JohnCLeven

John

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JohnCLeven’s Activity

Today

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 12:43 PM

Re: Returns over next 10 years

"I have found that people either get it or they don't. When I spend $100 today, I am mentally spending what I believe to be a very sure $200 in ten year's time. Most people are not like that. Their minds do not operate in a manner where they see [more]

Mon May 20

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 12:52 PM

Re: Returns over next 10 years

This is fairly similar to a projection I did about 6 months back.

http://www.flickr.com/photos/90843665@N05/8267557732/in/phot...

That links to a [more]

Wed May 15

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 10:15 PM

A Fortune article from 1988 is put to the test...in 2013

Wow, thanks Teacherman!

I'm so glad you found the list worthwhile. I'm humbled that you went to the trouble of making a new page. Please feel free to use whatever you want.

However, I have

[more]

Sun May 12

Blog Comment

JohnCLeven commented on rd80's blog post. 2:05 PM

What are you buying or selling?

@ valuemoney Thanks for the shoutout.

My two most recent purchases were: MCD in November 2012, and COH in late January 2013.

I am currently interested in: VAR, LH, CHRW, IBM, and

[more]

Thu May 9

CAPS Underperform Pitch Reply

JohnCLeven commented on ValuePicksOnly's pitch for WM. 7:35 PM

Very interesting. I will have to check that out. Thanks for the good pitch.

Article Comment

JohnCLeven commented on an article. 4:02 PM

5 Stocks Better Than Berkshire Hathaway

planet* not plant

Article Comment

JohnCLeven commented on an article. 4:02 PM

5 Stocks Better Than Berkshire Hathaway

I have no problem being peaceful. I want to be very clear on that.

I also would like it to be clear that you we're the one who started it, not me. You asked what "plant or era" I was from. I just

[more]

Blog Comment

JohnCLeven commented on NewAlchemist's blog post. 3:36 PM

Top Arguments Against Buffett's Berkshire Hathaway

grow*

Blog Comment

JohnCLeven commented on NewAlchemist's blog post. 3:35 PM

Top Arguments Against Buffett's Berkshire Hathaway

I can't think of anything less risky than buying a piece of a diversified collection of solid operating businesses, that consistently gorw and funnel excess cash into consistently successful new investments,

[more]

Blog Comment

JohnCLeven commented on NewAlchemist's blog post. 3:26 PM

10 other dividend growth investments.

Opinions on any of the following for dividend growth?

CSX, NSC, CHRW, UPS

PM, LO

BDX, WAG

MMM

 

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for WAG. 12:36 PM

I noticed you ended your WAG pick the other day around $48 on your valuemoney page. Do you really play your valuemoney page that much differently than valuemoneygreen, or has your overall opinion on WAG changed?

Wed May 8

Article Comment

JohnCLeven commented on an article. 12:33 PM

The Single Best Thing That Warren Buffett Said

You can own only 1 class B share and still attend meetings.

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 11:17 AM

A Fortune article from 1988 is put to the test...in 2013

CHRW down 7% today!

I wonder if MegaShort or Valuemoney will be buying/adding in real life today?

 

 

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 7:04 AM

A Fortune article from 1988 is put to the test...in 2013

@valuemoneygreen

Thanks for the tip! Always appreciated.

I am aware of COL's existence, however, I haven't really looked into them deeply bc of 59% of sales were to the

[more]

Tue May 7

CAPS Outperform Pitch Reply

JohnCLeven commented on TMFSpiffyPop's pitch for IBM. 3:43 PM

Returns on capital now over 30%, ROE approaching 80%, and consistent growth in earnings and cash flows, with a valuation below the market average. BUY! BUY! BUY!

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 3:26 PM

A Fortune article from 1988 is put to the test...in 2013

@Nova

The screen was manual bc finding free 10yr data on the internet is tricky, and I trust Value Line bc it has less errors, especially omissions, than most computer screens I typically use.

[more]

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 3:21 PM

A Fortune article from 1988 is put to the test...in 2013

@NewAlchemist

Thanks for the comment.

I am fairly young.

However, I believe excessive diversification is madness, and would probably never own more than 10 companies.

[more]

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 12:53 PM

A Fortune article from 1988 is put to the test...in 2013

Thanks for the feedback guys!

I'm currently interested by CHRW as well, also VAR, BCR, IBM, and JW.A,

Also, 4 of my 5 current real-life positions in my portfolio made this list:

[more]

Mon May 6

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 10:23 PM

A Fortune article from 1988 is put to the test...in 2013

Greetings*

(I couldn't even get passed the first word without making a typo)

Blog Post

JohnCLeven added a blog post. 10:22 PM

A Fortune article from 1988 is put to the test...in 2013

Greeting Fools, In this blog post, i'd like to share the results of a small reserach project that I recently undertook, and hopefully, start a good discussion.I was [more]

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CAPS Stats & Trivia

CAPS Player Rating 83.66
Player Rank 12288 out of 75196
Score 300.88
Score Change Today -12.57
Accuracy 66.20%
Active Picks 49
Total Picks 76
Best Pick WAG (+48.85)
Worst Pick HLF (-37.46)
Average Score per Pick 3.96
Charms Earned 4
Highest Rated Favorite TMFEldrehad
Go to JohnCLeven’s CAPS page

Boards Stats & Trivia

New Fool Contributor CAPS All Star
Board Posts 3
Recs Received 4
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 Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 66.67 %
Show JohnCLeven’s 10 Latest Posts