MorrieSeaCreatur’s Activity

Thu Dec 18

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 2:34 PM

Re: naj - SAVE ?

Naj-

Do you have access to my accounts? I bought my first shares of RYAAY last week. Its a half position for me. My biggest concern with Ryanair is some sort of legislative risk. If people think that US carriers are poor during disrupted [more]

Fri Dec 5

NL

Boards Post

MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 2:45 PM

Re: The Stock Investor

I'm not actually seeing too much right now that I love.

Here is one that I like. (My two positions combined are the size of one normal position for me)

OMAB/ PAC - Business is steady and growning and there are some catalysts that I [more]

Mon Dec 1

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MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 6:49 PM

Re: Best Way to Outperform

I like it you idea of expanding the idea beyond just a few words. A mini elevator speech if you will.

As a private investor I've always run a small portfolio (6-12 names were common) but I worked really hard in 2012 and 2013 to diversify and [more]

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MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 4:29 PM

Re: Best Way to Outperform

Martian-

Enjoyed the post. I'm not a MM professionally in that I only trade for myself. Been doing it for 15 years. I outperformed the market with extremely concentrated positions in the early 00s as I had no money and I swung for the fences [more]

Tue Nov 25

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MorrieSeaCreatur posted to the Deranged Monkey Criticism board. 12:20 PM

Never cheap enough

Stillwater's question to me about LUV got me to look at the companies that you love but never get cheap enough for you to buy.

I've never owned:
LUV
ITW
BA

GOOG used to be on my list until I finally listened to Naj. [more]

NL

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

Re: Airlines

To be honest I need to look at LUV. I haven't looked at them in 3 years.

I love LUV due to its superior cost structure (asset utilization) and mgmt but I struggle to see where the growth comes in to value its PE ratio. I love their upcoming [more]

Mon Nov 24

NL

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MorrieSeaCreatur replied to the Deranged Monkey Criticism board. 6:30 PM

Re: Airlines

I've usually been one of the few people in the airlines for years but usually as a trading stock. I'm very comfortable with the industry and Naj has the metrics correct.

One thing to watch for is to adjust for stage length when comparing [more]

Mon Oct 27

NL

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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

NL

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]

NL

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]

CAPS Stats & Trivia

CAPS Player Rating 95.58
Player Rank 3317 out of 75077
Score 1327.42
Score Change Today +46.02
Accuracy 61.43%
Active Picks 36
Total Picks 71
Best Pick AAL (+634.08)
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 630
Recs Received 1106
People who have rec'd these posts 360
Recs to Posts Ratio (last 30 days) N/A
Threads Started 67
Threads Started Percentage 10.63 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Nice Run Up! (5/29/2001)
Percentage of Posts Rec'd 55.87 %
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