MartianRtns’ Activity

Yesterday

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 4:44 PM

Re: Google

Here is a buy today


Upgrading Google From Hold to Buy. We have been generally negative on Google since early 2013,
given our ongoing concerns about margin erosion, intensive capital investment plans and diversification
(also [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 4:02 PM

Re: Google

by the way, sans a recession, we are only six and half months away from a focus on 2016 earnings...

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 4:00 PM

Re: Google

small - very small - thoughts

I've read the filings, listened to the calls, and read sell-side research meant for the masses.

You end up learning zippo and instead you get factoid research to examine, none of which has the [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 10:30 AM

Re: Managing separate accounts

last thought (before the next)

Hear me ought on this cause you might reject it - the other reason to do it the way I suggest is it makes things go on auto-pilot.

You have portfolio ABC.
You get a new client - and within 1 month [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 10:13 AM

Re: Managing separate accounts

a P.S.

that's also what happens in mutual funds - when you buy shares, you buy the existing portfolio - except for the cash that was deposited or taken out that day. In an index fund, obviously there is no cash involved.

Imagine how [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 10:07 AM

Re: Managing separate accounts

I need to go offline soon but read this last night

buy stocks that have good upside from current levels. Size same or slightly smaller than older accounts.
2) keep the rest in cash.
3) As other owned positions correct, I buy them
[more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 9:59 AM

Re: Investing approach

this is minor but maybe needs to be said? As I was reading stillwater's note

IC, you already know 15% compounding is a world's better than 10%. and even 2% changes in annualized returns over longer periods accounts for absolutely huge [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 9:54 AM

Re: Investing approach

One of the things that impressed me reading the Lynch books is that PL (& his team) were able to classify/categorize stocks pretty well and as a result apply the correct valuation framework to the stock. As an example - Martian will probably [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 9:38 AM

Re: Investing approach

The multiple paid is very critical to me.

Lynch: The p/e ratio can be thought of as the number of years it will take a company to earn back the amount of your original investment - assuming, of course, that the company's earnings [more]

Tue Dec 16

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 5:52 PM

Re: Russia

speaking of stalwarts, how's GOOGL at 52 week low?

time to buy, right? 15x 2015 unless something is seriously wrong with those estimates...been nibbling.

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 5:48 PM

Re: Russia

Did I win a motivational code on the 2 year hold rule???

You win!

Course, I invented an 'out'. At times I will buy dinks based on a cursory review (basically Value Line, reading the latest call, and usually my version [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 4:13 PM

Re: Russia

too hard for me?

The whole year has been like that.

Maybe I can't find anything that interesting cause there aren't many things that are interesting?

I went thru about 15 stalwarts today and rejected them all - and it [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:13 PM

Re: I heart Gundlach

"And I told the investors that we are going to make money on bonds because rates are probably going to fall and I took the duration to 9."

It is funny - while I admire his boldness, it hints of hubris, and eventually that [more]

Mon Dec 15

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 4:59 PM

Bye PETM

Being taken out at $83

At that price, i have at 8.3b or 8.6b though announcement says 8.7b.

Trading at 19.5x TTM earnings

or 12.7x cash flow

Margins are arguably at peak levels (6.1% net margin in 2013; 34% [more]

Sat Dec 13

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:40 PM

Re: As sure as the sun shine...

4th column was percentage loss I think

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:39 PM

Re: End of Year Review - so far at least

I'm mostly off the boards rest of year - have to get my Q4 report out and am trying to mostly stay offline.

End of Year Prep

Performance
All in all, a crummy year. ROI in total was ~4.1 to 4.3% so far ytd which compares to 10.4% [more]

Fri Dec 12

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 4:15 PM

As sure as the sun shine...


BEN 53.96 -2.43 -4.31 55.82 2,662,976
BLK 340.89 -12.94 -3.66 354.46 753,213
CNS 41.23 -1.07 -2.53 41.78 91,459
DHIL 131.39 -3.07 -2.28 132.67 3,249
GBL 82.75 -1.73 -2.05 83.73 13,360
IVZ 38.56 -1.46 -3.65 [more]

NL

Boards Post

MartianRtns posted to the Science Fiction & Fantasy Books board. 1:30 PM

latest amzn promo

Special Offers and Product Promotions
Take an Extra 25% Off Any Book: Use promo code BOOKDEAL25 at checkout to get an extra 25% off any book for a limited time. Excludes Kindle eBooks and Audible Audiobooks. Restrictions apply.

up to [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:00 PM

Re: naj - SAVE ?

bad typo

I wrote: Cause looking at anything is new

And meant: Cause looking at anything new is hard. Or at least, confusing at first and maybe upon the 10th look too....

NL

Boards Post

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

Re: naj - SAVE ?

one other thing

they don't do options - at least 2012 and 2013
restricted stock is fairly modest
and the CEO made about 1% of net income for this year in 2013 or 2.8m and most of that wasn't cash

so they are living the motto [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75066
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to MartianRtns’ CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 12864
Recs Received 28132
People who have rec'd these posts 1917
Recs to Posts Ratio (last 30 days) 5.20
Threads Started 2044
Threads Started Percentage 15.89 %
Most Frequent Board Liquid Lounge
Very First Post Re: The 1999 Maplemark Fund Annual Report (1/26/2000)
Percentage of Posts Rec'd 58.51 %
Show MartianRtns’ 10 Latest Posts