MartianX’s Activity

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MartianX replied to the Deranged Monkey Criticism board. 10:37 AM

Re: A Dollar Monster?

I owned DLTR more or less since forever.

I've shopped there forever.

I love the stores.

DLTRs are not FDOs. They aren't DGs.
It isn't going to translate over.
There will be no merchandising synergies.
I guess [more]

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MartianX replied to the Deranged Monkey Criticism board. 8:32 AM

Re: A Dollar Monster?

my 1st thought: what a stunningly bad idea

Yesterday

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MartianX replied to the Deranged Monkey Criticism board. 11:52 AM

Re: Poll: Conviction vs Self-Doubt

Bandung = baidu

:)

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MartianX replied to the Deranged Monkey Criticism board. 11:50 AM

Re: Poll: Conviction vs Self-Doubt

Funny you'd post on this

I am underperforming this year

While that fact is not earth shattering

And as an active manager 7 months doesn't make or break

I am not happy and have done a lot of soul searching [more]

Fri Jul 25

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

Re: HLF

Plus, MSFT was growing mainly from the XP upgrade which was supposed to tail down. Maybe that case was grossly overstated, but it made sense to me at the time.

by the way, to quote myself above, I'm not trying to say there was any [more]

Wed Jul 23

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

Re: Homebuilders

Does anyone have any investing experience with the homebuilder stocks?

Have gotten the Toll reports since reading Beating but never invested nary a share. As you note, among other problems is you can't take the BS for granted [more]

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MartianX replied to the Deranged Monkey Criticism board. 12:33 PM

Re: HLF


High: 30.0 30.2 28.3 30.3 37.5 36.0 31.5 31.6 29.5 32.9 39.0 41.7
Low: 22.5 24.0 23.8 21.5 26.6 17.5 14.9 22.7 23.7 26.3 26.3 34.6


You said,
"MSFT up 75% recently. These were all fat pitches for value/GARP [more]

Thu Jul 17

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MartianX replied to the Deranged Monkey Criticism board. 12:39 PM

Re: Syntel (SYNT) beats

thx for your thoughts sw

like others on this board, have piggybacked on this one too

Wed Jul 16

Mon Jul 14

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

Re: Is it time to short retail?

I think I've answered my question about Barron's.

If you view the publication as a 'source of ideas' to learn about and can recognize that stock prices always fluctuate, then a publication like this is always useful. If you must have [more]

Fri Jul 4

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MartianX replied to the Deranged Monkey Criticism board. 4:49 PM

Re: 20 years Topics

yes, I am an inspiration for those with no charm, no marketing skill, no personal connections, no formal training (other than that their book learnin'), no record (at one time), and total failure (well, at one time) performance-wise (I still hurt [more]

Thu Jul 3

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MartianX replied to the Deranged Monkey Criticism board. 4:57 PM

Re: Convergys (CVG)

another minor factoid:

*they also said that Q1 strength was early in the Q.

"Well certainly they were stronger than expected early in the quarter and that's what most of our overperformance came from. I'd say now we've seen [more]

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MartianX replied to the Deranged Monkey Criticism board. 4:48 PM

Re: Convergys (CVG)

here:

While we had an excellent first quarter, we do not expect this overperformance to continue into the second quarter. Volumes have softened in the past few months consistent with our normal seasonal pattern. Also recall that we expect [more]

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MartianX posted to the Deranged Monkey Criticism board. 3:04 PM

20 years Topics

believe it or not, in Q4 gonna be 20 years as who I am

have thought about what to do report wise

have that winners/losers list

thought about culling bits from previous reports but that could take way too much [more]

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MartianX replied to the Deranged Monkey Criticism board. 12:45 PM

Re: Convergys (CVG)

if you read the last call you know Q1 was stronger than expected and the rest of year won't be, esp. with the Post Office contract leaving. The language on Q2 was pretty cautious too. Lastly, w/the DirectTv and ATT merger we are (or will be) back to [more]

Wed Jul 2

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

Re: First of the month

you said, "On a somewhat related note, I would bet that a lot of us seasoned investors correctly positioned our portfolios for the 2000 Tech Crash. Is that because we as individuals correct foresaw the tech crash and great opportunities in value [more]

Fri Jun 27

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MartianX replied to the Deranged Monkey Criticism board. 5:04 PM

Re: What is BH worth?

I have never owned it because I do not particularly like conglomerates.

you don't think that might be a wee, just a wee, bit close-minded? I mean, virtually any stalwart you look at is a mini-conglomerate. Your former employer is [more]

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MartianX replied to the Deranged Monkey Criticism board. 1:21 PM

Re: What is BH worth?

thanks again

that appears exceptionally well done

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MartianX replied to the Berkshire Hathaway board. 1:08 PM

Re: Help on investment calc in 13 Annual report

if it matters, to wrap this up, I think I got the answer on another string:

[more]

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MartianX replied to the Deranged Monkey Criticism board. 12:49 PM

Re: help the Martian - BerkHath invest calc

To me, operating business cash and assets are seen not as sources of investment assets in Buffett's mind but as tools for the operating businesses whose primary purpose is to generate pre-tax earnings (Part B of the sentence).

ah, I [more]

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Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 12595
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Threads Started 1992
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Very First Post Re: The 1999 Maplemark Fund Annual Report (1/26/2000)
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