MonsterFluff’s Activity

Yesterday

NL

Boards Post

MonsterFluff posted to the Value Hounds board. 5:41 PM

it's a trifecta of analyst insights

File this under incredible insight and overpaid analyst

"The uncertainty in the market is creating a lot of price volatility," Gene McGillian, senior analyst at Tradition Energy, told the Journal. "I don't think we've seen [more]

NL

Boards Post

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

Re: Hardly a bone...

running an income port for the 'rents and added COP and CVX. Both yields have held up since I first bought about 18 months ago. Particularly enamored of CVX. Both were selling at an extreme value then and have held on to decent gains. Not expecting [more]

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 2:24 PM

NL

Boards Post

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

Re: Ethyl's slide into the oily vortex of doom

This is a really an excellent post. i like your approach to looking at energy

Can you detail how you calculated the cost per boe? I have struggled with that and inputs across companies are variable making it hard to standardize a way to get [more]

Wed Dec 17

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 6:53 PM

Sun Dec 14

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 3:39 PM

Re: Poll: How much time do you spend on...

cheap! Thanks!

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 3:34 PM

Re: contrarian view oil & gas


Here are some info-graphics...

http://www.ritholtz.com/blog/2014/12/awesome-oilenergy-infog...


Nice presentation. I like the note at the bottom [more]

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 3:21 PM

Re: Poll: How much time do you spend on...

f you're into screens (or even if, like me, you're not:-) I'd recommend trying out aaii.com -- it's cheap and besides a huge variety of screens it offers lots of good materials including a decent monthly mag and a [more]

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 3:20 PM

Re: Poll: How much time do you spend on...

ps

BMWM screen included a whole lotta energy and commodities. Is it trying to tell us something?

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 3:16 PM

Re: Poll: How much time do you spend on...

thanks Denny

I can get a screen build through the broker I use. Definitely worth a try with the parameters you list

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 3:13 PM

Re: LYB

hi Rich

Interesting comments. I had thought that chemicals might move opposite oil, but see that's not the case. All I need now is another oil-tethered stock.

DOW is paying 3.6% at current prices. Maybe when it hits 4% even tied as [more]

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 3:01 PM

Re: NAO: Hansson pens a letter

good letter. It's one of many comments I've seen by industry insiders including core labs, that predicts $50 per barrel oil is the anomaly and not the new normal.

I agreed with his view that OPEC is doomed to splinter if prices don't go up. [more]

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 2:54 PM

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 11:24 AM

Stock Advisor Boards Post

MonsterFluff replied to the Stock Advisor boards. 11:12 AM

Sat Dec 13

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 12:08 PM

Re: Poll: How much time do you spend on...

I never had a screen I liked either.

Value Line has too little information and covers too many companies shallowly but also the universe of coverage is too limited and not broad enough to be really helpful if you're looking for a fast [more]

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 11:27 AM

Re: LYB

hey Rich

Well, yes, but in the case of a commodity pricing also depends on what your competitors are doing. If Company A sees that their feed costs go down and lowers their price to steel Company B's customers, what does company B [more]

Fri Dec 12

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 6:48 PM

Re: LINE/LNCO

don't know why but both are not doing well while oil is still tumbling.LINCO relies on Linn for the payout and Linn is the substance that backs them up so it makes no sense.

Do you have any opinion on the continued solvency of Linn? They [more]

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 6:39 PM

Re: Brown-Forman Corporation-How do you value?

Diageo is a bit more interesting trading nearer 52-week lows and it pays 3.6%.I admit some bias over the BFB suggestion --leaning towards Diageo for the dividend. In this market I have been more interested in companies that pay over 3% and even if [more]

NL

Boards Post

MonsterFluff replied to the Value Hounds board. 1:32 PM

Re: Brown-Forman Corporation-How do you value?

add Joy Global to the list

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75070
Score 0.00
Score Change Today -31.40
Accuracy 0.00%
Active Picks 0
Total Picks 76
Best Pick ANW (+76.54)
Worst Pick ACAH.DL (-88.23)
Average Score per Pick -8.45
Charms Earned 6
Highest Rated Favorite TMFBabo
Go to MonsterFluff’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Feste Award Nominee! Feste Award Winner! Old School Fool Global Fool
Board Posts 17145
Recs Received 38630
People who have rec'd these posts 3684
Recs to Posts Ratio (last 30 days) 13.70
Threads Started 3168
Threads Started Percentage 18.48 %
Most Frequent Board Value Hounds
Very First Post lord of the rings trilogy (3/24/2002)
Percentage of Posts Rec'd 61.95 %
Show MonsterFluff’s 10 Latest Posts