StevnFool’s Activity

Fri May 20

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 5:54 PM

Re: Bear Market?

I guess different people have different interpretations of what a bear market is. If you follow Jim (mungofitch) over in the Mechanical Investing board, one of the indicators he often refers to is the 99 day High.

Basically the test [more]

Mon May 9

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Boards Post

StevnFool replied to the Mechanical Investing board. 5:47 PM

Re: Recent BCC Signals

Just wondering should DBE not be in a Bull state?

Didn't we see a new 99 day high on 20th April (S&P 500 intraday high = 2111.05)?

Or is your signal based on daily close values? I've not been checking those.

StevnFool

Fri May 6

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Boards Post

StevnFool replied to the Mechanical Investing board. 4:38 PM

Re: BRK.A vs MKL - Mungofitch

Charley,

I am not Jim but I have positions in both. I'll give you my views without all the data to back them up:

Future Growth:
MKL probably has a slightly higher central expected future growth of value but BRK probably [more]

Fri Apr 29

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Boards Post

StevnFool posted to the Mechanical Investing board. 5:14 PM

StevnFool Port Update - Apr 2016

Last post is at: http://boards.fool.com/stevnfool-port-update-mar-2016-321909... To get an explanation of how my portfolio was made up at the start of 2016, and [more]

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 7:57 AM

Re: San

Say you have three companies A, B and C. Say that each company is, each
year, able to pay to out a third of its earnings in dividends, spend a
third in share repurchases, and re-invest a third back into the
business. Now
[more]

Mon Apr 4

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Boards Post

StevnFool posted to the Mechanical Investing board. 4:54 PM

StevnFool Port Update - Mar 2016

Last post is at: http://boards.fool.com/stevnfool-port-update-feb-2016-321388... To get an explanation of how my portfolio was made up at the start of 2016, and [more]

Thu Mar 10

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 4:30 PM

Re: Adjustments to BRK GAAP EPS

This is becoming a bit of a series: In this post: http://boards.fool.com/pe-valuation-of-berkshire-32148859.as... I suggested that Berkshire could be valued on an [more]

Wed Mar 9

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 1:35 PM

Re: Adjustments to BRK GAAP EPS

Carl,

Thanks for the feedback. In relation to your comments on operating earnings, I am trying to capture all earnings in this. I agree they may be a bit lumpy but if smoothed, all those earnings are part of the value of [more]

Tue Mar 8

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Boards Post

StevnFool posted to the Berkshire Hathaway board. 6:13 PM

Adjustments to BRK GAAP EPS

In this post: http://boards.fool.com/pe-valuation-of-berkshire-32148859.as... I suggested that Berkshire could be valued on an Earnings basis with an appropriate P/E. [more]

Mon Mar 7

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Boards Post

StevnFool posted to the Berkshire Hathaway board. 6:38 PM

P/E Valuation of Berkshire

It has long been viewed that a P/E valuation methodology is not appropriate for Berkshire and that it grossly undervalues the company. I believe that this has been true in the past and is probably still true today but to a lesser extent. A few [more]

Mon Feb 29

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Boards Post

StevnFool posted to the Mechanical Investing board. 4:38 PM

StevnFool Port Update - Feb 2016

Last post is at: http://boards.fool.com/stevnfool-port-update-jan-2016-320952... To get an explanation of how my portfolio was made up at the start of 2016, and [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1481
Recs Received 4403
People who have rec'd these posts 725
Recs to Posts Ratio (last 30 days) N/A
Threads Started 351
Threads Started Percentage 23.70 %
Most Frequent Board Mechanical Investing
Very First Post Re: MSS backtester (7/2/2000)
Percentage of Posts Rec'd 60.43 %
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