MrWaddles’ Activity

Wed Apr 9

NL

Boards Post

MrWaddles replied to the Deranged Monkey Criticism board. 11:15 PM

Re: Advisory Fees?

Just a side note for any compliance wonks:

If an advisor put his clients in the S&P 500 and went to the beach, his annual income would have grown at six times the rate of inflation over the last 30 years, all without lifting a finger. [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]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 10:09 AM

Re: Sticker Shock

Hey KitKat,

Just some thoughts starting with this disclaimer tucked at the bottom of the email entry page for the service:

Content and tools provided by Motley Fool ONE will not be individually tailored as The Motley Fool, LLC is [more]

Mon Mar 24

NL

Boards Post

MrWaddles replied to the Deranged Monkey Criticism board. 12:32 PM

Re: OT: Help on RAH historical price

TMFEnochRoot,

That rocks! Thank you for the time on that.


Matthew

NL

Boards Post

MrWaddles posted to the Deranged Monkey Criticism board. 11:29 AM

OT: Help on RAH historical price

Off topic here but hoping someone with easy access to data could help with a request:

I'm trying to locate a price for Ralcorp (RAH) for the month of June 1997. Unfortunately I don't have any data sources (historical records or otherwise). I [more]

Thu Mar 20

NL

Boards Post

MrWaddles replied to the Berkshire Hathaway board. 3:47 PM

Re: Apples to Oranges, Mangos and Bananas

rclosch,

Hold up a second. Shiller wrote an entire book acknowledging and looking at the different periods from the "Twentieth Century Peak" to the late 1920's to the "Johnson-Kennedy Peak" and what is now called the [more]

NL

Boards Post

MrWaddles replied to the Berkshire Hathaway board. 12:11 PM

Re: OT: Shiller CAPE, inconsistent accounting?

ezralb100

I don't think so. Rather you are seeing some reasonable analytical thought and reasoning as to why a pass is warranted now until further hard data is presented to provide a true alternative methodology. And then that can be [more]

Tue Mar 18

NL

Boards Post

MrWaddles replied to the Berkshire Hathaway board. 2:12 PM

Re: OT: Shiller CAPE, inconsistent accounting?

yeahitsme,

Just saying that was a great response. And for the record the GMO response did use hard #s.


MrW III

Tue Mar 11

NL

Boards Post

MrWaddles replied to the Value Hounds board. 5:47 PM

Re: Shocking

I don't have any invested interest here but I know this sector pretty well. There was clearly something going on behind the scenes. This is beyond casino stock -- that's just a journalist/analyst spinning something he knows nothing about or can't [more]

Wed Mar 5

NL

Boards Post

MrWaddles replied to the Value Hounds board. 1:05 PM

Re: Being Pragmatic: High Quality Names

Ralph,

Thanks for the post and thoughts. Not enough time to post properly but some quick comments:

1# Thanks for the Damodaran note. I have Investment Fables and in Chapter 6 there is a good portion of time discussing quality and [more]

NL

Boards Post

MrWaddles replied to the Deranged Monkey Criticism board. 11:52 AM

Re: My 4 favorite Buffett letter excerpts

1. "When Wall Streeters tout EBITDA as a valuation guide, button your wallet."

I think this has to be taken with some context. While I don't specifically use EBITDA as an estimate to value a company, I personally favor firm [more]

Mon Mar 3

NL

Boards Post

MrWaddles replied to the Value Hounds board. 11:28 PM

Re: Being Pragmatic: High Quality Names

kelbon,

I doubt there are any low quality/high volatility mutual funds available

The world is changing. There's a factor for that :)

Try SPHB. Its an ETF and the history isn't long -- but there it is.

[more]

NL

Boards Post

MrWaddles replied to the Value Hounds board. 7:36 PM

Re: Being Pragmatic: High Quality Names

Yes -- OP (original post/poster)

Maybe he can explain how he has fared and any lessons learnt.

Great question. Its a work in progress. Back in 2012 I discussed the slice-o-matic portfolio here on the Value Hounds (MrTompkins) [more]

NL

Boards Post

MrWaddles posted to the Value Hounds board. 12:11 PM

Being Pragmatic: High Quality Names

It’s a pet peeve of mine when a post railing on a reasonable OP gets 10X the recs. Maybe it is just a point of civility or respect for encouraging debate. In a previous thread on High Quality names, including 42+ comments – not another one from the [more]

Fri Feb 28

NL

Boards Post

MrWaddles replied to the Value Hounds board. 6:48 PM

Re: Fairly valued Quality companies

ET,

Cutting to the chase -- I disagree. No literally, I own KO, K, WMT as well as a bunch of other stocks that you would list as:

too obvious to outperform

But then there you have it. And to put a date of the initial [more]

Wed Feb 26

NL

Boards Post

MrWaddles replied to the Value Hounds board. 12:38 PM

Re: SBUX- Sell or hold

Jared,

So I don't know if there is a more "robust" way to value a firm than using a DCF except the quality of the DCF itself and the inputs (ie gigo).

Now I view M* as using industrial strength dcf models and there [more]

Tue Feb 25

NL

Boards Post

MrWaddles replied to the Value Hounds board. 11:07 AM

Re: KMP - voices of support

sw,

I don't have much of a stake here (don't own any MLPs currently) but given the continued tug-of-war I began looking into the KMP/KMR/KMI/El Paso situation for my own take. While doing so I thought something interesting. I would start [more]

Tue Feb 18

NL

Boards Post

MrWaddles replied to the Real Estate Inv. Trusts: REITs board. 3:33 PM

Re: Interest rates & REIT preferreds revisited

earslookin,

for sake of discussion -- we can take the data back to 1919 (FRED and Shiller GS10 data) and get different results. Rather if I looked at a more complete data set -- the slope is actually (slightly) negative based on your [more]

Sat Feb 15

NL

Boards Post

MrWaddles replied to the Value Hounds board. 10:33 PM

Re: OT: Factoids

Denny,

I promised to zip it so I appreciate the chance to think about growth curves. Interesting points.

Thanks

MrW III

Fri Feb 14

NL

Boards Post

MrWaddles replied to the Deranged Monkey Criticism board. 4:11 PM

Re: my 2014 problem - thoughts?

MartianX,

No problem -- maybe 3 years was a stretch but you were contemplating 2. Anyway this line from your 2nd post, suggested a similar thinking process:

*I look for 20% gains as a min for a company like this. So I'll take my [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 286
Recs Received 933
People who have rec'd these posts 186
Recs to Posts Ratio (last 30 days) N/A
Threads Started 56
Threads Started Percentage 19.58 %
Most Frequent Board Value Hounds
Very First Post A IV Value Central post. (2/2/2007)
Percentage of Posts Rec'd 91.96 %
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