DTBoojum

John Q Smith

DTBoojum’s Activity

Mon Oct 15

NL

Boards Post

DTBoojum replied to the Canada (General) board. 8:43 PM

Re: Oil Pipeline Rant

legislators and officials who promote this agenda and their backers are insiders in the economic sabotage and which are the very sort of "useful idiots" of whom Lennon spoke.

I didn’t know there was a Beatles song about [more]

Sun Oct 14

NL

Boards Post

DTBoojum replied to the Deranged Monkey Criticism board. 10:30 AM

Re: An Idea - SHLD Oct 15, 2018 6.625% Secured

It just seems to me his only plan was to extract as much money from the company as possible to make him and some others even more wealthy while letting Sears die a slow long death.

Obviously much of retail is in trouble so maybe there
[more]

Sat Oct 13

NL

Boards Post

DTBoojum replied to the Canada (General) board. 2:48 PM

Re: Oil Pipeline Rant

Agreed, it's amazing indeed that Canadians tolerate this. We can agree that fossil fuel use should be gradually phased out, without shooting ourselves in the foot by giving away our oil at rock-bottom prices, when we know it will be burned [more]

NL

Boards Post

DTBoojum replied to the Deranged Monkey Criticism board. 8:19 AM

Re: An Idea - SHLD Oct 15, 2018 6.625% Secured


Entire capital structure of SHLD moved down about 50-70% since my post.

'18 due now are now *ask* $33, vs. bid of $42 for SRAC bonds (???).

... basically, a super timely call. ;-)



You did acknowledge [more]

Fri Oct 12

NL

Boards Post

DTBoojum replied to the Canada (General) board. 8:03 PM

Re: Time to Start Looking

The only recent exceptions to that rule are Ontario (which finally got around to turfing out the deficit-loving liberals,

Oh yes, the buck a beer guy who is punishing Toronto by misusing a not withstanding clause for not voting for him
[more]

Thu Oct 11

NL

Boards Post

DTBoojum replied to the Canada (General) board. 7:33 PM

Re: Time to Start Looking


I'm sure you are aware that the government that has been so frugal as to have back to back surpluses has been tossed in the very recent election?

Nobody wants frugal governments these days, tax cuts and bennies for all and screw
[more]

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 8:18 AM

Re: Micheal Damage

3% of industry losses, is Buffett’s number. Since we’re mostly sitting out the reinsurance market, most of that may be GEICO

dtb

Wed Oct 10

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 2:52 PM

Re: Why the strength

Buffett has said in February that we can presume that Berkshire will pay about 3% of insured damages from US megacats (read, hurricanes), so this one could cost us about $1B, or 40c per B-share pre-tax. Hmmm, $8/share decline today, Mr Market has [more]

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 2:22 PM

Re: Why the strength

I have no idea whether Buffett is buying at this price, but compared to most of the market, Berkshire’s shares are reasonably priced and you could do a lot worse than buying them at 215 (I just bought a few).

I wonder whether the old [more]

Wed Oct 3

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 1:42 PM

Re: Apple & Tesla

I own a Tesla and it has taken a few months, but it IS an Apple - Samsung type situation. Except Tesla has at least a 5 year lead over the competition (my 2014 S is better than every non-Tesla EV with the possible exception of the one's that [more]

Fri Sep 21

NL

Boards Post

DTBoojum replied to the Last RoundUp board. 11:21 AM

Re: Poll: what yield would you consider?

Dividend yield or earnings yield? I presume you mean the latter, given the ranges you mention.

regards DTB

Tue Sep 11

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 2:54 PM

Re: Apple & Tesla

...not going to be compatible with a Tesla. So they’ll be 5 more years behind than they already are. Without a fast charging network, they’ll all be selling commuter-only vehicles.


In the short term this might help Tesla, but [more]

Sun Sep 9

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 10:04 PM

Re: Apple & Tesla

three words would have me very concerned Audi - Porsche - Mercedes.


I completely agree, and you might add Jaguar to the list, since they already have a good competitive product on the market. Audi should be any day now, Mercedes [more]

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 4:00 PM

Re: Apple & Tesla

I don't understand your point. I'm subject to security clearance criteria and I am regularly reminded that consuming cannabis is forbidden, even in regions where it is legal.


I also look forward to being [more]

Sat Sep 8

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 8:35 PM

Re: Apple & Tesla

I did watch it and it was very good. Musk is an interesting thinker and worth listening to. I think Tesla is a terrible investment but I hope he succeeds and proves me wrong.

As for the marijuana use, it’s a total non-starter as far as I am [more]

Fri Sep 7

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 2:27 PM

Re: Apple & Tesla

We could conceivably see some Icahn-style "reflexivity", where things that are supposed to be reactions to economic reality become the drivers of economic reality.
Bad PR, bad perceptions, lower prices across equity and bonds,
[more]

Sun Sep 2

NL

Boards Post

DTBoojum replied to the Falling Knives board. 10:57 AM

Re: Minor FKA: DLTR

Let's say they will earn $5 per share this year and earnings grow at 9% per year for the next 5 years. That would put the average annual EPS over the next 5 years at $6.

Their debt per share is 5041.8 million of long term debt divided
[more]

Thu Aug 30

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 1:25 PM

Re: Buffett on CNBC

They have bought back a little bit of Berkshire stock.
Burying the lede?



That was also my thought.

The amount may be small, but it tells us 2 important things - his limit is not as low as many of us thought [more]

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 8:06 AM

Re: Portfolio management

Here is a strategy I have used in the past... Say you want to protect $100K, then you can consider
All strikes are Jan 2020

Sell 4 SPY $320 call for $07.25 = $2900.0
Buy 4 SPY $290 Put for $17.75 = -$7100.00
Sell 4 SPY $220
[more]

Wed Aug 22

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 4:04 PM

Re: Teen Intro to Investing

At age 11, one could make the case that the only thing you need to drive home is the first precept in the Wealthy Barber: "Pay yourself first".

Perhaps not everyone is familiar with this excellent little book, but it is [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 8099
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