StuyvesantGrad70

Boards Post

StuyvesantGrad70 replied to the Macro Economic Trends and Risks board. 8:56 PM

Re: Tirade against public education

Interview with Larry Summers, former President of Harvard
http://www.youtube.com/watch?v=VJRA8cBcSI8&feature=endsc...
My notes:

If the price [more]

Boards Post

StuyvesantGrad70 posted to the Deranged Monkey Criticism board. 11:11 AM

Shorts - Andrew Left

http://www.citronresearch.com/

World Acceptance (WRLD)
Predatory lender, draws over half its profitability from dubious "credit insurance", a loan add-on that is clearly deceptive [more]

Boards Post

StuyvesantGrad70 replied to the Bonds & Fixed Income Investments board. 3:44 PM

Re: Lokicious’ Useless Bond FAQ

THE AUTHOR OF A POST, ANY POST, CANNOT RE-OPEN THE POST AND EDIT IT.

A workaround would be a post linking to a google doc that you create and can edit and share on the web.

Boards Post

StuyvesantGrad70 replied to the Bonds & Fixed Income Investments board. 10:55 AM

Re: Buying Callable bonds

Thanks for all the informative posts.

I buy a lot of callable bonds, and I have found over the years that the gig can be profitable.

Over the years, since 1981, we have had declining interest rates, and now we have the Fed’s [more]

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StuyvesantGrad70 replied to the Deranged Monkey Criticism board. 2:37 PM

Re: Sohn Conference

A version of the notes I heard said he also said (paraphrase) "take all your money out of the (US) banking system now. Cypress is a warning, why take the chance..." did that not make the cut in the major media outlets? Did I hear wrong [more]

Boards Post

StuyvesantGrad70 posted to the Deranged Monkey Criticism board. 1:27 PM

Sohn Conference

My notes from the Wall St Journal, Financial Times and Joshua Brown blogs (links below):

Klyle Bass, Hayman Capital Management – Owns 9.9% of Dex Media (DXM), the yellow pages business, emerging from bankruptcy and merging with SuperMedia. [more]

Boards Post

StuyvesantGrad70 posted to the Value Hounds board. 10:02 PM

A Reading List

-for stock and bond investing, from Charlie on the Bonds board:
http://boards.fool.com/corporate-bond-investing-a-reading-li...

Boards Post

StuyvesantGrad70 posted to the Deranged Monkey Criticism board. 10:21 AM

Blue Chip Stocks Fetch Ridiculous Valuations

Forbes article:
http://www.forbes.com/sites/robertlenzner/2013/05/02/blue-ch...

"I’m [more]

Boards Post

StuyvesantGrad70 replied to the Macro Economic Trends and Risks board. 6:49 PM

Re: OT land purchase

The Health Officer will examine all submitted data including maps, percolation tests, soil borings, site reports and make a physical inspection of the land for each proposed subdivision or site condominium in order to make a determination of [more]

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StuyvesantGrad70 replied to the Berkshire Hathaway board. 1:15 PM

Re: Warren Buffett has joined Twitter

Buffett’s foray into the Twittersphere is notable in part because of his professed aversion to technology. He once said he missed a message about a potential deal to bail out Lehman Bros. before it collapsed because he didn’t know how to check the [more]

Boards Post

StuyvesantGrad70 replied to the Value Hounds board. 8:31 AM

Re: Tucows (TCX)

The Value Investors Club article, dated Feb 22:
http://www.valueinvestorsclub.com/value2/Idea/ViewIdea/91215...
(free registration required) mentions that Ting has [more]

Boards Post

StuyvesantGrad70 replied to the Deranged Monkey Criticism board. 5:05 AM

Re: Profit Margin Rumble Part 2

Profits = Investment +Dividends -Household Savings -Government Savings -Foreign Savings

Profits can also result from intangibles: education levels, skills and training, competitive advantages, research and development, network [more]

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StuyvesantGrad70 posted to the Kandi Technolgies Group, Inc. board. 2:51 PM

Kandi Vs Tesla

Seeking Alpha articles by Arthur Porcari:

Part One, April 25:
[more]

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StuyvesantGrad70 replied to the Deranged Monkey Criticism board. 10:43 PM

Re: Profit Margin Rumble Part 2

Reformatted:

GMO quarterly letter out:
Ben Inker of GMO steps into the squared circle to tag team with John Hussman on the Kalecki equation sectoral identity to corporate profits
[more]

Boards Post

StuyvesantGrad70 replied to the Deranged Monkey Criticism board. 2:18 PM

Re: Interesting interview - R Sanborn

My notes:

We own very transparent names. Very liquid US stocks. No options or derivatives. We only own 20 stocks. A new name has to replace an existing name. 4 or 5 new names on both long and short sides a year. As little trading as [more]

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StuyvesantGrad70 posted to the Wal-Mart Stores, Inc. board. 3:16 PM

Tesco Quits U.S.

http://finance.yahoo.com/news/tesco-quits-u-profits-fall-061...

Tesco, the world's third biggest retailer after Wal-Mart and Carrefour, announced plans to [more]

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StuyvesantGrad70 replied to the Dividend Growth Investing board. 3:44 PM

Re: The Sell 4% a Year in Retirement Rule

Prune and keep the best where best is individually defined. -Jackcrow
If you have to sell: Should you keep the best companies if they are overvalued? Or should you sell the problem companies at low prices?

Boards Post

StuyvesantGrad70 replied to the Deranged Monkey Criticism board. 12:16 PM

Re: JGBs

ProShares UltraShort Yen ETF (YCS)
chart: http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s...

Boards Post

StuyvesantGrad70 posted to the Dividend Growth Investing board. 12:02 PM

The Sell 4% a Year in Retirement Rule

http://seekingalpha.com/article/1347591-the-4-retirement-rul...
My notes:

The Sell 4% a Year in Retirement Rule advises selling 4% of total [more]

Boards Post

StuyvesantGrad70 replied to the Starbucks Corporation board. 11:11 AM

Re: Starbucks cuts prices - in supermarkets

Then why, I ask, are coffee beans at retail still priced at $11.95 per pound or more? Surely it doesn't cost over eight dollars per pound to roast and sort the beans.

The Economics of Coffee
[more]