MonsterFluff’s Activity

Yesterday

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Boards Post

MonsterFluff posted to the Value Hounds board. 4:38 PM

Special Ops

Did the Fools Special Ops newsletter fold or is it under new management. I remember it was promised they would double the value of the port to $500K by March 2015. Are they close or are they gone?

Fri Jan 30

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 5:37 PM

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Boards Post

MonsterFluff replied to the Deranged Monkey Criticism board. 4:24 PM

Re: Poll: Would it annoy you

i voted yes please post
I do worry so much information might get into the wrong hands if you also mention which brokerages you use. It only takes a call saying you forgot your password a social security number and naming a stock in the account to [more]

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Boards Post

MonsterFluff replied to the Deranged Monkey Criticism board. 4:12 PM

Re: Cyclicals

i looked into MAT too when I saw the yield I wanted to love them

revenue growth slowed in 2014 and Q4 Christmas was down 6% to cap off miserable year of revenue declines every quarter.

all major brand-name toys were down--Barbie, [more]

Thu Jan 29

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 11:57 PM

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Boards Post

MonsterFluff replied to the Value Hounds board. 11:55 PM

Re: More nice dividend increases

sorry misdialed --it is 19. I would be expecting the EPS to drop even more so it may eventually go higher

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 6:21 PM

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Boards Post

MonsterFluff replied to the Berkshire Hathaway board. 6:05 PM

Re: Fool Me Once, Shame On You...

so you would sell it all and go to cash based on two correct timing incidents of CAPE and Schiller ratios? That's not enough data points IMO to arrive at a decision on the accuracy of their predictive value. Can you provide more substantial evidence [more]

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Boards Post

MonsterFluff replied to the Value Hounds board. 5:55 PM

Re: More nice dividend increases

the yield on POT is looking like a reason to go back and see what the company is doing these days. I don't like them for growth but they might just fit into an income oriented port. We know the need for potash won't disappear, but it's not a hot [more]

Mon Jan 26

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 12:05 PM

Sun Jan 25

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Boards Post

MonsterFluff replied to the Value Hounds board. 6:55 PM

Re: LyondellBasell

If yo look at EIA margins vs US margins, the US margins are wider by a mile and I can't understand the thinking that even as naphtha goes down it will approach the margins they get from ethane.

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Boards Post

MonsterFluff replied to the Value Hounds board. 10:44 AM

Re: FKA: Super bowl interest

Bill Belichiks interview with NFL attorney


Attorney: Weren't you the last one to check the footballs?
Bill: So?
Att: Well, did you use the torque wrench gauge?
Bill: Yeah.
Att: Then why didn'tcha check the [more]

Sat Jan 24

Stock Advisor Boards Post

MonsterFluff posted to the Stock Advisor boards. 5:12 PM

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Boards Post

MonsterFluff posted to the Value Hounds board. 5:11 PM

LyondellBasell

LyondellBasell makes building blocks for plastics and is included in the business sector where Dow Chemicals resides. The two largest business segments are olefins and polyolefins operating in the US and in Europe/Asia/International or EIA. [more]

Mon Jan 19

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Boards Post

MonsterFluff replied to the Deranged Monkey Criticism board. 5:42 PM

Re: Buying Berkshire at a Discount...

they are short the Swiss franc. Maybe that's not a good idea and perhaps they lost a bit on that

Sun Jan 18

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Boards Post

MonsterFluff replied to the Value Hounds board. 11:22 PM

Re: LYB--why does ethylene go down with oil

since ethane is cracked to ethylene and ethylene itself is just a raw material used to make the final products, it must have little value beyond the price of oil and gas. As a feedstock itself, so to speak, there is no added value to make it hold its [more]

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MonsterFluff replied to the Value Hounds board. 7:22 PM

Re: LYB--why does ethylene go down with oil

good theories but what's puzzling is that a decline in oil prices always results in dropping ethylene prices:

In the early of the fourth quarter, we have seen a significant decline in crude oil prices. Decline in crude oil prices
[more]

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Boards Post

MonsterFluff posted to the Value Hounds board. 1:19 PM

LYB--why does ethylene go down with oil

It seems so counter-intuitive that ethylene should drop as oil drops. Anyone know why prices are so highly correlated? Intuitively you might think that a drop in feedstock would expand margins and that demand would dictate ethylene prices. But [more]

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MonsterFluff replied to the Value Hounds board. 12:05 PM

Re: a humiliating lesson

hey Rich

Nice encapsulation of the tenets of transition. It does seem that good companies can go through meaningless crashes making them excellent values at certain times. So be patient! Always something on sale somewhere. Energy is on sale [more]

Sat Jan 17

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Boards Post

MonsterFluff posted to the Value Hounds board. 5:30 PM

milk is the new oil

Prices are plummeting and there is a glut. Does the jargon remind anyone else of the endless analyst articles about tumbling plummeting oil because there is a glut? Better shut down some cows and throttle back the spigots.


[more]

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Big gold star, 5000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool Global Fool
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