MrWaddles’ Activity

Thu Sep 25

NL

Boards Post

MrWaddles replied to the Value Hounds board. 10:58 AM

Re: BBBY and a Request

If BBBY had paid a dividend, in the amount they spent on buybacks over the last year, at $67 a share, the dividend yield would be almost 9%. (They spent about $6 per share on buybacks; just about all the cash attributable to [more]

Wed Sep 24

NL

Boards Post

MrWaddles posted to the Value Hounds board. 11:04 AM

BBBY and a Request

BBBY over the past 6 months has repurchased $1.3 billion in stock. In the last quarter (just reported last night) it repurchased $1.0 billion of the $1.3 billion. The company took on $1.5 billion in debt this quarter as well, previously no debt was [more]

Fri Sep 12

NL

Boards Post

MrWaddles replied to the Deranged Monkey Criticism board. 4:21 PM

Re: stalwart screen

MartianRtns,


Hmmm. MSFT at the bottom of the reversion to mean PE rank? I'm guessing the 5 year period hurts non-cyclical type businesses more given a more of a depressed "P" than "E" over the early period and [more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 3:56 PM

Re: Is the Shiller CAPE So High?

Ralph,

The P/E is independent of # shares outstanding.

Just to draw a distinction -- PE1 yes -- PE10 no. CAPE is impacted by share buybacks because you are averaging earnings per share over 10 years but using the current [more]

Thu Sep 11

NL

Boards Post

MrWaddles replied to the Value Hounds board. 1:29 PM

Re: Alibaba anyone?

Pricing range is $61-$66 last I saw.


Prof Damodaran has been tracking its valuation since SEC filings have been made. His latest valuation is here:

[more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 8:51 AM

Re: Is the Shiller CAPE So High?

kelbon,

no worries -- interesting discussion. i made the points i wanted to. i think several of your points are ones that i clump into the scarcity of safe assets which is an issue that many haven't looked at too much. still real gdp growth [more]

Wed Sep 10

NL

Boards Post

MrWaddles replied to the Value Hounds board. 8:33 AM

Re: Is the Shiller CAPE So High?

I for one think the Shiller CAPE is high at 26X. Not many times except for late 20's and late 90's has it been this high. The interest rate story doesn't hold unless you believe future returns are also low as interest rates foretell future economic [more]

Thu Aug 21

NL

Boards Post

MrWaddles replied to the Value Hounds board. 5:36 PM

Re: AAWW- Atlas Air (again)

awiseowl,

Some thoughts:

I personally like the idea of using firm valuation and Enterprise Value to answer these questions. Saying that, we should clarify a "follow up" comment:

Over the last four quarters AAWW [more]

Fri Aug 15

NL

Boards Post

MrWaddles replied to the Value Hounds board. 9:27 AM

Re: Why I don't post

Rich,

Thanks and good reminder. Clearly I'm a bit sensitive to being called a "pumper" when I'm trying to add value but bigger picture -- whatever. The record is reasonable enough.

Thanks again,

MC

NL

Boards Post

MrWaddles replied to the Value Hounds board. 8:33 AM

Re: Why I don't post

Since my actual posting numbers are being brought up (although you forgot to add back MrTompkins posts as well) lets actually look at what matters to me -- value added threads started.

Over the past year I started 13 threads. The last one [more]

Thu Aug 14

NL

Boards Post

MrWaddles posted to the Value Hounds board. 12:42 PM

Why I don't post

Bringing up the ideal of Atlas -- I went back and looked at that thread and realized that that was about the time I decided it wasn't worth posting specifically because of Kelbon. This is a good reminder so if I ever get the urge to contribute [more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 12:00 PM

Re: How do YOU decide it's a value trap?

awiseowl,

Thanks for the post. FWIW, I posted on this name sometime back:

[more]

Wed Jul 30

NL

Boards Post

MrWaddles replied to the Value Hounds board. 3:14 PM

Re: Earnings (BBSI)

sw,

I would say the reaction was positive?



MrW IV

NL

Boards Post

MrWaddles replied to the Value Hounds board. 11:15 AM

Re: Market correction?

Warning: Partial Soap-box rant -- not enough time for a full rant


The mistake is understanding exactly what the Shiller PE/10 is. The mistake is thinking its a trading system that provides "signals". [Please provide some [more]

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]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 314
Recs Received 1033
People who have rec'd these posts 196
Recs to Posts Ratio (last 30 days) N/A
Threads Started 58
Threads Started Percentage 18.47 %
Most Frequent Board Value Hounds
Very First Post A IV Value Central post. (2/2/2007)
Percentage of Posts Rec'd 92.36 %
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