MrWaddles’ Activity

Tue Jul 15

NL

Boards Post

MrWaddles replied to the Value Hounds board. 1:48 PM

Re: losers, mergers, & one winner

How these companies deserve such high multiples is beyond me

I guess it depends on the multiple. TEVA in particular was attractive on an Enterprise Value basis last fall/early winter. In Q3'13 -- TEVA was trading at an estimated 1.0X [more]

Thu Jun 26

NL

Boards Post

MrWaddles replied to the Value Hounds board. 11:57 AM

Re: Bonds: rate rise risk

I get that the thread has twisted a bit from the original OP but consider:

Regression between core CPI and unemployment related to Fed Funds rate gets something (debatable but it lets me put something down) like:

y=1.8195+9.277 [more]

Mon Jun 23

NL

Boards Post

MrWaddles replied to the Value Hounds board. 2:41 PM

Re: Bonds: rate rise risk

You can wonder who would pay $7454.54 for a bond that would be worth $1000 in two years. But why would you sell your bond for anything less than that?

Ok so this clearly doesn't pass the smell test. While I'm not an expert on bonds, I [more]

Sun Jun 1

NL

Boards Post

MrWaddles replied to the Deranged Monkey Criticism board. 2:40 PM

Re: fwiw

Who knows -- but at least one of the top performers (#11) was published on this board as a two-minute drill. :)

http://boards.fool.com/exc-2-minute-drill-30732187.aspx [more]

Thu May 22

Wed May 14

NL

Boards Post

MrWaddles replied to the Value Hounds board. 10:24 AM

Re: Analyzing Kandi's Earnings

Denny,

Just like pointing to the scoreboard -- fair enough. But the game isn't over yet. We might see your famous "s" growth pattern or we might see an Eiffel Tower pattern in the stock price.



MrW IV

Tue May 13

NL

Boards Post

MrWaddles replied to the Value Hounds board. 12:29 PM

Re: Analyzing Kandi's Earnings

Overpriced shares as cash!

You said it not me :)


Back in March 2009 there were 19.9million shares outstanding compared to the 40.7million here in May 2014. Given the 235,905 estimated shares awarded in Q1'14 -- it [more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 7:39 AM

Re: Analyzing Kandi's Earnings

Let me be a bit more verbose (w/ liberal copy & paste)

From the 10Q:

NOTE 19 – STOCK AWARD

.......

The fair value of stock awards based on service is determined based on closing price of the common stock on
[more]

Mon May 12

NL

Boards Post

MrWaddles replied to the Value Hounds board. 4:29 PM

Re: Analyzing Kandi's Earnings

We furnish non-GAAP information because we believe it allows our investors to obtain a clearer understanding of our operations.

Where is the reconciliation table? Will an 8-k be filed?

This is a bit much for me. It would be [more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 10:48 AM

Re: Why doesn't it show?

dillbeans,

Why? From my vantage point it has to do with how the index is created. Maybe its that the CRSP US Large Cap Value index isn't what someone believes is value?

The index is based on book value but also earnings multiples [more]

Mon May 5

NL

Boards Post

MrWaddles replied to the Value Hounds board. 5:52 PM

Re: Boring 'ole Atlas

Well -- AAWW seems to have gotten to be a better deal or just showing us the stinker it always was going to be???

No interest in the name from the board (Kitkat played nice) so no work was done -- to hard I guess. I'm still keeping it open [more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 5:14 PM

Re: 3 layers of Value: BBSI

Clearly this is not a fat pitch in my opinion.

Well we can strike that off now. Not sure I didn't expect BBSI to continue to rise -- never have been a good growth investor. But then again I didn't quite expect the 50% decline [more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 5:01 PM

Re: CMP: Margin Rebound Play?

And there it is -- closed today at $92.15.

A volatile ride to say the least. Harsh winter worked wonders for recent quarterly performance. Not sure I would have put this in my portfolio but since it hit the $$$ I would close the idea out [more]

Thu May 1

NL

Boards Post

MrWaddles replied to the Value Hounds board. 1:02 PM

Re: Managed vs. Index Funds

But what index? A market cap weighted? Even weighted? Factor based? Fundamental based? The options have exploded for investors using low cost ETFs.

Take simply all I have to do to beat the S&P 500 Index is to equal weight it. [more]

Thu Mar 27

NL

Boards Post

MrWaddles replied to the Value Hounds board. 6:18 PM

Re: Sticker Shock

Yo,


Much of the Fool over the years has targeted the average investor struggling to build a retirement portfolio at various points along stages of investment from Rule Breakers to Income Investor. F-One is a radical departure with
[more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 300
Recs Received 970
People who have rec'd these posts 189
Recs to Posts Ratio (last 30 days) N/A
Threads Started 56
Threads Started Percentage 18.67 %
Most Frequent Board Value Hounds
Very First Post A IV Value Central post. (2/2/2007)
Percentage of Posts Rec'd 92.33 %
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