MartianRtns’ Activity

Wed Apr 29

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 12:15 PM

http://www.globalrichlist.com/

Matthew 25:31-46
Don't be a Goat

See where you stand...

Mon Apr 27

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 12:09 PM

Re: Plan to leave Last RoundUp

Got an email

to be clear

I'm not leaving fool - I'm moving back to Monkey, Value Hounds, Falling Knives, etc. This was becoming more of a personal board and that was not my intent. That's all. I do plan to look elsewhere but [more]

Sat Apr 25

NL

Watercooler Post

MartianRtns wrote 6:54 PM

EXITING LAST ROUNDUP just felt it was becoming a personal board with me musing about my thoughts with nobody giving a rip so..... Last RoundUp - RIP

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 6:53 PM

Re: Plan to leave Last RoundUp

"Monkey isn't what it used to be"

...in terms of idea generation! But lots of great posts there recently by ET and roark and SW (who continues to be a one man idea crew!) and the rest of the gang

(ok, my final note)

NL

Boards Post

MartianRtns posted to the Last RoundUp board. 6:48 PM

Plan to leave Last RoundUp

I'm usually the dominant poster here and while Fate is interested in what I have to say few others are and I'm feeling a wee bit naked despite my comments shortly before to Fate. And the trade a post thing I think isn't panning out as envisioned - I [more]

NL

Watercooler Post

MartianRtns wrote 6:38 PM

given lack of participation on fool time to start looking elsewhere - maybe a blog - not sure - but clearly there is little idea interesting on Fool besides one or two people

Fri Apr 24

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 1:12 PM

Re: bizarre funk - goober things maybe you do to

I feel these types of swings are where I can add value.

appreciate your thoughts

two things:

1 - good news rarely peters out. So I'm not so sure of the MSFT sale. If you were sure, then setting a limit before the [more]

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 12:57 PM

Re: latest stalwart

sorry, hit submit on accident with a tab
-
Higher P/E but more growth but what makes you own one in bulk and a dink in the other?

I have a dink in HSY and MKC cause I've just casually investigated the stories (though you know what [more]

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 12:53 PM

Re: latest stalwart

Fate,

I post these things not because I'm interesting in showing my work to the assembled folks but cause it often comes back to me in unique and interesting insights. So I welcome commentary - really sort of need it. I find it useful and [more]

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 10:01 AM

Re: Q1 2015 letter

I wanted to make a couple points about your response:

*I thought you might like some feedback on the letter.

I am 100% sure this is why IC posted his letter. And yours is the sort of helpful commentary that anyone would be thrilled [more]

Thu Apr 23

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 3:50 PM

Re: latest stalwart

for that matter, MKC

-BS not great with 82m cash, 1323b debt
-but FCF seen at 406m so...there is a good argument to be made that nobody cares about debt with food companies like this with an EPS Predictability of 100 for good [more]

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 3:08 PM

Re: latest stalwart

anyone interested in HSY today?

-BS is more than ok for a stalwart- VL shows 472m cash, 2.2b debt
-Lots of FCF - projected at $3.55 or 777m for 2015
-Valuation is eh but what do you expect - at 4.8, gets you to 20x 2016 [more]

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 1:51 PM

Re: Q1 2015 letter

i'm quitting fool if your note doesn't get at least 10 recs....

Wed Apr 22

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 2:38 PM

Re: bizarre funk - goober things maybe you do too

another thing

you folks ever do those time logs?

Record everything you do in 8 to 9 hours in a 15m increment sheet

Wow, is that revealing - if you can force yourself to do it....

NL

Boards Post

MartianRtns posted to the Last RoundUp board. 2:37 PM

bizarre funk - goober things maybe you do too

anybody ever get into one when you look at your portfolio and see you are lagging the market?

I always get jolted - it is incredibly unhealthy and very stupid - but I get jolted regardless. It usually throws me for a 5 minute loop...and it [more]

Tue Apr 21

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 3:59 PM

Re: latest stalwart

last comment

Before you assume everything is REALLY expensive, note that SIAL is being taken out


SIAL 138.68 23.7 17.2 20.5 4.85 28.6 115.0 83.5 Dec-16 -28% Sigma-Aldrich

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 3:57 PM

Re: latest stalwart

sorted by potential appreciation (again, severe limitations)


Symbol Price 5YR 5YR Aver V-L PE/ Price Price For Pot Company
HPE LPE PE Est EST High Low When Aver

FAST 41.35 35.1 25.2 30.2 2.10 19.7 73.8 53.0 Dec-16 [more]

NL

Boards Post

MartianRtns replied to the Last RoundUp board. 3:55 PM

Re: latest stalwart

sorted by PE

Symbol Price 5YR 5YR Aver V-L PE/ Price Price For Pot Company
HPE LPE PE Est EST High Low When Aver

IBM 164.66 13.9 11.0 12.5 15.90 10.4 221.6 174.4 Dec-16 20% IBM
CSCO 28.84 15.7 10.8 13.2 2.25 12.8 [more]

NL

Boards Post

MartianRtns posted to the Last RoundUp board. 3:52 PM

latest stalwart

careful, this has serious limitations
data only up to Issue 10 of VL
combines EPS numbers which are not necessarily ending year numbers with calendar prices which are

Symbol Price 5YR 5YR Aver V-L PE/ Price Price For Pot [more]

NL

Boards Post

MartianRtns posted to the Last RoundUp board. 1:17 PM

Phew! Great Sell....?

Bailed out my dink in UA
Concerned about acquisitions and valuation
.
Company reported today
Sales up 25% (sensational)
Operating up 3%
basically flat EPS
500m spent on an odd acquisition
.
I figured reaction [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 13270
Recs Received 28999
People who have rec'd these posts 1928
Recs to Posts Ratio (last 30 days) 5.70
Threads Started 2127
Threads Started Percentage 16.03 %
Most Frequent Board Liquid Lounge
Very First Post Re: The 1999 Maplemark Fund Annual Report (1/26/2000)
Percentage of Posts Rec'd 59.19 %
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