ElCid16’s Activity

Wed Jan 7

Blog Comment

ElCid16 commented on ElCid16's blog post. 9:38 AM

So you want to buy an O&G stock - but which one?

And thank you for the info regarding IMO!

Blog Comment

ElCid16 commented on ElCid16's blog post. 9:36 AM

So you want to buy an O&G stock - but which one?

I think it is weird SU, XOM and IMO haven't went down in price a lot more than they have. 

I wish Exxon got a bit cheaper over the past 2-3 months...would have definitely been my

[more]

Caps Pick

ElCid16 made a pick in CAPS. 12:26 AM

United Breweries (CCU) will Outperform the S&P 500

Tue Jan 6

Blog Post

ElCid16 added a blog post. 5:39 PM

So you want to buy an O&G stock - but which one?

Investors looking to find opportunities in the O&G industry are likely finding themselves a bit overwhelmed right now.  High quality O&G plays like XOM, CVX, COP, and RDS offer safety amidst uncertainty.  Cheaper [more]

Caps Pick

ElCid16 made a pick in CAPS. 1:59 PM

Diageo (ADR) (DEO) will Outperform the S&P 500

Blog Comment

ElCid16 commented on ElCid16's blog post. 12:58 PM

ExxonMobil - not the cheapest supermajor, but it's still the best.

Thank you for the kind comment.

Blog Post

ElCid16 added a blog post. 11:29 AM

ExxonMobil - not the cheapest supermajor, but it's still the best.

Four months ago, a mere 2% of my personal portfolio was devoted to energy stocks.  My sole holding was a stake in ExxonMobil that I purchased in 2010.  Fast forward to today, and my portfolio is 13% energy holdings, [more]

Fri Dec 12

Blog Post

ElCid16 added a blog post. 2:07 PM

Gerdau is the best steel investment right now

A holding of Pabrai’s that has caught the attention of quite a few value investors (including me) over the past year or so is POSCO (PKX). POSCO has been a Buffett (BRK) and Munger (DJCO) holding for a while and has recently become [more]

Blog Comment

ElCid16 commented on ElCid16's blog post. 11:54 AM

L or LUK (or MKL)?

Just as a disclosure, MKL is my 3rd largest RL holding, and my largest holding that is not an ETF.

Blog Post

ElCid16 added a blog post. 11:23 AM

L or LUK (or MKL)?

Loews or Leucadia?  I’ve been eying both of these companies for the better part of 2 years.  They’ve both been trading consistently below book value, which is fairly rare for these 2 particular holding companies.  [more]

Tue Dec 9

Blog Comment

ElCid16 commented on AaronRogers's blog post. 11:59 PM

Why Oil Might not be at a Bottom and does it matter?

“Buy when it’s cheap – if not then, when?”  - James Montier

Here's my question: if now isn't cheap enough, when is cheap enough? Are you banking on a non-measurable psychological factor?  Are you

[more]

Blog Post

ElCid16 added a blog post. 11:39 PM

Expecting high profitability is just as risky as expecting high growth

Several months back I wrote a blog post discussing the PEG ratio.  The purpose of the post was to describe that a stock trading at a P/E in the 20s could still be undervalued as long as the stock could grow at double digit [more]

Caps Pick

ElCid16 made a pick in CAPS. 3:45 PM

National Oilwell Varco (NOV) will Outperform the S&P 500

Caps Pick

ElCid16 made a pick in CAPS. 2:36 PM

Total (ADR) (TOT) will Outperform the S&P 500

Caps Pick

ElCid16 made a pick in CAPS. 2:36 PM

Royal Dutch Shell CL A (RDS-A) will Outperform the S&P 500

Caps Pick

ElCid16 made a pick in CAPS. 11:03 AM

Loews (L) will Outperform the S&P 500

Blog Comment

ElCid16 commented on Dividends4Life's blog post. 10:59 AM

Dividends vs. Stock Buybacks

Collectively, the 5 companies you mentioned spent almost as much money on share buybacks as dividend payments.  For Exxon, over the past 10 years, cash spent on share buybacks is probably 2-3x cash spent on dividend

[more]

Fri Dec 5

Blog Comment

ElCid16 commented on ElCid16's blog post. 2:51 PM

Has the risk/reward for PBR hit an attractive level?

Investing in a company [with no debt] trading at a 3.75x pre-tax earnings will inevitably involve uncertainty.  There's no such thing as a sure bet that trades for that cheap.

[more]

Wed Dec 3

Blog Comment

ElCid16 commented on ElCid16's blog post. 12:14 AM

Has the risk/reward for PBR hit an attractive level?

Yeah, Apache looks ok.

0.78 P/B - looks cheap for a US-based independent with low debt, but ROE has only averaged about 10% over the past 20 years.  Compare that to BP (17% ROE over past 20 years) or CVX

[more]

Tue Dec 2

CAPS Outperform Pitch

ElCid16 wrote about Teck Resources Limited (USA) (TCK) . 10:27 PM

TCK Outperform

Trading for about 47% of book value.

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CAPS Stats & Trivia

CAPS Player Rating 97.33
Player Rank 2003 out of 75118
Score 1880.95
Score Change Today -84.58
Accuracy 61.56%
Active Picks 185
Total Picks 1068
Best Pick GILD (+210.25)
Worst Pick GGP (-305.53)
Average Score per Pick 1.76
Charms Earned 11
Highest Rated Favorite vanamonde
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Boards Stats & Trivia

CAPS All Star
Board Posts 4
Recs Received 8
People who have rec'd these posts 6
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 %
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