ElCid16’s Activity

Yesterday

CAPS Outperform Pitch Reply

ElCid16 commented on TMFtheEdge's pitch for CTSH. 11:36 PM

Chin - no argument with anything you said. Like you, CAPS is my place for testing investment ideas. And I should clarify, I think Cognizant's financial position is quite healthy. (I hope you didn't take my comment as an indication that I felt [more]

Blog Comment

ElCid16 commented on JohnCLeven's blog post. 11:22 PM

Regarding IBM

You make a lot of great points in this post - especially the comparison to GD. 

Thanks. 

Blog Post

ElCid16 added a blog post. 11:17 PM

My [attempted] unbiased assessment of IBM

I think one of the most important things an investor can do is to critique their own investments.  As I have personally found out with many of my own investments, I can (unfortunately) get attached to a stock I own and try to [more]

Wed Oct 15

Caps Pick

ElCid16 made a pick in CAPS. 9:56 PM

The Babcock & Wilcox Company (BWC) will Outperform the S&P 500

Caps Pick

ElCid16 made a pick in CAPS. 9:32 PM

Buffalo Wild Wings (BWLD) will Outperform the S&P 500

Caps Pick

ElCid16 made a pick in CAPS. 9:14 PM

Ford (F) will Outperform the S&P 500

Caps Pick

ElCid16 made a pick in CAPS. 6:49 PM

Waddell & Reed Financial, Inc. (WDR) will Outperform the S&P 500

Caps Pick

ElCid16 made a pick in CAPS. 6:46 PM

NeuStar, Inc. (NSR) will Outperform the S&P 500

Tue Oct 14

Blog Post

ElCid16 added a blog post. 3:15 PM

Predictions

I frequently read articles citing the folly associated with trying to make predictions and forecasts.  Most of the time, the criticism with predictions is regarding macro events, such as commodity price movements, broad-based [more]

Mon Oct 13

Caps Pick

ElCid16 made a pick in CAPS. 7:21 PM

Interval Leisure Group, Inc (IILG) will Outperform the S&P 500

Thu Oct 9

CAPS Underperform Pitch Reply

ElCid16 commented on icanpickm's pitch for PNRA. 12:24 PM

Prior to 2.0, I noticed that Panera had a really difficult time taking orders and getting orders right. There was always that awkward waiting that you did until they called you up to the counter to pick up your food and the orders were [more]

Wed Oct 8

CAPS Outperform Pitch Reply

ElCid16 commented on ElCid16's pitch for TSCDY. 1:32 PM

I think there is also a decent amount of hidden value in Tesco, past the reported profits and cash flows. Dunnhumby is currently being valued at around $3.5B, and TPG recently made an offer to Tesco to take it off their hands. If an activist investor [more]

CAPS Outperform Pitch

ElCid16 wrote about Tesco (TSCDY) . 12:41 PM

TSCDY Outperform

A lot of cracks in Tesco's moat have shown up in the past 2 years. Eroding market share, shrinking margins due to price cuts, profit warnings, a 75% dividend cut, executive firings over unethical practices...things appear to be at their bleakest [more]

Thu Oct 2

Blog Comment

ElCid16 commented on ElCid16's blog post. 11:51 AM

Taking a step back and look at Tesco from a rational perspective.

hey john - I haven't seen the footage from this morning yet.  Is that what he said, specifically?  Appreciate the heads up...

Blog Comment

ElCid16 commented on ElCid16's blog post. 9:47 AM

Taking a step back and look at Tesco from a rational perspective.

So, Buffett was on CNBC.  Said a couple interesting things.  

Said he bought stocks yesterday, but obviously didn't specify which ones.  He did make some reference about buying a McDonald's

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 7:35 AM

Taking a step back and look at Tesco from a rational perspective.

Also, I should say, I read The Dhandho Investor and The Most Important Thing Illuminated earlier this year, which is all about buying assets at the right price.  They had big influences on me.  Understanding the Kelly

[more]

Wed Oct 1

Blog Comment

ElCid16 commented on ElCid16's blog post. 9:09 PM

Taking a step back and look at Tesco from a rational perspective.

Yeah - I generally agree with you about retail, but not completely.  I still like some of the niche players.  As long as they trade at reasonable valuations (~15x earnings) and stick with their steady buyback plans, I'll

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 2:28 PM

Taking a step back and look at Tesco from a rational perspective.

Thanks for the kind words, John.  It's about time you started posting, again...always enjoy hearing your thoughts.

Mon Sep 29

Blog Post

ElCid16 added a blog post. 2:27 PM

Taking a step back and look at Tesco from a rational perspective.

When fear is at an all-time high and valuation is at an all-time low - it’s during these uncertain times when a value investor shows off their real chops and makes the difficult decisions necessary to beat the market. [more]

Wed Sep 17

CAPS Outperform Pitch

ElCid16 wrote about Transocean, Inc. (RIG) . 4:52 PM

RIG Outperform

Added a RL position today just under $35/share. Market Cap: $12.7B. Book Equity: $16.8B. Tangible Book Equity: $13.8B My assumptions: normalized OCF around $2-2.5B. That would yield a P/OCF of about 5-6. Normalized EBITDA around $3-3.5B. That would [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 97.28
Player Rank 2046 out of 75062
Score 1670.15
Score Change Today -32.21
Accuracy 61.41%
Active Picks 188
Total Picks 1040
Best Pick GILD (+210.25)
Worst Pick GGP (-305.53)
Average Score per Pick 1.61
Charms Earned 11
Highest Rated Favorite valuemoney
Go to ElCid16’s CAPS page

Boards Stats & Trivia

CAPS All Star
Board Posts 2
Recs Received 6
People who have rec'd these posts 4
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Lulu weak (6/17/2014)
Percentage of Posts Rec'd 100.00 %
Show ElCid16’s 10 Latest Posts