ElCid16’s Activity

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

Caps Pick

ElCid16 made a pick in CAPS. 6:22 PM

Leucadia National (LUK) will Outperform the S&P 500

Blog Post

ElCid16 added a blog post. 4:33 PM

The Power of a World Class Business Model: Overcoming Idiocy

I've been doing quite a bit of historic financial data collection over the past several months.  I've collected complete financial statements on about 50 companies now, each with about 20 years of data. [more]

Caps Pick

ElCid16 made a pick in CAPS. 9:38 AM

International Game Technology (IGT) will Outperform the S&P 500

Tue Mar 25

Blog Comment

ElCid16 commented on ElCid16's blog post. 12:33 PM

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

Cash rich and cheap companies do outperform during bear markets.

Do you have a study on this you could share?  

What I'd like to know is: would a portfolio of

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 12:27 PM

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

Note that Buffett's returns were highest during this early bargain hunting phase of his career. He doesn't often mention that when disparaging cigar butts.

Just one more thing - his

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 12:13 PM

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

Mega - fair points.

Blog Comment

ElCid16 commented on ElCid16's blog post. 11:28 AM

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

Not sure EMC fits here - it is a growth stock.

I was not attempting, nor am I going to try to argue whether EMC is a growth stock or not.  The reason it was included in

[more]

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CAPS Stats & Trivia

CAPS Player Rating 98.07
Player Rank 1456 out of 75542
Score 1992.94
Score Change Today 0
Accuracy 62.53%
Active Picks 185
Total Picks 1008
Best Pick GILD (+210.25)
Worst Pick GGP (-305.53)
Average Score per Pick 1.98
Charms Earned 10
Highest Rated Favorite vanamonde
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