MonsterFluff’s Activity

Yesterday

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 4:47 PM

Sat Aug 22

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 1:40 PM

Re: OMG!

Hi Murph

S&P down 7% from highs and DOW off 10% so we are in correction mode.
Both track each other closely
Last October was the last correction
Can't recall if it was greeted with the same hysteria but it probably [more]

NL

Boards Post

MonsterFluff replied to the Falling Knives board. 1:00 PM

Re: FKA: DE

Seems early and not cheap

I measure this kind of deal by how much the dividend will pay me and DE is shy by at least 1%. CAT is in buyable territory

NL

Boards Post

MonsterFluff posted to the Value Hounds board. 12:53 PM

OMG!

China is heading back to the Ming Dynasty never to come back to the 21st century

Emerging market bonds are all going to default

Greece is going to bankrupt the EU

Oil is going to $10 per barrel and will never recover. Its [more]

Fri Aug 21

NL

Boards Post

MonsterFluff replied to the Falling Knives board. 5:54 PM

Re: FKA: DE

been on my wish list too.
Also would be giving serious consideration to CAT. Dividend is 4.7%

NL

Boards Post

MonsterFluff posted to the Value Hounds board. 11:22 AM

Camden Properties

Apartment REITs are in even more of a cap bubble than health care, MOB, biomedical campuses and self storage. Where cap rates were compressed to 5%-6% in these sectors, apartments are in the 3%-4% range.

Camden Properties is strictly [more]

NL

Boards Post

MonsterFluff posted to the Real Estate Inv. Trusts: REITs board. 11:20 AM

Camden Properties

Apartment REITs are in even more of a cap bubble than health care, MOB, biomedical campuses and self storage. Where cap rates were compressed to 5%-6% in these sectors, apartments are in the 3%-4% range.

Camden Properties is strictly [more]

Wed Aug 19

NL

Boards Post

MonsterFluff posted to the Deranged Monkey Criticism board. 10:57 AM

Valeant opaque accounting

Valeant has had a magnificent run up since it became the bastard child of the union of Biovail and US based Valeant. Against all odds the acquisition strategy in lieu of drug development has created a unique form of growth called cash earnings that [more]

Fri Aug 14

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 10:24 AM

Re: tell the Saudis to sod off?

Bakken oil production in North Dakota has fallen less than 2 percent from its peak in December, while the number of oil rigs in the state has fallen by 60 percent. EOG Resources Inc., the largest shale driller, says it can make a 30 percent [more]

Thu Aug 13

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 2:18 PM

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 1:52 PM

NL

Boards Post

MonsterFluff posted to the Value Hounds board. 10:41 AM

tell the Saudis to sod off?

Rich mentioned the higher margins on US oil would offset the lower prices and US companies that drill in shale have the potential to regain profits even as oil prices do a natural gas and never recover to previous highs.

The cost of drilling [more]

Tue Aug 11

NL

Boards Post

MonsterFluff replied to the Saul's Investing Discussions board. 4:29 PM

Re: Some news folks!

was part of the Inside Value analyst team. It's hard work coming up with two good ideas a month. Very difficult and if you get it wrong and the stock doesn't perform it's quite stressful

Good Luck

Sun Aug 9

NL

Boards Post

MonsterFluff replied to the Real Estate Inv. Trusts: REITs board. 5:54 PM

Re: REITS and Rates

There are huge differences between REITs that lock-in longer-term lease contracts and those that reset more frequently.

I am guessing this means those that reset can do better and adapt to rising rate environments quicker than [more]

Sat Aug 8

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 11:16 AM

Thu Aug 6

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 7:15 PM

Wed Aug 5

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 4:38 PM

Sun Aug 2

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 6:31 PM

Re: is oil natural gas

hey Rich

There may be some small production cuts in the works. Will it have any impact on pricing? We'll see. The new normal price per barrel has YTBD. I like your point about cost savings making up for the lower price per barrel. Makes a [more]

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 5:59 PM

Re: is oil natural gas

Like Core Labs and think they are smart guys when it comes to the oil business. Found the comments on middle east oil production insightful. While Twilight in the Desert may have been mistaken about peak oil, it had the same thoughts about the oil [more]

Sat Aug 1

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 2:37 PM

Re: is oil natural gas

Is oil cyclical anymore? When you have too much of a commodity and less demand prices drop. Question is are we in a permanent state of over supply? More than Canada sands, shale has altered the balance. The Saudis no longer hold the power to swing [more]

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