MorrieSeaCreatur’s Activity

Mon Oct 27

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 7:15 PM

Re: CPB VL Review

Today I reopened my first short on a large cap stock since 2010.

As part of my quarter in review I wanted to get more into businesses that actually produce something. I started with CAT and I do not like the competition coming from Asia and [more]

Thu Oct 16

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 5:20 PM

Re: Earnings Syntel

As someone who has used Syntel and the others as a business provider let me state:

There is no special sauce.

What they do provide is a better experience for the end user than what I have seen from other IT [more]

Wed Oct 15

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Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 6:10 PM

Re: Poll: Buy, Sell, Rotate, Hold

I used to have a very concentrated portfolio and I'd struggle to have 10 names in it and struggled with positions sizes and doubling down on losers.

During the run up I didn't love anything but I liked a few things. Looking back I owned 40 [more]

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Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 5:54 PM

Re: A Few Ideas

Why do people expect the House of Saud and the other OPEC members to cut production?

They should cut production but they won't. The House of Saud and the other countries in the region live off the oil money that they give to their citizens. [more]

Tue Sep 2

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 3:17 PM

Re: ancedotal Walmart Stories

I would agree with you.

WMT today is not Sam Walton's Walmart. When he was around the stores were staffed, they were clean and well lit.

I had hope for Walmart based on their push with Mike Rowe as spokesperson for investing [more]

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 3:11 PM

Re: FL paradox

Not much to add.

I have a nephew who isn't into any real material stuff (he 17s) other than his shoes. He probably has 5-7 pairs of shoes in different colors.
He however boycotts Nikes as that is "what the man wears". [more]

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]

CAPS Stats & Trivia

CAPS Player Rating 93.75
Player Rank 4692 out of 75058
Score 1087.26
Score Change Today +34.31
Accuracy 60.00%
Active Picks 36
Total Picks 71
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 623
Recs Received 1092
People who have rec'd these posts 360
Recs to Posts Ratio (last 30 days) N/A
Threads Started 66
Threads Started Percentage 10.59 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Nice Run Up! (5/29/2001)
Percentage of Posts Rec'd 55.86 %
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