MrWaddles’ Activity

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]

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

Tue May 13

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]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 307
Recs Received 1006
People who have rec'd these posts 194
Recs to Posts Ratio (last 30 days) N/A
Threads Started 57
Threads Started Percentage 18.57 %
Most Frequent Board Value Hounds
Very First Post A IV Value Central post. (2/2/2007)
Percentage of Posts Rec'd 92.18 %
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