MorrieSeaCreatur’s Activity

Wed Aug 20

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 7:58 PM

Re: Gallup Poll of Investors

Here is another sign that the average consumer doesn't spend much time on it.

[more]

Thu Jul 17

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 11:48 AM

Re: Syntel (SYNT) beats

Stillwater-

Why do you think they get bought out?

I opened a small position after you brought them up and looked at the numbers as I think their execution (or atleast their perception of such) is better aligned with US [more]

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Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 11:07 AM

Re: Today's AA

Thanks Naj.

I need to put your #2 in huge letters above my desk. I've been burned by it a few times. How I convinced myself this time was that I changed the thesis.

Prior thesis. Completion of wells will show LT value. When the [more]

Wed Jul 16

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 6:24 PM

Re: Today's AA

Here is mine.

74% stock
16% cash
10% Mutual Fund - I use it for International Exposure

Mutual Fund - BRF

Top 5 positions
UAL - I loved CAL when they were in Houston. While much of the C-suite in from there [more]

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Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 5:12 PM

Re: Tale of Two Pizzas

Just saw the writeup on VIC on Papa Murphys (short).

I've never spent enough time on the stock but I think the author is aggressive on the EBT (he states 30-40% and in extreme cases over 50%). I'm in the upper Midwest and talking with the [more]

Fri Jul 11

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 1:53 PM

Re: Is it time to short retail?

I don't think you can dump the entire basket yet.

Based on my wifes ability to turn the TV to the DIY channel at all times it sppears that Wood floor is out and carpet is back in.

In my neighborhood I see the housing market as [more]

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Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 12:17 PM

Re: Added to

Forgot to mention the name. FELE.

Never shows up as cheap on a value screen but they execute. Like a small Danaher or Dover with very good ROE.

Its a small position for me as their last two Q and calls have showed some weakness in [more]

Thu Jul 10

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 4:18 PM

Re: Added to

Sold some stuff last week as it was getting close to FV.
Have bought (1/3) of it back at a lower price.

Tue Jul 8

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 3:42 PM

Re: 20 years Topics

First congrats. I've been reading this website longer than any other forum and I've learned and grown quite a bit as an investor over the years from yourself and others.

I think ET has a good idea/point:

One of the pleasant [more]

Tue Jun 24

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 7:10 PM

Re: The Irish sweepstakes continues...

Different but slightly related question.

Since the Supreme Court decided that corporations are like people shouldn't that require that corporations have a finite life. Same could be said for unions.

Corporations would then be [more]

Wed Jun 18

NL

Boards Post

MorrieSeaCreatur replied to the Pencils Palace board. 12:54 PM

Re: SolarCity acquisition preps for massive scal

As much as I want to like Musk I simply cannot like his businesses (or better said I cannot like them enough at current price to be a buyer).

There are simply huge risks on all of his businesses

Space X - Actually my favorite [more]

Mon Jun 16

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 1:46 PM

Re: The Irish sweepstakes continues...

DTB-

While I agree with your assessment of what is probably the best solution I doubt it will be. Any person who votes for dropping the corporate rate (even if it means more revenue is collected) will be dumped on by both parties in [more]

Thu Jun 5

NL

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MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 5:48 PM

Re: Amazing Story

Thanks for the clarification. I just read your previous note and went - Mid 50s - 3200 shares @ $80 = $250kish x 2 = $500k? How does one retire with $500k at say 55.

Now it makes more sense.

Nice story. Thanks for sharing.

Wed May 28

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 3:37 PM

Re: So...buybacks from MCD

In general I'm not a fan of stock buybacks as I generally see them when mgmt has no idea of what else to do. In a perfect world I'd prefer dividends to shareholders but I appreciate this when dividends are double taxed.

Indifferent as I view [more]

Thu May 22

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 3:27 PM

Re: All-Time IRA

I love Eight Tracks answer about being FASB king. Sadly I fear the oft rumored but not really happening move to IASB is going the wrong way and worse.

FASBs tougher and should get even tougher.

In college I interned for 1 1/2 for [more]

Wed May 21

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 2:08 PM

Re: Thanks for watching...

I started watching them in 2009, bought them in 2010 as they had a few good months of SSS and watched mgmt. fail to execute and sold in the summer of 2012 and never looked back.

I was early. I could have basically bought any other stock [more]

Fri May 16

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 11:21 AM

Re: Revenue Growth - How Do You Weight It

Stillwater-

You have mentioned Syntel and I have an antecdotal story to tell about them. I used to work for a medium sized insurance firm. Most of the IT App Dev has been outsourced for a long time. We generally ranged from having between 2 [more]

CAPS Stats & Trivia

CAPS Player Rating 94.19
Player Rank 4355 out of 75000
Score 1161.87
Score Change Today -2.73
Accuracy 61.43%
Active Picks 37
Total Picks 71
Best Pick AAL (+446.39)
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Average Score per Pick 16.36
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 617
Recs Received 1070
People who have rec'd these posts 359
Recs to Posts Ratio (last 30 days) N/A
Threads Started 66
Threads Started Percentage 10.70 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Nice Run Up! (5/29/2001)
Percentage of Posts Rec'd 55.59 %
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