ElCid16’s Activity

Yesterday

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

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]

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CAPS Stats & Trivia

CAPS Player Rating 97.10
Player Rank 2177 out of 75065
Score 1622.43
Score Change Today -34.47
Accuracy 61.23%
Active Picks 188
Total Picks 1041
Best Pick GILD (+210.25)
Worst Pick GGP (-305.53)
Average Score per Pick 1.56
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