ElCid16’s Activity

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]

Blog Post

ElCid16 added a blog post. 2:41 PM

The Importance of Purchase Price

About a year ago I wrote a post that highlighted the importance of selecting high quality stocks when making investments.  High quality companies – those that are able to return high profits on shareholders equity – can help [more]

Blog Comment

ElCid16 commented on Fantasygirl123's blog post. 9:34 AM

Fantasygirl saw some green......:)

I will never be an accountant and I will never understand all of the P/E and etc...

have you considered looking at some ETFs?  The VGT includes IBM, as well as MSFT, AAPL, FB, GOOG,

[more]

Caps Pick

ElCid16 made a pick in CAPS. 12:47 AM

Gerdau S.A. (ADR) (GGB) will Outperform the S&P 500

Blog Post

ElCid16 added a blog post. 12:22 AM

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

About 6 months ago, I finally got around to reading the Dhandho Investor, written by Mohnish Pabrai.  While the book taught me several very important lessons for compounding a portfolio via value investing, two points that [more]

Mon Oct 20

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
Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 97.32
Player Rank 2015 out of 75062
Score 1732.29
Score Change Today -23.65
Accuracy 61.23%
Active Picks 188
Total Picks 1041
Best Pick GILD (+210.25)
Worst Pick GGP (-305.53)
Average Score per Pick 1.66
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