MisterFungi’s Activity

Yesterday

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Boards Post

MisterFungi replied to the Falling Knives board. 10:04 PM

Re: LNKD, RL

I understand. But I'm not talking about declines over the course of months but over the course of minutes.

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MisterFungi replied to the Falling Knives board. 6:34 PM

Re: LNKD, RL

Oh, yeah: KSS down 19%!

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MisterFungi posted to the Falling Knives board. 5:57 PM

LNKD, RL

LNKD down 29% (after hours)!
RL down 22%!

Is it just me, or have there been more of these double-digit clobberings this quarter than one typically sees? These aren't cases of massive corporate fraud or exploding products. Just your [more]

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MisterFungi replied to the Berkshire Hathaway board. 3:42 PM

Re: OT: Amazon planning to open 100s of bookstor

The Amazon stores will also be great places to demo and sell Kindles, Fires, etc., etc. -- like an Apple Store.

And they could be a place to take returns rather than ship them back individually, which costs Amazon a lot.

I think [more]

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MisterFungi replied to the Bicycling Fools board. 1:02 PM

Re: For MisterF..

That's terrible news about your husband's colleague. Boston is a tough place to bike ... or even to drive. Stay safe.

Wed Feb 3

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MisterFungi replied to the Saul's Investing Discussions board. 8:47 PM

Re: A different way of looking at P/E ratios

Buffett has said that there should be an 800- number for people to call when they think about buying an airline. That said, I managed to make a few dollars on LUV, and HA was a top performer in 2015. Earnings growth depends a lot on continuing low [more]

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MisterFungi replied to the Saul's Investing Discussions board. 1:50 PM

Re: A different way of looking at P/E ratios

I decided to email the Prof. He replied in less than 2 minutes:

> Without taking too much of your time, may I ask:
>
> 1) Are the industry p/e ratios based on GAAP numbers? (We wonder, because some of the ratios are in
[more]

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MisterFungi replied to the Saul's Investing Discussions board. 1:15 PM

Re: A different way of looking at P/E ratios

...makes you wonder whether this is just a table compiled by a computer that doesn't recognize when something is very wrong.

I don't know the answer, although I suppose I could email Prof. Damodaran and ask him. Before casting too [more]

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MisterFungi posted to the Living Below Your Means board. 12:31 AM

New (for us) headboard, $4

Friday evening is when folks in Waikiki put out their big items for "bulky pickup." We've salvaged from the sidewalk on our street a perfectly good floor lamp, a sideboard, a 20-piece set of rice bowls and teacups, a shoji screen, and misc. [more]

Sun Jan 31

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MisterFungi replied to the Dividend Growth Investing board. 3:05 PM

Re: Healthcare Industry

8% payout

You can't be a REIT and do an 8% payout.

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MisterFungi replied to the Berkshire Hathaway board. 2:46 PM

Re: PCP EPS Contribution

14.00 times the $1000 per A of baseline profit from above.
You could think of that as the "leveraged P/E" paid: cash out of pocket divided by earnings acquired.


Thank you for doing pulling up the numbers and doing the [more]

Fri Jan 29

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MisterFungi replied to the Berkshire Hathaway board. 2:33 PM

Re: Absurd market quotation for DVA

I almost think (fear really) that people are betting on a berniecare, which I don't EVEN WANT to understand. If that happens, I'm moving to Japan or Mauritius anyway.

With trepidation about going off topic and into no-man's land, I [more]

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MisterFungi replied to the Falling Knives board. 1:57 PM

Re: GILD

My 2-cents is that Gilead has enormous growth potential. But why listen to me when you can get it from Morningstar and S&P? They both rate GILD 5-star. Morningstar puts GILD in the elite "Wide Moat" circle, with fair value of [more]

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MisterFungi posted to the Falling Knives board. 1:16 PM

GILD

Gilead is down today on news from Merck about its Hep-C drug. GILD is now crazy cheap. The company reports this coming Tuesday, and they have a track record of beating estimates and responding aggressively to potential competitors.

[more]

Wed Jan 27

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MisterFungi replied to the Falling Knives board. 7:29 PM

Re: Ebay

Buyout candidate? From a mile away, it would seem to be a great fit with AMZN. Or GOOGL.

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MisterFungi replied to the Saul's Investing Discussions board. 1:40 AM

Re: Look around...


That's why I don't like to read traditional financial media, and why I tend to be dismissive of it.


I don't read the financial media to become informed. I read it to know what they are reporting.

If they are reporting [more]

Tue Jan 26

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MisterFungi replied to the Best Travel Spots/Tips board. 1:33 PM

Re: Kauai Tips and Recommendations

Last time we saw waves rise up, pound, and surge almost to the top of the cliff. Maybe it's just me, but I just stood there and watched for like half an hour.

So there's a romantic hidden inside that engineer after all!

Yes, [more]

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MisterFungi replied to the Best Travel Spots/Tips board. 1:09 PM

Re: Kauai Tips and Recommendations

We've been to Kauai perhaps 8 or 9 times--all of them staying on the North Shore except once on the west side (Kekaha).

Different folks clearly like different things. To us, the North Shore is one of the most special places in the world. It [more]

Mon Jan 25

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MisterFungi replied to the Apple User's Group board. 1:39 PM

Re: Help please?

Maryanne, I am not an expert on this stuff, but I offer this:

Webpages are typically not laid out so that they will print nicely on standard-size paper. If you force a typical web-page onto 8.5x11 format, the only way it will work is if [more]

Sun Jan 24

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Boards Post

MisterFungi replied to the Saul's Investing Discussions board. 2:40 PM

Re: Thoughts on LGIH

...even if growth in Texas slows down, it should remain a cash cow for them

Saul, please elaborate on this. I'm not understanding it.

I think of a "cash cow" as a business with steady (profitable) repeat sales, [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1325
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Threads Started 190
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Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: tax cuts, one of the worst ideas in Economic (5/11/2006)
Percentage of Posts Rec'd 67.40 %
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