ElCid16’s Activity

Yesterday

CAPS Outperform Pitch Reply

ElCid16 commented on TMFDeej's pitch for DDS. 2:01 PM

"if Dillard's maintains its free cash flow and share repurchase levels, then at the current stock price we estimate it would buy back nearly its entire float in the next five years" Free Cash Flow has been coming in around $400M each year [more]

Blog Comment

ElCid16 commented on awallejr's blog post. 12:11 AM

Tim Cook Finally Listened

I've been very impressed with Cook's ability to use money management to move the needle while we wait on the new products.   I suspect that he was waiting for a big beat to announce the share split.  

[more]

Blog Comment

ElCid16 commented on awallejr's blog post. 12:11 AM

Tim Cook Finally Listened

I've been very impressed with Cook's ability to use money management to move the needle while we wait on the new products.   I suspect that he was waiting for a big beat to announce the share split.  

[more]

Wed Apr 23

Blog Post

ElCid16 added a blog post. 11:55 PM

A couple mental models from Kahneman - The Halo Effect and Crowd-Sourced Guesses

In his book Thinking, Fast and Slow, Daniel Kahneman provides countless frameworks and models regarding our internal processes for thinking and making decisions.  I appreciate much of the content that he provides, but I find [more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 3:48 PM

Is purchasing a home a good investment?

I think mortgage insurance is like $1500 per year, right? - not negligible, but not a huge cost, either. 

But who knows where interest rates will be 5 to 10 years from now.

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 2:00 PM

Is purchasing a home a good investment?

Thanks, all.

I'd likely be purchasing a new townhome or high rise - meaning maintenance would be negligible, but I'd have an HOA (or comparable) monthly fee.

I just included a bit more than

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 11:25 AM

Is purchasing a home a good investment?

Well you should say purchasing a house vs renting.

That's fair.

I'm just looking for someone who is about to (or has recently) purchased a home.  Is it a slam

[more]

Tue Apr 22

Blog Post

ElCid16 added a blog post. 10:39 PM

Is purchasing a home a good investment?

Catherine Rampell of the WaPo put out an  [more]

Tue Apr 15

Caps Pick

ElCid16 made a pick in CAPS. 5:06 PM

Amazon.com (AMZN) will Outperform the S&P 500

Thu Apr 10

Caps Pick

ElCid16 made a pick in CAPS. 3:34 PM

iShares NASDAQ Biotechnology Index (ETF) (IBB) will Underperform the S&P 500

Tue Apr 1

Blog Comment

ElCid16 commented on awallejr's blog post. 4:56 PM

Secular or Cyclical Bull Market?

Just a proviso, Value Line only uses stocks with earnings for their numbers.

:) 

He has it starting at a 16 p/e

[more]

Blog Comment

ElCid16 commented on awallejr's blog post. 3:23 PM

Secular or Cyclical Bull Market?

He has it starting at a 16 p/e whereas I believe it is 10.

I don't think it is 10.

See

[more]

Blog Comment

ElCid16 commented on awallejr's blog post. 1:53 PM

Secular or Cyclical Bull Market?

I think there is a mistake with the start P?E for current bull market.  Your link has it as 16 which I don't think is accurate.  Value Line shows their P/E low on 3/9/09 as 10.2.

[more]

Blog Comment

ElCid16 commented on awallejr's blog post. 11:08 AM

Secular or Cyclical Bull Market?

Nice stuff, guys.

Cramer has bemoaning how all these new IPOs seems comparable to what happened during the 

[more]

Mon Mar 31

Blog Post

ElCid16 added a blog post. 5:41 PM

Comparing Amazon to other High Fliers

For years now, Amazon has been almost impossible to try to value using many traditional measures.  Earnings, in addition to being razor-thin, have been inconsistent.  Amazon doesn’t pay a dividend.  Free Cash Flow was [more]

Thu Mar 27

Article Comment

ElCid16 commented on an article. 10:28 PM

Lululemon Soars After Earnings: Time to Buy?

And if sales is your thing:

The Motley Fool has LULU's 1 year, 3 year, and 5 year Rev growth rates at 37%, 30%, and 36%.

The Motley Fool has NKE's 1 year, 3 year, and 5 year Rev growth rates

[more]

Article Comment

ElCid16 commented on an article. 10:26 PM

Lululemon Soars After Earnings: Time to Buy?

"Nike is much bigger than Lululemon, but the company is still generating superior growth rates with sales increasing by 13% during the quarter ended on Feb. 28, to almost $7 billon."

The Motley Fool

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 3:30 PM

Rule #1: Invest in a great company. Rule #2: Get a good price. Rule #3: Rule #1 > Rule #2

Yeah - I know you're a bit bigger on taking advantage of intermediate term pricing inefficiencies (I think).  For instance, I felt - and I believe you felt - that Big Lots was pretty cheap at $26 just earlier this year.

[more]

Caps Pick

ElCid16 made a pick in CAPS. 10:14 AM

Twitter (TWTR) will Outperform the S&P 500

Wed Mar 26

Caps Pick

ElCid16 made a pick in CAPS. 7:59 PM

Whole Foods Market (WFM) will Outperform the S&P 500
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CAPS Player Rating 97.79
Player Rank 1657 out of 74859
Score 1928.65
Score Change Today -64.66
Accuracy 61.96%
Active Picks 185
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Best Pick GILD (+210.25)
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Average Score per Pick 1.91
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