OneEyeBird

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OneEyeBird posted to the Deranged Monkey Criticism board. 4:04 PM

converts question for those smart account people

dumb question:

When a company issues a convertible bond, is the effect of that conversion reflected in the diluted share count if the strike price for that covert is above the current price?

So, for example, stock BCOR has a 4.25% [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 4:25 PM

Re: Poll: Technical Analysis

I KNOW you can do this - you have all the technical tools.

it wasn't until I read this twice (I typically submit a note and AFTER it has been posted read for typos - a not so good quirk) that I notice the bit'o'irony there with the [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 3:38 PM

Re: Investment subscriptions and must read question?

Value Line - use it every single day and every single stock

VL Small Cap - agree, far less helpful but it doesn't cost much so...

that Morn letter - I get it free too thru the library including 3 other newsletters. I am finding I [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 12:46 PM

Re: Poll: Technical Analysis

Unfortunately, right now I have a corporate day job that has nothing to do with financial markets so right there is 50+ hours I could be doing mucho business model analysis.

Hey, one last thing - I HATE it when you write this, really [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 12:28 PM

Re: Poll: Technical Analysis

I'll keep this brief but wanted to reply:

*one corner we have Peter Lynch with a 29% annualized return over a 13 year period with huge fluctuations in AUM, restrictions on what he could buy, and a massive public profile.

*On the [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 2:09 PM

Re: Poll: Technical Analysis

All that said, some respected technical analysts with phenonemal long-term track records of making money (like Peter Brandt)...

I was curious and looked him and up and viewed his performance which as you note is very impressive. [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 4:18 PM

Re: Poll: Percent comparison to October 2007

course, I sorta dodged your point - you said investors should have been fully invested by the END of 2009.

Point taken, point accepted, though some of this gets a LOT fuzzier when you start noticing an outbreak of gray in a beard...have to [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 4:13 PM

Re: Poll: Percent comparison to October 2007

But to adopt counter-intuitive logic ... if we're really afraid then the bottom has to be close, right?

in theory, right, but in reality I saw super duper -20% comps and more coming from a lot of retailers, I saw a lot of banks that [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 12:58 PM

Re: Poll: Percent comparison to October 2007

I honestly have no idea what that means.

a simple google search reveals people much smarter than me - my last reply on this

[more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 12:14 PM

Re: Poll: Percent comparison to October 2007

Most stories likely will not be better than last
year. This suggests focusing more on 2010
prospects than 2009, especially since today’s
poor numbers become tomorrow’s comparisons.
If bad news lasts long enough, the [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 12:07 PM

Re: Poll: Percent comparison to October 2007

How much money has been loss (or not made) because of the words "peak earnings" and "peak margins?" Every year, myself included, I miss great opportunities because I adopt a "peak earning/margins" mindset. Words are [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 10:30 PM

Re: aapl/tech/market

I have machines with w7 and w8

I love w7. Fast, easy, and a huge upgrade over Vista or XP. Best thing is you won't notice anything changing other than every thing is smoother and faster.

I think w8 is FAR worse than Vista (which was [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 10:27 PM

Re: Interesting interview - R Sanborn

I'd love to bring this up with him today and see how his investment strategy has changed.

fwiw, I or someone else asked him and he claimed to have changed his mind soon after. Not sure if this is right obviously but I'm not going to [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 4:02 PM

Re: Interesting interview - R Sanborn

trivia - my first post was about Sanborn and Oakmark (in defense of). Also think this is good illustration of the absolute mania infecting the markets at that time and therefore an interesting historical piece too:

[more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 8:18 PM

Re: 1984 starts 2013

"include their $26m in LTI"

I see 6, not 26?

Where did you turn this thing up?

covered by the same TDN analyst who covers Enghouse (penner)

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OneEyeBird replied to the Deranged Monkey Criticism board. 11:40 PM

Re: 1984 starts 2013

FWIW, the last song on the last recorded Beatles album was indeed "Her Majesty" on Abbey Road. Although Let It Be was released later, it was recorded before Abbey Road, and the Beatles always considered Abbey Road to be their last album. [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 10:38 PM

Re: 1984 starts 2013

fwiw, from No 17 on that list

In which CADs feel much angst regarding one of their own:

[more]

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OneEyeBird posted to the Deranged Monkey Criticism board. 10:33 PM

Bird Pollutes the Board

I think MartianPolluter takes the next name change if there aren't too many characters.

[more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 10:27 PM

Re: BEBE and knee jerk reaction

No idea on this one, I don't get the move.

We all guess, but consider:

*compares are about to get easier. Q1 was the last of the big positive ones.
*they said Feb was worst which implies maybe March was better. I'll admit [more]

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OneEyeBird replied to the Deranged Monkey Criticism board. 9:49 PM

Re: 1984 starts 2013

In cahoots with DTM and in the spirit of trying to attract Martian back with cheap high ROE Canadian stocks, ABM-X, is an aggregate mine operator that runs the largest gravel and sand pit in Canada on behalf of the Alberta government in the [more]