JohnCLeven’s Activity

Tue Apr 15

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Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 11:58 PM

A fantastic presentation on FLOATS and MOATS

Here's the link:
http://csinvesting.org/wp-content/uploads/2012/12/Floats-and...

I wasn't familiar with this blog before...but I [more]

Mon Apr 14

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 8:56 AM

Re: 5 ticket punch card.

30 years is a pretty long time. Going with the previously mentioend "punt" of an idnex fund isn't a bad idea at all.

If I had to pick, i'd probably go with: BRK.B, MKL, KO, PEP, MCD.

That said, IBM, DE, CHRW, and PETM are [more]

Fri Apr 11

CAPS Outperform Pitch Reply

JohnCLeven commented on valuemoneygreen's pitch for PKX. 8:03 AM

Thanks for responding. Good thoughts.

Wed Apr 9

CAPS Outperform Pitch Reply

JohnCLeven commented on valuemoneygreen's pitch for PKX. 12:47 PM

I guess what i'm trying to ask is 1) How do you know their competitve advantage in the steel industry is REALLY durable? Why can't it be copied?, 2) To what degree do macro conditions impact PKX?, and do you think you can predict those macro-factors [more]

CAPS Outperform Pitch Reply

JohnCLeven commented on valuemoneygreen's pitch for PKX. 12:43 PM

You have previously called them the #1 steel maker in the world, and so naturally, I’d love to hear more about your thoughts on PKX. My very elementary understanding of PKX is this. (Please correct any false assumptions I make) PKX operates in a [more]

CAPS Underperform Pitch

JohnCLeven wrote about Tesla Motors (TSLA) . 10:26 AM

TSLA Underperform

I'm a bit late on this one.

TSLA is a visionary company, not doubt about that. However, they are almost universally perceived as so cool, and revolutionary, that the "wisdom" of the crowds has bid the company's stock up to an [more]

Caps Pick

JohnCLeven made a pick in CAPS. 10:26 AM

Tesla Motors (TSLA) will Underperform the S&P 500

Sun Apr 6

CAPS Outperform Pitch Reply

JohnCLeven commented on TMFPencils's pitch for FB. 5:18 PM

Thanks for the detailed pitch. How much net income or free cash flow, roughly, do you expect FB to be generating by 2019, if they are to be a $300 Billion company around that timeframe? Thanks for the feedback!

Thu Apr 3

CAPS Underperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for TWTR. 12:41 PM

I MIGHT be interested in TWTR at a market cap of about $5 Billion, or $9 per share, but probably not. It's basically impossible to value a business like twitter. It would be worth many billions - or it could be worth almost nothing - noone really [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 12:31 PM

Re: Book recomendation

http://www.amazon.com/Five-Rules-Successful-Stock-Investing/...

Here's the book that I randomly stumbled upon in the library about 3.5 years ago that got [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:32 AM

Re: Buffett's Fortune article on long-term, high

Dave,

GE did not make the list because, per Value Line, GE had ROE below 15% 4 times in the past deacde, and a 10 year average of 15.3% (well below my 20% requirement).

Also, Morningstar credits GE with a 13.4% 10 yr avg ROE, and 5 [more]

CAPS Underperform Pitch Reply

JohnCLeven commented on ccivin's pitch for TWTR. 10:14 AM

What makes you say that? Although I'm very bearish on this overvalued business, I have a hard time seeing how they won't exist in 5 years or much less. Thanks for the feedback.

Wed Apr 2

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for PETM. 9:19 PM

Glad to help, following you has really helped me as well!

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 5:34 PM

Re: Buffett's Fortune article on long-term, high

Thanks JKM, I appreciate you pointing that out.

Value Line, adjusted MRK's EPS excludes a non-recurring loss of ($1.66) per share in 2012.

After adjustment, Value Line shows MRK's EPS to be $3.82 per share on $17.52 per share of [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 12:14 PM

Re: Buffett's Fortune article on long-term, high

Oops!

Looks like I fumbled that one.

Thanks for the correction!

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 10:55 AM

Re: Brooklyn Investor: 10x pretax earnings

“We select our marketable equity securities in much the same way we would evaluate a business for acquisition in its entirety. We want the business to be (1) one that we can understand, (2) with favorable long-term prospects, (3) operated by honest [more]

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Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 9:19 AM

Buffett's Fortune article on long-term, high ROE

Greeting Fools, and welcome to my big post of the year!

My post last year got pretty good reviews, so I decided to do it again.

The inspiration for this original screen list can be found in the 1987 Berkshire Hathaway Letter, see [more]

Blog Post

JohnCLeven added a blog post. 9:04 AM

2014 ROE Champion List

Greeting Fools, and welcome to my big post of the year!It is time to unveil my 2nd annual Return on Equity Champions List.You can find last year’s edition here: [more]

Tue Apr 1

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 10:39 PM

Re: Brooklyn Investor: 10x pretax earnings

I just looked up the tax rates of BRK.B, KO, IBM, WFC, AXP, and WMT. They all pay between roughly 20% and 32% tax rates, per Morningstar.

10x pretax earnings, after applying 20% and 32% tax rates, results in approx. 12.5x earnings and 15.4x [more]

Thu Mar 20

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 5:12 PM

Re: Thanks a Lot, Buckeyes:

Me three!

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CAPS Stats & Trivia

CAPS Player Rating 82.24
Player Rank 13414 out of 75542
Score 339.63
Score Change Today 0
Accuracy 69.88%
Active Picks 51
Total Picks 90
Best Pick WAG (+100.99)
Worst Pick COH (-61.92)
Average Score per Pick 3.77
Charms Earned 5
Highest Rated Favorite valuemoney
Go to JohnCLeven’s CAPS page

Boards Stats & Trivia

One star, 50 posts CAPS All Star
Board Posts 110
Recs Received 503
People who have rec'd these posts 216
Recs to Posts Ratio (last 30 days) N/A
Threads Started 21
Threads Started Percentage 19.09 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 68.18 %
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