GrowthnValue’s Activity

Yesterday

NL

Boards Post

GrowthnValue replied to the Value Hounds board. 5:45 PM

Re: I wish!

Regardless of the Fed. you can generate an income of $30K from $600K by selectively buying dividend paying stocks that yield, on aggregate, 5%.

5% doesn't seem like an easy putt at this point. A portfolio of GE, KO, PG, JNJ, WFC [more]

Thu Jul 10

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Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 12:51 PM

Re: IV10/Price Update

FWIW, and maybe it isn't worth much, but I think 6.5% annual book value growth per share for MKL is too low. Not sure how they came up with that. Also, I don't see why MKL would trade at 1.61 book if they only grew book value at 6.5% annually. Seems [more]

Fri Jun 27

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Boards Post

GrowthnValue replied to the Deranged Monkey Criticism board. 3:47 PM

Re: What is BH worth?

You don't like Berkshire because you don't think it will provide a relatively safe and steady good returns (say 8%+) or because you think a small investor can do better than that elsewhere.

Sun Jun 22

NL

Boards Post

GrowthnValue posted to the Value Hounds board. 11:33 AM

BBSI

I meant to post the below here, but mistakenly put it over in BMW. Anyway, the question is the same. Since that post, I see that the two firms appear to be Roth Capital and Sidoti. Not sure who these firms are or which one provided which [more]

NL

Boards Post

GrowthnValue replied to the The BMW Method board. 10:55 AM

Re: BBSI

Ugh. Meant yo post this on Value Hounds. Sorry.

NL

Boards Post

GrowthnValue posted to the The BMW Method board. 10:53 AM

BBSI

A blog on the fool page States that the 2015 earnings estimate for BBSI is$3.76. Yahoo finance is showing that as the average of 2 estimates, but other sources only provide one analyst estimate - $3.16. Obviously, that's a big difference and the [more]

Blog Comment

GrowthnValue commented on JeffryClarke's blog post. 9:24 AM

Peter Lynch Would Love Barrett Business Services (BBSI); You Should Too

Any insight into the analyst estimates?  Yahoo finance has two - $3.36 and $4.16 for the $3.76 average you mention in your post.  However, the fool only lists one estimate for 2015 - $3.36.  MSN Money and the Street

[more]

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Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 9:12 AM

Re: Heresy revisited

I've foregone $59,424 in gains on those 2 Berkshire shares and made $241,700 on the calls

Not bad for 14 months. Must be some nice walking around money even in Monaco.

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 9:02 AM

Re: Heresy revisited

BRK still looks reasonably priced although I have largely sold out as I'm not playing to compound at 10-12%

I thought I was loaded up on BRK, but I would be happy to buy some more if it gets closer to 1.3 book.

Sun May 25

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 4:58 PM

Re: Mostly OT: Scared of living too long?

What do you think the true inflation rate is now? Not the one the government reports, but the one that matches the growth of costs of what you actually need to buy?

I was comparing dividend stocks to the annuity. For that, it [more]

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 10:16 AM

Re: Mostly OT: Scared of living too long?

They cite the example of husband 62 and wife 60 purchasing an inflation projected annuity for $500000.
Income quote was $15814 (3.16%) a year.


Wow! What a truly awful deal.

I actually think it wouldn't be that hard to [more]

Thu May 8

NL

Boards Post

GrowthnValue replied to the Markel Corporation board. 8:44 PM

Re: long term p/b average for MKL

What source?

I've got 1.3 for the P/BV today. That's the higher end of the more recent valuation period (2009-present). However, it is still historically low. Not as good as it has been recently, but historically still pretty good. Looks to [more]

NL

Boards Post

GrowthnValue replied to the Markel Corporation board. 6:00 PM

Re: good quarter

I don't care about the rounding issue, for all intents and purposes, 3.5% and 4% are the same thing, as far as I'm concerned.

I've considered it, and I still don't care for the reporting as 4%. As you point out, the rounding doesn't [more]

NL

Boards Post

GrowthnValue replied to the Markel Corporation board. 10:05 AM

Re: good quarter

Agree. Continue to really like this company.

The only thing I didn't like is that they claim a 4% increase in book value per share for the first quarter in their press release and I am calculating it at just over 3.5% (actually, 3.52%). That [more]

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CAPS Player Rating < 20
Player Rank 66610 out of 74988
Score -1426.39
Score Change Today -47.15
Accuracy 46.72%
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Boards Stats & Trivia

One star, 50 posts
Board Posts 105
Recs Received 81
People who have rec'd these posts 57
Recs to Posts Ratio (last 30 days) N/A
Threads Started 17
Threads Started Percentage 16.19 %
Most Frequent Board Mechanical Investing
Very First Post Best Hedges (2/11/2011)
Percentage of Posts Rec'd 36.19 %
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