StevesStox’s Activity

Mon Jul 7

NL

Boards Post

StevesStox replied to the Value Hounds board. 12:05 AM

Re: Soda Bubbling?

It's funny, I only came to this board tonight to post a thread requesting others opinion on SODA.

P/E is currently at 16.5x....very well within the range of reasonableness when you consider:

Price to Sales: 1.23x
EPS Growth Past [more]

Sun Jul 6

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Boards Post

StevesStox replied to the Berkshire Hathaway board. 1:03 AM

Re: Seth Klarman and "The Truman Show"

"What's interesting is that Seth Klarman is signalling a dangerous stock market while Buffett seems to be signalling that it's fairly priced."

I would never for a second question Mr. Buffett's integrity, but I am nearly certain [more]

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Boards Post

StevesStox replied to the Berkshire Hathaway board. 12:45 AM

Re: The Brooklyn Investor: Heinz Update

"Mustard now comes in dozens of varieties. Why has ketchup stayed the same?"

Off topic, but the other day I was running low on barbecue sauce for my grilled chicken so I just said what the hell and added some ketchup to the mix to [more]

Mon Jun 23

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Boards Post

StevesStox replied to the Berkshire Hathaway board. 12:14 AM

Re: Better Leveraged Market Insurance?

This is not a recommendation, but it is notable to mention that the VIX just hit an 88 month low. The market is extremely relaxed right now.

A good buddy of mine used to be a sugar trader in New York (specialized in options) and he always [more]

Sun Jun 15

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Boards Post

StevesStox replied to the Political Asylum board. 8:43 PM

Re: Oregon School Shooter Railed Against ‘Sinn

"Detail every shooting, knifing, and attack of ANY kind. Tell us if each and every attack was religious based or not. Don't forget the 91/11 attacks either."

Well how about we just start with the fact that the 20th century aka [more]

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Boards Post

StevesStox replied to the Political Asylum board. 2:05 AM

Re: ..Behind the Madness in Iraq..

"Anytime you remove a fence, first pause long enough to find out why it was put there in the first place." - CK Chesterton

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Boards Post

StevesStox replied to the Political Asylum board. 2:02 AM

Re: Oregon School Shooter Railed Against ‘Sinn

James Holmes - movie theater shooter in Colorado. No known religious affiliation, no mention of religion as motivation for shooting.

Eliot Rodger - No known religious affiliation, no mention of religion as motivation for [more]

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Boards Post

StevesStox replied to the Mechanical Investing board. 12:52 AM

Re: The next crisis in 2015?

<" "i" ">Now that Russia will take any currency other than dollars for gas and oil, now that Russia and China have a huge contract ($400 billion worth in dollar terms, but actually in Rubles and Yuan) for Russia supplying [more]

Thu Jun 12

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Boards Post

StevesStox replied to the Berkshire Hathaway board. 5:51 PM

Re: OT: exuberance

...I was not as down as your post. I actually thank God that organized labor is slowly being dismantled. Where you see the heel of the Man's boot on your neck I saw and continue to see limitless opportunities for those who want [more]

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Boards Post

StevesStox replied to the Mechanical Investing board. 1:19 PM

Re: How predictive was CAPE in the past?

This is very informative, thank you for sharing. Have you ever run a similar analysis on international markets?

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Boards Post

StevesStox replied to the Berkshire Hathaway board. 12:41 AM

Re: OT: exuberance

My theories regarding the biggest contributing factors to this elevated p/s ratio:

1) Greater amounts of the US national wealth is concentrated in the hands of fewer people today than in any period in perhaps the last 70 years. The uber [more]

Sun Jun 8

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Boards Post

StevesStox replied to the Mechanical Investing board. 11:53 PM

Re: The next crisis in 2015?

"I'm thinking asteroids. I just read that there is a 1,000 foot diameter rock that passed relatively close to earth just today. And we only discovered it in late April! Imagine if that landed on Wall Street..."

Hmm...Freebie [more]

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Boards Post

StevesStox replied to the Mechanical Investing board. 10:49 PM

Re: The next crisis in 2015?

The more I think about what I just said, the more I'm convinced the next John Paulson we hear about will be the fund manager who bought cheap put options on some ticking time bomb esoteric ETF when "the vast majority of fund managers never [more]

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Boards Post

StevesStox replied to the Mechanical Investing board. 10:27 PM

Re: The next crisis in 2015?

I'm no Nassim Taleb, but if the last thirty years are any indication, it would appear that the things that are most likely to blow up the economy are those things that are A) relatively new to Wall Street, and B) becoming more and more proditable for [more]

Sun Jun 1

NL

Boards Post

StevesStox replied to the Mechanical Investing board. 5:29 PM

Re: OT: pretty pictures

"I agree that something is going on. I just can't figure out what it is.."

You'd be hard pressed to find another twenty year period in US market history with as high a percentage of time in overvaluation territory like you have [more]

Caps Pick

StevesStox made a pick in CAPS. 2:25 PM

SBERBANK OF RUSSIA S/ADR (SBRCY) will Outperform the S&P 500
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Boards Post

StevesStox replied to the Atheist Fools board. 1:15 PM

Re: Thou shall not

"If that institution receives one penny of government money... then I object to it's imposing non-secular values on anybody."

I see. So you object completely to religion having any influence on secular values, but you demand that [more]

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Boards Post

StevesStox replied to the Berkshire Hathaway board. 10:51 AM

Re: BOOKS that you want to recommend.

In regards to Dhando investing, I think a big element to it is understanding where you are in the overall market cycle.

A Dhando practitioner buying stocks that appear to be Dhando situations in the US markets 2007 or 2014 has a much higher [more]

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Boards Post

StevesStox replied to the Atheist Fools board. 1:26 AM

Re: Thou shall not

If a private institution wants to institute a certain code of conduct that they feel upholds their school's mission, who are we to get offended by that?

The secular culture of "tolerance" always seems to become intolerant as soon [more]

Sat May 17

NL

Boards Post

StevesStox posted to the Value Hounds board. 10:42 AM

Gazprom (OGZPY)

2008
Share Price: Around 30 USD
Revenue RUB Mil 3,285,486
Earnings Per Share RUB 62.98
Book Value Per Share USD 14.05

2014
Share Price: $8.20
TTM Revenue RUB Mil 5,184,291
TTM Earnings Per Share RUB 106.04 [more]

CAPS Stats & Trivia

CAPS Player Rating 61.75
Player Rank 28700 out of 75032
Score 1307.40
Score Change Today 0
Accuracy 38.89%
Active Picks 17
Total Picks 121
Best Pick RDY (+256.96)
Worst Pick GCVRZ (-54.92)
Average Score per Pick 10.80
Charms Earned 5
Highest Rated Favorite checklist34
Go to StevesStox’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 424
Recs Received 1659
People who have rec'd these posts 532
Recs to Posts Ratio (last 30 days) N/A
Threads Started 147
Threads Started Percentage 34.67 %
Most Frequent Board Mechanical Investing
Very First Post MI Newcomer with several questions... (5/16/2009)
Percentage of Posts Rec'd 65.33 %
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