to CMF_BigECat’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Ticker Guide Motley Fool One Everlasting Fool
Board Posts 1219
Recs Received 3159
People who have rec'd these posts 749
Recs to Posts Ratio (last 30 days) N/A
Threads Started 397
Threads Started Percentage 32.57 %
Most Frequent Board Motley Fool Stock Advisor
Very First Post Book Value Growth (2/11/2007)
Percentage of Posts Rec'd 60.13 %
Show CMF_BigECat’s 10 Latest Posts