ElCid16’s Activity

Fri Nov 21

Blog Comment

ElCid16 commented on ElCid16's blog post. 4:35 PM

Tweaking the PEG ratio to show how cheap AMZN really is.

it's also pretty easy to see the whole shell game implode upon itself if there are a few more huge fails like Fire Phone.    

There is really only one way a company can implode

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 3:53 PM

Tweaking the PEG ratio to show how cheap AMZN really is.

Well if you're going to use a metric that's a lot more generous than earnings, you have to demand a lower multiple. So a PEG around 2 might be good but a PEBITDAG or POCFG around 2 is not very good.

[more]

Thu Nov 20

Blog Comment

ElCid16 commented on ElCid16's blog post. 4:22 PM

Tweaking the PEG ratio to show how cheap AMZN really is.

Perhaps a better title for this post would have been "Alchemy Investing."

Blog Comment

ElCid16 commented on ElCid16's blog post. 4:06 PM

Tweaking the PEG ratio to show how cheap AMZN really is.

"Trumpeting EBITDA (earnings before interest, taxes, depreciation and amortization) is a particularly pernicious practice. Doing so implies that depreciation is not truly an expense, given that it is a “non-cash” charge. That’s

[more]

Blog Post

ElCid16 added a blog post. 2:31 PM

Tweaking the PEG ratio to show how cheap AMZN really is.

By far, the most speculative holding in my portfolio is my position in Amazon.  Though, the company is a behemoth and is building a stronger moat every single day, the investment is speculative because the company doesn’t [more]

Tue Nov 11

Blog Comment

ElCid16 commented on ElCid16's blog post. 8:17 AM

The Importance of Purchase Price

Ah, you're right... but I'll be long dead in 28 years!

haha...touche.

 

Blog Comment

ElCid16 commented on ElCid16's blog post. 4:32 AM

The Importance of Purchase Price

Truth - a 14.6% compounded growth rate versus an 11.9% compounded growth rate - compounded over the span of 28 years - means a WORLD of difference.

 

Caps Pick

ElCid16 made a pick in CAPS. 12:49 AM

Kennametal (KMT) will Outperform the S&P 500

Mon Nov 10

Blog Comment

ElCid16 commented on ElCid16's blog post. 2:18 AM

Investment Styles of the Greats - Which is Best to Replicate?

Mega - thank you for the clarification.

Sun Nov 9

Blog Post

ElCid16 added a blog post. 6:27 AM

Investment Styles of the Greats - Which is Best to Replicate?

How much do you actually need to know about an individual company before making an investment?  How much knowledge should you gain about a company in order for it to be in your portfolio? Some investors [more]

Mon Oct 27

Blog Comment

ElCid16 commented on ElCid16's blog post. 8:11 PM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

By slumping revenues, I mean slumping revenues in relation to COGS.  If a company grows Rev 100%, but COGS grows 120%, there is an issue with the sales price verus the inputs costs.  That's what I'm getting at...

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 6:45 PM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Truth - now I see where your new CAPS name comes from.

Welcome back (sort of).  I also hope MF doesn't give this new name the boot.  I enjoy reading your thoughts on stocks.

I know

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 1:54 PM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Yeah, you're right.  Business has been tough since 2008.  It's been that way for dozens of cyclical/industrial companies.  It's also been that way for dozens of big banks and financial institutions.

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 12:43 PM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Mmm....they overpaid...hence the climb of "intangibles" from around 2% of total assets in 2006 to 22% of total assets in 2008.

Oh, c'mon man.  You just

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 12:39 PM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Notyou again,

Yeah, Graham definitely dipped into the category of bad companies specifically to build out a cheap portfolio.  Many companies he (and young Buffett) invested in were companies that A) earned

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 11:30 AM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Hi notyouagain,

Thanks for the comments.

Much of what you are saying is absolutley correct. Business right now is not what it was 5-10 years ago.  The business headwinds aren't

[more]

Fri Oct 24

Blog Comment

ElCid16 commented on ElCid16's blog post. 2:23 PM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

I only viewed them as cyclical trades, not long term investments.

In a sense, that's the way I view PKX and GGB.  Both companies have swung from trading at a premium to book value to

[more]

Thu Oct 23

Blog Comment

ElCid16 commented on ElCid16's blog post. 8:55 AM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Mega - all very good, fair points.

I thought once upon a time you considered both Ford and Deere to be attractive investments.  They aren't commodity companies, but they're both large industrial companies,

[more]

Wed Oct 22

Blog Comment

ElCid16 commented on ElCid16's blog post. 11:52 PM

A Steel Producer with a Wonderful Track Record - Trading for Half Price

Hi Mega.

That's unfortunate - it sounds like you missed the broader concept of what Dhando investing is all about.  I took away a completely different message, and certainly didn't consider a "key

[more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 5:52 PM

The Importance of Purchase Price

Teacherman - thank you sir.  Best of luck with you and your wife.  Wishing you the best.

NadiaAndJulia - I agree with you, wholeheartedly.  That's the reason I added "I'm not trying to say

[more]

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