EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Fri Jul 3

NL

Boards Post

EightTrack4 replied to the Falling Knives board. 4:20 PM

Re: FKA : My entire portfolio

ITC will have his own take but I own a very small position in CCNI established above the current price. Some thoughts:

1) Have you checked into current management's history / track record? Seems to me a bet on CCNI is a bet on Bubba [more]

Thu Jul 2

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 1:01 AM

Re: Greece?

Interestingly as a CEO he took responsibility and paid personal fines and I haven't seen any wall street executives do that. Mostly it is the shareholders who pay not the executives.

isn't it hypocrisy?


If you're really [more]

Mon Jun 29

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 2:23 PM

Re: Now Puerto Rico

Greece, PR.... can Portugal, Italy, California, Illinois be far behind?

Yes.

ET

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 2:22 PM

Re: Greece?

Listen, buddy, I never invested in the GS Odious Sidecar SPV XXI.

I only did Secret Sidecar LP CLXVIII.


That's because you were a GS insider and get access to the first press extra virgin olive oil sidecar while the rest of [more]

Sun Jun 28

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 3:26 PM

Re: Greece?

According to a Greek parliament report issued last week, the loans are illegal, illegitimate and odious. The first loan to Greece, for example, from Goldman Sachs was a secret - nobody knew about it - It was a loan to corrupt politicians from the [more]

Sat Jun 27

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:57 AM

Re: Asset Managers and Diversification

For example, commodity dependent business are more at the whims of the macro environment generally and, I think, provide less diversification benefits by owning multiple entities generally. That is, all miners can get killed simultaneously. [more]

Fri Jun 19

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 12:34 AM

Re: You want cheap stocks? You can't HANDLE Chea

Lannett looks interesting. What happened a couple of years ago to rocket forward the financials? Thyroid product looks good as you point out. See there was a large recent price increase (2x?) on the gallstone product, other producer no longer in [more]

Thu Jun 18

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 3:26 PM

Re: Backtracking

It's like the last few years I've been numbed by a Jedi mind trick. How could I have placed these memories of bad markets so far back in my brain that only the rote behavior of transcribing 340 numbers could remind me of reality? As Feynman liked [more]

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 1:36 PM

Re: You want cheap stocks? You can't HANDLE Chea

One current limitation on the whole industry is the capacity of airports. In many cases there is no place to expand around the current airports ... This may be a positive in limiting airlines in their tendency to over expand. Current load rates [more]

Wed Jun 17

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 12:31 PM

Re: You want cheap stocks? You can't HANDLE Cheap...

Based on our FCF outlook, United Continental could comfortably return another $1B-$2B over a 3 year horizon (given $3.7B in FCF next year alone).

As both a stock investor from the sidelines and as a traveler, it's been painful to [more]

Mon Jun 15

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 5:38 PM

Re: Poll: The next bubble?

Look around you, the industry will grow fat at 6%+ a year on diabetes alone ...

It's been 93 here with 90% humidity. And I ain't in South Beach.

ps Whichever one of you is making BOOT go up 5% every Monday, I'm going to kick
[more]

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 1:09 PM

Re: Poll: The next bubble?

The next significant bubble to pop (a la housing, oil prices) will be:

Was the oil crash a bubble?

[more]

Thu Jun 11

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 10:20 PM

Re: Poll: Best Bank since Dec 2008

From Iron Maiden?

Not that Bruce Dicienson.

http://www.hulu.com/watch/536145

I gotta have more QE!

ET

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 5:52 PM

Re: Poll: Best Bank since Dec 2008

Goldman Sachs does God's work by having the best return, and also by doing God's work. As a former employee there, I also did Moses' work, Allah's work, YHWH's work, Buddha's work, Odin's work, and Jesus' work.

Only two recs ... [more]

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 5:40 PM

Re: Bought FOXA today at $34.15

What did you decide on FOXA?

I see you, heh, on down on the scene
FOXA
You make me wanna get up and scream
FOXA
Ah, baby listen now
I've made up my mind
I'm tired of wasting all my precious time [more]

Wed Jun 10

NL

Boards Post

EightTrack4 posted to the Deranged Monkey Criticism board. 2:02 AM

Tough to Predict the Future ...

But some people just have the gift:

http://boards.fool.com/ten-crazy-predictions-for-the-next-te...

Redneck Role [more]

Tue Jun 9

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 1:35 PM

Re: Alt Managers - Beyond the Headlines

However, if the top internal officials at somewhere like Calpers do well, they are going to have opportunities for much more lucrative positions and I don't think government would stomach some of the larger salaries. Because of that, I think it [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:56 AM

Re: Alt Managers - Beyond the Headlines

(1) Calpers is cutting the number of external managers in half. That may concern some of their external managers, but isn't necessarily bad for BX or some of the other names at all.

I agree and this may drive smaller PE firms to [more]

Thu Jun 4

NL

Boards Post

EightTrack4 posted to the Deranged Monkey Criticism board. 1:01 PM

Utilities

http://www.horizonkinetics.com/docs/Utilities%20White%20Pape...

An extensive, bearish piece from the Horizon Kinetics boys on utilities.

ET

Wed Jun 3

NL

Boards Post

EightTrack4 posted to the Stereo 8 board. 12:33 AM

Morningstar: BX Valuation Saga

Morningstar and Blackstone:

Finding $20,000,000,000 of value in a year and a half ...

1/10/14 BX report:
Morningstar transitions coverage to a new analyst who raises BX fair value to $33 per unit from $27. Morningstar sees 2017 [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2235
Recs Received 9625
People who have rec'd these posts 1153
Recs to Posts Ratio (last 30 days) 8.00
Threads Started 265
Threads Started Percentage 11.86 %
Most Frequent Board Liquid Lounge
Very First Post Only fear is AXA itself... (2/5/2001)
Percentage of Posts Rec'd 82.77 %
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