MartianRtns’ Activity

Mon Sep 29

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 4:16 PM

Re: VL took away my number

i'm confused

you looking at print edition PDF?
For Oct 3 2014?
Go to Dashboard
Click on Quick Link Summary and Index
Still there?

40% is the number

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 12:13 PM

Re: Scattered Issue 6 Notes

wasn't aware - thanks

precisely why I post - thanks again

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 10:15 AM

Scattered Issue 6 Notes

may or may not do this on a regular basis - I just feel like I am not using VL enough and this is a way for me to 'report in'

Stocks, fwiw, I found interesting at first glance:

*Enersys, ENS. 235 cash, 359 debt. Reasonable PE. [more]

Sat Sep 27

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 12:58 PM

My returns - quarter end prep

I had a solid year in 2013.
My value as a person is not reflected in my ability to outperform.

Course, that's nice but I suck this year.


Performance
1.5% to 3%. 2.6% is the combined number. Unaudited.

That [more]

Fri Sep 26

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 5:09 PM

Re: OAK to benefit from Gross leaving PIMCO

might as well say it and butter you up

I'd pay to read you ET....

NL

Boards Post

MartianRtns polled the Deranged Monkey Criticism board. 5:05 PM

Poll: How Many Smart Folks are on this board?

picking up with the 'few smart folks' thread...
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NL

Boards Post

MartianRtns posted to the Science Fiction & Fantasy Books board. 3:34 PM

Fool's Assassin

Read Hobb's latest novel - some comments without spoilers:

*you have to read 6 other books for this to make any sense and there are least 2 other books coming (I say at least - she already suggested this series was over once)

*a [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:04 PM

Re: Convergys (CVG)

I think the issue is organic growth - it was -4% last quarter. They said it was -1% sans the post office contract but you don't just wish away contract losses as if they aren't there. And that is just the first quarter with the post office run-off. [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 12:48 PM

Re: Bill Gross Leaving Pimco?

I'm old enough to recall the popularity of dual cassette decks. How many sales of Thriller were lost because of illegal copies? Technological development is the foe of the upstanding citizen (aka The Man) in this case.

minor thing - [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 12:44 PM

Re: URBN

A & FP are the one working

biz as usual

still hard to buy

you noticed that when Haynie left the entire business started to crater. I think it is so amazing how one guy can make all the difference, but it is hard to [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 12:37 PM

Re: Bill Gross Leaving Pimco?

it is funny (and worth nothing)

But as I read your note -

I would have expected no debt
And minimal CapEx
And certainly not shares growing from 84m to 200m

thanks for mention

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 12:30 PM

Re: Terrible sales in 2013

when is it time to sell a good business?


never


I guess

Sure feels like that is the right answer most of the time

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 9:56 AM

Bill Gross Leaving Pimco?

replay of Peter Gabriel leaving Genesis?
Or Paul McCartney leaving Wings?

I had wondered why BLK was up big so far today...


Obvious old guy question - if you can get virtually any album or so it seems for free from youtube [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 9:53 AM

Re: VL Review - Issue 6 stalwarts

thx sw

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 9:31 AM

Re: VL Review - Issue 6 stalwarts

You might also start to look at Watsco also covered in this week's edition.

thanks for mention. I always appreciate mentions - obviously one of many reasons I post on the boards.

Watsco - WSO

*BS 17m cash, 349m [more]

Wed Sep 24

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 5:03 PM

VL Review - Issue 6 stalwarts

minor comments - very minor - surface reviews
Note - VL doesn't include non-current investments anywhere on the sheet; sales based on 2014 and 2015 estimates for the most part; calendar year end except where noted

Church and Dwight - [more]

Tue Sep 23

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:27 PM

Re: What's your search strategy?

resort by reference point - meaning by the oldest date

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:26 PM

Re: What's your search strategy?

will keep this short because most of you know all about my process:

*I keep a 70 count stalwart list (previously posted). Update it once a week or so and find it useful to identify large cap stock prospects.

*I have a 100-120 [more]

Fri Sep 19

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:38 PM

Re: Education of a Value Investor, Spier

thanks for being gracious web

It took my shi%tty post to you to get my wife up here to talk about this. I will ask Fool to remove my prior post to you.

To be clear, I literally have no opinion on the investment merits of the book [more]

NL

Watercooler Post

MartianRtns wrote 1:33 PM

Fool won't let me change my user name to "CruddyMan"

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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 12689
Recs Received 27799
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Threads Started 2012
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Very First Post Re: The 1999 Maplemark Fund Annual Report (1/26/2000)
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