StevnFool’s Activity

Mon Mar 31

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Boards Post

StevnFool posted to the Mechanical Investing board. 5:15 PM

StevnFool Port Update - Mar 2014

Last post is at: http://boards.fool.com/stevnfool-port-update-feb-2014-311478... To get an explanation of how my portfolio was made up at the start of 2014, how I [more]

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 9:01 AM

Re: Berkshire performance through recent full cycle

1.27*.93*0.98*1.025*.98*.86 = 0.999

Rounding? If you use the extra decimal place that he presents in the letter, you get:

1.274*0.933*0.979*1.025*0.984*0.858 = 1.007

StevnFool

Tue Mar 4

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Boards Post

StevnFool posted to the Berkshire Hathaway board. 6:30 PM

OT: Jim - US estate tax for a non-resident alien

Jim,

Like me, I believe the US IRS treats you as a non resident alien (both I and my wife are Irish living in Ireland). You wrote about this back in 2009:

[more]

Mon Mar 3

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Boards Post

StevnFool posted to the Mechanical Investing board. 4:34 PM

StevnFool Port Update - Feb 2014

Last post is at: http://boards.fool.com/stevnfool-port-update-jan-2014-correc... To get an explanation of how my portfolio was made up at the start of [more]

Fri Feb 21

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 8:48 AM

Re: O/T:KO

Wouldn't it make more sense to use the estimated dividend from 2017 to match the EPS?

No. for the EPS, I wanted to look at the long term growth rate straddling now and use it as a basis for what the EPS growth might look like in the [more]

Thu Feb 20

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Boards Post

StevnFool replied to the Falling Knives board. 5:33 PM

Re: What do people think of LH?

Shares outstanding in 2002: 147.74m. EPS: $1.84. Shares outstanding now: about 87m, down 41%. They have just given 2014 guidance of EPS excluding amortization of $6.25-$6.65 (=fwd P/E 13.97x to 14.87x) So, in round numbers that's ten years at [more]

Wed Feb 19

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 6:19 PM

Re: O/T:KO

A buy at this price?

I have read the hype about KO as an investment many times but every time I have looked (including now), I have never found it to be compelling at the prevailing price.

As a reference point, I will compare [more]

Wed Feb 12

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Boards Post

StevnFool posted to the Berkshire Hathaway board. 8:51 AM

OT: Confidence in EURO

Is this a cause for any increase confidence in the Euro currency?

http://blog.bcaresearch.com/what-supports-the-euro

There is still the problem of one single currency [more]

Thu Feb 6

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Boards Post

StevnFool replied to the Mechanical Investing board. 9:00 AM

Re: NH-NL Negative

If you are using Stockcharts data and use Jim's (current preferred) implementation of 5 or more negative days in the last 9 days, then the earliest bearish trigger would occur at close on Friday for trading on Monday. This is based on the fact that [more]

Wed Feb 5

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Boards Post

StevnFool replied to the Mechanical Investing board. 6:07 PM

Re: Mechanical for the taxed

Jim,
I recently discovered this thread and had some questions.


I believe Jim reads the board in threaded mode so will rarely pick up on replies to old threads. I would suggest you start a new thread and post a link to this [more]

Fri Jan 31

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Boards Post

StevnFool posted to the Mechanical Investing board. 5:22 PM

StevnFool Port Update - Jan 2014 corrected

Slight error in Dow return in last post. Last post is at: http://boards.fool.com/stevnfool-port-update-2013-31048110.a...... To get an explanation of how my portfolio was [more]

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Boards Post

StevnFool posted to the Mechanical Investing board. 5:08 PM

StevnFool Port Update - Jan 2014

Last post is at: http://boards.fool.com/stevnfool-port-update-2013-31048110.a... To get an explanation of how my portfolio was made up at the start of 2014, how I [more]

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Boards Post

StevnFool replied to the Mechanical Investing board. 8:36 AM

Re: Simple momentum/earnings screen

Long-Term Debt < Current EPS * Common Shares Outstanding * .5

...

The long term debt check ensures that debt is less than a year of current earnings;


or did you mean half a year of current [more]

Sat Jan 25

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Boards Post

StevnFool replied to the Berkshire Hathaway board. 12:57 PM

Re: Poll: OT: What % of portfolio in MKL

Thanks Rational for your thoughtful response. As of now, the Poll results are: 0-5% 14 votes 33% 5-10% 12 votes 28% 10-20% 11 votes 26% 20-35% 5 votes 11% 35%+ 0 votes 0% The median response of the above is approximately 8%. It occurred to me [more]

Fri Jan 24

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Boards Post

StevnFool polled the Berkshire Hathaway board. 4:56 PM

Poll: OT: What % of portfolio in MKL

The top 3 individual stocks I hold represent the following % of my stock portfolio: BRK-B 44% MKL 7% WMT 7% As I add new cash to my portfolio, I am thinking that I may not add further to my BRK position and let it become a smaller percentage of [more]

Fri Jan 3

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Boards Post

StevnFool posted to the Mechanical Investing board. 8:40 AM

StevnFool Port Update - 2013

My final 2012 report is at: http://boards.fool.com/stevnfool-port-update-2012-30460475.a... My last monthly report is at: [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1418
Recs Received 4127
People who have rec'd these posts 701
Recs to Posts Ratio (last 30 days) N/A
Threads Started 321
Threads Started Percentage 22.64 %
Most Frequent Board Mechanical Investing
Very First Post Re: MSS backtester (7/2/2000)
Percentage of Posts Rec'd 59.45 %
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