JustMee01’s Activity

Sat Aug 9

NL

Boards Post

JustMee01 replied to the Terms, Definitions, & Jargon board. 5:07 PM

Re: Buy Guidance

Without having some context, it's tough to be certain what was meant. I suspect that it was used something like:

"Citi has buy guidance on INTC. B of A remains a hold."

It's awkward phrasing, but I've seen it before. If [more]

Wed Jul 9

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 11:45 AM

Re: Net Income Growth when one number is negativ

It can be more useful to just determine why they were in negative earnings territory. Are there one time issues? If so, backing them out may give you a better look at operations.

Did margins crash?

Did interest on debt swamp [more]

NL

Boards Post

JustMee01 replied to the Ford Motor Company board. 11:31 AM

Re: Brand Loyalty #1

Rob,

Sounds like you're having fun, though?

What's more fun: running your biz or counting proceeds on AAPL options?

I'm glad to hear that it's sorting itself out. There aren't many small businesses that don't have that [more]

Tue Jul 8

NL

Boards Post

JustMee01 posted to the Ford Motor Company board. 7:11 PM

Brand Loyalty #1

http://t.money.msn.com/investing/5-car-brands-with-the-most-...

Ford. No doubt the F-150 has a lot to with it...

Mon Jul 7

NL

Article

JustMee01 published an article 4:51 PM

It's Too Soon to Tell on LINN Energy's Devon Transaction

The impact of LINN Energy's huge purchase of Devon's non-core US assets remains unclear. Investors need more information regarding Devon's intended Granite Wash divestiture to draw a conclusion.

Sat Jul 5

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 10:03 PM

Re: Chasing Dividends

Swifty,

I'm not sure I completely understand your question. To qualify for a dividend on a stock, you need to hold through at least one record date. That's the date set for payment by the company. It's announced ahead of time.

The [more]

Mon Jun 30

NL

Boards Post

JustMee01 replied to the Value Hounds board. 9:39 PM

Re: Linn deal

Note this release is from DVN point of view. Hence if DVN received slightly higher proceeds than expected means Linn slightly overpaid. :)

Or Devon got screwed less than the Street expected... ;-)

NL

Boards Post

JustMee01 replied to the Value Hounds board. 5:46 PM

Re: Linn deal

I also enjoy that high distribution. Got me a lot (too much?) of LINE and LNCO.

Always two ways to crack the nut. To be precise, Wells Fargo said they overpaid on a cash flow basis. They also don't clarify how they got there. Theoretical off [more]

NL

Boards Post

JustMee01 replied to the Value Hounds board. 3:24 PM

Re: Linn deal

Sounds like a straight up acquisition to me, with $2B of arranged interim financing. They've just announced the intention to sell mid-con assets to pay for it. It's not like the Permian deal in which assets were essentially swapped; production for [more]

Mon Jun 23

NL

Boards Post

JustMee01 replied to the Value Hounds board. 9:36 AM

Re: BBSI

I neglected to consider the fact that 2011 is a poor comp year for BBSI due to the $10MM life insurance gain on the death of the CEO. Backing that out changes the picture considerably. The Q4 charge to IBNR reserves for 2013 complicates 2011/2013 [more]

Sun Jun 22

NL

Boards Post

JustMee01 replied to the Value Hounds board. 6:37 PM

Re: BBSI

Stillwater,

Bottom line growth certainly is there. The problem I have is with the last two years. That 77 cents you cite is actually 2010's number, I think? 2011's fully diluted EPS was $1.42 according to the 10-K I'm looking [more]

NL

Boards Post

JustMee01 replied to the Value Hounds board. 3:10 PM

Re: BBSI

Seems to me that BBSI needs some of that top line growth to filter through to the bottom line. There's been plenty impressive top line growth, but bottom line performance is uninspiring. The recent haircut has me interested, but I just can't nibble [more]

Tue Jun 10

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 6:58 PM

Re: Newbee question on callable bonds

Mozillanerd,

You are thinking well. Keep doing it. ;-)

What's the purpose of the investment? That needs to be considered. If you have absolutely no requirement for capital appreciation and need income, bonds could still make sense [more]

Tue Jun 3

NL

Boards Post

JustMee01 replied to the Ford Motor Company board. 10:06 PM

Re: May Sales

Isn't everything always harder than we anticipate?

At least it sounds like the two of them are performing well. That's good to hear. Out of curiosity, how are you doing the payroll? Doing it yourself, or outsourcing? I'm curious how you [more]

NL

Boards Post

JustMee01 replied to the Ford Motor Company board. 12:24 PM

Re: May Sales

Rob,

A CNBC anchor noted the F-150 drop and pointed it out as a proxy for small business capital spending dipping. Trying to sound insightful, he spun it as a macro data point. Cramer nodded and agreed. They then whirled off to another topic [more]

NL

Boards Post

JustMee01 replied to the Reading Financial Statements board. 10:58 AM

Re: Long Term Debt and Workers Comp

Jared,

The opex issue and growth not making the bottom line are both worth considering. The low ROC is not an issue IMO.

Insurers typically have low return on assets. It's normal. You can't analyze them like they're an industrial [more]

NL

Boards Post

JustMee01 replied to the Reading Financial Statements board. 12:14 AM

Re: Long Term Debt and Workers Comp

You won't find a lot of detailed discussion of BBSI on Value Hounds, but you will find some people that own and follow it. It's been a call of stillwater9999's for a while. It had a nice run up on strong growth, but hit a speed bump on a surprise [more]

Mon Jun 2

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 4:36 PM

Re: What happens to a stock when a company goes

"Most are worthless, but occasionally one turns out to be valuable."

If you're rooting around an attic, look for Railroad bonds. Even a lot of defunct railroads' debt is actually still legally binding. Many were 100 year [more]

NL

Boards Post

JustMee01 replied to the Reading Financial Statements board. 10:18 AM

Re: Long Term Debt and Workers Comp

Mike,

I also find BBSI interesting given its local following on the VH board. What concerns me most is the amount of unpredictability that its growth introduces into its underwriting record. It's difficult to get a sense for the soundness of [more]

Fri May 23

NL

Boards Post

JustMee01 replied to the Investing Beginners board. 1:19 PM

Re: Mutual fund action?

If you would rather not be bothered putting in the effort, Ben Graham's formula of a general split between stock and bond funds with a rebalance every so often is very practical. Right now, maybe 70% in a broad market index and 30% in an extremely [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2061
Recs Received 2991
People who have rec'd these posts 532
Recs to Posts Ratio (last 30 days) N/A
Threads Started 419
Threads Started Percentage 20.33 %
Most Frequent Board Ford Motor Company
Very First Post Biotech Investors Club? (2/2/2008)
Percentage of Posts Rec'd 52.21 %
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